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 0% 8.2% 15.1%
Success rate 61% 68% 82%
Transactions
178 3% 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
Transaction date
Sale
Price
494.45
Quantity 99,740 -49.2%
Value US$28,051
Transaction date
Proposed sale
Price
82.43
Quantity 79,447
Value US$4,925,922
Transaction date
Proposed sale
Price
228.75
Quantity 99,909
Value US$4,652,586
Transaction date
Proposed sale
Price
109.25
Quantity 91,325
Value US$9,977,256
Transaction date
Sale
Price
108.18
Quantity 46,410 -0.2%
Value US$5,020,448
Transaction date
Proposed sale
Price
108.16
Quantity 46,410
Value US$5,019,706
Transaction date
Sale
Price
107.78
Quantity 46,445 -0.2%
Value US$5,005,717
Transaction date
Proposed sale
Price
108.00
Quantity 46,445
Value US$5,016,060
Transaction date
Sale
Price
106.08
Quantity 47,650 -0.1%
Value US$5,054,569
Transaction date
Proposed sale
Price
105.64
Quantity 47,650
Value US$5,033,951
Transaction date
Sale
Price
105.52
Quantity 95,250 -0.2%
Value US$10,050,418
Transaction date
Proposed sale
Price
105.00
Quantity 95,250
Value US$10,001,250
Transaction date
Sale
Price
105.82
Quantity 95,450 -0.3%
Value US$10,100,061
Transaction date
Proposed sale
Price
105.38
Quantity 95,450
Value US$10,058,120
Transaction date
Sale
Price
105.60
Quantity 48,000 -0.1%
Value US$5,068,627
Transaction date
Proposed sale
Price
105.00
Quantity 48,000
Value US$5,040,000
Transaction date
Sale
Price
101.72
Quantity 45,500 -0.1%
Value US$4,628,192
Transaction date
Proposed sale
Price
100.00
Quantity 45,500
Value US$4,550,000
Transaction date
Sale
Price
92.22
Quantity 27,500 -0.1%
Value US$2,536,127
Transaction date
Proposed sale
Price
92.15
Quantity 27,500
Value US$2,534,125
Transaction date
Sale
Price
92.40
Quantity 27,500 -0.1%
Value US$2,541,008
Transaction date
Proposed sale
Price
92.25
Quantity 27,500
Value US$2,536,875
Transaction date
Sale
Price
92.01
Quantity 109,300 -0.4%
Value US$10,057,043
Transaction date
Proposed sale
Price
92.25
Quantity 109,300
Value US$10,082,925
Transaction date
Sale
Price
91.50
Quantity 109,300 -0.4%
Value US$10,001,420
Transaction date
Proposed sale
Price
91.50
Quantity 109,300
Value US$10,000,950
Transaction date
Sale
Price
91.86
Quantity 55,000 -0.1%
Value US$5,052,174
Transaction date
Proposed sale
Price
92.25
Quantity 55,000
Value US$5,073,750
Transaction date
Sale
Price
91.81
Quantity 50,000 -0.1%
Value US$4,590,410
Transaction date
Proposed sale
Price
91.75
Quantity 50,000
Value US$4,587,500
Transaction date
Sale
Price
90.49
Quantity 63,743 -0.1%
Value US$5,768,232
Transaction date
Proposed sale
Price
90.00
Quantity 63,743
Value US$5,736,870
Transaction date
Sale
Price
90.00
Quantity 36,450 -0.1%
Value US$3,280,562
Transaction date
Proposed sale
Price
90.00
Quantity 36,450
Value US$3,280,562
Transaction date
Sale
Price
90.50
Quantity 36,450 -0.1%
Value US$3,298,769
Transaction date
Proposed sale
Price
90.00
Quantity 36,450
Value US$3,280,500
Transaction date
Sale
Price
105.58
Quantity 32,413 -0.1%
Value US$3,422,080
Transaction date
Proposed sale
Price
105.58
Quantity 32,413
Value US$3,422,080
Transaction date
Sale
Price
106.55
Quantity 126,200 -0.4%
Value US$13,446,547
Transaction date
Proposed sale
Price
106.55
Quantity 126,200
Value US$13,446,547
Transaction date
Sale
Price
103.81
Quantity 67,975 -0.1%
Value US$7,056,424
Transaction date
Proposed sale
Price
104.00
Quantity 71,975
Value US$7,485,400
Transaction date
Sale
Price
103.74
Quantity 96,625 -0.2%
Value US$10,023,530
Transaction date
Proposed sale
Price
103.50
Quantity 96,625
Value US$10,000,688
Transaction date
Sale
Price
103.16
Quantity 145,650 -0.3%
Value US$15,025,968
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-26 2026-08-24
S Sale
99,740 -49.2%
494.45
US$28,051 		99,740 -49.2% 494.45 US$28,051
2026-08-24 2026-08-24
PrS Proposed sale
79,447
82.43
US$4,925,922 		79,447 82.43 US$4,925,922
2026-08-14 2026-08-14
PrS Proposed sale
99,909
228.75
US$4,652,586 		99,909 228.75 US$4,652,586
2026-08-13 2026-08-14
PrS Proposed sale
91,325
109.25
US$9,977,256 		91,325 109.25 US$9,977,256
2026-08-13 2026-08-12
S Sale
46,410 -0.2%
108.18
US$5,020,448 		46,410 -0.2% 108.18 US$5,020,448
2026-08-12 2026-08-12
PrS Proposed sale
46,410
108.16
US$5,019,706 		46,410 108.16 US$5,019,706
2026-08-11 2026-08-11
S Sale
46,445 -0.2%
107.78
US$5,005,717 		46,445 -0.2% 107.78 US$5,005,717
2026-08-11 2026-08-11
PrS Proposed sale
46,445
108.00
US$5,016,060 		46,445 108.00 US$5,016,060
2026-08-04 2026-08-04
S Sale
47,650 -0.1%
106.08
US$5,054,569 		47,650 -0.1% 106.08 US$5,054,569
2026-08-04 2026-08-04
PrS Proposed sale
47,650
105.64
US$5,033,951 		47,650 105.64 US$5,033,951
2026-08-04 2026-08-03
S Sale
95,250 -0.2%
105.52
US$10,050,418 		95,250 -0.2% 105.52 US$10,050,418
2026-08-03 2026-08-03
PrS Proposed sale
95,250
105.00
US$10,001,250 		95,250 105.00 US$10,001,250
2026-07-30 2026-07-29
S Sale
95,450 -0.3%
105.82
US$10,100,061 		95,450 -0.3% 105.82 US$10,100,061
2026-07-29 2026-07-29
PrS Proposed sale
95,450
105.38
US$10,058,120 		95,450 105.38 US$10,058,120
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