Apr-09-21 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
$80
Apr-05-21 Upgrade
Wolfe Research
Peer Perform → Outperform
Mar-04-21 Resumed
JP Morgan
Overweight
$79
Feb-22-21 Upgrade
Wolfe Research
Underperform → Peer Perform
$67
Jan-12-21 Upgrade
BofA Securities
Neutral → Buy
$52 → $68
Jan-05-21 Downgrade
Wolfe Research
Peer Perform → Underperform
$39 → $56
Dec-01-20 Upgrade
Wells Fargo
Equal Weight → Overweight
$44 → $58
Nov-17-20 Upgrade
Citigroup
Neutral → Buy
$44 → $54
Nov-11-20 Upgrade
Deutsche Bank
Hold → Buy
$43 → $53
Oct-14-20 Resumed
Credit Suisse
Neutral
$43
Jul-09-20 Upgrade
Wolfe Research
Underperform → Peer Perform
Jun-08-20 Downgrade
Wolfe Research
Outperform → Underperform
May-21-20 Downgrade
BofA/Merrill
Buy → Neutral
$40 → $35
May-20-20 Downgrade
Compass Point
Buy → Neutral
$35
Apr-15-20 Downgrade
Citigroup
Buy → Neutral
$37.50
Apr-08-20 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$36.50
Mar-25-20 Upgrade
Citigroup
Neutral → Buy
$40 → $37
Mar-23-20 Upgrade
BofA/Merrill
Neutral → Buy
Dec-13-19 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
Dec-12-19 Upgrade
Compass Point
Neutral → Buy
$60
Apr-19-21 11:40AM
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07:00AM Investor's Business Daily
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04:44PM
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11:30AM
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09:00AM
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The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Craig Jonathan M. Senior EVP Apr 06 Sale 67.94 2,241 152,242 0 Apr 06 04:53 PM Craig Jonathan M. Senior EVP Apr 02 Option Exercise 68.33 2,241 153,128 2,241 Apr 06 04:53 PM MARTINETTO JOSEPH R Senior EVP and COO Apr 02 Option Exercise 68.33 4,201 287,054 225,084 Apr 06 04:53 PM Crawford Peter B. EVP and CFO Mar 12 Option Exercise 13.64 3,500 47,740 35,595 Mar 12 06:25 PM Craig Jonathan M. Senior EVP Mar 12 Option Exercise 27.45 8,423 231,211 8,423 Mar 12 06:18 PM Craig Jonathan M. Senior EVP Mar 12 Sale 67.01 8,423 564,437 0 Mar 12 06:18 PM Crawford Peter B. EVP and CFO Mar 12 Sale 68.00 3,500 238,004 32,095 Mar 12 06:25 PM Clark Bernard J. EVP - Advisor Services Mar 04 Sale 64.81 9,883 640,487 72,269 Mar 04 06:13 PM Craig Jonathan M. Senior EVP Mar 04 Sale 64.81 6,796 440,462 0 Mar 04 06:04 PM Murtagh Nigel J EVP - Corporate Risk Mar 01 Option Exercise 63.75 7,067 450,521 57,484 Mar 03 06:33 PM Clark Bernard J. EVP - Advisor Services Mar 01 Option Exercise 63.75 9,883 630,041 82,152 Mar 03 06:32 PM Craig Jonathan M. Senior EVP Mar 01 Option Exercise 63.75 6,796 433,245 6,796 Mar 03 06:30 PM MARTINETTO JOSEPH R Senior EVP and