Skip to content
sellWeak cluster of 210b5-1 plan

Carolyn Schwab-Pomerantz sold $2.2M of SCHW

director at SCHWAB CHARLES CORP. 24,000 shares at an average of $92.55, traded Oct 2, 2025, filed Oct 3, 2025.

Warning score
28
Value
$2.2M
24,000 shares
Holdings after
440,914
-2% from before
From 52-week low
+48%
low $61.76, close $91.53
From 52-week high
-6%
high $97.44, as of Oct 2, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $2.2M at market
    +25
  • Share of holdings sold
    Sold 1.7% of holdings
    0
  • Cluster
    2 insiders selling within 14 days
    +8
  • 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.

This signal so far: 1m +0.5%, 3m +8.3%, 6m +0.3%.

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 Oct 3, 2025: +4.1%SPY +17.5% · excess -13.4%

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 0001950787-25-000032, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 2, 2025SOpen-market sale
Common Stockindirect: by Trust10b5-1
-14,400$92.55$1.3M1,434,857Oct 3, 2025
Oct 2, 2025SOpen-market sale
Common Stockindirect: by Spouse as Trustee10b5-1
-9,600$92.55$889k440,914Oct 3, 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%
20Weak
SCHWsell 410b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$346k
3,177 shares
-36%
50Moderate
SCHWsell 6
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$8.3M
74,388 shares
-11%
30Weak
SCHWsell 610b5-1
SCHWAB CHARLES CORP
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
$343k
3,177 shares
-100%
55Moderate
SCHWsell 7
SCHWAB CHARLES CORP
Carolyn Schwab-Pomerantz
director
$1.0M
9,175 shares
-1%
50Moderate
SCHWsell 7
SCHWAB CHARLES CORP
Walter W Bettinger
Co-Chairman
$20M
176,210 shares
-22%
60Notable
SCHWsell 7
SCHWAB CHARLES CORP
Charles R. Schwab
Co-Chairman
$13M
117,000 shares
-0%
40Moderate
SCHWsell 9
SCHWAB CHARLES CORP
Jonathan S Beatty
MD, Head of Advisor Services
$111k
1,000 shares
-9%
40Moderate
SCHWsell 910b5-1
SCHWAB CHARLES CORP
Jonathan M. Craig
MD, Head of Retail Investing
$2.4M
21,866 shares
-100%
28Weak
SCHWsell 810b5-1
SCHWAB CHARLES CORP
Dennis Howard
MD, Chief Tech, OPS & Data Off
$242k
2,198 shares
-24%

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 $2.2M of SCHW | InsiderTell