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sellWeak cluster of 610b5-1 plan

Carolyn Schwab-Pomerantz sold $2.3M of SCHW

director at SCHWAB CHARLES CORP. 24,000 shares at an average of $96.69, traded Aug 7, 2025, filed Aug 8, 2025.

Warning score
35
Value
$2.3M
24,000 shares
Holdings after
460,114
-2% from before
From 52-week low
+57%
low $60.19, close $94.51
From 52-week high
-3%
high $97.05, as of Aug 7, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $2.3M at market
    +25
  • Share of holdings sold
    Sold 1.6% of holdings
    0
  • Cluster
    6 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 Aug 8, 2025: +0.9%SPY +23.9% · excess -23.0%

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 0001950787-25-000026, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 7, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-14,000$96.68$1.4M1,477,599Aug 8, 2025
Aug 7, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-400$97.22$39k1,477,199Aug 8, 2025
Aug 7, 2025SOpen-market sale
Common Stockindirect: by Spouse as Trustee10b5-1
-9,400$96.68$909k460,314Aug 8, 2025
Aug 7, 2025SOpen-market sale
Common Stockindirect: by Spouse as Trustee10b5-1
-200$97.21$19k460,114Aug 8, 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 Retail Investing
$2.2M
21,750 shares
-100%
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%

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 $2.3M of SCHW | InsiderTell