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| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
163.98(B) |
| Last
Volume: |
9,523,961 |
Avg
Vol: |
9,836,129 |
| 52
Week Range: |
$61.74 - $89.91 |
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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 |
| |
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 : 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 |
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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 +/- |
|
|
Form |
  Clark Bernard J. |
MD, Head of Adivsor Services |
• – – |
2023-03-17 |
4 |
B |
$54.83 |
$274,154 |
I/I |
5,000 |
120,653 |
1.99 |
17% |
|
| Martin-Flickinger Gerri |
Director |
– • – |
2023-03-17 |
4 |
B |
$54.16 |
$200,396 |
I/I |
3,700 |
8,455 |
2.1 |
17% |
|
| Wurster Richard A |
President |
• – – |
2023-03-17 |
4 |
B |
$54.39 |
$108,773 |
D/D |
2,000 |
101,391 |
2.74 |
17% |
|
| Goldfarb Mark A |
Director |
– • – |
2023-03-16 |
4 |
B |
$58.37 |
$233,468 |
I/I |
4,000 |
27,017 |
2.1 |
15% |
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| Wurster Richard A |
President |
• – – |
2023-03-14 |
4/A |
B |
$57.28 |
$286,397 |
D/D |
5,000 |
99,391 |
2.74 |
- |
|
| Adams John K Jr |
Director |
– • – |
2023-03-14 |
4 |
B |
$59.31 |
$296,550 |
D/D |
5,000 |
41,955 |
2.39 |
17% |
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| Wurster Richard A |
President |
• – – |
2023-03-14 |
4 |
S |
$57.28 |
$286,397 |
D/D |
(5,000) |
99,391 |
|
-17% |
|
| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-14 |
4 |
B |
$57.96 |
$289,781 |
I/I |
5,000 |
44,725 |
1.99 |
17% |
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| Bettinger Walter W |
Co-Chairman and CEO |
• • – |
2023-03-14 |
4 |
B |
$59.31 |
$2,965,500 |
D/D |
50,000 |
656,501 |
2.81 |
17% |
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| Ricketts Todd M |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.79 |
$567,862 |
D/D |
10,000 |
230,892 |
2.39 |
17% |
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| Ellis Stephen A |
Director |
– • – |
2023-03-14 |
4 |
B |
$56.08 |
$378,928 |
I/I |
6,757 |
65,414 |
2.1 |
17% |
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| 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 |
|
- |
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| Martinetto Joseph R |
MD and COO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
93,109 |
93,109 |
|
- |
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| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-02 |
4 |
D |
$76.46 |
$1,480,314 |
D/D |
(19,360) |
0 |
|
- |
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| Crawford Peter B. |
MD and CFO |
• – – |
2023-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
42,974 |
42,974 |
|
- |
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| 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 |
|
- |
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| 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 |
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- |
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339 Records found
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Page 1 of 14 |
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1.26 (1.4%) 
