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sellNotable cluster of 10

Charles R. Schwab sold $10M of SCHW

Co-Chairman at SCHWAB CHARLES CORP. 120,000 shares at an average of $85.39, traded May 12, 2025, filed May 14, 2025.

Warning score
60
Value
$10M
120,000 shares
Holdings after
59,002,353
-0% from before
From 52-week low
+40%
low $60.19, close $84.06
From 52-week high
0%
high $84.06, as of May 12, 2025

Score components

  • Role
    Chair
    +20
  • Trade size
    $10.2M at market
    +25
  • Share of holdings sold
    Sold 0.2% of holdings
    0
  • Cluster
    10 insiders selling within 14 days
    +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.

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 May 14, 2025: +12.7%SPY +34.7% · excess -22.0%

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 0000923738-25-000022, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 12, 2025SOpen-market sale
Common Stockindirect: by Trust
-120,000$85.39$10M59,002,353May 14, 2025
May 13, 2025GGift
Common Stockindirect: by Trust
-80,000$0.00$058,922,353May 14, 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%
0Weak
SCHWsell10b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$204k
2,000 shares
-14%
7Weak
SCHWsell 210b5-1
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$301k
3,072 shares
-20%
53Moderate
SCHWsell 2
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Investor Services
$3.4M
35,188 shares
-100%
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%

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 $10M of SCHW | InsiderTell