| |
| |
| 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:
|
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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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|
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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 |
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 |
  Schwab Charles R |
Co-Chairman |
• • – |
2023-11-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
92,300 |
61,515,993 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-10-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
59,455 |
61,608,293 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2023-10-24 |
4 |
S |
$49.98 |
$345,737 |
I/I |
(6,918) |
112,398 |
|
-37% |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2023-10-19 |
4 |
D |
$52.04 |
$505,016 |
I/I |
(9,704) |
0 |
|
- |
|
| Crawford Peter B. |
Chief Financial Officer |
• – – |
2023-09-18 |
4 |
S |
$57.31 |
$217,306 |
I/I |
(3,792) |
44,725 |
|
-11% |
|
| Crawford Peter B. |
Chief Financial Officer |
• – – |
2023-09-18 |
4 |
OE |
$23.12 |
$87,671 |
D/D |
3,792 |
0 |
|
- |
|
| Morgan Peter J. Iii |
MD, General Counsel |
• – – |
2023-08-29 |
4 |
S |
$59.61 |
$476,872 |
D/D |
(8,000) |
8,014 |
|
-14% |
|
| Ruffel Charles A. |
Director |
– • – |
2023-08-17 |
4 |
B |
$60.55 |
$50,440 |
I/I |
833 |
3,386 |
2.1 |
15% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-08-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
107,695 |
59,488,748 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-08-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
76,335 |
59,596,443 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-07-26 |
4 |
S |
$66.60 |
$5,045,821 |
I/I |
(75,760) |
59,672,778 |
|
5% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-07-24 |
4 |
S |
$66.66 |
$4,802,984 |
I/I |
(72,047) |
59,748,538 |
|
10% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-07-24 |
4 |
OE |
$23.12 |
$1,665,727 |
D/D |
72,047 |
0 |
|
- |
|
| Wurster Richard A |
President |
• – – |
2023-06-05 |
4 |
D |
$54.02 |
$63,584 |
D/D |
(1,177) |
100,214 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-05-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
22,740 |
59,748,538 |
|
- |
|
| Adams John K Jr |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
44,451 |
|
- |
|
| Brown Marianne Catherine |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
12,480 |
|
- |
|
| Herringer Frank C |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
6,070 |
|
- |
|
| Dodds Christopher V |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Sarin Arun |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Dea Joan |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
24,915 |
|
- |
|
| Ricketts Todd M |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
233,388 |
|
- |
|
| Martin-Flickinger Gerri |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
2,496 |
|
- |
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1375 Records found
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Page 3 of 55 |
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