Jonathan M. Craig

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.

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.

MD Head of Investor Services at SCHW sells entire 14,481-share position ($1.4M) via 10b5-1 plan on 2026-03-03

Craig Jonathan M., Head of Investor Services at Charles Schwab, executed 2 separate sales totaling 14,481 shares for $1,369,896.74 at a blended average price of $94.60, eliminating his entire shareholding. The transaction was conducted pursuant to a pre-arranged 10b5-1 trading plan adopted on 2025-11-11, making it scheduled rather than discretionary. This complete liquidation of holdings represents a material change in insider stake, though the planned-trade framework means execution timing was predetermined rather than reflective of current market judgment.

MD Craig Jonathan M. sells entire 35,188-share SCHW position for $3.4M at $95.35.

Craig Jonathan M., MD and Head of Investor Services, liquidated his entire holding of 35,188 shares of Charles Schwab at $95.35 on 2025-11-07, valued at $3,355,028.01. The sale occurs at -3.2% from the stock's 52-week high of $98.69, placing the trade in the upper range of recent valuations. His prior sales at this ticker show mixed timing outcomes: of 5 previous SCHW sales, none were well-timed at the 90-day mark, with the most recent sale on 2025-05-21 followed by a +8.3% 90-day return. The complete liquidation of his remaining position stands out given the company's solid fundamentals (P/E of 20.64, $2.4B net income on $6.1B quarterly revenue, +4.1% annual revenue growth), suggesting a personal portfolio decision rather than a shift in company outlook.

Craig Jonathan M. sold 47.5K SCHW shares at $88.46 on 2025-05-21; complete exit yielding $4.2M.

Craig Jonathan M., MD and Head of Investor Services at Charles Schwab, executed a complete exit of his 47.5K share position on 2025-05-21 at $88.46, raising $4,201,636.25. The sale occurred near the 52-week high of $89.23, with the current price at $87.31 representing a -2.2% distance from that peak. His prior trades at SCHW show mixed timing outcomes: two earlier 2025 sales at the same ticker declined -8.6% and -0.9% in the 30 days after, while two 2024 sales gained +6.2% and +5.4% over 90 days, yielding a 0 of 2 well-timed rate at the 90-day mark for this ticker. His cross-ticker track record across 4 prior sells shows a 90d well-timed rate of 0.00%, indicating his sells have not systematically preceded declines. The fundamental backdrop shows SCHW with $5.6B quarterly revenue, $1.9B net income, and P/E of 24.46 at a $158.6B market cap; the stock is up 14.0% over 30 days and +8.5% over 90 days, reflecting recent strength.

MD Craig Jonathan M. sells entire 23,258 shares of SCHW at $75.59; stock now $71.24, -14.8% from 52-week high

Craig Jonathan M., Head of Investor Services at Charles Schwab, liquidated his entire position of 23,258 shares on 2025-03-06 at $75.59, generating $1,757,986.17 in proceeds. The stock has since declined to $71.24, down 14.4% over 30 days and 14.8% from its 52-week high of $83.64. His prior two measurable sales at this ticker occurred on 2024-03-06, both followed by positive 90-day returns (+6.2% and +5.4%), indicating his prior exits did not precede declines. With SCHW trading at a P/E of 21.46 on annual revenue growth of 4.1%, this complete exit occurred as the stock entered a recent downturn but does not establish a pattern of well-timed exits at this specific ticker.

Head of Investor Services sold 28,668 shares of SCHW at $79.32 on 2025-03-03, reducing stake by 55.2%; stock down 10.2% from 52-week high.

Craig Jonathan M., MD and Head of Investor Services at Charles Schwab, sold 28,668 shares (28.7K shares) at $79.32 on 2025-03-03, reducing his holdings from 51,926 shares to 23,258 shares—a 55.2% reduction. The sale occurred at a price $4.17 above the current price of $75.15, and the stock has declined 10.2% from its 52-week high of $83.64. His prior two sales at SCHW (both on 2024-03-06) generated positive 90-day returns of 6.3% and 5.5% respectively, indicating those sales were not well-timed—the stock rose after he sold. The cross-ticker timing pattern across his full history shows 0 of 2 prior sells were well-timed at the 90-day mark, with an average 90d return of +5.9% after his sells. This filing represents a single insider's discretionary open-market activity with no prior pattern of successfully timing downturns.