COO Mar 01 Option Exercise 63.75 12,232 779,790 220,883 Mar 03 06:15 PM Crawford Peter B. EVP and CFO Mar 01 Option Exercise 63.75 7,018 447,398 32,095 Mar 03 06:13 PM Bettinger Walter W President and CEO Mar 01 Option Exercise 63.75 57,815 3,685,706 574,586 Mar 03 05:49 PM SCHWAB CHARLES R Chairman Mar 01 Option Exercise 63.75 22,563 1,438,391 86,449,863 Mar 03 05:48 PM Craig Jonathan M. Senior EVP Feb 24 Option Exercise 25.86 8,904 230,257 8,904 Feb 24 08:09 PM Morgan Peter J. III EVP and General Counsel Feb 24 Option Exercise 41.98 14,612 613,364 22,970 Feb 24 08:11 PM Clark Bernard J. EVP - Advisor Services Feb 24 Option Exercise 26.39 29,976 791,067 102,245 Feb 24 08:10 PM DODDS CHRISTOPHER V Director Feb 24 Sale 64.14 30,000 1,924,125 436,742 Feb 24 06:57 PM Craig Jonathan M. Senior EVP Feb 24 Sale 65.00 8,904 578,720 0 Feb 24 08:09 PM Clark Bernard J. EVP - Advisor Services Feb 24 Sale 65.03 29,976 1,949,357 72,269 Feb 24 08:10 PM Morgan Peter J. III EVP and General Counsel Feb 24 Sale 64.11 14,612 936,736 8,358 Feb 24 08:11 PM SCHWAB CHARLES R Chairman Feb 22 Sale 62.61 266,000 16,654,659 86,427,300 Feb 23 01:32 PM Craig Jonathan M. Senior EVP Feb 19 Option Exercise 25.86 8,903 230,232 8,903 Feb 19 03:25 PM Craig Jonathan M. Senior EVP Feb 19 Sale 63.01 8,903 560,999 0 Feb 19 03:25 PM SCHWAB CHARLES R Chairman Feb 18 Sale 60.91 70,000 4,263,700 86,693,300 Feb 18 04:02 PM SCHWAB CHARLES R Chairman Feb 17 Sale 60.95 300,000 18,284,490 86,772,805 Feb 17 08:11 PM Haraf William S Director Feb 16 Option Exercise 28.96 7,866 227,799 38,838 Feb 17 05:10 PM Haraf William S Director Feb 16 Sale 61.25 7,866 481,793 30,972 Feb 17 05:10 PM SCHWAB CHARLES R Chairman Feb 16 Sale 60.93 300,000 18,277,590 87,072,805 Feb 17 08:11 PM Murtagh Nigel J EVP - Corporate Risk Feb 12 Option Exercise 29.34 36,665 1,075,623 86,940 Feb 17 03:39 PM Murtagh Nigel J EVP - Corporate Risk Feb 12 Sale 57.92 36,665 2,123,651 50,275 Feb 17 03:39 PM SCHWAB CHARLES R Chairman Feb 12 Sale 57.82 325,000 18,791,052 87,372,805 Feb 12 08:36 PM MARTINETTO JOSEPH R Senior EVP and COO Feb 11 Option Exercise 25.35 175,323 4,445,309 383,974 Feb 12 01:35 PM SCHWAB CHARLES R Chairman Feb 11 Sale 55.95 250,000 13,987,550 87,697,805 Feb 12 11:30 AM MARTINETTO JOSEPH R Senior EVP and COO Feb 11 Sale 55.95 175,323 9,808,778 208,651 Feb 12 01:35 PM Goldfarb Mark A Director Feb 10 Option Exercise 28.13 26,925 757,463 56,024 Feb 11 11:15 AM Goldfarb Mark A Director Feb 10 Sale 55.76 26,925 1,501,233 29,099 Feb 11 11:15 AM SCHWAB CHARLES R Chairman Feb 04 Option Exercise 11.75 165,877 1,949,055 88,113,682 Feb 05 01:39 PM SCHWAB CHARLES R Chairman Feb 04 Option Exercise 15.05 147,992 