| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
133.69(B) |
| Last
Volume: |
7,008,988 |
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 |
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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:
|
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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:
|
|
|
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:
|
|
|
| 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 |
  Ellis Stephen A |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.08 |
$378,928 |
I/I |
6,757 |
65,414 |
2.1 |
17% |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-03-06 |
4 |
AS |
$76.33 |
$2,646,240 |
I/I |
(34,667) |
11,159 |
|
-24% |
|
| Martinetto Joseph R |
MD and COO |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$3,379,566 |
D/D |
(44,199) |
0 |
|
- |
|
| Martinetto Joseph R |
MD and COO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
93,109 |
93,109 |
|
- |
|
| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,480,314 |
D/D |
(19,360) |
0 |
|
- |
|
| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
42,974 |
42,974 |
|
- |
|
| Wurster Richard A |
President |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,030,791 |
D/D |
(13,481) |
94,391 |
|
- |
|
| Wurster Richard A |
President |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
31,514 |
107,872 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$3,507,411 |
D/D |
(45,871) |
0 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
111,730 |
111,730 |
|
- |
|
| Clark Bernard J. |
MD, Head of Adivsor Services |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,554,941 |
D/D |
(20,336) |
0 |
|
- |
|
| Clark Bernard J. |
MD, Head of Adivsor Services |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
50,135 |
50,135 |
|
- |
|
| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2023-03-02 |
4 |
D |
$76.46 |
$9,705,920 |
D/D |
(126,937) |
606,501 |
|
- |
|
| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
300,813 |
733,438 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$2,606,683 |
D/D |
(34,091) |
0 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
68,758 |
68,758 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,399,111 |
D/D |
(18,298) |
79,849 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
40,825 |
98,147 |
|
- |
|
| Morgan Peter J. Iii |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$775,330 |
D/D |
(10,140) |
16,014 |
|
- |
|
| Morgan Peter J. Iii |
MD, General Counsel |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
24,351 |
26,154 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2023-03-01 |
4 |
D |
$77.25 |
$37,773 |
D/D |
(489) |
10,401 |
|
- |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2023-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,107 |
10,890 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2023-02-24 |
4 |
GD |
$0.00 |
$0 |
I/I |
37,975 |
59,873,334 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2023-02-24 |
4 |
S |
$80.23 |
$866,145 |
D/D |
(10,796) |
57,322 |
|
31% |
|
| Ruffel Charles A. |
Director |
– • – |
2023-02-16 |
4 |
S |
$80.88 |
$418,656 |
D/D |
(5,176) |
12,073 |
|
31% |
|
2372 Records found
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Page 7 of 95 |
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2.40 (3.33%) 
