SCHWThe Charles Schwab CorporationFinancial Services · Financial - Capital Marketsas of 2026-09-16
Horizon

Issued 2026-09-16 at $105.16 · now $105.16 (2026-09-16, +0.0% since)

Based on its own history, a month from the 2026-09-16 close, SCHW has typically landed between $91.69 and $120.49 — a range of −12.8% to +14.6% from the issuance price $105.16.

Range of outcomes in historically similar periods — not a price prediction. Ranges are scored publicly on /methodology.
  • Actual close
  • Typical path (median)
  • Middle 50% of outcomes
  • 90% range

4,685 overlapping 1 month windows · 2008-01-022026-08-17 · basis climatology · forecast (batch). Probability up 53.9% (90% CI 51.756.1%, ≈1,408 obs).

The cone is anchored at the 2026-09-16 issuance close ($105.16) — the price the forecast resolves against on 2026-10-15, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.

Where SCHW has typically landed a month from the 2026-09-16 close of $105.16 — the range is history, not a prediction.

$91.69worst · -12.8%$120.49best · +14.6%
  • now $105.16 (+0.0%)
  • typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $106.61 (+1.4%)
  • middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $100.86$112.37
  • 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $91.69$120.49
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 4,685 windows spanning 2008-01-02 to 2026-09-16. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
StartReturnMax dropMax rise
3 worst
2020-02-11−40.1%−40.1%+2.3%
2020-02-21−38.3%−38.4%+0.0%
2020-02-20−36.7%−41.5%+0.0%
3 best
2009-03-05+44.4%+0.0%+44.4%
2009-03-06+39.5%+0.0%+44.1%
2009-03-09+34.7%+0.0%+44.1%

4,685 overlapping windows · 2008-01-022026-09-16 · not cherry-picked

Fundamentals iCompany financials — revenue, earnings, margins — from the newest filings shown, each carried with its date.iAs-reported figures and standard ratios from FMP, as of 2026-07-25. Revenue, net income and free cash flow can toggle annual or quarterly; margin, ROE and debt-to-equity are shown by fiscal year. We report the figures and the trend — no target price and no over/under-valued call. More on /methodology.

$177.3B
market cap
$5.50
EPS (TTM)
18.5
P/E (TTM)
2026-10-15
next earnings
Revenue$27.7B
'20'25
Net income$8.9B
'20'25
Free cash flow$8.8B
'20'25
Net margin · by yr32.0%
'20'25
ROE · by yr17.9%
'20'25
Debt / equity · by yr0.63
'20'25

Fair value — three views iIndependent reference estimates of worth (a cash-flow model, peer multiples, analyst targets), shown as separate views — not a single verdict.

iThree independent estimates of per-share value, each by a different method and each with its own assumptions: a discounted-cash-flow intrinsic value, a peer comparable (the median trailing P/E of 69 sector peers times this company's trailing EPS), and the analyst price-target consensus. They routinely disagree — that gap is the point. We show the three marks and the current price; we do not blend them into a single number or call the stock over- or under-valued. Marks as of the latest capture. More on /methodology.
now $105.16$60.13$151.29
  • DCF (intrinsic)$66.41
  • Peer P/E × EPS · sector median 16.4× · n=69$90.10
  • Analyst target · range $105.00$145.00$127.00
  • Current price · last close 2026-09-16$105.16

Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.

iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~19 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.
Jan
50%
−1.0%
n=18
Feb
42%
+1.3%
n=19
Mar
53%
−0.0%
n=19
Apr
63%
+2.3%
n=19
May
47%
−0.1%
n=19
Jun
47%
−1.4%
n=19
Jul
63%
+3.5%
n=19
Aug
53%
−1.5%
n=19
Sep
53%
+0.8%
n=19
Oct
61%
+2.0%
n=18
Nov
56%
+6.4%
n=18
Dec
67%
+2.4%
n=18

Up-frequency and average month-over-month return · historical frequency, not a prediction

Reported insider & political trades

Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.

