MARKET_TICKER: SCHW

SCHWInsider Trading & SEC Form 4 Analysis

Institutional analysis of internal capital flows based on SEC Form 4 filings.

Executive Sentiment

BEARISH

SOURCE: EDGAR_SYSTEMSTATUS: VERIFIED

Automated_Intelligence_Report :: SCHW

Algorithmic analysis of recent insider trading activity for SCHW reveals a bearish posture among the C-suite and board members. Based on the latest SEC Form 4 filings, we have tracked capital events executed by 14 distinct corporate insiders. The aggregate nominal exposure during this reporting cycle reached $188.52M.

Market dynamics show a negative net capital flow of $146.90M when isolating open-market purchases versus open-market sales. The trading volume is heavily weighted towards open-market executions, providing a clearer signal of insider conviction regarding current valuation levels compared to option-based equity grants.

From a microstructural perspective, the most significant liquidity event was a divestment by Schwab Charles R. (Director), which accounts for a major share of the recent outflow. Continuous monitoring of these Tier-1 actors is essential, as their liquidity decisions often precede material corporate events or reflect an informed, asymmetric perspective on the future performance of SCHW.

Volume_30D

$188.52M

USD NOMINAL VALUE

Active_Insiders

UNIQUE C-SUITE ENTITIES

Last_Entry

2026.04.15

ISO_8601 FORMAT

INITIALIZING_CHART_ENGINE...

