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Insider Sale: Director at $SCHW (SCHW) Sells 5,400 Shares

Quiver Quantitative ·  Nov 19 23:01

Carolyn Schwab-Pomerantz, a director at $SCHW ($SCHW), sold 5,400 shares of the company on 11-15-2024. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.3% of their shares. Following this trade, they now own 1,608,913 shares of $SCHW stock.

$SCHW Insider Trading Activity

$SCHW insiders have traded $SCHW stock on the open market 30 times in the past 6 months. Of those trades, 2 have been purchases and 28 have been sales.

Here's a breakdown of recent trading of $SCHW stock by insiders over the last 6 months:

  • CAROLYN SCHWAB-POMERANTZ has traded it 17 times. They made 0 purchases and 17 sales, selling 87,120 shares.
  • JONATHAN S BEATTY (MD, Head of Advisor Services) has traded it 3 times. They made 0 purchases and 3 sales, selling 5,980 shares.
  • CHARLES A. RUFFEL sold 2,998 shares.
  • CHARLES R. SCHWAB (Co-Chairman) has traded it 3 times. They made 0 purchases and 3 sales, selling 146,956 shares.
  • PAUL V WOOLWAY (MD, Chief Banking Officer) sold 1,150 shares.
  • WALTER W BETTINGER (Co-Chairman and CEO) purchased 25,000 shares.
  • RICHARD A WURSTER (President) purchased 10,000 shares.
  • BERNARD J. CLARK (MD Head of Advisor Services) has traded it 3 times. They made 0 purchases and 3 sales, selling 85,595 shares.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$SCHW Hedge Fund Activity

We have seen 858 institutional investors add shares of $SCHW stock to their portfolio, and 988 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • TORONTO DOMINION BANK removed 40,537,580 shares (-17.9%) from their portfolio in Q3 2024
  • DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 12,264,486 shares (-80.1%) from their portfolio in Q3 2024
  • WELLINGTON MANAGEMENT GROUP LLP removed 6,941,650 shares (-70.4%) from their portfolio in Q3 2024
  • FRANKLIN RESOURCES INC added 6,348,752 shares (+30.1%) to their portfolio in Q3 2024
  • HARRIS ASSOCIATES L P added 5,302,736 shares (+23.1%) to their portfolio in Q3 2024
  • ARTISAN PARTNERS LIMITED PARTNERSHIP added 5,190,103 shares (+40.1%) to their portfolio in Q3 2024
  • VANGUARD GROUP INC added 5,183,206 shares (+4.2%) to their portfolio in Q3 2024

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$SCHW Congressional Stock Trading

Members of Congress have traded $SCHW stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here's a breakdown of recent trading of $SCHW stock by members of Congress over the last 6 months:

  • REPRESENTATIVE RICK W. ALLEN sold up to $50,000 on 09/12.
  • REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/03.
  • REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 06/21.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.


This article is not financial advice. See Quiver Quantitative's disclaimers for more information.

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