| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
134.77(B) |
| Last
Volume: |
5,560,464 |
Avg
Vol: |
10,110,147 |
| 52
Week Range: |
$47.37 - $75.23 |
|
| 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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|
|
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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 |
582,597 |
629,471 |
873,628 |
3,004,498 |
| Total Sell Value |
$40,246,299 |
$43,152,383 |
$58,059,687 |
$218,412,559 |
| Total People Sold |
12 |
12 |
13 |
15 |
| Total Sell Transactions |
26 |
32 |
38 |
71 |
| End Date |
2024-01-30 |
2023-10-29 |
2023-04-30 |
2022-04-30 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Wurster Richard A |
President |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,615,110 |
D/D |
(24,340) |
134,228 |
|
- |
|
| Wurster Richard A |
President |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
58,354 |
158,568 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$2,211,785 |
D/D |
(33,332) |
0 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
84,706 |
84,706 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$2,885,499 |
D/D |
(43,485) |
0 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
92,236 |
92,236 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2024-02-28 |
4 |
AS |
$65.28 |
$587,609 |
I/I |
(9,000) |
585,057 |
|
14% |
|
| Crawford Peter B. |
CFO |
• – – |
2024-02-28 |
4 |
S |
$65.71 |
$361,408 |
I/I |
(5,500) |
24,111 |
|
-14% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-23 |
4 |
S |
$64.72 |
$3,786,196 |
I/I |
(58,500) |
61,134,038 |
|
-16% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-22 |
4 |
S |
$64.60 |
$3,779,211 |
I/I |
(58,500) |
61,192,538 |
|
-16% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-15 |
4 |
S |
$64.99 |
$4,628,999 |
I/I |
(71,226) |
61,251,038 |
|
-16% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-15 |
4 |
OE |
$25.86 |
$1,841,904 |
D/D |
71,226 |
0 |
|
- |
|
| Crawford Peter B. |
CFO |
• – – |
2024-02-15 |
4 |
S |
$64.76 |
$518,084 |
I/I |
(8,000) |
29,611 |
|
-16% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
80,650 |
61,251,038 |
|
- |
|
| Herringer Frank C |
Director |
– • – |
2024-02-01 |
4 |
S |
$62.25 |
$472,277 |
I/I |
(7,587) |
167,206 |
|
-20% |
|
| Herringer Frank C |
Director |
– • – |
2024-02-01 |
4 |
OE |
$25.01 |
$262,880 |
D/D |
10,511 |
7,395 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-01-24 |
4 |
S |
$63.94 |
$1,047,932 |
I/I |
(16,390) |
61,331,688 |
|
-18% |
|
| Crawford Peter B. |
CFO |
• – – |
2024-01-22 |
4 |
S |
$64.49 |
$257,975 |
I/I |
(4,000) |
37,611 |
|
-18% |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2024-01-02 |
4 |
D |
$69.22 |
$209,237 |
D/D |
(3,023) |
6,353 |
|
- |
|
| Ellis Stephen A |
Director |
– • – |
2023-12-15 |
4 |
OE |
$25.82 |
$58,018 |
D/D |
2,247 |
7,395 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2023-11-30 |
4 |
S |
$61.28 |
$748,109 |
I/I |
(12,208) |
1,722,400 |
|
-15% |
|
| Morgan Peter J. Iii |
General Counsel |
• – – |
2023-11-30 |
4 |
S |
$60.72 |
$434,875 |
D/D |
(7,162) |
0 |
|
-15% |
|
| Crawford Peter B. |
CFO |
• – – |
2023-11-30 |
4 |
S |
$60.56 |
$242,229 |
I/I |
(4,000) |
41,611 |
|
-15% |
|
| Crawford Peter B. |
CFO |
• – – |
2023-11-30 |
4 |
OE |
$28.44 |
$113,760 |
D/D |
4,000 |
0 |
|
- |
|
| Crawford Peter B. |
CFO |
• – – |
2023-11-03 |
4 |
S |
$56.19 |
$174,964 |
I/I |
(3,114) |
41,611 |
|
-20% |
|
1375 Records found
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Page 2 of 55 |
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