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Exchange: |
Nasdaq National Market |
Security
Type: |
Common |
Shares
Out: |
1,797,212,000 |
Market
Cap: |
136.66(B) |
Last
Volume: |
5,412,908 |
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 |
Schwab Charles R |
Co-Chairman |
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2023-02-06 |
4 |
S |
$80.02 |
$15,107,172 |
I/I |
(188,670) |
60,160,509 |
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30% |
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Schwab Charles R |
Co-Chairman |
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2023-02-03 |
4 |
S |
$79.76 |
$10,291,742 |
I/I |
(129,030) |
30,982,426 |
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31% |
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Schwab Charles R |
Co-Chairman |
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2023-02-01 |
4 |
S |
$77.84 |
$9,424,153 |
I/I |
(121,066) |
60,223,399 |
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31% |
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Schwab Charles R |
Co-Chairman |
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2023-02-01 |
4 |
OE |
$16.40 |
$1,985,482 |
D/D |
121,066 |
0 |
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- |
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Craig Jonathan M. |
Please see remarks |
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2023-01-18 |
4 |
AS |
$80.15 |
$4,106,685 |
I/I |
(51,144) |
0 |
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-34% |
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Craig Jonathan M. |
Please see remarks |
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2023-01-18 |
4 |
OE |
$30.17 |
$1,543,014 |
D/D |
51,144 |
0 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-12-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
6,500,261 |
56,099,757 |
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- |
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Murtagh Nigel J |
MD, Chief Risk Officer |
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2022-11-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
171 |
68,118 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
87,500 |
68,613,482 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,280 |
68,700,982 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-18 |
4 |
S |
$79.66 |
$10,519,187 |
I/I |
(132,050) |
31,111,456 |
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35% |
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Schwab Charles R |
Co-Chairman |
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2022-11-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
64,210 |
68,836,237 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-11 |
4 |
S |
$78.28 |
$10,338,555 |
I/I |
(132,050) |
31,159,531 |
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30% |
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Ellis Stephen A |
Director |
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2022-11-10 |
4 |
OE |
$13.67 |
$312,271 |
D/D |
17,030 |
4,899 |
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- |
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Morgan Peter J. Iii |
MD, EVP, and General Counsel |
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2022-11-08 |
4 |
S |
$80.04 |
$117,104 |
D/D |
(1,463) |
1,803 |
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29% |
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Schwab Charles R |
Co-Chairman |
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2022-11-07 |
4 |
GD |
$0.00 |
$0 |
I/I |
38,045 |
68,984,422 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-04 |
4 |
S |
$79.22 |
$10,699,673 |
I/I |
(135,000) |
69,022,467 |
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29% |
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Schwab Charles R |
Co-Chairman |
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2022-11-03 |
4 |
GD |
$0.00 |
$0 |
I/I |
25,255 |
69,157,467 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-02 |
4 |
S |
$79.29 |
$497,164 |
I/I |
(6,270) |
1,733,853 |
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27% |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-02 |
4 |
D |
$79.50 |
$11,210 |
D/D |
(141) |
7,783 |
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- |
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Wurster Richard A |
President |
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2022-11-01 |
4 |
D |
$80.26 |
$86,996 |
D/D |
(1,084) |
76,358 |
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- |
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Morgan Peter J. Iii |
MD, EVP, and General Counsel |
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2022-11-01 |
4 |
D |
$80.26 |
$105,295 |
D/D |
(1,312) |
3,266 |
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- |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-01 |
4 |
S |
$79.82 |
$500,463 |
I/I |
(6,270) |
1,739,557 |
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25% |
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Schwab-Pomerantz Carolyn |
Director |
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2022-11-01 |
4 |
D |
$80.26 |
$52,728 |
D/D |
(657) |
8,220 |
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- |
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Schwab Charles R |
Co-Chairman |
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2022-11-01 |
4 |
S |
$79.81 |
$172,459 |
I/I |
(2,160) |
69,182,722 |
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25% |
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340 Records found
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Page 3 of 14 |
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