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sellModerate cluster of 2

Charles R. Schwab sold $1.2M of SCHW

Co-Chairman at SCHWAB CHARLES CORP. 17,225 shares at an average of $70.90, traded Oct 21, 2024, filed Oct 22, 2024.

Warning score
53
Value
$1.2M
17,225 shares
Holdings after
60,602,146
-0% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Chair
    +20
  • Trade size
    $1.2M at market
    +25
  • Share of holdings sold
    Sold 0.0% of holdings
    0
  • Cluster
    2 insiders selling within 14 days
    +8

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 +14.3%, 3m +14.5%, 6m +8.7%.

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 22, 2024: +39.9%SPY +36.6% · excess +3.3%

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 0000923738-24-000028, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 21, 2024SOpen-market sale
Common Stockindirect: by Trust
-17,225$70.90$1.2M60,602,146Oct 22, 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%
35Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$2.3M
24,000 shares
-2%
24Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$305k
3,205 shares
-8%
39Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$915k
9,440 shares
-62%
60Notable
SCHWsell 5
SCHWAB CHARLES CORP
Peter J. Morgan III
General Counsel
$4.9M
50,016 shares
-100%
60Notable
SCHWsell 5
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$26M
273,000 shares
-0%
55Moderate
SCHWsell 5
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$1.3M
13,542 shares
-1%
60Notable
SCHWsell 6
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$15M
155,874 shares
-0%
35Weak
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$2.3M
24,000 shares
-2%

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 $1.2M of SCHW | InsiderTell