| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
1,797,212,000 |
| Market
Cap: |
141.58(B) |
| Last
Volume: |
6,465,079 |
Avg
Vol: |
10,057,535 |
| 52
Week Range: |
$49.33 - $78.68 |
|
| 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 |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
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 |
910,463 |
1,041,036 |
1,288,307 |
3,419,177 |
| Total Sell Value |
$66,188,740 |
$74,539,220 |
$89,621,488 |
$249,974,360 |
| Total People Sold |
11 |
12 |
13 |
15 |
| Total Sell Transactions |
31 |
39 |
46 |
79 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-04-29 |
4 |
S |
$71.70 |
$18,305,443 |
I/I |
(255,321) |
225,084 |
|
0% |
|
| Martinetto Joseph R |
Senior EVP and COO |
• • – |
2021-04-29 |
4 |
OE |
$26.39 |
$7,288,047 |
I/I |
255,321 |
480,405 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-28 |
4 |
AS |
$70.00 |
$545,526 |
I/I |
(7,793) |
0 |
|
3% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-28 |
4 |
OE |
$28.44 |
$221,633 |
I/I |
7,793 |
7,793 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-28 |
4 |
GD |
$0.00 |
$0 |
I/I |
72,500 |
85,318,052 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-28 |
4 |
S |
$69.87 |
$6,987,280 |
I/I |
(100,000) |
85,390,552 |
|
-3% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-27 |
4 |
S |
$68.26 |
$18,000,612 |
I/I |
(262,751) |
85,490,552 |
|
-4% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-27 |
4 |
AS |
$69.00 |
$581,264 |
I/I |
(8,424) |
0 |
|
4% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2021-04-27 |
4 |
OE |
$27.45 |
$231,239 |
I/I |
8,424 |
8,424 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-26 |
4 |
S |
$68.00 |
$3,213,149 |
I/I |
(47,249) |
85,753,303 |
|
-8% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-23 |
4 |
S |
$66.57 |
$16,572,663 |
I/I |
(248,967) |
85,800,552 |
|
-9% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-23 |
4 |
OE |
$13.91 |
$1,724,381 |
I/I |
123,967 |
86,049,519 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-22 |
4 |
S |
$65.58 |
$19,676,355 |
I/I |
(300,000) |
85,925,552 |
|
-12% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-21 |
4 |
S |
$64.88 |
$14,321,106 |
I/I |
(220,710) |
86,225,552 |
|
-12% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-04-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,601 |
86,446,262 |
|
- |
|
340 Records found
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Page 14 of 14 |
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0.74 (0.95%) 