Share price & reported tradesMonthly open-market valueReporting lag — trade date to filing date2026-092026-082026-072026-062026-052026-042026-032026-022026-012025-122025-112025-102025-092025-08$114$852026-09-01: 1 insider sale, $346K — Hathi Neesha2026-08-28: 2 insider sales, $8.6M — Bettinger Walter W, Hathi Neesha2026-08-26: 1 insider sale, $1.0M — Schwab-Pomerantz Carolyn2026-08-24: 2 insider sales, $33.2M — Bettinger Walter W, Schwab Charles R.2026-08-17: 1 insider sale, $111K — Beatty Jonathan S2026-08-14: 1 insider sale, $2.4M — Craig Jonathan M.2026-08-13: 1 insider sale, $242K — Howard Dennis2026-08-12: 1 insider sale, $5.0M — Schwab Charles R.2026-08-11: 1 insider sale, $5.0M — Schwab Charles R.2026-08-10: 1 insider sale, $2.7M — Murtagh Nigel J2026-08-07: 1 insider sale, $564K — SNEED PAULA A2026-08-06: 1 insider sale, $207K — Murtagh Nigel J2026-08-05: 2 insider sales, $4.3M — Craig Jonathan M., Schwab-Pomerantz Carolyn2026-08-04: 2 insider sales, $7.5M — Schwab Charles R., Schwab-Pomerantz Carolyn2026-08-03: 1 insider sale, $10.1M — Schwab Charles R.2026-07-29: 1 insider sale, $10.1M — Schwab Charles R.2026-07-28: 6 insider sales, $20.2M — Schwab Charles R., Bettinger Walter W, Howard Dennis, Schwab-Pomerantz Carolyn …2026-07-27: 3 insider sales, $23.4M — Bettinger Walter W, Murtagh Nigel J …2026-07-24: 1 insider sale, $4.6M — Schwab Charles R.2026-07-23: 1 insider sale, $709K — Morgan Peter J. III2026-07-21: 2 insider sales, $630K — Murtagh Nigel J, Beatty Jonathan S2026-07-07: 2 insider sales, $2.4M — Craig Jonathan M., Beatty Jonathan S2026-07-06: 1 insider sale, $200K — Beatty Jonathan S2026-07-02: 1 insider sale, $194K — Beatty Jonathan S2026-05-28: 1 insider purchase, $1.8M — Wurster Richard A2026-05-19: 1 insider sale, $2.5M — Schwab Charles R.2026-05-18: 1 insider sale, $2.5M — Schwab Charles R.2026-05-13: 1 insider sale, $228K — Sarin Arun2026-05-06: 1 insider sale, $10.1M — Schwab Charles R.2026-05-05: 1 insider sale, $915K — Schwab-Pomerantz Carolyn2026-05-04: 1 insider sale, $10.0M — Schwab Charles R.2026-05-01: 1 insider sale, $5.1M — Schwab Charles R.2026-04-30: 1 insider sale, $4.6M — Schwab Charles R.2026-04-29: 1 insider sale, $5.8M — Schwab Charles R.2026-04-28: 1 insider sale, $228K — HERRINGER FRANK C2026-04-27: 1 insider sale, $3.3M — Schwab Charles R.2026-04-23: 1 insider sale, $3.3M — Schwab Charles R.2026-04-15: 1 insider sale, $794K — Woolway Paul V2026-04-14: 3 insider sales, $7.0M — Murtagh Nigel J, Craig Jonathan M., Woolway Paul V2026-03-03: 8 insider sales, $3.6M — Craig Jonathan M., Howard Dennis, Murtagh Nigel J, Woolway Paul V …2026-03-02: 2 insider sales, $1.5M — Woolway Paul V …2026-02-27: 1 insider sale, $193K — Beatty Jonathan S2026-02-26: 1 insider sale, $1.0M — Ellis Stephen A2026-02-25: 1 insider sale, $2.7M — Howard Dennis2026-02-10: 1 insider sale, $3.4M — Schwab Charles R.2026-02-09: 1 insider sale, $13.4M — Schwab Charles R.2026-02-06: 2 insider sales, $8.3M — Bettinger Walter W, DODDS CHRISTOPHER V2026-02-04: 2 insider sales, $17.0M — Bettinger Walter W, Schwab Charles R.2026-02-03: 3 insider sales, $26.9M — Bettinger Walter W, Schwab Charles R. …2026-02-02: 1 insider sale, $793K — Morgan Peter J. III2026-01-29: 1 insider sale, $15.0M — Schwab Charles R.2026-01-28: 2 insider sales, $7.4M — Schwab Charles R. …2026-01-26: 1 insider sale, $13.9M — Schwab Charles R.2026-01-22: 5 insider sales, $4.7M — Schwab-Pomerantz Carolyn, Beatty Jonathan S …2025-12-23: 1 insider sale, $204K — Beatty Jonathan S2025-11-12: 1 insider