SCHW
Charles Schwab Corp
$22.90M
Cluster sell
Discretionary Insider Activity
Date:
07/23/2026
Insiders:
Morgan Peter J. III, General Counsel, and 2 others
Prior trend:
9 weeks of no clear discretionary insider activity

Summary

A $22.90M cluster sell for Charles Schwab Corp (SCHW) on 07/23/2026 after 9 weeks of no clear discretionary insider activity trend.

Reports

Action Amount Date Insider Role(s) SEC Filing No
Sell $709K 07/27/2026 Morgan Peter J. III General Counsel 0001792910-26-000006
Sell $4.63M 07/28/2026 Schwab Charles R. Director, Co-Chairman 0000923738-26-000028
Sell $2.39M 07/30/2026 Schwab-Pomerantz Carolyn Director 0001950787-26-000009
Sell $15.17M 07/30/2026 Schwab Charles R. Director, Co-Chairman 0000923738-26-000031

Stake Changes

Action Insider Role(s) Total Change % Change
Sell Morgan Peter J. III General Counsel $709K 100.0%
Schwab Charles R. Director, Co-Chairman unknown unknown
Sell Schwab-Pomerantz Carolyn Director $2.39M 1.6%

Transactions

Action Amount Date Insider Security Type SEC Code
Sell $709K 07/23/2026 Morgan Peter J. III Common Stock Discretionary Sale
Sell $4.63M 07/24/2026 Schwab Charles R. Common Stock Discretionary Sale
Sell $2.39M 07/28/2026 Schwab-Pomerantz Carolyn Common Stock Discretionary Sale
– 07/28/2026 Schwab-Pomerantz Carolyn Common Stock Non-discretionary Gift
Sell $5.07M 07/28/2026 Schwab Charles R. Common Stock Discretionary Sale
– 07/28/2026 Schwab Charles R. Common Stock Non-discretionary Gift
Sell $10.10M 07/29/2026 Schwab Charles R. Common Stock Discretionary Sale

Price Changes

Price at Scan Price at 30 Days 30 Day Change % Change Price at 1 Year 1 Year Change % Change
$105.24 $110.16 +$4.92 +4.68% – – –

Stats

Prior max multiple:
12.4
Prior median multiple:
12.4

Metadata

Signal ID:
e9VijNsNWpwYiwUT
Scanned on:
07/30/2026
Status:
Current