Insider Cluster (4 insiders) ·Filed Aug 31, 2026

SCHW

SCHWAB CHARLES CORP
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago
Insider cluster: 4 insiders, $22.8M total
Actionable Insight • Neutral

The insider selling cluster is too small to convey a meaningful signal. Monitor for any upcoming earnings or material events that could shift insider behavior, but this cluster alone does not warrant a trading response.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
SCHW ▼ -9.73% at T+20d
NEUTRAL call ✗ call lost -9.73% · α vs SPY -10.05% · entry $108.28 → $97.74
Next anchor: T+60d in 8w
Entry anchored
Aug 31, 05:51 PM ET
via 1-min bar
T+1d
-0.04%
call -0.04% · α -0.48%
$108.24
settled 4w ago
T+5d
-1.61%
call -1.61% · α -1.69%
$106.54
settled 24d ago
T+20d
-9.73%
call -9.73% · α -10.05%
$97.74
settled 3d ago
T+60d
—
call — · α —
—
in 8w

Price Chart

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Executive Summary

Four insiders at Charles Schwab sold a total of $22.84M in shares over a one-week period, representing just 0.012% of the company's $190.5B market cap. The sales include Co-Chairmen Bettinger and Charles Schwab, but the dollar amounts are trivial relative to company size and include routine option exercises and a gift, making this cluster non-informative.

Key Financial Metrics

Direction
selling
Total Value
$22.8M
Insiders
4

Key Facts

  • Total insider sales of $22.84M across 4 insiders in a 7-day window
  • Sales represent 0.012% of $190.5B market cap — well below 0.1% threshold for materiality
  • Co-Chairman Bettinger sold $8.25M after exercising derivatives (likely cashless exercise)
  • Co-Chairman Charles R. Schwab sold $13.24M on 2026-08-24
  • Director Schwab-Pomerantz sold $1.00M; MD Hathi sold $343K after derivative exercises
  • One gift of 9,300 shares by Charles R. Schwab (non-cash, $0 value)

Financial Impact

Total insider sales of $22.84M are negligible relative to $190.5B market cap

insider holdings

Risk Factors

  • No material risk identified from this cluster

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
86% bullish (29 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SCHW-1788219614130
53 reports for SCHW
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +5.84%Aug 17, 2026
Filters
Rows
Reports for SCHW — sortable, filterable
TypeNow
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$110.38 $107.25▼ −2.84%▼ −1.69%$98.37 (−10.88%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$108.28 $106.54▼ −1.61%▼ −1.69%$98.37 (−9.15%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$108.28 $106.54▼ −1.61%▼ −1.69%$98.37 (−9.15%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$110.16 $109.29▼ −0.79%▼ −0.90%$98.37 (−10.70%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$110.16 $109.29▼ −0.79%▼ −0.90%$98.37 (−10.70%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$108.05 $110.38▲ +2.16%▲ +1.89%$98.37 (−8.96%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$110.88 $109.39▼ −1.34%▼ −0.96%$98.37 (−11.28%)
Aug 18, 2026
6w ago
Insider Cluster
BEARISH ★ 4/10
$110.88 $109.39▲ +1.34%▲ +0.96%$98.37 (+11.28%)
Aug 17, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$111.68 $112.27▼ −0.53%▼ −0.73%$98.37 (+11.92%)
Aug 14, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$111.09 $112.30▲ +1.09%▲ +2.46%$98.37 (−11.45%)
Showing 10 of 53

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Report published Aug 31, 2026