| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
141.58(B) |
| Last
Volume: |
6,465,079 |
Avg
Vol: |
10,057,535 |
| 52
Week Range: |
$49.33 - $78.68 |
|
| 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 |
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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.
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D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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|
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. |
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3m +/-:
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|
|
|
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.
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|
|
|
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
|
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| |
| |
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 |
910,463 |
1,041,036 |
1,288,307 |
3,419,177 |
| Total Sell Value |
$66,188,740 |
$74,539,220 |
$89,621,488 |
$249,974,360 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
31 |
39 |
46 |
79 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| 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 |
• • • |
2020-04-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
10,185 |
73,656,398 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2020-03-13 |
4 |
OE |
$17.62 |
$475,449 |
I/I |
25,689 |
311,564 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2020-03-06 |
4 |
AS |
$32.94 |
$416,001 |
I/I |
(12,629) |
72,269 |
|
0% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-03-02 |
4 |
OE |
$40.81 |
$806,691 |
I/I |
19,767 |
73,666,583 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$2,505,244 |
D/D |
61,388 |
516,771 |
|
- |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$633,738 |
I/I |
15,529 |
208,651 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$235,637 |
I/I |
5,774 |
26,279 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$317,175 |
I/I |
7,772 |
7,772 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$515,389 |
I/I |
12,629 |
84,898 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2020-03-02 |
4 |
OE |
$40.81 |
$378,880 |
D/D |
9,284 |
49,405 |
|
- |
|
| Mclin Stephen T |
Director |
• • – |
2020-02-13 |
4 |
S |
$47.29 |
$253,640 |
I/I |
(5,364) |
157,109 |
|
29% |
|
| Mclin Stephen T |
Director |
• • – |
2020-02-13 |
4 |
OE |
$18.62 |
$99,878 |
I/I |
5,364 |
162,473 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-02-11 |
4 |
S |
$47.76 |
$405,934 |
I/I |
(8,500) |
74,343,271 |
|
24% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-02-11 |
4 |
GD |
$0.00 |
$0 |
I/I |
19,455 |
74,323,816 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-02-03 |
4 |
S |
$45.73 |
$10,061,150 |
I/I |
(220,000) |
74,351,771 |
|
20% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
S |
$46.11 |
$771,774 |
D/D |
(16,738) |
13,556 |
|
21% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2020-01-31 |
4 |
OE |
$28.44 |
$516,916 |
D/D |
16,738 |
30,294 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-31 |
4 |
GD |
$0.00 |
$0 |
I/I |
107,850 |
74,571,771 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-30 |
4 |
S |
$47.16 |
$15,446,891 |
I/I |
(327,360) |
74,679,621 |
|
19% |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-30 |
4 |
OE |
$18.25 |
$2,050,570 |
I/I |
112,360 |
75,006,981 |
|
- |
|
| Schwab Charles R |
Chairman |
• • • |
2020-01-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
102,300 |
74,894,621 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-16 |
4 |
AS |
$49.00 |
$154,497 |
I/I |
(3,153) |
0 |
|
-30% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-16 |
4 |
OE |
$16.40 |
$51,709 |
I/I |
3,153 |
3,153 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-15 |
4 |
AS |
$47.33 |
$149,648 |
I/I |
(3,162) |
0 |
|
-27% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-01-15 |
4 |
OE |
$12.88 |
$40,727 |
I/I |
3,162 |
3,162 |
|
- |
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1419 Records found
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Page 13 of 57 |
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