|
|
Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
134.02(B) |
Last
Volume: |
7,016,060 |
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 |
|
|
|
|
|
|
|
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. |
|
|
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
|
|
|
|
|
|
|
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 |
749,282 |
993,439 |
3,124,309 |
Total Sell Value |
$48,744,451 |
$52,122,812 |
$67,030,116 |
$227,382,988 |
Total People Sold |
11 |
12 |
13 |
15 |
Total Sell Transactions |
27 |
34 |
40 |
73 |
End Date |
2024-02-02 |
2023-11-01 |
2023-05-03 |
2022-05-03 |
|
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 |
Chairman |
|
2022-07-21 |
4 |
S |
$62.52 |
$7,501,884 |
I/I |
(120,000) |
70,486,926 |
|
-29% |
|
Schwab Charles R |
Chairman |
|
2022-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
476,379 |
70,606,926 |
|
- |
|
Schwab Charles R |
Chairman |
|
2022-07-20 |
4 |
S |
$62.70 |
$7,524,384 |
I/I |
(120,000) |
71,083,305 |
|
-31% |
|
Schwab Charles R |
Chairman |
|
2022-07-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
655,077 |
71,203,305 |
|
- |
|
Wurster Richard A |
President |
|
2022-06-03 |
4 |
D |
$70.63 |
$104,744 |
D/D |
(1,483) |
84,871 |
|
- |
|
Schwab Charles R |
Chairman |
|
2022-05-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,982,448 |
71,858,382 |
|
- |
|
Schwab Charles R |
Chairman |
|
2022-05-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,540 |
74,372,453 |
|
- |
|
Schwab Charles R |
Chairman |
|
2022-05-26 |
4 |
S |
$68.96 |
$10,155,966 |
I/I |
(147,275) |
74,423,993 |
|
-10% |
|
Schwab Charles R |
Chairman |
|
2022-05-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
18,450 |
74,571,268 |
|
- |
|
Haraf William S |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
34,555 |
|
- |
|
Sneed Paula A |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Dodds Christopher V |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Dea Joan |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
22,419 |
|
- |
|
Masrani Bharat |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
|
- |
|
Ruffel Charles A. |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
17,152 |
|
- |
|
Brown Marianne Catherine |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,984 |
|
- |
|
Ricketts Todd M |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
220,892 |
|
- |
|
Martin-Flickinger Gerri |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,755 |
|
- |
|
Goldfarb Mark A |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Levitt Brian M |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
|
- |
|
Ellis Stephen A |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Sarin Arun |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Adams John K Jr |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
36,955 |
|
- |
|
Herringer Frank C |
Director |
|
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
Masrani Bharat |
Director |
|
2022-05-17 |
4 |
D |
$65.31 |
$7,902 |
D/D |
(121) |
1,840 |
|
- |
|
2340 Records found
|
|
Page 9 of 94 |
|
|