sale, $301K — Beatty Jonathan S2025-11-07: 1 insider sale, $3.4M — Craig Jonathan M.2025-10-29: 1 insider sale, $4.2M — Schwab Charles R.2025-10-28: 1 insider sale, $6.1M — Schwab Charles R.2025-10-02: 2 insider sales, $2.2M — Schwab-Pomerantz Carolyn …2025-10-01: 2 insider sales, $299K — Woolway Paul V …2025-09-04: 2 insider sales, $2.3M — Schwab-Pomerantz Carolyn …2025-09-02: 1 insider sale, $305K — Woolway Paul V2025-08-28: 1 insider sale, $595K — Beatty Jonathan S2025-08-27: 3 insider sales, $18.4M — Schwab Charles R., Morgan Peter J. III, Beatty Jonathan S2025-08-26: 1 insider sale, $13.2M — Schwab Charles R.2025-08-25: 1 insider sale, $1.3M — Schwab-Pomerantz Carolyn2025-08: 14 open-market sales, $51.2M2025-09: 3 open-market sales, $2.6M2025-10: 6 open-market sales, $12.8M2025-11: 2 open-market sales, $3.7M2025-12: 1 open-market sale, $204K2026-01: 9 open-market sales, $41.0M2026-02: 13 open-market sales, $73.7M2026-03: 10 open-market sales, $5.1M2026-04: 9 open-market sales, $25.0M2026-05: 1 open-market purchase, $1.8M2026-05: 7 open-market sales, $31.3M2026-07: 18 open-market sales, $62.5M2026-08: 18 open-market sales, $81.0M2026-09: 1 open-market sale, $346K↑ buys↓ salesdirector Hathi Neesha — Sale on 2026-09-01, filed 1 day after the tradedirector Bettinger Walter W — Sale on 2026-08-28, filed 3 days after the tradedirector Hathi Neesha — Sale on 2026-08-28, filed 3 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-08-26, filed 1 day after the tradedirector Bettinger Walter W — Sale on 2026-08-24, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-08-24, filed 2 days after the tradeofficer Beatty Jonathan S — Sale on 2026-08-17, filed 1 day after the tradeofficer Craig Jonathan M. — Sale on 2026-08-14, filed 3 days after the tradedirector Howard Dennis — Sale on 2026-08-13, filed 4 days after the tradedirector Schwab Charles R. — Sale on 2026-08-12, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-08-11, filed same dayofficer Murtagh Nigel J — Sale on 2026-08-10, filed same daydirector SNEED PAULA A — Sale on 2026-08-07, filed 3 days after the tradeofficer Murtagh Nigel J — Sale on 2026-08-06, filed 4 days after the tradeofficer Craig Jonathan M. — Sale on 2026-08-05, filed 2 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-08-05, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-08-04, filed same daydirector Schwab-Pomerantz Carolyn — Sale on 2026-08-04, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-08-03, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-07-29, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-07-28, filed 2 days after the tradedirector Bettinger Walter W — Sale on 2026-07-28, filed 1 day after the tradedirector Bettinger Walter W — Sale on 2026-07-28, filed 1 day after the tradedirector Howard Dennis — Sale on 2026-07-28, filed 2 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-07-28, filed 2 days after the tradedirector Bettinger Walter W — Sale on 2026-07-28, filed 1 day after the tradedirector Bettinger Walter W — Sale on 2026-07-27, filed 2 days after the tradeofficer Murtagh Nigel J — Sale on 2026-07-27, filed 2 days after the tradeofficer Murtagh Nigel J — Sale on 2026-07-27, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-07-24, filed 4 days after the tradeofficer Morgan Peter J. III — Sale on 2026-07-23, filed 4 days after the tradeofficer Murtagh Nigel J — Sale on 2026-07-21, filed 2 days after the tradeofficer Beatty Jonathan S — Sale on 2026-07-21, filed same dayofficer Craig Jonathan M. — Sale