2,227,280 88,095,797 Feb 04 03:44 PM Ruffel Charles A. Director Feb 04 Buy 54.08 3,636 196,642 9,092 Feb 04 03:44 PM SCHWAB CHARLES R Chairman Feb 04 Sale 54.86 165,877 9,100,825 87,947,805 Feb 05 01:39 PM SCHWAB CHARLES R Chairman Feb 04 Sale 54.10 147,992 8,005,968 87,947,805 Feb 04 03:44 PM SCHWAB CHARLES R Chairman Feb 03 Option Exercise 18.66 126,812 2,366,312 88,098,597 Feb 04 03:44 PM SCHWAB CHARLES R Chairman Feb 03 Sale 54.81 150,792 8,265,255 87,947,805 Feb 04 03:44 PM Craig Jonathan M. Senior EVP Jan 12 Option Exercise 23.12 3,503 80,989 3,503 Jan 12 04:21 PM Craig Jonathan M. Senior EVP Jan 12 Sale 60.98 3,503 213,613 0 Jan 12 04:21 PM Clark Bernard J. EVP - Advisor Services Jan 11 Option Exercise 26.39 29,976 791,067 102,245 Jan 12 12:54 PM Clark Bernard J. EVP - Advisor Services Jan 11 Sale 60.01 29,976 1,798,731 72,269 Jan 12 12:54 PM Craig Jonathan M. Senior EVP Jan 07 Option Exercise 23.12 3,503 80,989 3,503 Jan 07 04:13 PM Craig Jonathan M. Senior EVP Jan 07 Sale 58.98 3,503 206,613 0 Jan 07 04:13 PM Craig Jonathan M. Senior EVP Jan 06 Option Exercise 22.89 7,316 167,430 7,316 Jan 06 06:36 PM Craig Jonathan M. Senior EVP Jan 06 Sale 55.94 7,316 409,266 0 Jan 06 06:36 PM Craig Jonathan M. Senior EVP Dec 29 Option Exercise 22.67 3,813 86,441 3,813 Dec 29 01:54 PM Craig Jonathan M. Senior EVP Dec 29 Sale 52.99 3,813 202,064 0 Dec 29 01:54 PM SCHWAB CHARLES R Chairman Dec 24 Sale 52.05 98,870 5,146,085 71,395,506 Dec 28 06:00 AM SCHWAB CHARLES R Chairman Dec 17 Sale 51.48 98,870 5,089,551 71,494,376 Dec 28 06:00 AM SCHWAB CHARLES R Chairman Dec 10 Sale 49.86 98,870 4,929,915 71,799,576 Dec 10 06:52 PM SCHWAB CHARLES R Chairman Dec 03 Sale 50.49 98,870 4,992,263 74,271,496 Dec 04 12:16 PM Craig Jonathan M. Senior EVP Dec 01 Option Exercise 18.20 13,272 241,568 13,272 Dec 01 03:24 PM Craig Jonathan M. Senior EVP Dec 01 Sale 50.35 13,272 668,266 0 Dec 01 03:24 PM SCHWAB CHARLES R Chairman Nov 27 Sale 49.81 98,870 4,924,636 74,370,366 Nov 30 03:18 PM SNEED PAULA A Director Nov 23 Option Exercise 19.21 14,345 275,567 118,382 Nov 25 01:06 PM SCHWAB CHARLES R Chairman Nov 19 Sale 46.87 98,870 4,634,432 74,469,236 Nov 19 03:26 PM SARIN ARUN Director Nov 18 Option Exercise 14.68 27,835 408,657 42,315 Nov 19 10:20 AM SARIN ARUN Director Nov 18 Sale 48.61 27,835 1,352,931 14,480 Nov 19 10:20 AM WALTHER ROGER O Director Nov 18 Sale 49.23 28,100 1,383,284 219,256 Nov 19 10:20 AM Clark Bernard J. EVP - Advisor Services Nov 17 Option Exercise 29.73 101,188 3,007,902 173,457 Nov 18 10:23 AM Clark Bernard J. EVP - Advisor Services Nov 17 Sale 48.83 101,188 4,941,344 72,269 Nov 18 10:23 AM WALTHER ROGER O Director Nov 17 Sale 48.85 50,000 