SCHW SCHWAB CHARLES CORP Insider Trading

SCHW Head of Retail Investing Craig sells 21.8K shares at $102.01 under 10b5-1 plan; retains 43,616 option shares

Jonathan M. Craig, MD and Head of Retail Investing, sold 21,750 shares of SCHWAB CHARLES CORP at $102.01 on 2026-07-07 for $2,218,721.85 under a pre-arranged 10b5-1 trading plan adopted on 2025-11-11, meaning this was a scheduled transaction rather than a discretionary decision. While the non-derivative holdings fell to 0 shares post-transaction, Craig retains 43,616 shares through nonqualified stock options, preserving his economic exposure to the company. The sale occurs against a backdrop of strong fundamentals—revenue of $6,482,000,000 with annual growth of +22.0% and a P/E of 18.80—and follows a pattern where his prior sales at SCHW have yielded mixed outcomes (ranging from -9.7% to +8.3% on 90-day horizons). The current stock price of $101.91 sits +14.8% over the past 30 days and -5.2% below the 52-week high of $107.50, placing the transaction near recent strength.

Schwab CEO Wurster buys 21,959 shares at $84.23; holdings rise to 218.4K (+11.2%); stock down 20.6% from 52-week high

Richard A Wurster, President & CEO of Charles Schwab, purchased 21,959 shares at $84.23 on 2026-05-28, increasing his post-transaction holdings to 218.4K shares and representing an 11.2% increase from his prior 196.4K-share position. The purchase occurred as SCHW traded 20.6% below its 52-week high of $107.50 and off 6.0% over the prior 30 days, suggesting the transaction coincided with a period of share price weakness. Wurster's track record at this ticker shows 2 of 3 prior trades were well-timed at the 90-day mark, including a buy on 2024-07-17 that returned 16.0% over 90 days; his cross-ticker buy history also shows consistent positive 90-day returns (100% win rate, average +16.0%). The company's fundamentals remain solid with $6.5B in latest quarterly revenue, $2.5B net income, and annual revenue growth of 22.0%, though the P/E of 15.75 and the degree of recent price decline warrant attention to what prompted an insider purchase at this juncture.

Schwab Charles R. sold 27,500 shares of SCHW at $92.22 on 2026-05-19 ($2,536,127.00)

Schwab Charles R., Co-Chairman, sold 27,500 shares at $92.22 on 2026-05-19, reducing holdings by less than 0.1% from 30,237,268 to 30,209,768 shares. His cross-ticker track record shows a 75.00% well-timed rate on 20 prior sells with an average 90-day return of -5.2%, and at SCHW specifically, 4 of 5 prior sells were well-timed with negative 90-day returns. The current price of $90.11 is -16.2% from the 52-week high of $107.50, and the stock has declined -4.0% over 90 days. The combination of consistent well-timed selling at this ticker and the recent price weakness provides context for this modest reduction in position.

Co-Chairman Schwab Charles R. sold 27,500 shares of SCHW at $92.40 on 2026-05-18 for $2,541,008.25.

Charles R. Schwab (Co-Chairman) sold 27,500 shares on 2026-05-18 at $92.40, reducing his holdings from 30,264,768 shares to 30,237,268 shares—a -0.1% reduction representing a small fraction of his total position. The stock is currently trading at $92.39, near the transaction price, and sits -14.1% from its 52-week high of $107.50, suggesting the security has experienced recent weakness. Across all tickers in his open-market history, this insider has completed 20 prior sells with an average 90-day return of -5.2% and a 90-day well-timed rate of 75.00%. At SCHW specifically, his 5 prior trades show a timing pattern of 4 out of 5 well-timed at the 90-day mark.

Co-Chairman Charles R. Schwab sells ~$20M in stock as shares trade below recent highs; mixed prior sale timing signals.

Co-Chairman Charles R. Schwab executed two sizable sales totaling approximately twenty million dollars over consecutive business days, each representing a small portion of his holdings. The timing is notable: the stock has declined from its recent highs and is down modestly over the past month, suggesting Schwab is selling into weakness rather than liquidating near peaks. His prior sales in this stock showed no edge in timing—the stock moved only slightly after those trades, neither confirming nor refuting any directional conviction. The company itself is financially healthy with strong profitability and revenue growth, so this sale does not appear to reflect fundamental deterioration. As the Co-Chairman, Schwab's motivation here is ambiguous—it could reflect portfolio rebalancing, tax management, or opportunistic sales, but the pattern of recent repeated sales without demonstrated timing accuracy makes this trade more operational than a clear confidence signal.

Co-Chairman Charles R. Schwab sells $15.4M in stock over three trading days as share price pulls back from highs.

