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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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2022-07-29 |
4 |
S |
$69.43 |
$9,393,635 |
I/I |
(135,300) |
69,613,930 |
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-16% |
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Schwab Charles R |
Co-Chairman |
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2022-07-28 |
4 |
S |
$65.36 |
$9,778,559 |
I/I |
(149,600) |
69,749,230 |
|
-19% |
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Schwab Charles R |
Chairman |
|
2022-07-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
588,096 |
69,898,830 |
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- |
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Schwab Charles R |
Chairman |
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2022-07-21 |
4 |
S |
$62.52 |
$7,501,884 |
I/I |
(120,000) |
70,486,926 |
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-29% |
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Schwab Charles R |
Chairman |
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2022-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
476,379 |
70,606,926 |
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- |
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Schwab Charles R |
Chairman |
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2022-07-20 |
4 |
S |
$62.70 |
$7,524,384 |
I/I |
(120,000) |
71,083,305 |
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-31% |
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Schwab Charles R |
Chairman |
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2022-07-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
655,077 |
71,203,305 |
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- |
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Wurster Richard A |
President |
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2022-06-03 |
4 |
D |
$70.63 |
$104,744 |
D/D |
(1,483) |
84,871 |
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- |
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Schwab Charles R |
Chairman |
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2022-05-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,982,448 |
71,858,382 |
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- |
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Schwab Charles R |
Chairman |
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2022-05-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,540 |
74,372,453 |
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- |
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Schwab Charles R |
Chairman |
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2022-05-26 |
4 |
S |
$68.96 |
$10,155,966 |
I/I |
(147,275) |
74,423,993 |
|
-10% |
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Schwab Charles R |
Chairman |
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2022-05-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
18,450 |
74,571,268 |
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- |
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Haraf William S |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
34,555 |
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- |
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Sneed Paula A |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
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- |
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Dodds Christopher V |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
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- |
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Dea Joan |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
22,419 |
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- |
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Masrani Bharat |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
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- |
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Ruffel Charles A. |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
17,152 |
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- |
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Brown Marianne Catherine |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,984 |
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- |
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Ricketts Todd M |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
220,892 |
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- |
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Martin-Flickinger Gerri |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,755 |
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- |
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Goldfarb Mark A |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
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- |
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Levitt Brian M |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
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- |
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Ellis Stephen A |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
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- |
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Sarin Arun |
Director |
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2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
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- |
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1375 Records found
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Page 8 of 55 |
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