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 21 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 4)

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Jul 26, 2023	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	147,807	$66.63	$9,848,804.99	-0.1%	-25.2%	-0.6%
May 22, 2023	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	77,640	$51.76	$4,018,584.29	-0.1%	+14.3%	+51.8%
Feb 14, 2023	SCHW Schwab Charles Corp	Co-chairman	Sell	123,805	$80.95	$10,021,559.11	-0.1%	-36.9%	-22.0%
Feb 8, 2023	SCHW Schwab Charles Corp	Co-chairman	Sell	125,390	$81.30	$10,194,592.38	-0.2%	-40.5%	-22.5%
Feb 6, 2023	SCHW Schwab Charles Corp	Co-chairman	Sell	317,700	$79.95	$25,398,914.13	-0.3%	-40.4%	-22.5%
Feb 1, 2023	SCHW Schwab Charles Corp	Co-chairman	Sale+OE	121,066	$77.84	$9,424,152.74	-0.2%	-36.0%	-20.4%
Nov 18, 2022	SCHW Schwab Charles Corp	Co-chairman	Sell	132,050	$79.66	$10,519,187.04	-0.1%	+0.7%	-28.9%
Nov 11, 2022	SCHW Schwab Charles Corp	Co-chairman	Sell	132,050	$78.29	$10,338,554.59	-0.1%	+1.6%	-30.6%
Nov 4, 2022	SCHW Schwab Charles Corp	Co-chairman	Sell	135,000	$79.26	$10,699,672.91	-	-2.8%	-29.2%
Nov 1, 2022	SCHW Schwab Charles Corp	Co-chairman	Sell	137,160	$79.50	$10,903,568.15	-	-5.2%	-33.7%