| |
| |
| 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 |
|
| 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 |
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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:
|
|
|
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. |
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|
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
|
|
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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 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Schwab Charles R |
Co-Chairman |
• • – |
2022-10-31 |
4 |
S |
$79.49 |
$10,731,110 |
I/I |
(135,000) |
69,184,882 |
|
29% |
|
| Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• – – |
2022-10-31 |
4 |
S |
$80.03 |
$585,968 |
D/D |
(7,322) |
4,578 |
|
29% |
|
| Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• – – |
2022-10-31 |
4 |
OE |
$41.98 |
$307,378 |
D/D |
7,322 |
11,900 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2022-10-28 |
4/A |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
68,105 |
|
- |
|
| Murtagh Nigel J |
MD, Chief Risk Officer |
• – – |
2022-10-28 |
4/A |
OE |
$30.17 |
$487,819 |
D/D |
16,169 |
84,274 |
|
- |
|
| Murtagh Nigel J |
MD, EVP - Corporate Risk |
• – – |
2022-10-28 |
4 |
S |
$80.00 |
$1,293,444 |
D/D |
(16,169) |
51,798 |
|
29% |
|
| Craig Jonathan M. |
Please see remarks |
• – – |
2022-10-28 |
4 |
S |
$79.08 |
$317,802 |
I/I |
(4,019) |
0 |
|
29% |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2022-10-28 |
4 |
S |
$80.00 |
$2,556,208 |
I/I |
(31,950) |
596,456 |
|
29% |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
2,380,222 |
|
-20% |
|
| Schwab-Pomerantz Carolyn |
Director |
– • – |
2022-10-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
10,255 |
|
-20% |
|
| Wurster Richard A |
President |
• • – |
2022-10-25 |
4 |
D |
$71.66 |
$532,362 |
D/D |
(7,429) |
77,442 |
|
- |
|
| Masrani Bharat |
Director |
• • – |
2022-10-24 |
4 |
D |
$70.41 |
$2,605 |
D/D |
(37) |
3,857 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2022-10-24 |
4 |
D |
$70.41 |
$2,605 |
D/D |
(37) |
3,857 |
|
- |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-08-23 |
4 |
GD |
$0.00 |
$0 |
I/I |
294,048 |
69,319,882 |
|
- |
|
| Craig Jonathan M. |
Please see remarks |
• • – |
2022-08-12 |
4 |
AS |
$75.00 |
$602,414 |
I/I |
(8,032) |
4,019 |
|
9% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-07-29 |
4 |
S |
$69.43 |
$9,393,635 |
I/I |
(135,300) |
69,613,930 |
|
-16% |
|
| Schwab Charles R |
Co-Chairman |
• • – |
2022-07-28 |
4 |
S |
$65.36 |
$9,778,559 |
I/I |
(149,600) |
69,749,230 |
|
-19% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-07-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
588,096 |
69,898,830 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-07-21 |
4 |
S |
$62.52 |
$7,501,884 |
I/I |
(120,000) |
70,486,926 |
|
-29% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-07-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
476,379 |
70,606,926 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-07-20 |
4 |
S |
$62.70 |
$7,524,384 |
I/I |
(120,000) |
71,083,305 |
|
-31% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-07-19 |
4 |
GD |
$0.00 |
$0 |
I/I |
655,077 |
71,203,305 |
|
- |
|
| Wurster Richard A |
President |
• • – |
2022-06-03 |
4 |
D |
$70.63 |
$104,744 |
D/D |
(1,483) |
84,871 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-05-27 |
4 |
GD |
$0.00 |
$0 |
I/I |
1,982,448 |
71,858,382 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-05-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
51,540 |
74,372,453 |
|
- |
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340 Records found
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Page 4 of 14 |
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0.82 (1.08%) 