on 2026-07-07, filed 2 days after the tradeofficer Beatty Jonathan S — Sale on 2026-07-07, filed 1 day after the tradeofficer Beatty Jonathan S — Sale on 2026-07-06, filed same dayofficer Beatty Jonathan S — Sale on 2026-07-02, filed 4 days after the tradedirector Wurster Richard A — Purchase on 2026-05-28, filed same daydirector Schwab Charles R. — Sale on 2026-05-19, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-05-18, filed same daydirector Sarin Arun — Sale on 2026-05-13, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-05-06, filed same daydirector Schwab-Pomerantz Carolyn — Sale on 2026-05-05, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-05-04, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-05-01, filed same daydirector Schwab Charles R. — Sale on 2026-04-30, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-04-29, filed 2 days after the tradedirector HERRINGER FRANK C — Sale on 2026-04-28, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-04-27, filed same daydirector Schwab Charles R. — Sale on 2026-04-23, filed 4 days after the tradeofficer Woolway Paul V — Sale on 2026-04-15, filed 1 day after the tradeofficer Murtagh Nigel J — Sale on 2026-04-14, filed 1 day after the tradeofficer Craig Jonathan M. — Sale on 2026-04-14, filed 1 day after the tradeofficer Woolway Paul V — Sale on 2026-04-14, filed 2 days after the tradeofficer Craig Jonathan M. — Sale on 2026-03-03, filed 2 days after the tradedirector Howard Dennis — Sale on 2026-03-03, filed 2 days after the tradeofficer Craig Jonathan M. — Sale on 2026-03-03, filed 2 days after the tradeofficer Murtagh Nigel J — Sale on 2026-03-03, filed 2 days after the tradedirector Howard Dennis — Sale on 2026-03-03, filed 2 days after the tradeofficer Woolway Paul V — Sale on 2026-03-03, filed same dayofficer Murtagh Nigel J — Sale on 2026-03-03, filed 2 days after the tradeofficer Woolway Paul V — Sale on 2026-03-03, filed same dayofficer Woolway Paul V — Sale on 2026-03-02, filed 1 day after the tradeofficer Woolway Paul V — Sale on 2026-03-02, filed 1 day after the tradeofficer Beatty Jonathan S — Sale on 2026-02-27, filed 4 days after the tradedirector Ellis Stephen A — Sale on 2026-02-26, filed 5 days after the tradedirector Howard Dennis — Sale on 2026-02-25, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-02-10, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-02-09, filed 2 days after the tradedirector Bettinger Walter W — Sale on 2026-02-06, filed 4 days after the tradedirector DODDS CHRISTOPHER V — Sale on 2026-02-06, filed 4 days after the tradedirector Bettinger Walter W — Sale on 2026-02-04, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-02-04, filed 1 day after the tradedirector Bettinger Walter W — Sale on 2026-02-03, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2026-02-03, filed 2 days after the tradedirector Bettinger Walter W — Sale on 2026-02-03, filed 2 days after the tradeofficer Morgan Peter J. III — Sale on 2026-02-02, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2026-01-29, filed 4 days after the tradedirector Schwab Charles R. — Sale on 2026-01-28, filed same daydirector Schwab Charles R. — Sale on 2026-01-28, filed same daydirector Schwab Charles R. — Sale on 2026-01-26, filed 2 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-01-22, filed 4 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-01-22, filed 4 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-01-22, filed 4 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2026-01-22, filed 