| |
| |
| 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 |
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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.
|
|
|
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. |
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|
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 |
• • – |
2021-09-27 |
4 |
AS |
$77.04 |
$2,157,134 |
I/I |
(28,000) |
31,687,256 |
|
20% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-23 |
4 |
AS |
$72.00 |
$1,008,000 |
I/I |
(14,000) |
31,715,256 |
|
20% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-22 |
4 |
AS |
$70.02 |
$980,287 |
I/I |
(14,000) |
31,729,256 |
|
28% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
140,750 |
83,618,157 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-14 |
4 |
AS |
$72.00 |
$454,259 |
I/I |
(6,309) |
31,743,256 |
|
27% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-13 |
4 |
AS |
$71.80 |
$1,557,472 |
I/I |
(21,691) |
31,749,565 |
|
23% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
137,850 |
83,758,907 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-07 |
4 |
AS |
$71.91 |
$2,013,399 |
I/I |
(28,000) |
31,771,256 |
|
28% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-09-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
136,530 |
83,896,757 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
133,935 |
84,033,287 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-30 |
4 |
AS |
$75.10 |
$2,102,859 |
I/I |
(28,000) |
31,799,256 |
|
25% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2021-08-27 |
4 |
S |
$75.58 |
$78,814 |
I/I |
(1,043) |
0 |
|
-21% |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-08-25 |
4 |
S |
$74.76 |
$1,868,918 |
D/D |
(25,000) |
57,484 |
|
-20% |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-08-25 |
4 |
OE |
$26.39 |
$659,750 |
D/D |
25,000 |
82,484 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-25 |
4 |
S |
$74.49 |
$5,213,999 |
I/I |
(70,000) |
84,167,222 |
|
-20% |
|
| Sneed Paula A |
Director |
• • – |
2021-08-23 |
4 |
S |
$72.48 |
$1,951,473 |
I/I |
(26,925) |
114,571 |
|
-19% |
|
| Sneed Paula A |
Director |
• • – |
2021-08-23 |
4 |
OE |
$25.01 |
$757,463 |
I/I |
26,925 |
141,496 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2021-08-23 |
4 |
S |
$72.42 |
$325,899 |
I/I |
(4,500) |
27,997 |
|
-19% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-23 |
4 |
AS |
$72.31 |
$2,024,588 |
I/I |
(28,000) |
31,827,256 |
|
19% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-16 |
4 |
AS |
$72.54 |
$2,031,072 |
I/I |
(28,000) |
31,855,256 |
|
17% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-13 |
4 |
S |
$74.14 |
$5,189,702 |
I/I |
(70,000) |
84,237,222 |
|
-15% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-09 |
4 |
AS |
$71.92 |
$2,013,760 |
I/I |
(28,000) |
31,883,256 |
|
14% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-08-06 |
4 |
AS |
$71.21 |
$5,796,461 |
I/I |
(81,400) |
31,911,256 |
|
13% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-07-21 |
4 |
AS |
$70.00 |
$182,004 |
I/I |
(2,600) |
31,992,656 |
|
14% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,220 |
84,792,802 |
|
- |
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1375 Records found
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Page 14 of 55 |
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2.37 (3.17%) 
