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sellModerate10b5-1 plan

Jonathan M. Craig sold $1.8M of SCHW

MD, Head of Investor Services at SCHWAB CHARLES CORP. 23,258 shares at an average of $75.59, traded Mar 6, 2025, filed Mar 10, 2025.

Warning score
40
Value
$1.8M
23,258 shares
Holdings after
0
-100% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Officer
    +15
  • Trade size
    $1.8M at market
    +25
  • Share of holdings sold
    Sold 100% of holdings
    +20
  • 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 Mar 10, 2025: +38.3%SPY +41.6% · 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 0001733065-25-000004, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 6, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-23,258$75.59$1.8M0Mar 10, 2025

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%
25Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Investor Services
$2.3M
28,668 shares
-55%
40Moderate
SCHWsell
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$38M
464,629 shares
-36%
16Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$714k
9,000 shares
-1%
12Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$189k
2,300 shares
-11%
60Notable
SCHWsell 5
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$1.0M
12,739 shares
-18%
37Weak
SCHWsell 5
SCHWAB CHARLES CORP
Christopher Dodds V
director
$756k
9,284 shares
-2%
31Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$720k
9,000 shares
-1%
12Weak
SCHWsell 510b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$221k
2,700 shares
-13%

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.

Jonathan M. Craig sold $1.8M of SCHW | InsiderTell