Charles R. Schwab, the company's Co-Chairman, sold approximately 169,000 shares across three consecutive trading days for a combined total of $15.4 million, representing a small fraction of his overall holdings. The sales occurred while the stock was trading well below its recent highs and experiencing a moderate pullback over the prior quarter. While the transaction size is material in absolute terms, the modest percentage of holdings divested and the execution across multiple days suggest portfolio rebalancing or liquidity management rather than a crisis-driven exit. The company's fundamentals remain solid with strong profitability and revenue growth, providing no obvious operational distress that would explain the sales. Given Schwab's stature as a founder-family insider with decades of long-term commitment to the business, isolated sales of this scale are routine wealth-management activity and should not be interpreted as loss of confidence in the enterprise.

Schwab Charles R. (Co-Chairman) sold 72,900 shares at blended average $90.25 for $6.6M on 2026-04-23 and 2026-04-27

Charles R. Schwab executed 2 separate sales totaling 72,900 shares for $6,579,330.71 at an average price of $90.25, reducing his holdings by 0.1%. Against his substantial post-transaction position of 55.67M shares, this divestiture is modest in scale. At the ticker level, his recent sell pattern (5 prior trades at SCHW in late January and early February 2026) has shown mixed timing: the 5 prior SCHW sells registered 30-day declines ranging from -7.7% to -13.6%, but 90-day outcomes remain unmeasurable for those trades. His cross-ticker track record shows 19 prior sells with an average 90-day return of +3.4% (indicating the stock typically rose after he sold, suggesting prior sells were poorly timed overall), but at SCHW specifically, 0 of the measurable prior sales exhibited well-timed outcomes at the 90-day mark. The current stock price of $90.76 is -15.3% from the 52-week high and -12.5% over 90 days, providing context that the broader market for SCHW has been under pressure during his selling period.

Chief Banking Officer Woolway sells 15,883 shares across 2 transactions at $99.00 avg blended price; stock now trading at $92.62, -13.6% from 52-week high.

Woolway Paul V, Chief Banking Officer at Schwab, executed 2 separate sales totaling 15,883 shares for $1,572,478.74 on April 14-15, 2026, reducing his holdings by 34.7%. The transactions occurred at a blended average price of $99.00, and the stock is now trading at $92.62, down 13.6% from its 52-week high of $107.21. His prior sales at this ticker (4 trades in March 2026) showed mixed near-term outcomes: 30-day returns ranged from -0.7% to -3.8%, with none yet measurable at the 90-day mark. The current sale at $99.00, given the stock's subsequent decline and the company's solid fundamentals (P/E 14.56, $6.1B revenue, +22% annual growth), represents a transaction priced above the current market level, though earlier exits would have captured higher valuations near the 52-week high of $107.21.

MD/Head of Retail Investing Craig Jonathan M. sold 21,750 shares of SCHW at $99.00 (total $2,153,326.13), liquidating entire position.

Craig Jonathan M., MD and Head of Retail Investing at Schwab, executed a complete liquidation of his 21,750-share SCHW position at $99.00 on 2026-04-14, resulting in a total sale value of $2,153,326.13. This represents a -100.0% reduction in his holdings, moving from 21,750 shares to zero. Contextually, the stock is currently trading at $100.27, placing the transaction price 1.3% below the current level; the stock is -6.5% from its 52-week high of $107.21. Across his 5 prior trades at SCHW, his sells have not followed a pattern of well-timed exits: only 0 of 3 measurable 90-day outcomes showed negative returns (the sell-timing benchmark for shorts). On his broader cross-ticker track record of 8 prior sales, his 90-day well-timed rate stands at 0.00%, suggesting his historical open-market sales have not consistently preceded stock declines. The complete liquidation and the insider's specific role—overseeing retail investing—merit attention, though the transaction data does not definitively signal anticipation of near-term downside.

Chief Risk Officer Nigel J Murtagh sold 41,297 shares of SCHW at $99.00 for $4.1M, reducing holdings by 41.6%

Murtagh sold 41,297 shares at $99.00 on 2026-04-14, bringing his holdings from 99,269 to 57,972 shares—a substantial 41.6% reduction in position size. At SCHW specifically, his prior 5 trades show mixed timing outcomes: only 1 of 5 prior sells were well-timed at the 90-day mark, with his most recent sale in July 2025 posting -0.8% at 30 days and -3.1% at 90 days. The stock currently trades at $100.27, just 1.3% above the transaction price, and remains -6.5% from its 52-week high of $107.21. SCHW fundamentals remain solid with $6.1B in quarterly revenue, $2.4B net income, and 22.0% annual revenue growth, supporting a 15.77 P/E on a $175.7B market cap. This sale reduces material exposure but does not constitute a complete exit; the timing relative to SCHW's prior patterns and current valuation proximity suggests a measured liquidation rather than a capitulation signal.