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Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
138.13(B) |
Last
Volume: |
4,856,218 |
Avg
Vol: |
10,091,741 |
52
Week Range: |
$47.37 - $75.33 |
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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 |
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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 : 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:
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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 |
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 |
746,168 |
993,439 |
3,124,309 |
Total Sell Value |
$48,744,451 |
$51,947,848 |
$67,030,116 |
$227,382,988 |
Total People Sold |
11 |
12 |
13 |
15 |
Total Sell Transactions |
27 |
33 |
40 |
73 |
End Date |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
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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 +/- |
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Form |
Wurster Richard A |
PresidentOfficer |
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2021-10-15 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,868 |
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4% |
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Wurster Richard A |
PresidentOfficer |
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2021-10-15 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
29,229 |
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4% |
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Martinetto Joseph R |
Senior EVP and COO |
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2021-10-15 |
4 |
AS |
$79.42 |
$2,860,150 |
I/I |
(35,515) |
196,620 |
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4% |
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Martinetto Joseph R |
Senior EVP and COO |
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2021-10-15 |
4 |
OE |
$42.99 |
$1,095,557 |
I/I |
25,484 |
232,135 |
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- |
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Martinetto Joseph R |
Senior EVP and COO |
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2021-10-11 |
4 |
AS |
$78.05 |
$1,989,098 |
I/I |
(25,484) |
206,651 |
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10% |
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Martinetto Joseph R |
Senior EVP and COO |
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2021-10-11 |
4 |
OE |
$42.99 |
$1,095,557 |
I/I |
25,484 |
232,135 |
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- |
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Craig Jonathan M. |
Senior EVP |
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2021-10-11 |
4 |
AS |
$77.98 |
$904,414 |
I/I |
(11,598) |
0 |
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10% |
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Craig Jonathan M. |
Senior EVP |
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2021-10-11 |
4 |
OE |
$26.39 |
$306,071 |
I/I |
11,598 |
11,598 |
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- |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-10-11 |
4 |
AS |
$78.16 |
$2,342,987 |
I/I |
(29,977) |
72,269 |
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10% |
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Clark Bernard J. |
EVP - Advisor Services |
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2021-10-11 |
4 |
OE |
$26.39 |
$791,093 |
I/I |
29,977 |
102,246 |
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- |
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Schwab Charles R |
Chairman |
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2021-10-11 |
4 |
AS |
$78.50 |
$2,197,927 |
I/I |
(28,000) |
31,631,256 |
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10% |
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Schwab Charles R |
Chairman |
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2021-10-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,147 |
83,615,010 |
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- |
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Schwab Charles R |
Chairman |
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2021-10-04 |
4 |
AS |
$74.47 |
$2,085,070 |
I/I |
(28,000) |
31,659,256 |
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20% |
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Craig Jonathan M. |
Senior EVP |
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2021-09-28 |
4 |
AS |
$77.96 |
$70,316 |
I/I |
(902) |
0 |
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25% |
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Craig Jonathan M. |
Senior EVP |
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2021-09-28 |
4 |
OE |
$26.39 |
$23,804 |
I/I |
902 |
902 |
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- |
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Schwab Charles R |
Chairman |
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2021-09-27 |
4 |
AS |
$77.04 |
$2,157,134 |
I/I |
(28,000) |
31,687,256 |
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20% |
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Schwab Charles R |
Chairman |
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2021-09-23 |
4 |
AS |
$72.00 |
$1,008,000 |
I/I |
(14,000) |
31,715,256 |
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20% |
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Schwab Charles R |
Chairman |
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2021-09-22 |
4 |
AS |
$70.02 |
$980,287 |
I/I |
(14,000) |
31,729,256 |
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28% |
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Schwab Charles R |
Chairman |
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2021-09-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
140,750 |
83,618,157 |
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- |
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Schwab Charles R |
Chairman |
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2021-09-14 |
4 |
AS |
$72.00 |
$454,259 |
I/I |
(6,309) |
31,743,256 |
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27% |
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Schwab Charles R |
Chairman |
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2021-09-13 |
4 |
AS |
$71.80 |
$1,557,472 |
I/I |
(21,691) |
31,749,565 |
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23% |
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Schwab Charles R |
Chairman |
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2021-09-09 |
4 |
GD |
$0.00 |
$0 |
I/I |
137,850 |
83,758,907 |
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- |
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Schwab Charles R |
Chairman |
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2021-09-07 |
4 |
AS |
$71.91 |
$2,013,399 |
I/I |
(28,000) |
31,771,256 |
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28% |
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Schwab Charles R |
Chairman |
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2021-09-02 |
4 |
GD |
$0.00 |
$0 |
I/I |
136,530 |
83,896,757 |
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- |
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Schwab Charles R |
Chairman |
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2021-08-30 |
4 |
GD |
$0.00 |
$0 |
I/I |
133,935 |
84,033,287 |
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340 Records found
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Page 10 of 14 |
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