| |
| |
| 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 |
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Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
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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:
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|
| 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:
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|
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
|
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|
| 3m +/- |
|
|
Form |
  Ellis Stephen A |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Goldfarb Mark A |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
7,395 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
6,070 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-05-22 |
4 |
S |
$51.76 |
$4,018,584 |
I/I |
(77,640) |
59,771,278 |
|
-6% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-05-22 |
4 |
OE |
$22.67 |
$1,760,099 |
D/D |
77,640 |
0 |
|
- |
|
| Ruffel Charles A. |
Director |
– • – |
2023-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
14,608 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2023-05-19 |
4 |
D |
$51.67 |
$8,370 |
D/D |
(162) |
3,574 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2023-05-19 |
4 |
D |
$51.67 |
$8,370 |
D/D |
(162) |
3,574 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2023-05-17 |
4 |
D |
$51.12 |
$6,185 |
D/D |
(121) |
3,736 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2023-05-17 |
4 |
D |
$51.12 |
$6,185 |
D/D |
(121) |
3,736 |
|
- |
|
| Brown Marianne Catherine |
Director |
– • – |
2023-03-28 |
4 |
B |
$53.47 |
$267,340 |
D/D |
5,000 |
9,984 |
2.39 |
23% |
|
| Clark Bernard J. |
MD, Head of Adivsor Services |
• – – |
2023-03-17 |
4 |
B |
$54.83 |
$274,154 |
I/I |
5,000 |
120,653 |
1.99 |
17% |
|
| Martin-Flickinger Gerri |
Director |
– • – |
2023-03-17 |
4 |
B |
$54.16 |
$200,396 |
I/I |
3,700 |
8,455 |
2.1 |
17% |
|
| Wurster Richard A |
President |
• – – |
2023-03-17 |
4 |
B |
$54.39 |
$108,773 |
D/D |
2,000 |
101,391 |
2.74 |
17% |
|
| Goldfarb Mark A |
Director |
– • – |
2023-03-16 |
4 |
B |
$58.37 |
$233,468 |
I/I |
4,000 |
27,017 |
2.1 |
15% |
|
| Wurster Richard A |
President |
• – – |
2023-03-14 |
4/A |
B |
$57.28 |
$286,397 |
D/D |
5,000 |
99,391 |
2.74 |
- |
|
| Adams John K Jr |
Director |
– • – |
2023-03-14 |
4 |
B |
$59.31 |
$296,550 |
D/D |
5,000 |
41,955 |
2.39 |
17% |
|
| Wurster Richard A |
President |
• – – |
2023-03-14 |
4 |
S |
$57.28 |
$286,397 |
D/D |
(5,000) |
99,391 |
|
-17% |
|
| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-14 |
4 |
B |
$57.96 |
$289,781 |
I/I |
5,000 |
44,725 |
1.99 |
17% |
|
| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2023-03-14 |
4 |
B |
$59.31 |
$2,965,500 |
D/D |
50,000 |
656,501 |
2.81 |
17% |
|
| Ricketts Todd M |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.79 |
$567,862 |
D/D |
10,000 |
230,892 |
2.39 |
17% |
|
| Ellis Stephen A |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.08 |
$378,928 |
I/I |
6,757 |
65,414 |
2.1 |
17% |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-03-06 |
4 |
AS |
$76.33 |
$2,646,240 |
I/I |
(34,667) |
11,159 |
|
-24% |
|
| Martinetto Joseph R |
MD and COO |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$3,379,566 |
D/D |
(44,199) |
0 |
|
- |
|
| Martinetto Joseph R |
MD and COO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
93,109 |
93,109 |
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- |
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1375 Records found
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Page 4 of 55 |
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