Traded Jan 22, 2026 · Filed Jan 24, 2026
Charles Schwab's MD, Head of Advisor Services sold $210K of Charles Schwab 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
open market sale
Code S — open-market or private sale
~$210,003
Shares × reported transaction price
1 day after results of Jan 21, 2026, 84 days before results of Apr 16, 2026
Results dates are the company's own 8-K (Item 2.02). Many companies only let insiders trade in a window after results
Closed at $104.05 on Jan 22, 2026, at its 52-week high, after a 10% rise over the previous 30 trading days
52-week range $69.06 (Apr 4, 2025) to $104.05 (Jan 22, 2026), 100% of the way up, from 251 adjusted closes. 30 trading days earlier: $94.28 on Dec 8, 2025. Describes the past only, not a forecast
Footnote references a pre-arranged trading plan (Rule 10b5-1)
Only flagged when a footnote says so; never inferred
A securities lawsuit naming the company as a defendant was filed on Oct 6, 2025 in the U.S. District Court, E.D. Texas. A filing is an allegation, not a finding.
2 such cases were open. Lewis v. Charles Schwab & Co., Inc., docket 4:25-cv-01086, via CourtListener (court records). Nature of suit 850, company named as first defendant
| After | Stock | S&P 500 | Difference |
|---|---|---|---|
| 7 days | +2.2% | +0.4% | +1.8% |
| 30 days | −7.4% | +0.1% | −7.4% |
| 90 days | −11.8% | +3.2% | −15.1% |
| 180 days | +1.2% | +6.7% | −5.5% |
Past results only. Not a forecast.
Gilbert Ray Cisneros, Jr. boughtDemocrat, Representative, CA district 314 different filers disclosed SCHW within 90 days. Disclosed 35 days after the transaction; reported as an official range, not an exact amount.
Gift or transfer — classified separately from trades.
Charles Schwab's Co-Chairman sold $13.4M of Charles Schwab shares. Nobody planned it ahead of time.
