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sellWeak10b5-1 plan

Carolyn Schwab-Pomerantz sold $714k of SCHW

director at SCHWAB CHARLES CORP. 9,000 shares at an average of $79.28, traded Dec 16, 2024, filed Dec 17, 2024.

Warning score
16
Value
$714k
9,000 shares
Holdings after
544,129
-1% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Director
    +15
  • Trade size
    $714k at market
    +21
  • Share of holdings sold
    Sold 0.6% of holdings
    0
  • Cluster
    No other insider selling within 14 days
    0
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

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.

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 Dec 17, 2024: +28.8%SPY +31.8% · excess -3.0%

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 0001950787-24-000035, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 16, 2024SOpen-market sale
Common Stockindirect: by Trust10b5-1
-5,400$79.28$428k1,603,194Dec 17, 2024
Dec 16, 2024SOpen-market sale
Common Stockindirect: by Spouse as Trustee10b5-1
-3,600$79.29$285k544,129Dec 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.

Carolyn Schwab-Pomerantz sold $714k of SCHW | InsiderTell