| |
| |
| 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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| |
|
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. |
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|
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
|
|
|
|
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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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Craig Jonathan M. |
Senior EVP |
• • – |
2021-02-19 |
4 |
OE |
$25.86 |
$230,232 |
I/I |
8,903 |
8,903 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-18 |
4 |
S |
$60.91 |
$4,263,700 |
I/I |
(70,000) |
86,693,300 |
|
-18% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
9,505 |
86,763,300 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-17 |
4 |
S |
$60.95 |
$18,284,490 |
I/I |
(300,000) |
86,772,805 |
|
-20% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-16 |
4 |
S |
$60.93 |
$18,277,590 |
I/I |
(300,000) |
87,072,805 |
|
-21% |
|
| Haraf William S |
Director |
• • – |
2021-02-16 |
4 |
S |
$61.25 |
$481,793 |
D/D |
(7,866) |
30,972 |
|
-21% |
|
| Haraf William S |
Director |
• • – |
2021-02-16 |
4 |
OE |
$28.96 |
$227,799 |
D/D |
7,866 |
38,838 |
|
- |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-02-12 |
4 |
S |
$57.92 |
$2,123,651 |
D/D |
(36,665) |
50,275 |
|
-26% |
|
| Murtagh Nigel J |
EVP - Corporate Risk |
• • – |
2021-02-12 |
4 |
OE |
$28.44 |
$1,075,623 |
D/D |
36,665 |
86,940 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-12 |
4 |
S |
$57.81 |
$18,791,053 |
I/I |
(325,000) |
87,372,805 |
|
-26% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-02-11 |
4 |
S |
$55.95 |
$9,808,778 |
I/I |
(175,323) |
208,651 |
|
-30% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-02-11 |
4 |
OE |
$22.67 |
$4,445,309 |
I/I |
175,323 |
383,974 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-11 |
4 |
S |
$55.95 |
$13,987,550 |
I/I |
(250,000) |
87,697,805 |
|
-30% |
|
| Goldfarb Mark A |
Director |
• • – |
2021-02-10 |
4 |
S |
$55.76 |
$1,501,233 |
I/I |
(26,925) |
29,099 |
|
-30% |
|
| Goldfarb Mark A |
Director |
• • – |
2021-02-10 |
4 |
OE |
$25.01 |
$757,463 |
I/I |
26,925 |
56,024 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-04 |
4 |
S |
$54.86 |
$9,100,825 |
I/I |
(165,877) |
87,947,805 |
|
-34% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-04 |
4 |
OE |
$11.75 |
$1,949,055 |
I/I |
165,877 |
88,113,682 |
|
- |
|
| Ruffel Charles A. |
Director |
• • – |
2021-02-04 |
4 |
B |
$54.08 |
$196,642 |
I/I |
3,636 |
9,092 |
2.1 |
34% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-04 |
4 |
S |
$54.10 |
$8,005,968 |
I/I |
(147,992) |
87,947,805 |
|
-34% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-04 |
4 |
OE |
$15.05 |
$2,227,280 |
I/I |
147,992 |
88,095,797 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-03 |
4 |
S |
$54.81 |
$8,265,255 |
I/I |
(150,792) |
87,947,805 |
|
-36% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-02-03 |
4 |
OE |
$18.66 |
$2,366,312 |
I/I |
126,812 |
88,098,597 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-01-12 |
4 |
AS |
$60.98 |
$213,613 |
I/I |
(3,503) |
0 |
|
18% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-01-12 |
4 |
OE |
$23.12 |
$80,989 |
I/I |
3,503 |
3,503 |
|
- |
|
| Clark Bernard J. |
EVP - Advisor Services |
• • – |
2021-01-11 |
4 |
AS |
$60.01 |
$1,798,731 |
I/I |
(29,976) |
72,269 |
|
17% |
|
274 Records found
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Page 5 of 11 |
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0.71 (0.94%) 
