| |
| |
| 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 |
Chairman |
• • – |
2022-05-26 |
4 |
S |
$68.96 |
$10,155,966 |
I/I |
(147,275) |
74,423,993 |
|
-10% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-05-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
18,450 |
74,571,268 |
|
- |
|
| Haraf William S |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
34,555 |
|
- |
|
| Sneed Paula A |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Dodds Christopher V |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Dea Joan |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
22,419 |
|
- |
|
| Masrani Bharat |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
|
- |
|
| Ruffel Charles A. |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
17,152 |
|
- |
|
| Brown Marianne Catherine |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,984 |
|
- |
|
| Ricketts Todd M |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
220,892 |
|
- |
|
| Martin-Flickinger Gerri |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,755 |
|
- |
|
| Goldfarb Mark A |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
3,894 |
|
- |
|
| Ellis Stephen A |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Sarin Arun |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Adams John K Jr |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
36,955 |
|
- |
|
| Herringer Frank C |
Director |
• • – |
2022-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
2,054 |
4,899 |
|
- |
|
| Masrani Bharat |
Director |
• • – |
2022-05-17 |
4 |
D |
$65.31 |
$7,902 |
D/D |
(121) |
1,840 |
|
- |
|
| Levitt Brian M |
Director |
• • – |
2022-05-17 |
4 |
D |
$65.31 |
$7,902 |
D/D |
(121) |
1,840 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-29 |
4 |
B |
$67.07 |
$4,238,234 |
D/D |
63,188 |
432,625 |
2.81 |
12% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-28 |
4 |
B |
$68.16 |
$662,677 |
D/D |
9,723 |
369,437 |
2.81 |
6% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-27 |
4 |
B |
$68.55 |
$297,567 |
D/D |
4,341 |
359,714 |
2.81 |
5% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-04-26 |
4 |
GA |
$0.00 |
$0 |
I/I |
312,428 |
31,207,606 |
|
- |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-26 |
4 |
B |
$68.55 |
$1,789,688 |
D/D |
26,108 |
355,373 |
2.81 |
3% |
|
| Bettinger Walter W |
CEO |
• • – |
2022-04-25 |
4 |
B |
$69.49 |
$2,545,960 |
D/D |
36,640 |
329,265 |
2.81 |
0% |
|
340 Records found
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Page 5 of 14 |
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0.82 (1.08%) 
