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sellWeak cluster of 2

Charles R. Schwab sold $4.5M of SCHW

Co-Chairman at SCHWAB CHARLES CORP. 62,345 shares at an average of $72.52, traded Oct 16, 2024, filed Oct 17, 2024.

Warning score
38
Value
$4.5M
62,345 shares
Holdings after
60,619,371
-0% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Chair
    +20
  • Trade size
    $4.5M at market
    +25
  • Share of holdings sold
    Sold 0.1% of holdings
    0
  • Cluster
    2 insiders selling within 14 days
    +8
  • Exercise and sell
    Shares came from an option exercise in the same filing
    -15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +12.5%, 3m +5.4%, 6m +6.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

SCHWOct 9, 2026 · close 96.70
Since filing Oct 17, 2024: +37.9%SPY +36.8% · excess +1.2%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000923738-24-000026, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 16, 2024MOption exercise
Common Stock
+62,345$28.44$1.8M0Oct 17, 2024
Oct 16, 2024SOpen-market sale
Common Stockindirect: by Trust
-62,345$72.52$4.5M60,619,371Oct 17, 2024
Oct 16, 2024MOption exercise
Nonqualified Stock Option (right to buy)derivative
-62,345$0.00$00Oct 17, 2024

Related signals

Other insiders at SCHWAB CHARLES CORP and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
8Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$489k
5,000 shares
-46%
5Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
24Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$915k
9,440 shares
-62%
50Moderate
SCHWsell
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$17M
173,876 shares
-23%
30Weak
SCHWsell 310b5-1
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$1.9M
20,872 shares
-26%
24Weak
SCHWsell 310b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$912k
10,129 shares
-21%
35Weak
SCHWsell 710b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$2.1M
24,000 shares
-2%
24Weak
SCHWsell 1010b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$288k
3,290 shares
-8%
48Moderate
SCHWsell 10
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$250k
2,850 shares
-16%
50Moderate
SCHWsell 10
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$2.2M
25,000 shares
-30%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Charles R. Schwab sold $4.5M of SCHW | InsiderTell