4 days after the tradeofficer Beatty Jonathan S — Sale on 2026-01-22, filed 1 day after the tradeofficer Beatty Jonathan S — Sale on 2025-12-23, filed 6 days after the tradeofficer Beatty Jonathan S — Sale on 2025-11-12, filed 2 days after the tradeofficer Craig Jonathan M. — Sale on 2025-11-07, filed 3 days after the tradedirector Schwab Charles R. — Sale on 2025-10-29, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2025-10-28, filed 2 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2025-10-02, filed 1 day after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2025-10-02, filed 1 day after the tradeofficer Woolway Paul V — Sale on 2025-10-01, filed 1 day after the tradeofficer Woolway Paul V — Sale on 2025-10-01, filed 1 day after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2025-09-04, filed 1 day after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2025-09-04, filed 1 day after the tradeofficer Woolway Paul V — Sale on 2025-09-02, filed 1 day after the tradeofficer Beatty Jonathan S — Sale on 2025-08-28, filed 1 day after the tradedirector Schwab Charles R. — Sale on 2025-08-27, filed 1 day after the tradeofficer Morgan Peter J. III — Sale on 2025-08-27, filed 2 days after the tradeofficer Beatty Jonathan S — Sale on 2025-08-27, filed 2 days after the tradedirector Schwab Charles R. — Sale on 2025-08-26, filed 2 days after the tradedirector Schwab-Pomerantz Carolyn — Sale on 2025-08-25, filed 2 days after the trade
DatePersonRoleActionShares @ priceValueOwnership Δvs S&P 1mvs S&P 6mOwned afterFiling
2026-09-01Hathi NeeshadirectorSale3,177 @ $109.04$346K−35.5% of holdingnot yet — horizon still opennot yet — horizon still open5,770Form 4 · filed 1 day after the trade
2026-08-28Bettinger Walter WdirectorSale74,388 @ $110.91$8.3M−10.9% of holdingnot yet — horizon still opennot yet — horizon still open610,360Form 4 · filed 3 days after the trade
2026-08-28Hathi NeeshadirectorSale3,177 @ $108.12$343K−100.0% of holdingnot yet — horizon still opennot yet — horizon still open0Form 4 · filed 3 days after the trade
2026-08-26Schwab-Pomerantz CarolyndirectorSale9,175 @ $109.25$1.0M−0.7% of holdingnot yet — horizon still opennot yet — horizon still open1,323,162Form 4 · filed 1 day after the trade
2026-08-24Bettinger Walter WdirectorSale176,210 @ $113.49$20.0M−22.4% of holdingnot yet — horizon still opennot yet — horizon still open610,360Form 4 · filed 2 days after the trade
2026-08-24Schwab Charles R.directorSale117,000 @ $113.20$13.2M−0.2% of holdingnot yet — horizon still opennot yet — horizon still open53,558,741Form 4 · filed 2 days after the trade
2026-08-17Beatty Jonathan SofficerSale1,000 @ $111.33$111K−8.5% of holding−2.5%not yet — horizon still open10,738Form 4 · filed 1 day after the trade
2026-08-14Craig Jonathan M.officerSale21,866 @ $111.03$2.4M−100.0% of holding−0.5%not yet — horizon still open0Form 4 · filed 3 days after the trade
2026-08-13Howard DennisdirectorSale2,198 @ $110.00$242K−23.9% of holding−0.0%not yet — horizon still open6,980Form 4 · filed 4 days after the trade
2026-08-12Schwab Charles R.directorSale46,410 @ $108.18$5.0M−0.2% of holding−0.6%not yet — horizon still open30,021,463Form 4 · filed 1 day after the trade
2026-08-11Schwab Charles R.directorSale46,445 @ $107.78$5.0M−0.2% of holding+1.6%not yet — horizon still open30,067,873Form 4 · filed same day
2026-08-10Murtagh Nigel JofficerSale24,778 @ $109.01$2.7M−29.9% of holding+0.3%not yet — horizon still open57,972Form 4 · filed same day
