Charles R. Schwab

Name: SmartMoneyDB 13F Holdings Database
License: https://www.sec.gov/privacy.htm#foia

Co-Chairman

Total Bought

Total Sold

$72.18M

Net Position

-$72.18M

Companies

Open-Market Trades

0 buys · 11 sells

Buy Hit Rate (90d)

—

Sell Timing (90d)

+100.00%

Weighted Return (90d)

+11.71%

Median: +11.73%

Active in:SCHW

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
May 19, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	27,500	$92.22	$2.54M	+0.57%	—	—
May 18, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	27,500	$92.40	$2.54M	-2.28%	—	—
May 6, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	109,300	$92.01	$10.06M	+3.45%	—	—
May 4, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	109,300	$91.50	$10.00M	+5.37%	—	—
May 1, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	55,000	$91.86	$5.05M	+3.39%	—	—
Apr 30, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	50,000	$91.81	$4.59M	+3.34%	—	—
Apr 29, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	63,743	$90.49	$5.77M	+3.47%	—	—
Apr 27, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	36,450	$90.00	$3.28M	+4.88%	—	—
Apr 23, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	36,450	$90.50	$3.30M	+1.22%	—	—
Feb 3, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	96,625	$103.74	$10.02M	+8.03%	+11.81%	—
Jan 29, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	145,650	$103.17	$15.03M	+7.44%	+11.64%	—