Skip to content
sellWeak cluster of 710b5-1 plan

Carolyn Schwab-Pomerantz sold $2.1M of SCHW

director at SCHWAB CHARLES CORP. 24,000 shares at an average of $87.25, traded Jun 5, 2025, filed Jun 6, 2025.

Warning score
35
Value
$2.1M
24,000 shares
Holdings after
479,314
-2% from before
From 52-week low
+43%
low $60.19, close $85.90
From 52-week high
-2%
high $87.86, as of Jun 5, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $2.1M at market
    +25
  • Share of holdings sold
    Sold 1.6% of holdings
    0
  • Cluster
    7 insiders selling within 14 days
    +15
  • 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 Jun 6, 2025: +11.3%SPY +32.1% · excess -20.8%

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 0001950787-25-000019, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jun 5, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-14,400$87.25$1.3M1,505,999Jun 6, 2025
Jun 5, 2025SOpen-market sale
Common Stockindirect: by Spouse as Trustee10b5-1
-9,600$87.25$838k479,314Jun 6, 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%
55Moderate
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Investor Services
$1.4M
14,481 shares
-100%
44Moderate
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$956k
10,108 shares
-49%
36Weak
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Nigel J Murtagh
Chief Risk Officer
$681k
7,203 shares
-11%
42Moderate
SCHWsell 6
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$193k
2,030 shares
-9%
60Notable
SCHWsell 6
SCHWAB CHARLES CORP
Stephen A Ellis
director
$1.0M
10,725 shares
-11%
30Weak
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Paul Woolway V
MD, Chief Banking Officer
$2.1M
22,010 shares
-42%
40Moderate
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$2.7M
27,903 shares
-73%
60Notable
SCHWsell 4
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$17M
158,613 shares
-1%

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 $2.1M of SCHW | InsiderTell