| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
134.59(B) |
| Last
Volume: |
6,375,250 |
Avg
Vol: |
10,120,950 |
| 52
Week Range: |
$47.37 - $73.07 |
|
| 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:
|
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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 |
179,542 |
| Total Buy Value |
$0 |
$0 |
$50,440 |
$11,118,067 |
| Total People Bought |
0 |
0 |
1 |
11 |
| Total Buy Transactions |
0 |
0 |
1 |
15 |
| Total Shares Sold |
577,116 |
623,990 |
868,147 |
2,999,017 |
| Total Sell Value |
$39,832,444 |
$42,738,528 |
$57,645,832 |
$217,998,704 |
| Total People Sold |
12 |
12 |
13 |
15 |
| Total Sell Transactions |
25 |
31 |
37 |
70 |
| End Date |
2024-01-27 |
2023-10-26 |
2023-04-27 |
2022-04-27 |
|
| 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 |
• • – |
2021-10-25 |
4 |
S |
$83.05 |
$1,968,181 |
I/I |
(23,698) |
82,925,876 |
|
9% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-25 |
4 |
S |
$83.99 |
$19,319 |
I/I |
(230) |
196,620 |
|
9% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-10-25 |
4 |
OE |
$42.99 |
$9,888 |
I/I |
230 |
196,850 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-25 |
4 |
AS |
$84.00 |
$25,200 |
I/I |
(300) |
72,269 |
|
-9% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-10-25 |
4 |
OE |
$42.99 |
$12,897 |
I/I |
300 |
72,569 |
|
- |
|
| Masrani Bharat |
Director |
• • – |
2021-10-22 |
4 |
D |
$83.00 |
$3,071 |
D/D |
(37) |
1,961 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2021-10-22 |
4 |
D |
$83.00 |
$3,071 |
D/D |
(37) |
1,961 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
GD |
$0.00 |
$0 |
D/D |
239 |
57,245 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
S |
$83.26 |
$2,331,232 |
D/D |
(28,000) |
57,484 |
|
9% |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-10-22 |
4 |
OE |
$26.39 |
$738,920 |
D/D |
28,000 |
85,484 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2021-10-22 |
4 |
S |
$83.38 |
$917,134 |
I/I |
(11,000) |
16,997 |
|
9% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-22 |
4 |
S |
$82.56 |
$9,907,200 |
I/I |
(120,000) |
82,949,574 |
|
9% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-10-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
12,325 |
83,094,235 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2021-10-20 |
4 |
S |
$81.19 |
$16,727,747 |
D/D |
(206,025) |
207,914 |
|
1% |
|
| Bettinger Walter W |
CEO |
• • – |
2021-10-20 |
4 |
OE |
$30.17 |
$6,215,774 |
D/D |
206,025 |
413,939 |
|
- |
|
| 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 |
|
- |
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1419 Records found
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Page 2 of 57 |
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