Charles R. Schwab

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

Co-Chairman

Total Bought

Total Sold

$117.10M

Net Position

-$117.10M

Companies

Open-Market Trades

0 buys · 18 sells

Buy Hit Rate (90d)

—

Sell Timing (90d)

+18.18%

Weighted Return (90d)

-6.07%

Median: -14.79%

Active in:SCHW

Transaction History

Date	Company	Code	Type	Shares	Price	Value	30d	90d	180d
Aug 12, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	46,410	$108.18	$5.02M	—	—	—
Aug 11, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	46,445	$107.78	$5.01M	—	—	—
Aug 4, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	47,650	$106.08	$5.05M	—	—	—
Aug 3, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	95,250	$105.52	$10.05M	—	—	—
Jul 29, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	95,450	$105.81	$10.10M	—	—	—
Jul 28, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	48,000	$105.60	$5.07M	—	—	—
Jul 24, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	45,500	$101.72	$4.63M	—	—	—
May 19, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	27,500	$92.22	$2.54M	+0.12%	-20.44%	—
May 18, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	27,500	$92.40	$2.54M	-2.29%	-19.69%	—
May 6, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	109,300	$92.01	$10.06M	+3.59%	-15.41%	—
May 4, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	109,300	$91.50	$10.00M	+5.35%	-15.73%	—
May 1, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	55,000	$91.86	$5.05M	+3.06%	-13.97%	—
Apr 30, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	50,000	$91.81	$4.59M	+3.16%	-14.00%	—
Apr 29, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	63,743	$90.49	$5.77M	+4.18%	-16.25%	—
Apr 27, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	36,450	$90.00	$3.28M	+5.67%	-14.79%	—
Apr 23, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	36,450	$90.50	$3.30M	-0.54%	-13.36%	—
Feb 3, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	96,625	$103.74	$10.02M	+8.02%	+11.81%	-2.06%
Jan 29, 2026	SCHW SCHWAB CHARLES CORP	S	Sale	145,650	$103.17	$15.03M	+7.71%	+11.90%	-2.42%