Insider Cluster (2 insiders) ·Filed Feb 26, 2026
Insider cluster: 2 insiders, $1.2M total
Actionable Insight • Neutral
Monitor for additional insider selling in the next few weeks; while this cluster is within normal range for a company of this size, repeated sales could signal waning confidence.
Final — all horizons settled through T+60d ⚠ clustered
SCHW ▼ -7.27% at T+60d
NEUTRAL call -7.27% · α vs SPY -15.02% · entry $97.50 → $90.41
T+1d
-2.44%
call -2.44% · α -1.99%
$95.12
settled 8mo ago
T+5d
-2.38%
call -2.38% · α -1.25%
$95.18
settled 8mo ago
T+20d
-3.12%
call -3.12% · α +3.28%
$94.46
settled 7mo ago
T+60d
-7.27%
call -7.27% · α -15.02%
$90.41
settled 5mo ago
Price Chart
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Executive Summary
Two insiders at Charles Schwab Corp sold shares in the past week, including Stephen A. Ellis who sold over $1 million in stock and Jonathan S. Beatty who sold nearly $193,500. Both transactions were open-market sales with no indication of financial distress or company-specific catalysts.
Key Financial Metrics
Direction
selling
Total Value
$1.2M
Insiders
2
Key Facts
- Stephen A. Ellis sold 10,725 shares at $96.5682 for a total of $1,035,693.95 in open-market transactions.
- Jonathan S. Beatty, Managing Director and Head of Advisor Services, sold 2,030 shares at $95.2974 for $193,453.72.
- Both sales occurred within a 7-day window and were conducted on the open market (transaction code 'S').
- Total value of the cluster: $1,229,147.67, representing approximately 0.0007% of Schwab's $167.3B market cap.
Financial Impact
$1.23 million in insider sales over 7 days
insider ownershipmarket sentiment
Risk Factors
- Potential perception of insider pessimism if selling continues in coming weeks.
- No offsetting insider buying in the cluster to balance sentiment.
Market Snapshot
Exchange
NYSE
Analyst Consensus
85% bullish (27 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (2 trades, 7d window) | cluster-SCHW-1772579420306 |
56 reports for SCHW
100% Hit rate @ T+20 Went positive at some point 3 of 4 best @ T+20▲ +5.84%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | 8-K | $91.96 | awaiting T+20 | — | $89.30 (−2.89%) |
Oct 12, 2026 15d ago | ANALYST-UPGRADE | $97.06 | awaiting T+20 | — | $89.30 (−8.00%) |
Oct 2, 2026 25d ago | ANALYST-UPGRADE | $96.70 | awaiting T+20 | — | $89.30 (−7.65%) |
Sep 2, 2026 7w ago | Insider Cluster | $110.38 $96.70 | ▼ −12.39% | ▼ −11.21% | $89.30 (−19.10%) |
Aug 31, 2026 8w ago | Insider Cluster | $108.28 $97.74 | ▼ −9.73% | ▼ −10.05% | $89.30 (−17.53%) |
Aug 31, 2026 8w ago | Insider Cluster | $108.28 $97.74 | ▼ −9.73% | ▼ −10.05% | $89.30 (−17.53%) |
Aug 27, 2026 8w ago | Insider Cluster | $110.16 $98.30 | ▼ −10.77% | ▼ −11.03% | $89.30 (−18.94%) |
Aug 27, 2026 8w ago | Insider Cluster | $110.16 $98.30 | ▼ −10.77% | ▼ −11.03% | $89.30 (−18.94%) |
Aug 26, 2026 8w ago | Insider Cluster | $108.05 $99.49 | ▼ −7.92% | ▼ −7.41% | $89.30 (−17.35%) |
Aug 18, 2026 10w ago | Insider Cluster | $110.88 $107.79 | ▼ −2.79% | ▼ −1.27% | $89.30 (−19.46%) |
Showing 10 of 56
US Market Status
Market Closed — Opens Thu (11h 3m)
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