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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 |
Clark Bernard J. |
EVP - Advisor Services |
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2021-01-11 |
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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2021-01-07 |
4 |
AS |
$58.98 |
$206,613 |
I/I |
(3,503) |
0 |
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20% |
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Craig Jonathan M. |
Senior EVP |
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2021-01-07 |
4 |
OE |
$23.12 |
$80,989 |
I/I |
3,503 |
3,503 |
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- |
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Schwab Charles R |
Chairman |
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2021-01-06 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,656 |
87,971,785 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-01-06 |
4 |
AS |
$54.99 |
$409,266 |
I/I |
(7,316) |
0 |
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27% |
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Craig Jonathan M. |
Senior EVP |
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2021-01-06 |
4 |
OE |
$22.67 |
$167,430 |
I/I |
7,316 |
7,316 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2020-12-29 |
4 |
AS |
$52.99 |
$202,064 |
I/I |
(3,813) |
0 |
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35% |
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Craig Jonathan M. |
Senior EVP |
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2020-12-29 |
4 |
OE |
$22.67 |
$86,441 |
I/I |
3,813 |
3,813 |
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- |
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Schwab Charles R |
Chairman |
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2020-12-24 |
4 |
AS |
$52.05 |
$5,146,085 |
I/I |
(98,870) |
71,395,506 |
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37% |
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Schwab Charles R |
Chairman |
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2020-12-17 |
4 |
AS |
$51.48 |
$5,089,551 |
I/I |
(98,870) |
71,494,376 |
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38% |
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Schwab Charles R |
Chairman |
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2020-12-14 |
4 |
GD |
$0.00 |
$0 |
I/I |
206,330 |
71,593,246 |
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- |
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Schwab Charles R |
Chairman |
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2020-12-10 |
4 |
AS |
$49.86 |
$4,929,915 |
I/I |
(98,870) |
71,799,576 |
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29% |
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Schwab Charles R |
Chairman |
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2020-12-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
88,850 |
71,898,446 |
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- |
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Schwab Charles R |
Chairman |
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2020-12-03 |
4 |
AS |
$50.49 |
$4,992,263 |
I/I |
(98,870) |
74,271,496 |
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28% |
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Craig Jonathan M. |
Senior EVP |
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2020-12-01 |
4 |
AS |
$50.35 |
$668,266 |
I/I |
(13,272) |
0 |
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33% |
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Craig Jonathan M. |
Senior EVP |
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2020-12-01 |
4 |
OE |
$16.40 |
$241,568 |
I/I |
13,272 |
13,272 |
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- |
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Schwab Charles R |
Chairman |
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2020-11-27 |
4 |
AS |
$49.81 |
$4,924,636 |
I/I |
(98,870) |
74,370,366 |
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36% |
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Sneed Paula A |
Director |
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2020-11-23 |
4 |
D |
$47.54 |
$275,542 |
I/I |
(5,796) |
112,586 |
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- |
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Sneed Paula A |
Director |
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2020-11-23 |
4 |
OE |
$19.21 |
$275,567 |
I/I |
14,345 |
118,382 |
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- |
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Schwab Charles R |
Chairman |
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2020-11-19 |
4 |
AS |
$46.87 |
$4,634,432 |
I/I |
(98,870) |
74,469,236 |
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41% |
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Sarin Arun |
Director |
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2020-11-18 |
4 |
S |
$48.61 |
$1,352,931 |
I/I |
(27,835) |
14,480 |
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-37% |
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Sarin Arun |
Director |
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2020-11-18 |
4 |
OE |
$12.66 |
$408,657 |
I/I |
27,835 |
42,315 |
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- |
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Walther Roger O |
Director |
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2020-11-18 |
4 |
S |
$49.23 |
$1,383,284 |
I/I |
(28,100) |
219,256 |
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-37% |
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Walther Roger O |
Director |
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2020-11-17 |
4 |
S |
$48.85 |
$2,442,565 |
I/I |
(50,000) |
247,356 |
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-32% |
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Clark Bernard J. |
EVP - Advisor Services |
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2020-11-17 |
4 |
S |
$48.83 |
$4,941,344 |
I/I |
(101,188) |
72,269 |
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-32% |
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274 Records found
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Page 6 of 11 |
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