Richard A Wurster

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.

Wurster (SCHW CEO) sold 20,500 shares at $99.16 on 2025-07-29, reducing holdings 11.5% to 157,189 shares.

Richard A Wurster, President & CEO of Charles Schwab, sold 20,500 shares (20.5K shares) for $2,032,851.75 at $99.16, reducing his holdings from 177,689 to 157,189 shares. The sale occurred near the 52-week high of $98.57 (stock was -0.8% from that peak at transaction time), and follows a 17.6% gain over the prior 90 days. Among his cross-ticker track record, prior sells showed a +5.0% average 30-day return, indicating the stock rose after those transactions were executed. His prior sale at SCHW on 2025-05-09 also generated a +5.0% 30-day return. At this price point and valuation (P/E 27.38, market cap $177.6B, net income $1.9B on latest quarterly revenue of $5.6B), the transaction represents a significant reduction in CEO holdings during a period of strong recent momentum.

Schwab CEO Wurster sold 15,345 shares at $84.08 on 2025-05-09, reducing holdings by 7.9% to 177,689 shares ($1.3M transaction).

Richard A Wurster, President & CEO, sold 15,345 shares of SCHW at $84.08, representing a 7.9% reduction in holdings post-transaction. The sale occurred when SCHW was trading within 1.3% of its 52-week high of $85.37, having appreciated 10.9% over the prior 30 days. His cross-ticker track record shows a 100.00% win rate on prior buys with an average 90-day return of 16.0%, though his sole prior buy at SCHW (2024-07-17) was well-timed with a 90-day return of 16.0%. The company fundamentals remain solid with $5.6B quarterly revenue, $1.9B net income, and a 23.91 P/E ratio. This sale represents a substantial reduction in his largest equity position but occurs against a backdrop of strong recent price momentum and the insider's historically strong timing on prior transactions.

President Wurster buys 10,000 shares of SCHW at $62.05 on 2024-07-17, expanding holdings to 144,228 shares as stock trades -21.3% from 52-week high.

Richard A Wurster, President of Charles Schwab, purchased 10,000 shares for $620,454.00 on 2024-07-17, increasing his holdings by 7.5% to 144,228 shares. The purchase occurred at $62.05 per share while the stock trades at $62.08 currently, down 21.3% from the 52-week high of $78.90 and down 14.8% over the prior 30 days. The company reported $4.7B in latest quarterly revenue and $1.4B net income, though annual revenue growth declined 9.3% year-over-year. The timing of this insider purchase during a period of significant downward price movement and slowing revenue growth merits attention to whether it reflects management's assessment of intrinsic value amid current headwinds.