2,442,565 247,356 Nov 18 10:23 AM WALTHER ROGER O Director Nov 16 Sale 46.11 20,000 922,264 297,356 Nov 16 05:46 PM SCHWAB CHARLES R Chairman Nov 16 Sale 47.10 60,921 2,869,525 74,568,106 Nov 16 01:38 PM SCHWAB CHARLES R Chairman Nov 13 Sale 45.17 22,120 999,083 74,629,027 Nov 13 03:27 PM SCHWAB CHARLES R Chairman Nov 12 Sale 45.17 28,390 1,282,283 74,651,147 Nov 12 04:59 PM HERRINGER FRANK C Director Nov 11 Option Exercise 17.62 11,344 199,881 137,682 Nov 13 01:49 PM DODDS CHRISTOPHER V Director Nov 11 Option Exercise 34.37 9,307 319,885 476,049 Nov 12 10:26 AM DODDS CHRISTOPHER V Director Nov 11 Sale 46.54 9,307 433,159 466,742 Nov 12 10:26 AM SCHWAB CHARLES R Chairman Nov 11 Sale 47.10 180,879 8,520,161 74,679,537 Nov 12 04:59 PM SCHWAB CHARLES R Chairman Nov 09 Sale 45.34 202,040 9,161,080 74,860,416 Nov 09 03:37 PM Morgan Peter J. III EVP and General Counsel Nov 06 Sale 41.38 3,521 145,714 8,358 Nov 06 04:52 PM Crawford Peter B. EVP and CFO Nov 03 Option Exercise 11.75 8,292 97,431 35,369 Nov 04 03:51 PM Crawford Peter B. EVP and CFO Nov 03 Sale 42.74 8,292 354,384 27,077 Nov 04 03:51 PM SCHWAB CHARLES R Chairman Oct 30 Option Exercise 15.43 66,288 1,022,824 75,128,744 Nov 02 03:09 PM SCHWAB CHARLES R Chairman Oct 30 Sale 40.29 66,288 2,671,022 75,062,456 Nov 02 03:09 PM SCHWAB CHARLES R Chairman Oct 29 Option Exercise 15.43 66,288 1,022,824 75,128,744 Oct 29 06:13 PM SCHWAB CHARLES R Chairman Oct 29 Sale 37.74 66,288 2,501,424 75,062,456 Oct 29 06:13 PM Craig Jonathan M. Senior EVP Oct 20 Option Exercise 12.88 6,326 81,479 6,326 Oct 21 10:52 AM Craig Jonathan M. Senior EVP Oct 20 Sale 40.00 6,326 253,053 0 Oct 21 10:52 AM SCHWAB CHARLES R Chairman Aug 05 Sale 34.11 200,000 6,822,500 32,409,941 Aug 05 05:30 PM SCHWAB CHARLES R Chairman Jul 31 Option Exercise 15.00 65,056 975,840 75,250,854 Jul 31 02:05 PM SCHWAB CHARLES R Chairman Jul 31 Sale 33.23 65,056 2,161,974 75,185,798 Jul 31 02:05 PM SCHWAB CHARLES R Chairman Jul 30 Option Exercise 15.00 65,056 975,840 75,250,854 Jul 30 07:28 PM SCHWAB CHARLES R Chairman Jul 30 Option Exercise 15.00 65,056 975,840 75,250,854 Jul 30 07:04 PM SCHWAB CHARLES R Chairman Jul 30 Sale 33.19 65,056 2,158,968 75,185,798 Jul 30 07:04 PM SCHWAB CHARLES R Chairman Jul 30 Sale 33.19 65,056 2,158,968 75,185,798 Jul 30 07:28 PM Ruffel Charles A. Director Jul 22 Buy 34.91 2,854 99,633 5,409 Jul 22 06:51 PM Craig Jonathan M. Senior EVP Jun 04 Option Exercise 12.88 3,163 40,739 10,935 Jun 08 03:23 PM Craig Jonathan M. Senior EVP Jun 04 Sale 40.02 10,935 437,608 0 Jun 08 03:23 PM Ruffel Charles A. Director Apr 27 Buy 36.73 2,460 90,368 2,460 Apr 28 06:33 PM
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