Entity / Timeline	Methodology	Position	Net Value
Woolway Paul V2026.04.15	ACQUISITION	7,941	$413,329.05
Woolway Paul V2026.04.15	DISPOSAL	7,941	$794,136.53
Craig Jonathan M.2026.04.14	ACQUISITION	21,750	$1,018,117.5
Craig Jonathan M.2026.04.14	DISPOSAL	21,750	$2,153,326.12
Murtagh Nigel J2026.04.14	ACQUISITION	41,297	$2,149,508.85
Murtagh Nigel J2026.04.14	DISPOSAL	41,297	$4,088,522.76
Woolway Paul V2026.04.14	ACQUISITION	7,942	$413,381.1
Woolway Paul V2026.04.14	DISPOSAL	7,942	$778,342.21
Ellis Stephen A2026.03.24	ACQUISITION	1,899	$53,893.62
Ellis Stephen A2026.03.24	ACQUISITION	7,866	$227,799.36
Craig Jonathan M.2026.03.03	DISPOSAL	9,032	$852,817.7
Craig Jonathan M.2026.03.03	DISPOSAL	5,449	$517,079.04
Howard Dennis2026.03.03	DISPOSAL	6,269	$591,991.7
Howard Dennis2026.03.03	DISPOSAL	3,839	$364,235.87
Murtagh Nigel J2026.03.03	DISPOSAL	4,463	$421,429.49
Murtagh Nigel J2026.03.03	DISPOSAL	2,740	$260,024.08
Woolway Paul V2026.03.03	DISPOSAL	3,626	$342,346.61
Woolway Paul V2026.03.03	DISPOSAL	2,500	$237,226
Woolway Paul V2026.03.02	ACQUISITION	15,884	$826,762.2
Woolway Paul V2026.03.02	DISPOSAL	7,942	$748,374.66
Woolway Paul V2026.03.02	DISPOSAL	7,942	$762,442.32
Woolway Paul V2026.03.01	ACQUISITION	8,156	$0
Woolway Paul V2026.03.01	ACQUISITION	2,030	$183,319.15
Craig Jonathan M.2026.03.01	ACQUISITION	25,633	$0
Craig Jonathan M.2026.03.01	ACQUISITION	11,152	$1,062,841.36
Murtagh Nigel J2026.03.01	ACQUISITION	16,312	$0
Murtagh Nigel J2026.03.01	ACQUISITION	9,109	$868,133.25
Howard Dennis2026.03.01	ACQUISITION	16,312	$0
Howard Dennis2026.03.01	ACQUISITION	6,204	$591,272.22
Schwab Charles R.2026.03.01	ACQUISITION	38,838	$0
Schwab Charles R.2026.03.01	ACQUISITION	15,283	$1,456,546.32
Bettinger Walter W2026.03.01	ACQUISITION	141,757	$0
Bettinger Walter W2026.03.01	ACQUISITION	60,743	$5,789,111.62
Wurster Richard A2026.03.01	ACQUISITION	62,140	$0
Wurster Richard A2026.03.01	ACQUISITION	22,879	$2,180,483.1
Morgan Peter J. III2026.03.01	ACQUISITION	11,263	$0
Morgan Peter J. III2026.03.01	ACQUISITION	4,311	$410,859.86
Beatty Jonathan S2026.02.27	DISPOSAL	2,030	$193,453.72
Ellis Stephen A2026.02.26	DISPOSAL	10,725	$1,035,693.95
Howard Dennis2026.02.25	ACQUISITION	27,903	$1,788,582.3
Howard Dennis2026.02.25	DISPOSAL	27,903	$2,651,343.06
Schwab Charles R.2026.02.10	DISPOSAL	32,413	$3,422,080.27
Schwab Charles R.2026.02.09	ACQUISITION	60,000	$0
Schwab Charles R.2026.02.09	DISPOSAL	126,200	$13,446,546.9
Bettinger Walter W2026.02.06	ACQUISITION	67,514	$2,902,426.86
Bettinger Walter W2026.02.06	DISPOSAL	67,514	$7,038,476.28
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	4,390	$320,470
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	4,703	$294,689.98
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	2,732	$141,982.04
DODDS CHRISTOPHER V2026.02.06	DISPOSAL	11,825	$1,236,314.39
Schwab Charles R.2026.02.04	DISPOSAL	67,975	$7,056,423.57
Bettinger Walter W2026.02.04	ACQUISITION	94,948	$4,081,814.52
Bettinger Walter W2026.02.04	DISPOSAL	94,948	$9,898,518.9
Schwab Charles R.2026.02.03	DISPOSAL	96,625	$10,023,529.65
Bettinger Walter W2026.02.03	ACQUISITION	162,462	$6,984,241.38
Bettinger Walter W2026.02.03	DISPOSAL	141,033	$14,646,065.5
Bettinger Walter W2026.02.03	DISPOSAL	21,429	$2,233,821.1
Morgan Peter J. III2026.02.02	ACQUISITION	7,595	$504,839.65
Morgan Peter J. III2026.02.02	DISPOSAL	7,595	$792,796.48
Schwab Charles R.2026.01.29	DISPOSAL	145,650	$15,025,967.69
Schwab Charles R.2026.01.28	ACQUISITION	44,962	$1,186,547.18
Schwab Charles R.2026.01.28	DISPOSAL	44,962	$4,640,091.89
Schwab Charles R.2026.01.28	DISPOSAL	26,475	$2,732,688.61
Schwab Charles R.2026.01.26	ACQUISITION	134,895	$3,559,879.05
Schwab Charles R.2026.01.26	DISPOSAL	134,895	$13,905,839.93
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	19,050	$2,004,961.06
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	9,525	$1,001,928.08
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	9,525	$1,001,791.88
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	4,765	$500,400.29
Beatty Jonathan S2026.01.22	ACQUISITION	2,000	$92,780
Beatty Jonathan S2026.01.22	DISPOSAL	2,000	$210,003.4
Beatty Jonathan S2025.12.23	ACQUISITION	2,000	$92,780
Beatty Jonathan S2025.12.23	DISPOSAL	2,000	$204,021.6
Ellis Stephen A2025.12.16	ACQUISITION	1,922	$61,465.56
Ruffel Charles A.2025.11.19	ACQUISITION	8,372	$0
SNEED PAULA A2025.11.13	ACQUISITION	8,680	$0
Murtagh Nigel J2025.11.12	ACQUISITION	1,032.401	$0
Beatty Jonathan S2025.11.12	ACQUISITION	3,072	$142,510.08
Beatty Jonathan S2025.11.12	DISPOSAL	3,072	$301,056
Schwab Charles R.2025.11.12	ACQUISITION	52,500	$0
Schwab-Pomerantz Carolyn2025.11.10	ACQUISITION	298	$0
Bettinger Walter W2025.11.10	ACQUISITION	61,388	$0
Woolway Paul V2025.11.10	ACQUISITION	1,089	$0
Woolway Paul V2025.11.10	ACQUISITION	398	$0
Craig Jonathan M.2025.11.07	ACQUISITION	35,188	$1,477,192.24
Craig Jonathan M.2025.11.07	DISPOSAL	35,188	$3,355,028.01
Schwab Charles R.2025.10.29	DISPOSAL	44,750	$4,229,814.75
Woolway Paul V2025.10.29	ACQUISITION	3,822.671	$0
Schwab Charles R.2025.10.28	DISPOSAL	64,400	$6,053,909.12
Schwab Charles R.2025.10.24	ACQUISITION	31,750	$0
Schwab Charles R.2025.10.23	ACQUISITION	18,595	$0
Schwab-Pomerantz Carolyn2025.10.02	DISPOSAL	14,400	$1,332,669.6
Schwab-Pomerantz Carolyn2025.10.02	DISPOSAL	9,600	$888,523.2
Woolway Paul V2025.10.01	DISPOSAL	1,913	$177,994.89
Woolway Paul V2025.10.01	DISPOSAL	1,292	$121,116.47
Ellis Stephen A2025.09.23	ACQUISITION	2,105	$60,097.75
Schwab-Pomerantz Carolyn2025.09.04	DISPOSAL	14,400	$1,391,582.88
Schwab-Pomerantz Carolyn2025.09.04	DISPOSAL	9,600	$927,717.12
Woolway Paul V2025.09.02	DISPOSAL	3,205	$305,126.58
Beatty Jonathan S2025.08.28	ACQUISITION	6,144	$285,020.16

