Charles Schwab

Track

Insider profile

Currently holds a position at Charles Schwab Corp

Performance

Overall performance
3.3
Performance over holding periods
3.3
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 62% 68% 82%
Transactions
171 4% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chairman of the Board Charles Schwab Corp Oct. 1, 2008 -
Independent Director Altaba Inc June 1, 2014 - Feb. 2, 2016
Charles Schwab's trades of Charles Schwab Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-03 2026-08-03
PrS Proposed sale
6,948
170.19
US$4,576,621 		6,948 170.19 US$4,576,621
2026-07-30 2026-07-29
S Sale
89,862 -34.9%
80.82
US$3,517,080 		89,862 -34.9% 80.82 US$3,517,080
2026-07-29 2026-07-29
PrS Proposed sale
41,282
335.73
US$919,859 		41,282 335.73 US$919,859
2026-07-30 2026-07-28
S Sale
48,000 -0.1%
105.60
US$5,068,627 		48,000 -0.1% 105.60 US$5,068,627
2026-07-28 2026-07-28
PrS Proposed sale
48,000
105.00
US$5,040,000 		48,000 105.00 US$5,040,000
2026-07-28 2026-07-24
S Sale
45,500 -0.1%
101.72
US$4,628,192 		45,500 -0.1% 101.72 US$4,628,192
2026-07-24 2026-07-24
PrS Proposed sale
45,500
100.00
US$4,550,000 		45,500 100.00 US$4,550,000
2026-05-20 2026-05-19
S Sale
27,500 -0.1%
92.22
US$2,536,127 		27,500 -0.1% 92.22 US$2,536,127
2026-05-19 2026-05-19
PrS Proposed sale
27,500
92.15
US$2,534,125 		27,500 92.15 US$2,534,125
2026-05-18 2026-05-18
S Sale
27,500 -0.1%
92.40
US$2,541,008 		27,500 -0.1% 92.40 US$2,541,008
2026-05-18 2026-05-18
PrS Proposed sale
27,500
92.25
US$2,536,875 		27,500 92.25 US$2,536,875
2026-05-06 2026-05-06
S Sale
109,300 -0.4%
92.01
US$10,057,043 		109,300 -0.4% 92.01 US$10,057,043
2026-05-06 2026-05-06
PrS Proposed sale
109,300
92.25
US$10,082,925 		109,300 92.25 US$10,082,925
2026-05-06 2026-05-04
S Sale
109,300 -0.4%
91.50
US$10,001,420 		109,300 -0.4% 91.50 US$10,001,420
2026-05-04 2026-05-04
PrS Proposed sale
109,300
91.50
US$10,000,950 		109,300 91.50 US$10,000,950
2026-05-01 2026-05-01
S Sale
55,000 -0.1%
91.86
US$5,052,174 		55,000 -0.1% 91.86 US$5,052,174
2026-05-01 2026-05-01
PrS Proposed sale
55,000
92.25
US$5,073,750 		55,000 92.25 US$5,073,750
2026-05-01 2026-04-30
S Sale
50,000 -0.1%
91.81
US$4,590,410 		50,000 -0.1% 91.81 US$4,590,410
2026-04-30 2026-04-30
PrS Proposed sale
50,000
91.75
US$4,587,500 		50,000 91.75 US$4,587,500
2026-05-01 2026-04-29
S Sale
63,743 -0.1%
90.49
US$5,768,232 		63,743 -0.1% 90.49 US$5,768,232
2026-04-29 2026-04-29
PrS Proposed sale
63,743
90.00
US$5,736,870 		63,743 90.00 US$5,736,870
2026-04-27 2026-04-27
S Sale
36,450 -0.1%
90.00
US$3,280,562 		36,450 -0.1% 90.00 US$3,280,562
2026-04-27 2026-04-27
PrS Proposed sale
36,450
90.00
US$3,280,562 		36,450 90.00 US$3,280,562
2026-04-27 2026-04-23
S Sale
36,450 -0.1%
90.50
US$3,298,769 		36,450 -0.1% 90.50 US$3,298,769
2026-04-23 2026-04-23
PrS Proposed sale
36,450
90.00
US$3,280,500 		36,450 90.00 US$3,280,500
2026-02-11 2026-02-10
S Sale
32,413 -0.1%
105.58
US$3,422,080 		32,413 -0.1% 105.58 US$3,422,080
2026-02-10 2026-02-10
PrS Proposed sale
32,413
105.58
US$3,422,080 		32,413 105.58 US$3,422,080
2026-02-11 2026-02-09
S Sale
126,200 -0.4%
106.55
US$13,446,547 		126,200 -0.4% 106.55 US$13,446,547
2026-02-09 2026-02-09
PrS Proposed sale
126,200
106.55
US$13,446,547 		126,200 106.55 US$13,446,547
2026-02-05 2026-02-04
S Sale
67,975 -0.1%
103.81
US$7,056,424 		67,975 -0.1% 103.81 US$7,056,424
2026-02-04 2026-02-04
PrS Proposed sale
71,975
104.00
US$7,485,400 		71,975 104.00 US$7,485,400
2026-02-05 2026-02-03
S Sale
96,625 -0.2%
103.74
US$10,023,530 		96,625 -0.2% 103.74 US$10,023,530
2026-02-03 2026-02-03
PrS Proposed sale
96,625
103.50
US$10,000,688 		96,625 103.50 US$10,000,688
2026-02-02 2026-01-29
S Sale
145,650 -0.3%
103.16
US$15,025,968 		145,650 -0.3% 103.16 US$15,025,968
2026-01-29 2026-01-29
PrS Proposed sale
145,650
103.15
US$15,023,798 		145,650 103.15 US$15,023,798
2026-01-28 2026-01-28
PrS Proposed sale
71,437
103.15
US$7,368,727 		71,437 103.15 US$7,368,727
2026-01-28 2026-01-28
S Sale
26,475 -0.0%
103.22
US$2,732,689 		26,475 -0.0% 103.22 US$2,732,689
2026-01-28 2026-01-28
S Sale
44,962 -0.1%
103.20
US$4,640,092 		44,962 -0.1% 103.20 US$4,640,092
2026-01-28 2026-01-26
S Sale
134,895 -0.2%
103.09
US$13,905,840 		134,895 -0.2% 103.09 US$13,905,840
2026-01-26 2026-01-26
PrS Proposed sale
134,895
103.08
US$13,904,976 		134,895 103.08 US$13,904,976
2025-10-30 2025-10-29
S Sale
44,750 -0.1%
94.52
US$4,229,815 		44,750 -0.1% 94.52 US$4,229,815
2025-10-29 2025-10-29
PrS Proposed sale
44,750
94.00
US$4,206,500 		44,750 94.00 US$4,206,500
2025-10-30 2025-10-28
S Sale
64,400 -0.1%
94.00
US$6,053,909 		64,400 -0.1% 94.00 US$6,053,909
2025-10-28 2025-10-28
PrS Proposed sale
64,400
94.00
US$6,053,600 		64,400 94.00 US$6,053,600
2025-08-28 2025-08-27
S Sale
136,500 -0.2%
97.04
US$13,246,506 		136,500 -0.2% 97.04 US$13,246,506