Schwab Charles R.

Co-chairman | 10% Owner | Chairman

3 companies

Average

Trades Analyzed

123

12M Win Rate

55.6%

Avg 3M Return

-1.8%

Avg 12M Return

-4.7%

Schwab Charles R. is a Co-chairman at SCHWAB CHARLES CORP with holdings across 3 companies. Recent SEC Form 4 filings include 0 buys and 14 sells.

Estimated insider holdings value: $5691.8M based on current market prices.

Holdings by Company

SCHWNov 12, 2025

Current Shares56.12M

Value$5.15B

Net Activity-29,706,772

Bought: 0Sold: 29.71M

SCHW-PJMay 19, 2026

Current Shares30.21M

Value$530.18M

Net Activity-1,190,438

Bought: 0Sold: 1.19M

LOCLJun 11, 2025

Current Shares12.00M

Value$15.48M

Net Activity+4.72M

Bought: 4.72MSold: 0

Showing 10 filings (page 3)

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Oct 21, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	17,225	$70.90	$1,221,333.46	-	+14.2%	+34.2%
Oct 16, 2024	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	62,345	$72.52	$4,521,483.84	-0.1%	+0.4%	+29.6%
Jul 31, 2024	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	67,386	$65.11	$4,387,596.80	-0.1%	+10.3%	+49.9%
May 15, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	123,425	$77.45	$9,559,409.73	-0.1%	-20.6%	+12.0%
May 6, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	132,015	$75.95	$10,026,899.01	-0.1%	-19.0%	+7.8%
Apr 29, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	119,811	$74.87	$8,970,429.20	-	-12.4%	+9.0%
Apr 22, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	89,275	$74.62	$6,661,307.69	-0.3%	-12.8%	+3.1%
Feb 23, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	117,000	$64.66	$7,565,407.20	-	+12.3%	+24.8%
Feb 15, 2024	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	71,226	$64.99	$4,628,999.11	-0.1%	+21.7%	+24.3%
Jan 24, 2024	SCHW Schwab Charles Corp	Co-chairman	Sell	16,390	$63.94	$1,047,932.35	-	+18.5%	+29.3%