Entity / Timeline	Methodology	Position	Net Value
Woolway Paul V2026.04.15	ACQUISITION	7,941	$413,329.05
Woolway Paul V2026.04.15	DISPOSAL	7,941	$794,136.53
Craig Jonathan M.2026.04.14	ACQUISITION	21,750	$1,018,117.5
Craig Jonathan M.2026.04.14	DISPOSAL	21,750	$2,153,326.12
Murtagh Nigel J2026.04.14	ACQUISITION	41,297	$2,149,508.85
Murtagh Nigel J2026.04.14	DISPOSAL	41,297	$4,088,522.76
Woolway Paul V2026.04.14	ACQUISITION	7,942	$413,381.1
Woolway Paul V2026.04.14	DISPOSAL	7,942	$778,342.21
Ellis Stephen A2026.03.24	ACQUISITION	1,899	$53,893.62
Ellis Stephen A2026.03.24	ACQUISITION	7,866	$227,799.36
Craig Jonathan M.2026.03.03	DISPOSAL	9,032	$852,817.7
Craig Jonathan M.2026.03.03	DISPOSAL	5,449	$517,079.04
Howard Dennis2026.03.03	DISPOSAL	6,269	$591,991.7
Howard Dennis2026.03.03	DISPOSAL	3,839	$364,235.87
Murtagh Nigel J2026.03.03	DISPOSAL	4,463	$421,429.49
Murtagh Nigel J2026.03.03	DISPOSAL	2,740	$260,024.08
Woolway Paul V2026.03.03	DISPOSAL	3,626	$342,346.61
Woolway Paul V2026.03.03	DISPOSAL	2,500	$237,226
Woolway Paul V2026.03.02	ACQUISITION	15,884	$826,762.2
Woolway Paul V2026.03.02	DISPOSAL	7,942	$748,374.66
Woolway Paul V2026.03.02	DISPOSAL	7,942	$762,442.32
Woolway Paul V2026.03.01	ACQUISITION	8,156	$0
Woolway Paul V2026.03.01	ACQUISITION	2,030	$183,319.15
Craig Jonathan M.2026.03.01	ACQUISITION	25,633	$0
Craig Jonathan M.2026.03.01	ACQUISITION	11,152	$1,062,841.36
Murtagh Nigel J2026.03.01	ACQUISITION	16,312	$0
Murtagh Nigel J2026.03.01	ACQUISITION	9,109	$868,133.25
Howard Dennis2026.03.01	ACQUISITION	16,312	$0
Howard Dennis2026.03.01	ACQUISITION	6,204	$591,272.22
Schwab Charles R.2026.03.01	ACQUISITION	38,838	$0
Schwab Charles R.2026.03.01	ACQUISITION	15,283	$1,456,546.32
Bettinger Walter W2026.03.01	ACQUISITION	141,757	$0
Bettinger Walter W2026.03.01	ACQUISITION	60,743	$5,789,111.62
Wurster Richard A2026.03.01	ACQUISITION	62,140	$0
Wurster Richard A2026.03.01	ACQUISITION	22,879	$2,180,483.1
Morgan Peter J. III2026.03.01	ACQUISITION	11,263	$0
Morgan Peter J. III2026.03.01	ACQUISITION	4,311	$410,859.86
Beatty Jonathan S2026.02.27	DISPOSAL	2,030	$193,453.72
Ellis Stephen A2026.02.26	DISPOSAL	10,725	$1,035,693.95
Howard Dennis2026.02.25	ACQUISITION	27,903	$1,788,582.3
Howard Dennis2026.02.25	DISPOSAL	27,903	$2,651,343.06
Schwab Charles R.2026.02.10	DISPOSAL	32,413	$3,422,080.27
Schwab Charles R.2026.02.09	ACQUISITION	60,000	$0
Schwab Charles R.2026.02.09	DISPOSAL	126,200	$13,446,546.9
Bettinger Walter W2026.02.06	ACQUISITION	67,514	$2,902,426.86
Bettinger Walter W2026.02.06	DISPOSAL	67,514	$7,038,476.28
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	4,390	$320,470
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	4,703	$294,689.98
DODDS CHRISTOPHER V2026.02.06	ACQUISITION	2,732	$141,982.04
DODDS CHRISTOPHER V2026.02.06	DISPOSAL	11,825	$1,236,314.39
Schwab Charles R.2026.02.04	DISPOSAL	67,975	$7,056,423.57
Bettinger Walter W2026.02.04	ACQUISITION	94,948	$4,081,814.52
Bettinger Walter W2026.02.04	DISPOSAL	94,948	$9,898,518.9
Schwab Charles R.2026.02.03	DISPOSAL	96,625	$10,023,529.65
Bettinger Walter W2026.02.03	ACQUISITION	162,462	$6,984,241.38
Bettinger Walter W2026.02.03	DISPOSAL	141,033	$14,646,065.5
