Schwab Charles R.

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.

Co-Chairman Schwab sells 158,613 shares at $106.35 avg for $16.9M; stock now at $95.45, down 11.0% from 52-week high.

Schwab Charles R. executed 2 separate sales totaling 158,613 shares for $16,868,627.17, with the first tranche at $106.55 on 2026-02-09 and the second at $105.58 on 2026-02-10, yielding a blended average price of $106.35. The transaction reduced his holdings by 158,613 shares (-0.5% vs pre-transaction holdings of 30.64M shares), leaving him with 30.48M shares post-transaction. The stock is currently priced at $95.45, representing an 11.0% decline from the 52-week high of $107.21; the sale prices at $106.35 occurred near the 52-week peak. Schwab's cross-ticker track record shows 19 prior sells with a 38.46% well-timed rate (average 90-day return +5.2%), while his 5 recent same-ticker sells at SCHW all occurred within the past two weeks (2026-01-28 through 2026-02-04) with no measurable outcomes yet. The recent cluster of sales at elevated prices, combined with the current 11.0% pullback from highs and the 6.3% 30-day decline, requires monitoring to assess whether this pattern reflects forward-looking positioning or normal portfolio management.

Charles Schwab Co-Chairman sells 164,600 shares for $17.1M across two days as stock near 52-week high

Charles R. Schwab executed two separate sales totaling 164,600 shares for $17,079,953.22 on February 3–4, 2026, at prices ($103.74 and $103.81) that approached the stock's 52-week high of $105.17. This transaction reduces his holdings by 0.3% while the stock trades at $102.00, approximately 3.0% below its recent peak. His track record across all tickers shows 19 prior open-market sells with a 33.33% well-timed rate (a minority of his sales preceded stock declines), and at SCHW specifically, his prior measurable sale (October 2026) experienced a +9.7% 90-day return, indicating the stock rose after that sale. The timing of these February sales, near the 52-week high against a 30-day decline of -1.5%, occurs within the context of ongoing selling activity at the ticker (four other SCHW sales in late January also filed on the same 2026-02-03 date).

Schwab (Co-Chairman) sells 145,650 shares for $15.0M at $103.16; holds 55.95M shares post-trade.

Charles Schwab sold 145,650 shares at $103.16 on 2026-01-29, reducing his holdings to 55,947,329 shares (a -0.3% change). At the current price of $105.17, the transaction occurred $2.01 below today's market level. His cross-ticker track record shows 19 prior sells with a 31.25% well-timed rate and an average 90-day return of +5.8%, indicating his sells have historically been poorly-timed; however, at this specific ticker SCHW, his two most recent measurable sales (2025-10-28 and 2025-10-29) posted 90-day returns of +9.5% and +9.7%, meaning neither was well-timed. The stock is at its 52-week high ($105.17) after a +3.5% 30-day and +12.1% 90-day advance. With three additional sales on 2026-01-26 and 2026-01-28 still in the measurement window, the aggregate pattern suggests systematic liquidation rather than a signal of conviction shifts.

Schwab (Co-Chairman) sold 206,332 shares for $21.3M across 3 sales Jan 26–28 at blended $103.13

Charles Schwab, Co-Chairman of SCHW, executed 3 separate sales totaling 206,332 shares for $21,278,620.43 over two trading days (Jan 26–28), reducing his stake by 0.4% from 56.30M to 56.09M shares. The sales occurred near the stock's 52-week high of $104.05 (current price $103.47 is -0.6% from that high), with the 90-day price momentum at +9.6%. Reviewing his same-ticker history: of his 5 prior SCHW sales, 3 of 5 were well-timed (stock fell after the sale at the 90-day mark). His cross-ticker track record shows 19 prior sells with a 26.32% well-timed rate and a positive average 90-day return of +5.9%, indicating his prior sales have generally preceded stock gains rather than declines. The timing and magnitude of this transaction relative to near-peak pricing and strong recent momentum warrants observation of follow-on price action.

Schwab (Co-Chairman) sells 109,150 shares across 2 dates for $10,283,723.87; retains 56.17M shares post-sale.

Charles R. Schwab executed 2 separate sales totaling 109,150 shares at blended average price of $94.22 on October 28–29, 2025, for aggregate proceeds of $10,283,723.87, while retaining substantial holdings of 56,171,954 shares. This represents a -0.2% reduction relative to pre-transaction holdings. At the current price of $94.41 (within the 52-week range and only -4.3% from the 52-week high), the blended transaction price of $94.22 sits very near spot. His prior 5 open-market sales at SCHW have been measurable only through the 30-day mark (outcomes ranging from -1.6% to -5.0%), with 0 of 0 achieving well-timed 90-day outcomes to date. The relatively modest share reduction and the absence of a meaningful bearish signal in stock price momentum—combined with his cross-ticker sell track record showing 19 prior sales with a 7.14% well-timed rate—suggests this sale reflects portfolio management activity rather than conviction about the company's prospects.