| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
138.51(B) |
| Last
Volume: |
9,565,452 |
Avg
Vol: |
10,071,859 |
| 52
Week Range: |
$47.73 - $76.86 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - National |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
|
NASDAQ OTHER FINANCE |
| |
S&P 500 |
|
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 112 |
| Guru Rank Value : 8 |
| Guru Occurances : 3 |
|
|
|
|
|
| |
|
Company Profile Charles Schwab is a savings and loan holding company. Co. is engaged, through its subsidiaries, in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Co.'s segments include: Investor Services, which provides retail brokerage and banking services to individual investors and retirement plan services, as well as other corporate brokerage services, to businesses and their employees; and Advisor Services, which provides custodial, trading, banking and support services, as well as retirement business services to independent registered investment advisors and recordkeepers.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
833 |
102,290 |
| Total Buy Value |
$0 |
$0 |
$50,440 |
$5,919,589 |
| Total People Bought |
0 |
0 |
1 |
11 |
| Total Buy Transactions |
0 |
0 |
1 |
12 |
| Total Shares Sold |
866,264 |
917,611 |
1,164,882 |
3,295,752 |
| Total Sell Value |
$61,776,414 |
$64,979,811 |
$80,062,079 |
$240,414,951 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
31 |
37 |
44 |
77 |
| End Date |
2024-02-15 |
2023-11-14 |
2023-05-16 |
2022-05-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Schwab Charles R |
Chairman |
• • – |
2021-10-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
24,661 |
83,081,899 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-20 |
4 |
S |
$81.18 |
$15,039,410 |
I/I |
(185,250) |
83,106,560 |
|
1% |
|
| Ricketts Todd M |
Director |
• • – |
2021-10-19 |
4 |
GA |
$0.00 |
$0 |
D/D |
12,909 |
218,838 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2021-10-19 |
4 |
S |
$81.12 |
$19,893,444 |
D/D |
(245,239) |
207,914 |
|
-0% |
|
| Bettinger Walter W |
CEO |
• • – |
2021-10-19 |
4 |
OE |
$30.17 |
$7,398,861 |
D/D |
245,239 |
453,153 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
123,800 |
83,291,810 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-18 |
4 |
GD |
$0.00 |
$0 |
I/I |
186,400 |
83,415,610 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-18 |
4 |
S |
$80.34 |
$1,044,376 |
I/I |
(13,000) |
83,602,010 |
|
3% |
|
| Dodds Christopher V |
Director |
• • – |
2021-10-18 |
4 |
S |
$80.38 |
$891,750 |
I/I |
(11,094) |
439,792 |
|
3% |
|
| Dodds Christopher V |
Director |
• • – |
2021-10-18 |
4 |
OE |
$33.40 |
$545,847 |
I/I |
11,094 |
450,886 |
|
- |
|
| Wurster Richard A |
PresidentOfficer |
• – – |
2021-10-15 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,868 |
|
4% |
|
| Wurster Richard A |
PresidentOfficer |
• – – |
2021-10-15 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
29,229 |
|
4% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-15 |
4 |
AS |
$79.42 |
$2,860,150 |
I/I |
(35,515) |
196,620 |
|
4% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-15 |
4 |
OE |
$42.99 |
$1,095,557 |
I/I |
25,484 |
232,135 |
|
- |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-11 |
4 |
AS |
$78.05 |
$1,989,098 |
I/I |
(25,484) |
206,651 |
|
10% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-11 |
4 |
OE |
$42.99 |
$1,095,557 |
I/I |
25,484 |
232,135 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-10-11 |
4 |
AS |
$77.98 |
$904,414 |
I/I |
(11,598) |
0 |
|
10% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-10-11 |
4 |
OE |
$26.39 |
$306,071 |
I/I |
11,598 |
11,598 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-11 |
4 |
AS |
$78.16 |
$2,342,987 |
I/I |
(29,977) |
72,269 |
|
10% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-11 |
4 |
OE |
$26.39 |
$791,093 |
I/I |
29,977 |
102,246 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-11 |
4 |
AS |
$78.50 |
$2,197,927 |
I/I |
(28,000) |
31,631,256 |
|
10% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,147 |
83,615,010 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-04 |
4 |
AS |
$74.47 |
$2,085,070 |
I/I |
(28,000) |
31,659,256 |
|
20% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-09-28 |
4 |
AS |
$77.96 |
$70,316 |
I/I |
(902) |
0 |
|
25% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-09-28 |
4 |
OE |
$26.39 |
$23,804 |
I/I |
902 |
902 |
|
- |
|
1375 Records found
|
|
Page 13 of 55 |
|
|
2.37 (3.17%) 
