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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 |
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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 |
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 |
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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 |
Crawford Peter B. |
MD and CFO |
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2023-03-02 |
4 |
D |
$76.46 |
$1,480,314 |
D/D |
(19,360) |
0 |
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- |
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Crawford Peter B. |
MD and CFO |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
42,974 |
42,974 |
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- |
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Wurster Richard A |
President |
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2023-03-02 |
4 |
D |
$76.46 |
$1,030,791 |
D/D |
(13,481) |
94,391 |
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- |
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Wurster Richard A |
President |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
31,514 |
107,872 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-03-02 |
4 |
D |
$76.46 |
$3,507,411 |
D/D |
(45,871) |
0 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
111,730 |
111,730 |
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- |
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Clark Bernard J. |
MD, Head of Adivsor Services |
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2023-03-02 |
4 |
D |
$76.46 |
$1,554,941 |
D/D |
(20,336) |
0 |
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- |
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Clark Bernard J. |
MD, Head of Adivsor Services |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
50,135 |
50,135 |
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- |
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Bettinger Walter W |
Co-Chairman and CEO |
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2023-03-02 |
4 |
D |
$76.46 |
$9,705,920 |
D/D |
(126,937) |
606,501 |
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- |
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Bettinger Walter W |
Co-Chairman and CEO |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
300,813 |
733,438 |
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- |
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Craig Jonathan M. |
Please see remarks |
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2023-03-02 |
4 |
D |
$76.46 |
$2,606,683 |
D/D |
(34,091) |
0 |
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- |
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Craig Jonathan M. |
Please see remarks |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
68,758 |
68,758 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2023-03-02 |
4 |
D |
$76.46 |
$1,399,111 |
D/D |
(18,298) |
79,849 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
40,825 |
98,147 |
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- |
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Morgan Peter J. Iii |
MD, General Counsel |
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2023-03-02 |
4 |
D |
$76.46 |
$775,330 |
D/D |
(10,140) |
16,014 |
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- |
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Morgan Peter J. Iii |
MD, General Counsel |
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2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
24,351 |
26,154 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2023-03-01 |
4 |
D |
$77.25 |
$37,773 |
D/D |
(489) |
10,401 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,107 |
10,890 |
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- |
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Schwab Charles R |
Co-Chairman |
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2023-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
37,975 |
59,873,334 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2023-02-24 |
4 |
S |
$80.23 |
$866,145 |
D/D |
(10,796) |
57,322 |
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31% |
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Ruffel Charles A. |
Director |
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2023-02-16 |
4 |
S |
$80.88 |
$418,656 |
D/D |
(5,176) |
12,073 |
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31% |
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Herringer Frank C |
Director |
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2023-02-14 |
4 |
S |
$80.87 |
$739,051 |
I/I |
(9,139) |
157,026 |
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34% |
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Herringer Frank C |
Director |
|
2023-02-14 |
4 |
GA |
$0.00 |
$0 |
I/I |
14,345 |
166,165 |
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- |
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Herringer Frank C |
Director |
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2023-02-14 |
4 |
GD |
$0.00 |
$0 |
D/D |
14,345 |
4,899 |
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- |
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Herringer Frank C |
Director |
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2023-02-14 |
4 |
OE |
$19.21 |
$275,567 |
D/D |
14,345 |
19,244 |
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- |
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1375 Records found
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Page 5 of 55 |
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