| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Co-chairman | 10% Owner | Chairman
2 companies
Schwab Charles R. serves as a Co-chairman at SCHW and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 6 buys and 264 sells.
Historically, Schwab Charles R.'s trades have earned a middling insider score of 54/100 across 123 rated trades. Over a 12-month horizon, 55.6% of those trades were profitable, with an average 12-month return of -4.7%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2025 | SCHW Schwab Charles Corp | Co-chairman | Sell | 37,585 | $79.55 | $2,989,800.30 | - | +22.1% | +13.3% | |
| Mar 31, 2025 | LOCL Local Bounti Corporation/de | 10% Owner | Buy | 1,700,723 | $2.00 | $3,401,446.00 | New | +13.6% | -43.7% | |
| Feb 27, 2025 | SCHW Schwab Charles Corp | Co-chairman | Sell | 55,598 | $79.14 | $4,399,953.44 | - | +12.3% | +21.4% | |
| Feb 21, 2025 | SCHW Schwab Charles Corp | Co-chairman | Sell | 124,000 | $81.90 | $10,156,079.65 | -0.2% | +8.5% | +16.9% | |
| Feb 19, 2025 | SCHW Schwab Charles Corp | Co-chairman | Sell | 129,865 | $81.94 | $10,640,869.58 | -0.2% | +8.7% | +14.5% | |
| Feb 13, 2025 | SCHW Schwab Charles Corp | Co-chairman | Sale+OE | 305,506 | $81.74 | $24,971,294.07 | -0.5% | +6.9% | +14.9% | |
| 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 | -0.2% | -20.6% | +12.0% |