2026-08-07SNEED PAULA AdirectorSale5,263 @ $107.15$564K−5.4% of holding+0.3%not yet — horizon still open91,711Form 4 · filed 3 days after the trade
2026-08-06Murtagh Nigel JofficerSale1,897 @ $109.00$207K−3.2% of holding+1.3%not yet — horizon still open57,972Form 4 · filed 4 days after the trade
2026-08-05Craig Jonathan M.officerSale21,750 @ $107.02$2.3M−100.0% of holding+1.7%not yet — horizon still open0Form 4 · filed 2 days after the trade
2026-08-05Schwab-Pomerantz CarolyndirectorSale18,561 @ $107.70$2.0M−1.4% of holding+1.7%not yet — horizon still open1,332,337Form 4 · filed 2 days after the trade
2026-08-04Schwab Charles R.directorSale47,650 @ $106.08$5.1M−0.1% of holding+2.6%not yet — horizon still open53,877,941Form 4 · filed same day
2026-08-04Schwab-Pomerantz CarolyndirectorSale22,640 @ $106.36$2.4M−1.6% of holding+2.6%not yet — horizon still open1,350,898Form 4 · filed 1 day after the trade
2026-08-03Schwab Charles R.directorSale95,250 @ $105.52$10.1M−0.2% of holding+1.7%not yet — horizon still open53,925,591Form 4 · filed 1 day after the trade
2026-07-29Schwab Charles R.directorSale95,450 @ $105.82$10.1M−0.3% of holding−2.3%not yet — horizon still open30,114,318Form 4 · filed 1 day after the trade
2026-07-28Schwab Charles R.directorSale48,000 @ $105.60$5.1M−0.1% of holding−0.2%not yet — horizon still open54,080,841Form 4 · filed 2 days after the trade
2026-07-28Bettinger Walter WdirectorSale42,265 @ $103.86$4.4M−6.8% of holding−0.2%not yet — horizon still open580,489Form 4 · filed 1 day after the trade
2026-07-28Bettinger Walter WdirectorSale38,263 @ $105.18$4.0M−6.6% of holding−0.2%not yet — horizon still open542,226Form 4 · filed 1 day after the trade
2026-07-28Howard DennisdirectorSale28,000 @ $105.01$2.9M−72.8% of holding−0.2%not yet — horizon still open10,470Form 4 · filed 2 days after the trade
2026-07-28Schwab-Pomerantz CarolyndirectorSale22,650 @ $105.71$2.4M−1.6% of holding−0.2%not yet — horizon still open1,373,809Form 4 · filed 2 days after the trade
2026-07-28Bettinger Walter WdirectorSale12,880 @ $105.56$1.4M−2.4% of holding−0.2%not yet — horizon still open529,346Form 4 · filed 1 day after the trade
2026-07-27Bettinger Walter WdirectorSale192,488 @ $103.90$20.0M−26.7% of holding+4.1%not yet — horizon still open529,346Form 4 · filed 2 days after the trade
2026-07-27Murtagh Nigel JofficerSale21,947 @ $104.00$2.3M−24.1% of holding+4.1%not yet — horizon still open68,972Form 4 · filed 2 days after the trade
2026-07-27Murtagh Nigel JofficerSale11,000 @ $104.03$1.1M−15.9% of holding+4.1%not yet — horizon still open57,972Form 4 · filed 2 days after the trade
2026-07-24Schwab Charles R.directorSale45,500 @ $101.72$4.6M−0.1% of holding+8.1%not yet — horizon still open54,128,841Form 4 · filed 4 days after the trade
2026-07-23Morgan Peter J. IIIofficerSale6,952 @ $102.03$709K−100.0% of holding+6.8%not yet — horizon still open0Form 4 · filed 4 days after the trade
2026-07-21Murtagh Nigel JofficerSale4,053 @ $104.14$422K−6.5% of holding+8.1%not yet — horizon still open57,972Form 4 · filed 2 days after the trade
2026-07-21Beatty Jonathan SofficerSale2,000 @ $104.21$208K−14.6% of holding+8.1%not yet — horizon still open11,738Form 4 · filed same day
2026-07-07Craig Jonathan M.officerSale21,750 @ $102.01$2.2M−100.0% of holding+3.0%not yet — horizon still open0Form 4 · filed 2 days after the trade
2026-07-07Beatty Jonathan SofficerSale2,000 @ $102.01$204K−12.7% of holding+3.0%not yet — horizon still open13,738Form 4 · filed 1 day after the trade
