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Insider Cluster (3 insiders) ·Filed Jul 27, 2026

SCHW

SCHWAB CHARLES CORP
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago
Insider cluster: 3 insiders, $1.3M total
Actionable Insight • Neutral

The insider selling is too small to convey a meaningful signal. Monitor for any material change in fundamentals or upcoming earnings; otherwise, this cluster is noise.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
SCHW ▼ -13.52% at T+60d
NEUTRAL call -13.52% · α vs SPY -17.87% · entry $105.97 → $91.64
Entry = T+0 close
Jul 27, 2026
via day close
T+1d
-1.42%
call -1.42% · α +0.12%
$104.47
settled 3mo ago
T+5d
-0.09%
call -0.09% · α -2.36%
$105.87
settled 3mo ago
T+20d
+5.95%
call +5.95% · α +2.56%
$112.27
settled 2mo ago
T+60d
-13.52%
call -13.52% · α -17.87%
$91.64
settled 7d ago

Price Chart

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Executive Summary

Three SCHW insiders (General Counsel, Chief Risk Officer, and an MD) sold a combined $1.34M in open-market transactions over a 7-day window. At a $177.3B market cap, this represents just 0.00076% of the company — a trivial amount that is consistent with routine diversification or tax-related selling, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.3M
Insiders
3

Key Facts

  • Total insider sell value: $1.34M across 3 insiders
  • Sells represent 0.00076% of SCHW's $177.3B market cap
  • No insider purchases in the cluster
  • Two C-suite sellers (General Counsel and Chief Risk Officer) but dollar amounts are immaterial
  • All transactions were open-market sales (code S); no derivative exercises or grants

Financial Impact

Negligible — $1.34M in sells vs. $177.3B market cap

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
86% bullish (28 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-1785189968457
56 reports for SCHW
Performance horizon
100% Hit rate @ T+20 3 of 3 directional calls Went positive at some point 3 of 4 best @ T+20▲ +5.84%Aug 17, 2026
Filters
Rows
Reports for SCHW — sortable, filterable
TypeNow
Oct 15, 2026
11d ago
8-K
BULLISH ★ 6/10
$91.96awaiting T+20—$89.30 (−2.89%)
Oct 12, 2026
15d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$97.06awaiting T+20—$89.30 (−8.00%)
Oct 2, 2026
25d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$96.70awaiting T+20—$89.30 (−7.65%)
Sep 2, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$110.38 $96.70▼ −12.39%▼ −11.21%$89.30 (−19.10%)
Aug 31, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$108.28 $97.74▼ −9.73%▼ −10.05%$89.30 (−17.53%)
Aug 31, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$108.28 $97.74▼ −9.73%▼ −10.05%$89.30 (−17.53%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$110.16 $98.30▼ −10.77%▼ −11.03%$89.30 (−18.94%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$110.16 $98.30▼ −10.77%▼ −11.03%$89.30 (−18.94%)
Aug 26, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$108.05 $99.49▼ −7.92%▼ −7.41%$89.30 (−17.35%)
Aug 18, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$110.88 $107.79▼ −2.79%▼ −1.27%$89.30 (−19.46%)
Showing 10 of 56

US Market Status

Market Closed — Opens Wed (17h 22m)

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Report published Jul 27, 2026