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Richard A. Wurster

SCHW
PRESIDENT & CEO · SCHWAB CHARLES CORP · CIK 0001889263
FILING MIX · LIFETIME47%/53%
BUYS
17
SELLS
19
TOTAL VALUE
$23.96M
COMPANIES
1
ACTIVE SINCE
Oct 2021
HOLDINGS NOW
218,409
AVG SELL PX
$84.71
TRADE KIND
SHOWING 36 / 36
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Richard A. Wurster, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d7+57.14%+0.41%+0.69%-0.28%-0.29%—
14d7+42.86%-3.31%+0.38%-3.69%-4.70%—
30d7+57.14%-4.77%+2.54%-7.31%-6.74%—
60d7+42.86%-6.55%+3.96%-10.51%-9.96%—
90d7+57.14%-2.77%+6.80%-9.58%-15.09%—
180d7+57.14%+2.56%+10.10%-7.54%-9.80%—
1y7(1 pending)+66.67%+15.28%+22.50%-7.22%-14.53%—
2y7(3 pending)+75.00%+16.26%+37.86%-21.60%-15.04%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
SCHW · 218,409 shares · as of May 28, 2026
057,855115,710173,564231,41920222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 17 buys / 19 sellsCOVERAGE · 19 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SCHW
SCHWAB CHARLES CORP
PURCHASE
President & CEO
21,959$84.23$1.85M218,409May 28, 2026May 28, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
230,411——230,411Mar 2, 2026Mar 3, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President & CEO
22,879$95.31$2.18M196,450Mar 1, 2026Mar 3, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
62,140——219,329Mar 1, 2026Mar 3, 2026 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President & CEO
20,500$99.16$2.03M157,189Jul 29, 2025Jul 31, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President & CEO
15,345$84.08$1.29M177,689May 9, 2025May 12, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALEGRANT
Gift
2,877——193,034May 5, 2025May 7, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
231,419——231,419Mar 3, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
34,608$79.05$2.74M195,911Mar 3, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
92,770——230,519Mar 1, 2025Mar 4, 2025 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
6,479$71.99$466.4K137,749Oct 25, 2024Oct 28, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
10,000$62.05$620.5K144,228Jul 17, 2024Jul 19, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
58,354——158,568Mar 1, 2024Mar 5, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
24,340$66.36$1.62M134,228Mar 1, 2024Mar 5, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
167,628——167,628Mar 1, 2024Mar 5, 2024 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
1,177$54.02$63.6K100,214Jun 5, 2023Jun 7, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
2,000$54.39$108.8K101,391Mar 17, 2023Mar 17, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
5,000$57.28$286.4K99,391Mar 14, 2023Mar 14, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
5,000$57.28$286.4K99,391Mar 14, 2023Mar 17, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
31,514——107,872Mar 2, 2023Mar 6, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
13,481$76.46$1.03M94,391Mar 2, 2023Mar 6, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
145,919——145,919Mar 1, 2023Mar 3, 2023 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
1,084$80.26$87.0K76,358Nov 1, 2022Nov 3, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
7,429$71.66$532.4K77,442Oct 25, 2022Oct 27, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
1,483$70.63$104.7K84,871Jun 3, 2022Jun 7, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
125,224——125,224Mar 1, 2022Mar 3, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
14,868$46.39$689.7K148,377Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
14,868——4,956Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
20,486$44.24$906.3K133,509Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
20,486——0Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASE
President
26,069$41.63$1.09M113,023Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
26,069——26,069Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
61,423$94.62$5.81M86,954Feb 9, 2022Feb 10, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALEGRANT
Gift
600——86,354Feb 9, 2022Feb 11, 2022 ↗View →
SCHW
SCHWAB CHARLES CORP
SALE
President
2,206$82.10$181.1K86,954Nov 1, 2021Nov 3, 2021 ↗View →
SCHW
SCHWAB CHARLES CORP
PURCHASEGRANT
Stock grant
59,931——89,160Oct 25, 2021Oct 27, 2021 ↗View →
Other insiders · SCHW
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About this filer
CIK 0001889263
ROLE
President & CEO
PRIMARY
SCHW
COMPANIES
1
ACTIVE SINCE
Oct 2021
MARKETPEEL · /INSIDER/0001889263DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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