2026-07-06Beatty Jonathan SofficerSale2,000 @ $100.01$200K−11.3% of holding+3.0%not yet — horizon still open15,738Form 4 · filed same day
2026-07-02Beatty Jonathan SofficerSale2,000 @ $97.03$194K−10.1% of holding+7.4%not yet — horizon still open17,738Form 4 · filed 4 days after the trade
2026-05-28Wurster Richard AdirectorPurchase21,959 @ $84.23$1.8M+11.2% of holding+7.6%not yet — horizon still open218,409Form 4 · filed same day
2026-05-19Schwab Charles R.directorSale27,500 @ $92.22$2.5M−0.1% of holding−2.2%not yet — horizon still open30,209,768Form 4 · filed 1 day after the trade
2026-05-18Schwab Charles R.directorSale27,500 @ $92.40$2.5M−0.1% of holding+2.0%not yet — horizon still open30,237,268Form 4 · filed same day
2026-05-13Sarin ArundirectorSale2,500 @ $91.16$228K−9.4% of holding+0.0%not yet — horizon still open23,983Form 4 · filed 1 day after the trade
2026-05-06Schwab Charles R.directorSale109,300 @ $92.01$10.1M−0.4% of holding−3.8%not yet — horizon still open30,264,768Form 4 · filed same day
2026-05-05Schwab-Pomerantz CarolyndirectorSale9,910 @ $92.29$915K−0.7% of holding−9.0%not yet — horizon still open1,396,459Form 4 · filed 1 day after the trade
2026-05-04Schwab Charles R.directorSale109,300 @ $91.50$10.0M−0.4% of holding−10.0%not yet — horizon still open30,374,068Form 4 · filed 2 days after the trade
2026-05-01Schwab Charles R.directorSale55,000 @ $91.86$5.1M−0.1% of holding−9.3%not yet — horizon still open54,389,641Form 4 · filed same day
2026-04-30Schwab Charles R.directorSale50,000 @ $91.81$4.6M−0.1% of holding−8.4%not yet — horizon still open54,444,641Form 4 · filed 1 day after the trade
2026-04-29Schwab Charles R.directorSale63,743 @ $90.49$5.8M−0.1% of holding−10.1%not yet — horizon still open55,609,641Form 4 · filed 2 days after the trade
2026-04-28HERRINGER FRANK CdirectorSale2,520 @ $90.60$228K−1.4% of holding−11.7%not yet — horizon still open177,508Form 4 · filed 1 day after the trade
2026-04-27Schwab Charles R.directorSale36,450 @ $90.00$3.3M−0.1% of holding−10.3%not yet — horizon still open55,673,384Form 4 · filed same day
2026-04-23Schwab Charles R.directorSale36,450 @ $90.50$3.3M−0.1% of holding−3.5%not yet — horizon still open55,709,834Form 4 · filed 4 days after the trade
2026-04-15Woolway Paul VofficerSale7,941 @ $100.00$794K−21.0% of holding−17.4%not yet — horizon still open29,866Form 4 · filed 1 day after the trade
2026-04-14Murtagh Nigel JofficerSale41,297 @ $99.00$4.1M−41.6% of holding−13.9%not yet — horizon still open57,972Form 4 · filed 1 day after the trade
2026-04-14Craig Jonathan M.officerSale21,750 @ $99.00$2.2M−100.0% of holding−13.9%not yet — horizon still open0Form 4 · filed 1 day after the trade
2026-04-14Woolway Paul VofficerSale7,942 @ $98.00$778K−21.0% of holding−13.9%not yet — horizon still open29,866Form 4 · filed 2 days after the trade
2026-03-03Craig Jonathan M.officerSale9,032 @ $94.42$853K−62.4% of holding+0.4%+1.5%5,449Form 4 · filed 2 days after the trade
2026-03-03Howard DennisdirectorSale6,269 @ $94.43$592K−30.5% of holding+0.4%+1.5%14,309Form 4 · filed 2 days after the trade
2026-03-03Craig Jonathan M.officerSale5,449 @ $94.89$517K−100.0% of holding+0.4%+1.5%0Form 4 · filed 2 days after the trade
2026-03-03Murtagh Nigel JofficerSale4,463 @ $94.43$421K−6.8% of holding+0.4%+1.5%60,712Form 4 · filed 2 days after the trade
2026-03-03Howard DennisdirectorSale3,839 @ $94.88$364K−26.8% of holding+0.4%+1.5%10,470Form 4 · filed 2 days after the trade
2026-03-03Woolway Paul VofficerSale3,626 @ $94.41$342K−10.1% of holding+0.4%+1.5%32,366Form 4 · filed same day

