SCHW SCHWAB CHARLES CORP

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed May 21, 2026 Processed 3d 1h ago
Insider cluster: 2 insiders, $2.8M total

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Executive Summary

Co-Chairman Charles Schwab sold $5.08M in open-market sales over two days (May 18-19), and Director Arun Sarin sold $228K, totaling $5.3M in insider selling within a week. The sales follow a $2.25B debt offering (May 20) and a preliminary prospectus (May 18), raising the possibility that insiders were aware of the capital raise. At $159.7B market cap, the cluster represents ~0.003% of market cap — trivial in absolute terms — but the Co-Chairman's concentrated selling pattern warrants attention.

Key Financial Metrics

Direction
selling
Total Value
$5.3M
Insiders
2

Actionable Insight

The Co-Chairman's sales are notable for their size and proximity to a $2.25B debt offering, but the dollar amount is immaterial relative to Schwab's $159.7B market cap. Given the 0% historical win rate on SCHW reports and the trivial proportionality, this cluster is unlikely to move the stock. Monitor for any additional insider sales or a 10b5-1 plan disclosure that would explain the pattern.

Key Facts

  • Co-Chairman Charles Schwab sold 55,000 shares total on May 18-19 at ~$92.22-$92.40, netting $5.08M
  • Director Arun Sarin sold 2,500 shares on May 13 at $91.16, netting $228K
  • Total cluster value: ~$5.3M in open-market sales; one gift of 5,300 shares ($0 value) on May 15
  • Sales occurred within 7 days of a $2.25B senior notes offering (May 20) and a preliminary prospectus (May 18)
  • Cluster represents ~0.003% of Schwab's $159.7B market cap — well below the 0.1% materiality threshold
  • Historical performance on SCHW reports shows 0% win rate at T+20 (n=6 settled), with avg alpha of -3.48%

Financial Impact

Total insider sales of ~$5.3M, representing ~0.003% of market cap

insider holdingsdilution perception

Risk Factors

  • Co-Chairman selling ahead of a capital raise could signal lack of confidence, though the amount is trivial relative to his holdings
  • Debt offering adds $2.25B in senior obligations, modestly increasing leverage for a systemically important financial institution
  • No 10b5-1 plan disclosed — sales may be opportunistic rather than scheduled

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
86% bullish (28 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SCHW-1779324046931
14 reports for SCHW
Performance horizon
Filters
Rows
Reports for SCHW — sortable, filterable
Type Now
May 21, 2026
3d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+5
May 19, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 6, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$92.10 $91.11▼ −1.08%▼ −2.25%$90.15 (−2.11%)
May 1, 2026
22d ago
ANALYST-UPGRADE
MIXED ★ 1/10
$88.19 $88.96▲ +0.87%▲ +0.35%$90.15 (+2.23%)
Apr 28, 2026
26d ago
Insider Cluster
NEUTRAL ★ 2/10
$90.85 $92.37▲ +1.67%▼ −0.02%$90.15 (−0.77%)
Apr 28, 2026
26d ago
Insider Cluster
NEUTRAL ★ 2/10
$90.85 $91.48▲ +0.70%▼ −0.99%$90.15 (−0.77%)
Apr 27, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$90.76 $91.43▲ +0.74%▲ +0.34%$90.15 (−0.67%)
Apr 14, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$98.37 $91.95▼ −6.53%▼ −7.92%$90.15 (−8.35%)
Apr 14, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$98.37 $91.95▼ −6.53%▼ −7.92%$90.15 (−8.35%)
Feb 26, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$97.50 $95.18▼ −2.38%▼ −1.25%$90.15 (−7.54%)
Showing 10 of 14

US Market Status

Market Closed — Opens Tue (34h 49m)

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