| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
133.44(B) |
| Last
Volume: |
4,669,013 |
Avg
Vol: |
10,042,419 |
| 52
Week Range: |
$49.33 - $78.9 |
|
| 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. |
|
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|
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 |
|
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|
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 |
786,652 |
1,104,097 |
1,297,098 |
3,358,333 |
| Total Sell Value |
$58,534,835 |
$79,312,880 |
$91,801,777 |
$246,017,267 |
| Total People Sold |
12 |
13 |
14 |
16 |
| Total Sell Transactions |
27 |
38 |
47 |
80 |
| End Date |
2024-03-07 |
2023-12-05 |
2023-06-06 |
2022-06-06 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Adams John K Jr |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
46,934 |
|
- |
|
| Brown Marianne Catherine |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
14,289 |
|
- |
|
| Ricketts Todd M |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
235,197 |
|
- |
|
| Ruffel Charles A. |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
16,450 |
|
- |
|
| Martin-Flickinger Gerri |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
4,305 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
6,611 |
|
- |
|
| Ellis Stephen A |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
9,204 |
|
- |
|
| Herringer Frank C |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
9,204 |
|
- |
|
| Clark Bernard J. |
MD Head of Advisor Services |
• – – |
2024-05-28 |
4 |
AS |
$70.91 |
$5,493,146 |
I/I |
(77,431) |
121,666 |
|
4% |
|
| Clark Bernard J. |
MD Head of Advisor Services |
• – – |
2024-05-28 |
4 |
OE |
$42.99 |
$1,232,523 |
D/D |
28,670 |
0 |
|
- |
|
| Dea Joan |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
26,724 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
7,279 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
7,279 |
|
- |
|
| Sarin Arun |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
9,204 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
8,162 |
|
- |
|
| Dodds Christopher V |
Director |
– • – |
2024-05-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,809 |
9,204 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2024-05-22 |
4 |
D |
$78.71 |
$15,506 |
D/D |
(197) |
5,470 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2024-05-22 |
4 |
D |
$78.71 |
$15,506 |
D/D |
(197) |
5,470 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-05-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
64,100 |
60,619,371 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2024-05-20 |
4 |
AS |
$78.41 |
$705,727 |
I/I |
(9,000) |
574,257 |
|
-7% |
|
| Masrani Bharat |
Director |
– • – |
2024-05-19 |
4 |
D |
$78.50 |
$12,716 |
D/D |
(162) |
5,667 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2024-05-19 |
4 |
D |
$78.50 |
$12,716 |
D/D |
(162) |
5,667 |
|
- |
|
| Masrani Bharat |
Director |
– • – |
2024-05-17 |
4 |
D |
$77.92 |
$18,779 |
D/D |
(241) |
5,829 |
|
- |
|
| Levitt Brian M |
Director |
– • – |
2024-05-17 |
4 |
D |
$77.92 |
$18,779 |
D/D |
(241) |
5,829 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2024-05-15 |
4 |
S |
$78.08 |
$4,533,709 |
I/I |
(58,065) |
60,683,471 |
|
5% |
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1401 Records found
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Page 1 of 57 |
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0.14 (0.19%) 