The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.

191 award / exercise / gift records — not counted as purchases

Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.

DatePersonRoleActionSharesOwned afterFiling
2026-09-01Hathi NeeshadirectorOption exercise3,1770Form 4
2026-09-01Hathi NeeshadirectorOption exercise3,1770Form 4
2026-08-28Bettinger Walter WdirectorOption exercise74,388684,748Form 4
2026-08-28Hathi NeeshadirectorOption exercise3,1770Form 4
2026-08-28Hathi NeeshadirectorOption exercise3,1773,177Form 4
2026-08-28Bettinger Walter WdirectorOption exercise74,388154,589Form 4
2026-08-27Schwab Charles R.directorGift9,30053,549,441Form 4
2026-08-24Bettinger Walter WdirectorOption exercise176,210786,570Form 4
2026-08-24Bettinger Walter WdirectorOption exercise176,210228,977Form 4
2026-08-18Schwab Charles R.directorGift54,55053,675,741Form 4
2026-08-17Schwab Charles R.directorGift45,50053,730,291Form 4
2026-08-14Craig Jonathan M.officerOption exercise21,8660Form 4
2026-08-14Craig Jonathan M.officerOption exercise21,8660Form 4
2026-08-10Murtagh Nigel JofficerOption exercise24,77882,750Form 4
2026-08-10Murtagh Nigel JofficerOption exercise24,7780Form 4
2026-08-06Murtagh Nigel JofficerOption exercise1,89759,869Form 4
2026-08-06Schwab Charles R.directorGift37,20053,775,791Form 4
2026-08-06Murtagh Nigel JofficerOption exercise1,89724,778Form 4
2026-08-05Craig Jonathan M.officerOption exercise21,7500Form 4
2026-08-05Craig Jonathan M.officerOption exercise21,75021,866Form 4
2026-08-01Howard DennisdirectorWithheld for tax1,2929,178Form 4
2026-07-28Bettinger Walter WdirectorOption exercise93,408622,754Form 4
2026-07-28Howard DennisdirectorOption exercise28,00038,470Form 4
2026-07-28Schwab Charles R.directorGift60,00054,020,841Form 4
2026-07-28Howard DennisdirectorOption exercise28,00056,000Form 4
2026-07-28Schwab-Pomerantz CarolyndirectorGift2711,373,538Form 4
2026-07-28Bettinger Walter WdirectorOption exercise93,4080Form 4
2026-07-27Bettinger Walter WdirectorOption exercise192,488721,834Form 4
2026-07-27Murtagh Nigel JofficerOption exercise32,94790,919Form 4
2026-07-27Murtagh Nigel JofficerOption exercise32,94715,675Form 4
2026-07-27Bettinger Walter WdirectorOption exercise192,48893,408Form 4
2026-07-21Murtagh Nigel JofficerOption exercise4,05362,025Form 4
2026-07-21Murtagh Nigel JofficerOption exercise4,05348,622Form 4
2026-07-07Craig Jonathan M.officerOption exercise21,7500Form 4
2026-07-07Craig Jonathan M.officerOption exercise21,75043,616Form 4
2026-07-01Beatty Jonathan SofficerWithheld for tax1,03632,459Form 4
2026-07-01Ruffel Charles A.directorAward / grant1,2801,280Form 4
2026-07-01HERRINGER FRANK CdirectorAward / grant457152,751Form 4
2026-07-01Brown Marianne CatherinedirectorAward / grant4188,269Form 4
2026-07-01Ellis Stephen AdirectorAward / grant37913,276Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.

Congressional disclosures iStock trades disclosed by members of Congress for this company, by the date they were filed.iDisclosures shown as facts. A purchase “cluster” (≥2 members of Congress filing a buy within 90 days) has historically preceded modestly higher forward returns — and it persisted out-of-sample, though it roughly halved after 2021 (see below). A descriptive historical tendency, not a signal to trade and not used in our forecast. See /methodology.

As of 2026-09-16 · point-in-time by filed date

Purchase clusters · 2015–2021 (dev)+45 bp/mo vs baseline · up-rate 59.3% vs 57.3% · n=31,607 cluster ticker-weeks
Purchase clusters · 2022–2026 (out-of-sample)+32 bp/mo vs baseline · up-rate 54.0% vs 53.3% · n=27,793

A cluster = ≥2 members of Congress filing a purchase within 90 days. The historical tilt persisted after 2021 but roughly halved (+45 → +32 bp/mo forward 1-month vs the S&P 500 weekly-grid baseline). Descriptive historical tendency — not a signal to trade, and not used in our forecast (audition-log 2026-07-27, recomputed 2026-09-08).

'23 Q'23 Q'24 Q'24 Q'24 Q'24 Q'25 Q'25 Q'25 Q'25 Q'26 Q'26 Q'26 Qpurchases ▲ / sales ▼ ($ vol)
MemberChamberTypeFiledTradedSize
Alan ArmstrongSenatepurchase2026-07-212026-03-27$1–15K
Alan ArmstrongSenatepurchase2026-07-212026-03-30$1–15K
Ro KhannaHousesale2026-07-062026-06-16$15–50K
Ro KhannaHousepurchase2026-07-062026-06-30$15–50K
Ro KhannaHousepurchase2026-07-062026-06-23$1–15K
Ro KhannaHousesale2026-06-092026-05-27$15–50K
Ro KhannaHousepurchase2026-06-092026-05-01$1–15K
Ro KhannaHousepurchase2026-05-112026-04-13$1–15K
Gilbert CisnerosHousesale2026-04-072026-03-27$1–15K
Ro KhannaHousesale2026-04-072026-03-30$15–50K
Ro KhannaHousesale2026-03-092026-02-06$1–15K
Ro KhannaHousesale2026-03-092026-02-05$15–50K
Ro KhannaHousepurchase2026-03-092026-02-24$1–15K
Gilbert CisnerosHousepurchase2026-02-132026-01-09$1–15K

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.