| |
| |
| 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. |
|
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|
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 +/-:
|
|
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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:
|
|
|
| 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:
|
|
|
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 |
  Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• • – |
2022-02-08 |
4 |
S |
$94.04 |
$421,319 |
D/D |
(4,480) |
4,578 |
|
37% |
|
| Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• • – |
2022-02-08 |
4 |
OE |
$44.24 |
$202,932 |
D/D |
4,480 |
9,058 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-07 |
4 |
S |
$92.59 |
$11,043,873 |
I/I |
(119,280) |
75,528,844 |
|
35% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-02-07 |
4 |
S |
$93.11 |
$698,331 |
I/I |
(7,500) |
12,997 |
|
35% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-02-07 |
4 |
OE |
$23.12 |
$173,400 |
I/I |
7,500 |
20,497 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-03 |
4 |
S |
$90.20 |
$10,759,450 |
I/I |
(119,280) |
75,648,124 |
|
31% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-02 |
4 |
S |
$89.75 |
$10,705,750 |
I/I |
(119,280) |
75,767,404 |
|
33% |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,778 |
75,886,684 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-02-01 |
4 |
S |
$89.43 |
$126,987 |
I/I |
(1,420) |
75,889,462 |
|
31% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-02-01 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
12,997 |
|
- |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-02-01 |
4 |
S |
$89.38 |
$536,264 |
I/I |
(6,000) |
14,997 |
|
31% |
|
| Crawford Peter B. |
MD, EVP, and CFO |
• • – |
2022-02-01 |
4 |
OE |
$23.12 |
$138,720 |
I/I |
6,000 |
20,997 |
|
- |
|
| Morgan Peter J. Iii |
MD, EVP, and General Counsel |
• • – |
2022-01-31 |
4 |
S |
$87.14 |
$195,104 |
D/D |
(2,239) |
4,578 |
|
27% |
|
| Ruffel Charles A. |
Director |
• • – |
2022-01-13 |
4 |
OE |
$41.58 |
$120,454 |
D/D |
2,798 |
15,076 |
|
- |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2022-01-12 |
4 |
AS |
$95.00 |
$472,723 |
I/I |
(4,976) |
0 |
|
-31% |
|
| Craig Jonathan M. |
Senior EVP |
• • – |
2022-01-12 |
4 |
OE |
$26.39 |
$131,317 |
I/I |
4,976 |
4,976 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-01-10 |
4 |
AS |
$90.07 |
$5,404,302 |
I/I |
(60,000) |
30,895,178 |
|
-32% |
|
| Ruffel Charles A. |
Director |
• • – |
2022-01-06 |
4 |
OE |
$59.32 |
$177,841 |
D/D |
2,998 |
12,278 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2022-01-03 |
4 |
AS |
$84.84 |
$5,090,124 |
I/I |
(60,000) |
28,395,178 |
|
-24% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-12-27 |
4 |
AS |
$85.43 |
$5,125,614 |
I/I |
(60,000) |
28,455,178 |
|
-19% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-12-20 |
4 |
GD |
$0.00 |
$0 |
I/I |
173,630 |
80,489,144 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-12-20 |
4 |
AS |
$80.61 |
$4,836,882 |
I/I |
(60,000) |
28,515,178 |
|
-18% |
|
| Schwab Charles R |
Chairman |
• • – |
2021-12-17 |
4 |
GD |
$0.00 |
$0 |
I/I |
312,428 |
28,575,178 |
|
- |
|
| Schwab Charles R |
Chairman |
• • – |
2021-12-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
29,400 |
80,662,774 |
|
- |
|
| Crawford Peter B. |
EVP and CFO |
• • – |
2021-11-22 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,000 |
14,997 |
|
- |
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340 Records found
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Page 7 of 14 |
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0.82 (1.08%) 
