Insider trade

Director sold ~$889K of SCHW shares in the open market

Traded Oct 2, 2025 · Filed Oct 3, 2025

~$889K
Reported value · 9,600 sh @ $92.5545: 441K
Holds after · shares reported: +6.1%
stock since the trade · S&P 500 +14.2%, $92.70 → $98.37 on Oct 1

Why it stands out

A board member of Charles Schwab Corporation sold $889K of Charles Schwab Corporation shares. It was planned long ago, so it says very little.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 4 — Statement of Changes in Beneficial Ownership

All the details

Dates, kept separate

Transaction date: Oct 2, 2025
Reporting period: Not applicable
Filed with the SEC: Oct 3, 2025

DirectorIndirect holding$500K–$1MPre-arranged plan referenced

Context

Classification

open market sale

Code S — open-market or private sale

Absolute commitment

~$888,523

Shares × reported transaction price

Timing vs results

76 days after results of Jul 18, 2025, 14 days before results of Oct 16, 2025

Results dates are the company's own 8-K (Item 2.02). Many companies only let insiders trade in a window after results

Price at the time

Closed at $92.70 on Oct 2, 2025, 46% above its 52-week low and 6% below its high, after a 3% drop over the previous 30 trading days

52-week range $63.40 (Oct 3, 2024) to $98.69 (Aug 12, 2025), 83% of the way up, from 250 adjusted closes. 30 trading days earlier: $95.51 on Aug 20, 2025. Describes the past only, not a forecast

Planned / mechanical clue

Footnote references a pre-arranged trading plan (Rule 10b5-1)

Only flagged when a footnote says so; never inferred

Securities lawsuit open at the trade date

A securities lawsuit naming the company as a defendant was filed on Jan 23, 2025 in the U.S. District Court, N.D. California. A filing is an allegation, not a finding.

Harris v. Charles Schwab & Co., docket 4:25-cv-00807, via CourtListener (court records). Nature of suit 850, company named as first defendant

After it was reported

After	Stock	S&P 500	Difference
7 days	-0.5%	-1.3%	+0.7%
30 days	-0.3%	+0.9%	-1.2%
90 days	+10.4%	+2.4%	+8.0%
180 days	-1.1%	-1.9%	+0.8%

Past results only. Not a forecast.

Source receipt

Record ID: 0001950787-25-000032
Filed / recorded: Oct 3, 2025, 10:57 PM UTC
Added to OQRO: Oct 2, 2026, 12:27 PM UTC
Parser: form4-xml-v1
Data quality: Verified: identifiers matched exactly
Issuer: SCHWAB CHARLES CORP
Issuer CIK: 316709
Ticker: SCHW
Reporting person: Carolyn Schwab-pomerantz
Relationship: Director
Security: Common Stock
Table: Non-derivative (Table I)
Transaction date: Oct 2, 2025
Transaction code: S
Shares / units: 9,600
Price per share: $92.5545
Acquired / disposed: Disposed (D)
Shares owned after: 440,914
Ownership form: Indirect — by Spouse as Trustee
Amendment: No

Footnotes from the filing

The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.
This transaction was executed in multiple trades at prices ranging from $92.185 to $92.94. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Around the same time

Chair sold11mo ago

~$6.05MReported value · 64K sh @ $94.0048

Charles Schwab Corporation's Co-Chairman sold $6.05M of Charles Schwab Corporation shares. Nobody planned it ahead of time.

Why it stands out Official record

Chair sold11mo ago

~$4.23MReported value · 45K sh @ $94.521

Charles Schwab Corporation's Co-Chairman sold $4.23M of Charles Schwab Corporation shares. Nobody planned it ahead of time.

Why it stands out Official record

11mo ago

3,822.67Shares

Gift or transfer — classified separately from trades.

Why it stands out Official record