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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 |
Schwab Charles R |
Co-Chairman |
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2022-11-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
38,045 |
68,984,422 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-04 |
4 |
S |
$79.22 |
$10,699,673 |
I/I |
(135,000) |
69,022,467 |
|
29% |
|
Schwab Charles R |
Co-Chairman |
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2022-11-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
25,255 |
69,157,467 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-02 |
4 |
S |
$79.29 |
$497,164 |
I/I |
(6,270) |
1,733,853 |
|
27% |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-02 |
4 |
D |
$79.50 |
$11,210 |
D/D |
(141) |
7,783 |
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- |
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Wurster Richard A |
President |
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2022-11-01 |
4 |
D |
$80.26 |
$86,996 |
D/D |
(1,084) |
76,358 |
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- |
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Morgan Peter J. Iii |
MD, EVP, and General Counsel |
|
2022-11-01 |
4 |
D |
$80.26 |
$105,295 |
D/D |
(1,312) |
3,266 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-01 |
4 |
S |
$79.82 |
$500,463 |
I/I |
(6,270) |
1,739,557 |
|
25% |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-01 |
4 |
D |
$80.26 |
$52,728 |
D/D |
(657) |
8,220 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-01 |
4 |
S |
$79.81 |
$172,459 |
I/I |
(2,160) |
69,182,722 |
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25% |
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Schwab Charles R |
Co-Chairman |
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2022-10-31 |
4 |
S |
$79.49 |
$10,731,110 |
I/I |
(135,000) |
69,184,882 |
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29% |
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Morgan Peter J. Iii |
MD, EVP, and General Counsel |
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2022-10-31 |
4 |
S |
$80.03 |
$585,968 |
D/D |
(7,322) |
4,578 |
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29% |
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Morgan Peter J. Iii |
MD, EVP, and General Counsel |
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2022-10-31 |
4 |
OE |
$41.98 |
$307,378 |
D/D |
7,322 |
11,900 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2022-10-28 |
4/A |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
68,105 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2022-10-28 |
4/A |
OE |
$30.17 |
$487,819 |
D/D |
16,169 |
84,274 |
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- |
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Murtagh Nigel J |
MD, EVP - Corporate Risk |
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2022-10-28 |
4 |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
51,798 |
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29% |
|
Craig Jonathan M. |
Please see remarks |
|
2022-10-28 |
4 |
S |
$79.08 |
$317,802 |
I/I |
(4,019) |
0 |
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29% |
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Schwab-Pomerantz Carolyn |
Director |
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2022-10-28 |
4 |
S |
$80.00 |
$2,556,208 |
I/I |
(31,950) |
596,456 |
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29% |
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Schwab-Pomerantz Carolyn |
Director |
|
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,380,222 |
|
-20% |
|
Schwab-Pomerantz Carolyn |
Director |
|
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
10,255 |
|
-20% |
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Wurster Richard A |
President |
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2022-10-25 |
4 |
D |
$71.66 |
$532,362 |
D/D |
(7,429) |
77,442 |
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- |
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Masrani Bharat |
Director |
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2022-10-24 |
4 |
D |
$70.41 |
$2,605 |
D/D |
(37) |
3,857 |
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- |
|
Levitt Brian M |
Director |
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2022-10-24 |
4 |
D |
$70.41 |
$2,605 |
D/D |
(37) |
3,857 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-08-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
294,048 |
69,319,882 |
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- |
|
Craig Jonathan M. |
Please see remarks |
|
2022-08-12 |
4 |
AS |
$75.00 |
$602,414 |
I/I |
(8,032) |
4,019 |
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9% |
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1375 Records found
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Page 7 of 55 |
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