| |
| |
| 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 |
|
|
|
|
|
| |
|
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. |
|
|
|
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 |
  Craig Jonathan M. |
Senior EVP |
• • – |
2021-01-07 |
4 |
OE |
$23.12 |
$80,989 |
I/I |
3,503 |
3,503 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-01-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,656 |
87,971,785 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-01-06 |
4 |
AS |
$54.99 |
$409,266 |
I/I |
(7,316) |
0 |
|
27% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-01-06 |
4 |
OE |
$22.67 |
$167,430 |
I/I |
7,316 |
7,316 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-12-29 |
4 |
AS |
$52.99 |
$202,064 |
I/I |
(3,813) |
0 |
|
35% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-12-29 |
4 |
OE |
$22.67 |
$86,441 |
I/I |
3,813 |
3,813 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-24 |
4 |
AS |
$52.05 |
$5,146,085 |
I/I |
(98,870) |
71,395,506 |
|
37% |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-17 |
4 |
AS |
$51.48 |
$5,089,551 |
I/I |
(98,870) |
71,494,376 |
|
38% |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
206,330 |
71,593,246 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-10 |
4 |
AS |
$49.86 |
$4,929,915 |
I/I |
(98,870) |
71,799,576 |
|
29% |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
88,850 |
71,898,446 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-12-03 |
4 |
AS |
$50.49 |
$4,992,263 |
I/I |
(98,870) |
74,271,496 |
|
28% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-12-01 |
4 |
AS |
$50.35 |
$668,266 |
I/I |
(13,272) |
0 |
|
33% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2020-12-01 |
4 |
OE |
$16.40 |
$241,568 |
I/I |
13,272 |
13,272 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-11-27 |
4 |
AS |
$49.81 |
$4,924,636 |
I/I |
(98,870) |
74,370,366 |
|
36% |
|
| Sneed Paula A |
Director |
• • – |
2020-11-23 |
4 |
D |
$47.54 |
$275,542 |
I/I |
(5,796) |
112,586 |
|
- |
|
| Sneed Paula A |
Director |
• • – |
2020-11-23 |
4 |
OE |
$19.21 |
$275,567 |
I/I |
14,345 |
118,382 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2020-11-19 |
4 |
AS |
$46.87 |
$4,634,432 |
I/I |
(98,870) |
74,469,236 |
|
41% |
|
| Sarin Arun |
Director |
• • – |
2020-11-18 |
4 |
S |
$48.61 |
$1,352,931 |
I/I |
(27,835) |
14,480 |
|
-37% |
|
| Sarin Arun |
Director |
• • – |
2020-11-18 |
4 |
OE |
$12.66 |
$408,657 |
I/I |
27,835 |
42,315 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2020-11-18 |
4 |
S |
$49.23 |
$1,383,284 |
I/I |
(28,100) |
219,256 |
|
-37% |
|
| Walther Roger O |
Director |
• • – |
2020-11-17 |
4 |
S |
$48.85 |
$2,442,565 |
I/I |
(50,000) |
247,356 |
|
-32% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2020-11-17 |
4 |
S |
$48.83 |
$4,941,344 |
I/I |
(101,188) |
72,269 |
|
-32% |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2020-11-17 |
4 |
OE |
$28.44 |
$3,007,902 |
I/I |
101,188 |
173,457 |
|
- |
|
| Walther Roger O |
Director |
• • – |
2020-11-16 |
4 |
S |
$46.11 |
$922,264 |
I/I |
(20,000) |
297,356 |
|
-37% |
|
1375 Records found
|
|
Page 20 of 55 |
|
|
2.37 (3.17%) 