Bettinger Walter W2026.02.03	DISPOSAL	21,429	$2,233,821.1
Morgan Peter J. III2026.02.02	ACQUISITION	7,595	$504,839.65
Morgan Peter J. III2026.02.02	DISPOSAL	7,595	$792,796.48
Schwab Charles R.2026.01.29	DISPOSAL	145,650	$15,025,967.69
Schwab Charles R.2026.01.28	ACQUISITION	44,962	$1,186,547.18
Schwab Charles R.2026.01.28	DISPOSAL	44,962	$4,640,091.89
Schwab Charles R.2026.01.28	DISPOSAL	26,475	$2,732,688.61
Schwab Charles R.2026.01.26	ACQUISITION	134,895	$3,559,879.05
Schwab Charles R.2026.01.26	DISPOSAL	134,895	$13,905,839.93
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	19,050	$2,004,961.06
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	9,525	$1,001,928.08
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	9,525	$1,001,791.88
Schwab-Pomerantz Carolyn2026.01.22	DISPOSAL	4,765	$500,400.29
Beatty Jonathan S2026.01.22	ACQUISITION	2,000	$92,780
Beatty Jonathan S2026.01.22	DISPOSAL	2,000	$210,003.4
Beatty Jonathan S2025.12.23	ACQUISITION	2,000	$92,780
Beatty Jonathan S2025.12.23	DISPOSAL	2,000	$204,021.6
Ellis Stephen A2025.12.16	ACQUISITION	1,922	$61,465.56
Ruffel Charles A.2025.11.19	ACQUISITION	8,372	$0
SNEED PAULA A2025.11.13	ACQUISITION	8,680	$0
Murtagh Nigel J2025.11.12	ACQUISITION	1,032.401	$0
Beatty Jonathan S2025.11.12	ACQUISITION	3,072	$142,510.08
Beatty Jonathan S2025.11.12	DISPOSAL	3,072	$301,056
Schwab Charles R.2025.11.12	ACQUISITION	52,500	$0
Schwab-Pomerantz Carolyn2025.11.10	ACQUISITION	298	$0
Bettinger Walter W2025.11.10	ACQUISITION	61,388	$0
Woolway Paul V2025.11.10	ACQUISITION	1,089	$0
Woolway Paul V2025.11.10	ACQUISITION	398	$0
Craig Jonathan M.2025.11.07	ACQUISITION	35,188	$1,477,192.24
Craig Jonathan M.2025.11.07	DISPOSAL	35,188	$3,355,028.01
Schwab Charles R.2025.10.29	DISPOSAL	44,750	$4,229,814.75
Woolway Paul V2025.10.29	ACQUISITION	3,822.671	$0
Schwab Charles R.2025.10.28	DISPOSAL	64,400	$6,053,909.12
Schwab Charles R.2025.10.24	ACQUISITION	31,750	$0
Schwab Charles R.2025.10.23	ACQUISITION	18,595	$0
Schwab-Pomerantz Carolyn2025.10.02	DISPOSAL	14,400	$1,332,669.6
Schwab-Pomerantz Carolyn2025.10.02	DISPOSAL	9,600	$888,523.2
Woolway Paul V2025.10.01	DISPOSAL	1,913	$177,994.89
Woolway Paul V2025.10.01	DISPOSAL	1,292	$121,116.47
Ellis Stephen A2025.09.23	ACQUISITION	2,105	$60,097.75
Schwab-Pomerantz Carolyn2025.09.04	DISPOSAL	14,400	$1,391,582.88
Schwab-Pomerantz Carolyn2025.09.04	DISPOSAL	9,600	$927,717.12
Woolway Paul V2025.09.02	DISPOSAL	3,205	$305,126.58
Beatty Jonathan S2025.08.28	ACQUISITION	6,144	$285,020.16

Automated_Queries :: Frequently Asked Questions

>Who is currently buying SCHW stock?

Our algorithmic tracking of SEC Form 4 filings indicates no significant open-market buying activity by major executives for SCHW in the recent reporting period.

>Are SCHW insiders selling their shares?

Yes, we have tracked $146.90M in recent insider liquidations. The most notable recent seller is Schwab Charles R., who executed the largest single offload.

>What is the overall insider sentiment for SCHW?

The short-term structural capital flow indicates a BEARISH sentiment, with a net flow of $146.90M generated by 14 active C-Suite entities.

SECTOR_PEERS :: Financial Services

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