| |
| |
| 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 |
|
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.
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|
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.
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|
|
|
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 |
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
|
|
|
| 3m +/- |
|
|
Form |
  Schwab Charles R |
Co-Chairman |
• • – |
2023-02-14 |
4 |
S |
$80.65 |
$2,320,756 |
I/I |
(28,775) |
59,911,309 |
|
34% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
62,500 |
59,940,084 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-13 |
4 |
S |
$81.04 |
$7,700,804 |
I/I |
(95,030) |
60,002,584 |
|
34% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-08 |
4 |
S |
$81.54 |
$5,096,088 |
I/I |
(62,500) |
30,731,256 |
|
33% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-07 |
4 |
S |
$81.07 |
$5,098,505 |
I/I |
(62,890) |
30,793,756 |
|
33% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
62,895 |
60,097,614 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2023-02-06 |
4 |
S |
$80.00 |
$1,671,055 |
I/I |
(20,888) |
116,723 |
|
30% |
|
| Sneed Paula A |
Director |
– • – |
2023-02-06 |
4 |
GA |
$0.00 |
$0 |
I/I |
20,888 |
137,611 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2023-02-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
20,888 |
4,899 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2023-02-06 |
4 |
OE |
$39.33 |
$957,560 |
D/D |
20,888 |
25,787 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-06 |
4 |
S |
$80.02 |
$15,107,172 |
I/I |
(188,670) |
60,160,509 |
|
30% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-03 |
4 |
S |
$79.76 |
$10,291,742 |
I/I |
(129,030) |
30,982,426 |
|
31% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-01 |
4 |
S |
$77.84 |
$9,424,153 |
I/I |
(121,066) |
60,223,399 |
|
31% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-01 |
4 |
OE |
$16.40 |
$1,985,482 |
D/D |
121,066 |
0 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-01-18 |
4 |
AS |
$80.15 |
$4,106,685 |
I/I |
(51,144) |
0 |
|
-34% |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-01-18 |
4 |
OE |
$30.17 |
$1,543,014 |
D/D |
51,144 |
0 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-12-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,500,261 |
56,099,757 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2022-11-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
171 |
68,118 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-11-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
87,500 |
68,613,482 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-11-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,280 |
68,700,982 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-11-18 |
4 |
S |
$79.66 |
$10,519,187 |
I/I |
(132,050) |
31,111,456 |
|
35% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-11-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
64,210 |
68,836,237 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-11-11 |
4 |
S |
$78.28 |
$10,338,555 |
I/I |
(132,050) |
31,159,531 |
|
30% |
|
| Ellis Stephen A |
Director |
– • – |
2022-11-10 |
4 |
OE |
$13.67 |
$312,271 |
D/D |
17,030 |
4,899 |
|
- |
|
| Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• – – |
2022-11-08 |
4 |
S |
$80.04 |
$117,104 |
D/D |
(1,463) |
1,803 |
|
29% |
|
1375 Records found
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Page 6 of 55 |
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0.10 (0.13%) 
