| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
136.66(B) |
| Last
Volume: |
5,412,908 |
Avg
Vol: |
10,091,741 |
| 52
Week Range: |
$47.37 - $75.33 |
|
| 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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|
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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.
|
|
|
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 |
694,821 |
746,168 |
993,439 |
3,124,309 |
| Total Sell Value |
$48,744,451 |
$51,947,848 |
$67,030,116 |
$227,382,988 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
27 |
33 |
40 |
73 |
| End Date |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Bettinger Walter W |
President and CEO |
• • – |
2021-05-06 |
4 |
S |
$70.79 |
$8,906,789 |
D/D |
(124,670) |
207,914 |
|
1% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-05-06 |
4 |
S |
$70.62 |
$1,160,556 |
I/I |
(16,433) |
208,651 |
|
1% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-05-03 |
4 |
S |
$70.33 |
$5,533,798 |
I/I |
(78,685) |
32,331,256 |
|
-1% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-29 |
4 |
AS |
$70.99 |
$553,325 |
I/I |
(7,794) |
0 |
|
-0% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-29 |
4 |
OE |
$28.44 |
$221,661 |
I/I |
7,794 |
7,794 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-29 |
4 |
AS |
$72.00 |
$899,984 |
I/I |
(12,500) |
0 |
|
-0% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-29 |
4 |
OE |
$26.39 |
$329,875 |
I/I |
12,500 |
12,500 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2021-04-29 |
4 |
S |
$71.68 |
$250,896 |
I/I |
(3,500) |
32,095 |
|
0% |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2021-04-29 |
4 |
OE |
$13.64 |
$47,740 |
I/I |
3,500 |
35,595 |
|
- |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2021-04-29 |
4 |
S |
$70.85 |
$518,703 |
D/D |
(7,321) |
8,358 |
|
0% |
|
| Morgan Peter J. Iii |
EVP and General Counsel |
• • – |
2021-04-29 |
4 |
OE |
$41.98 |
$307,336 |
D/D |
7,321 |
15,679 |
|
- |
|
| Bettinger Walter W |
President and CEO |
• • – |
2021-04-29 |
4 |
S |
$70.68 |
$17,105,863 |
D/D |
(242,002) |
332,584 |
|
0% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-04-29 |
4 |
S |
$71.70 |
$18,305,443 |
I/I |
(255,321) |
225,084 |
|
0% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-04-29 |
4 |
OE |
$26.39 |
$7,288,047 |
I/I |
255,321 |
480,405 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-28 |
4 |
AS |
$70.00 |
$545,526 |
I/I |
(7,793) |
0 |
|
3% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-28 |
4 |
OE |
$28.44 |
$221,633 |
I/I |
7,793 |
7,793 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
72,500 |
85,318,052 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-28 |
4 |
S |
$69.87 |
$6,987,280 |
I/I |
(100,000) |
85,390,552 |
|
-3% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-27 |
4 |
S |
$68.26 |
$18,000,612 |
I/I |
(262,751) |
85,490,552 |
|
-4% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-27 |
4 |
AS |
$69.00 |
$581,264 |
I/I |
(8,424) |
0 |
|
4% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-27 |
4 |
OE |
$27.45 |
$231,239 |
I/I |
8,424 |
8,424 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-26 |
4 |
S |
$68.00 |
$3,213,149 |
I/I |
(47,249) |
85,753,303 |
|
-8% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-23 |
4 |
S |
$66.57 |
$16,572,663 |
I/I |
(248,967) |
85,800,552 |
|
-9% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-23 |
4 |
OE |
$13.91 |
$1,724,381 |
I/I |
123,967 |
86,049,519 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-22 |
4 |
S |
$65.58 |
$19,676,355 |
I/I |
(300,000) |
85,925,552 |
|
-12% |
|
274 Records found
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Page 3 of 11 |
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0.71 (0.94%) 
