| |
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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
161.71(B) |
| Last
Volume: |
9,335,359 |
Avg
Vol: |
9,836,129 |
| 52
Week Range: |
$61.74 - $89.91 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - National |
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Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NASDAQ COMPOSITE |
| |
NASDAQ FINANCIAL 100 |
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NASDAQ OTHER FINANCE |
| |
S&P 500 |
|
NASDAQ NNM COMPOSITE |
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Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : 95 |
| Guru Rank Value : 10.5 |
| 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 |
35,000 |
35,833 |
| Total Buy Value |
$0 |
$0 |
$2,276,954 |
$2,327,394 |
| Total People Bought |
0 |
0 |
2 |
3 |
| Total Buy Transactions |
0 |
0 |
2 |
3 |
| Total Shares Sold |
695,761 |
1,959,586 |
2,225,413 |
3,539,675 |
| Total Sell Value |
$59,900,303 |
$162,467,819 |
$181,246,126 |
$274,312,576 |
| Total People Sold |
12 |
13 |
14 |
20 |
| Total Sell Transactions |
26 |
44 |
61 |
110 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Ellis Stephen A |
Director |
– • – |
2025-06-24 |
4 |
OE |
$33.12 |
$61,371 |
D/D |
1,853 |
6,660 |
|
- |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2025-06-18 |
4 |
AS |
$90.01 |
$1,878,666 |
D/D |
(20,872) |
58,999 |
|
0% |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2025-06-18 |
4 |
OE |
$42.99 |
$897,287 |
D/D |
20,872 |
79,871 |
|
- |
|
| Woolway Paul V |
MD, Chief Banking Officer |
• – – |
2025-06-18 |
4 |
AS |
$90.01 |
$911,684 |
I/I |
(10,129) |
39,154 |
|
0% |
|
| Woolway Paul V |
MD, Chief Banking Officer |
• – – |
2025-06-18 |
4 |
OE |
$46.81 |
$474,138 |
D/D |
10,129 |
33,767 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2025-06-05 |
4 |
AS |
$87.25 |
$2,093,956 |
I/I |
(24,000) |
479,314 |
|
3% |
|
| Verdeschi Michael D |
CFO |
• – – |
2025-06-03 |
4 |
D |
$87.54 |
$515,436 |
D/D |
(5,888) |
53,961 |
|
- |
|
| Woolway Paul V |
MD, Chief Banking Officer |
• – – |
2025-06-02 |
4 |
AS |
$87.68 |
$288,452 |
I/I |
(3,290) |
39,154 |
|
2% |
|
| Beatty Jonathan S |
MD, Head of Advisor Services |
• – – |
2025-05-30 |
4 |
S |
$87.57 |
$249,572 |
I/I |
(2,850) |
15,219 |
|
-2% |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2025-05-28 |
4 |
S |
$88.20 |
$2,205,105 |
D/D |
(25,000) |
58,999 |
|
-2% |
|
| Murtagh Nigel J |
Chief Risk Officer |
• – – |
2025-05-28 |
4 |
OE |
$41.98 |
$1,049,500 |
D/D |
25,000 |
83,999 |
|
- |
|
| Brown Marianne Catherine |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
15,751 |
|
- |
|
| Ruffel Charles A. |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
18,110 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
9,624 |
|
- |
|
| Herringer Frank C |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
10,666 |
|
- |
|
| Ellis Stephen A |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
9,039 |
|
- |
|
| Adams John K Jr |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
48,667 |
|
- |
|
| Martin-Flickinger Gerri |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
5,767 |
|
- |
|
| Ricketts Todd M |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
379,767 |
|
- |
|
| Dea Joan |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
28,186 |
|
- |
|
| Dodds Christopher V |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
10,666 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
8,073 |
|
- |
|
| Sneed Paula A |
Director |
– • – |
2025-05-27 |
4 |
S |
$88.06 |
$761,479 |
I/I |
(8,647) |
105,654 |
|
-2% |
|
| Sarin Arun |
Director |
– • – |
2025-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
1,462 |
10,666 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2025-05-22 |
4 |
S |
$87.50 |
$3,026,343 |
I/I |
(34,585) |
57,569,203 |
|
-3% |
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1393 Records found
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Page 1 of 56 |
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0.54 (0.6%) 
