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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 |
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Level
I Sector: |
Financials |
Level
II Sector: |
Financial Services |
Level
III Sector: |
Investment Brokerage - National |
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Member Indexes:
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S&P COMPOSITE 1500 |
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NASDAQ COMPOSITE |
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NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
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S&P 500 |
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NASDAQ NNM COMPOSITE |
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Rankings:
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Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
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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 |
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 |
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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 +/- |
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Form |
Schwab Charles R |
Chairman |
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2021-04-21 |
4 |
S |
$64.88 |
$14,321,106 |
I/I |
(220,710) |
86,225,552 |
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-12% |
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Schwab Charles R |
Chairman |
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2021-04-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,601 |
86,446,262 |
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- |
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Crawford Peter B. |
EVP and CFO |
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2021-03-12 |
4 |
AS |
$68.00 |
$238,004 |
I/I |
(3,500) |
32,095 |
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-1% |
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Crawford Peter B. |
EVP and CFO |
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2021-03-12 |
4 |
OE |
$13.64 |
$47,740 |
I/I |
3,500 |
35,595 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-03-12 |
4 |
AS |
$67.01 |
$564,437 |
I/I |
(8,423) |
0 |
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-1% |
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Craig Jonathan M. |
Senior EVP |
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2021-03-12 |
4 |
OE |
$27.45 |
$231,211 |
I/I |
8,423 |
8,423 |
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- |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-03-04 |
4 |
AS |
$64.81 |
$640,487 |
I/I |
(9,883) |
72,269 |
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8% |
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Craig Jonathan M. |
Senior EVP |
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2021-03-04 |
4 |
AS |
$64.81 |
$440,462 |
I/I |
(6,796) |
0 |
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8% |
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Murtagh Nigel J |
EVP - Corporate Risk |
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2021-03-01 |
4 |
OE |
$63.75 |
$450,521 |
D/D |
7,067 |
57,484 |
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- |
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Bettinger Walter W |
President and CEO |
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2021-03-01 |
4 |
OE |
$63.75 |
$3,685,706 |
D/D |
57,815 |
574,586 |
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- |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-03-01 |
4 |
OE |
$63.75 |
$630,041 |
I/I |
9,883 |
82,152 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-03-01 |
4 |
OE |
$63.75 |
$433,245 |
I/I |
6,796 |
6,796 |
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- |
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Martinetto Joseph R |
Senior EVP and COO |
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2021-03-01 |
4 |
OE |
$63.75 |
$779,790 |
I/I |
12,232 |
220,883 |
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- |
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Schwab Charles R |
Chairman |
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2021-03-01 |
4 |
OE |
$63.75 |
$1,438,391 |
I/I |
22,563 |
86,449,863 |
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- |
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Crawford Peter B. |
EVP and CFO |
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2021-03-01 |
4 |
OE |
$63.75 |
$447,398 |
I/I |
7,018 |
32,095 |
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- |
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Crawford Peter B. |
EVP and CFO |
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2021-02-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
25,077 |
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- |
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Morgan Peter J. Iii |
EVP and General Counsel |
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2021-02-24 |
4 |
S |
$64.11 |
$936,736 |
D/D |
(14,612) |
8,358 |
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-10% |
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Morgan Peter J. Iii |
EVP and General Counsel |
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2021-02-24 |
4 |
OE |
$31.65 |
$613,364 |
D/D |
14,612 |
22,970 |
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- |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-02-24 |
4 |
AS |
$65.03 |
$1,949,357 |
I/I |
(29,976) |
72,269 |
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10% |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-02-24 |
4 |
OE |
$26.39 |
$791,067 |
I/I |
29,976 |
102,245 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-02-24 |
4 |
AS |
$65.00 |
$578,720 |
I/I |
(8,904) |
0 |
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10% |
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Craig Jonathan M. |
Senior EVP |
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2021-02-24 |
4 |
OE |
$25.86 |
$230,257 |
I/I |
8,904 |
8,904 |
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- |
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Dodds Christopher V |
Director |
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2021-02-24 |
4 |
S |
$64.14 |
$1,924,125 |
I/I |
(30,000) |
436,742 |
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-10% |
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Schwab Charles R |
Chairman |
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2021-02-22 |
4 |
S |
$62.61 |
$16,654,659 |
I/I |
(266,000) |
86,427,300 |
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-17% |
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Craig Jonathan M. |
Senior EVP |
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2021-02-19 |
4 |
AS |
$63.01 |
$560,999 |
I/I |
(8,903) |
0 |
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18% |
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274 Records found
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Page 4 of 11 |
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