| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
140.25(B) |
| Last
Volume: |
7,991,583 |
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 |
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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:
|
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|
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:
|
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|
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 |
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|
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 |
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 |
  Murtagh Nigel J |
Chief Risk Officer |
• – – |
2024-03-21 |
4 |
OE |
$26.39 |
$341,698 |
D/D |
12,948 |
94,394 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2024-03-21 |
4 |
AS |
$70.66 |
$637,848 |
I/I |
(9,000) |
581,457 |
|
6% |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2024-03-06 |
4 |
AS |
$67.71 |
$3,305,083 |
I/I |
(48,751) |
0 |
|
12% |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2024-03-06 |
4 |
AS |
$67.72 |
$2,033,271 |
D/D |
(29,991) |
81,446 |
|
12% |
|
| Clark Bernard J. |
MD Head of Advisor Services |
• – – |
2024-03-04 |
4 |
D |
$66.36 |
$2,072,901 |
D/D |
(31,239) |
0 |
|
- |
|
| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2024-03-01 |
4 |
D |
$66.36 |
$6,995,271 |
D/D |
(105,420) |
802,377 |
|
- |
|
| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
251,296 |
907,797 |
|
- |
|
| Morgan Peter J. Iii |
General Counsel |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,308,279 |
D/D |
(19,716) |
24,520 |
|
- |
|
| Morgan Peter J. Iii |
General Counsel |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
44,236 |
44,236 |
|
- |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$1,663,484 |
D/D |
(25,069) |
111,437 |
|
- |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
55,060 |
136,506 |
|
- |
|
| Martinetto Joseph R |
COO |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$4,703,460 |
D/D |
(70,882) |
84,414 |
|
- |
|
| Martinetto Joseph R |
COO |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
155,296 |
155,296 |
|
- |
|
| Crawford Peter B. |
CFO |
• – – |
2024-03-01 |
4 |
D |
$66.36 |
$2,483,713 |
D/D |
(37,430) |
0 |
|
- |
|
| Crawford Peter B. |
CFO |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
|
- |
|
| Clark Bernard J. |
MD Head of Advisor Services |
• – – |
2024-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
80,000 |
80,000 |
|
- |
|
| 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 |
|
16% |
|
| Crawford Peter B. |
CFO |
• – – |
2024-02-28 |
4 |
S |
$65.71 |
$361,408 |
I/I |
(5,500) |
24,111 |
|
-20% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-02-23 |
4 |
S |
$64.72 |
$3,786,196 |
I/I |
(58,500) |
61,134,038 |
|
-22% |
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226 Records found
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Page 2 of 10 |
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0.64 (0.81%) 
