An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
read at $88.84
Charles Schwab Corporation holds its Markup at $88.84.
The investor read · the season, not the day
| Phase | Markup |
| Quantitative state | The statistical read favours the buyers, held for 7 days |
| Price | $88.84 |
| Valuation | 17.60 trailing · 12.70 forward price to earnings |
| Values screen | FAIL · score 10.0 |
| Beta | 0.80 |
The trader read · the latest dated commentary
The dated journal · newest first, never edited
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The insider ledger · Form 4 filings, as filed
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-19 | SCHWAB CHARLES R JR. | Chairman of the Board | 27,500 | $2,536,127 | |
| 2026-05-18 | SCHWAB CHARLES R JR. | Chairman of the Board | 27,500 | $2,541,008 | |
| 2026-05-15 | SCHWAB CHARLES R JR. | Chairman of the Board | 5,300 | · | |
| 2026-05-13 | SARIN ARUN | Director | 7,866 | $227,799 | |
| 2026-05-13 | SARIN ARUN | Director | 2,500 | $227,910 | |
| 2026-05-06 | SCHWAB CHARLES R JR. | Chairman of the Board | 218,600 | $20,058,463 | |
| 2026-05-05 | SCHWAB-POMERANTZ CAROLYN | Director | 9,910 | $313,652 | |
| 2026-05-05 | SCHWAB-POMERANTZ CAROLYN | Director | 9,910 | $914,610 | |
| 2026-05-01 | SCHWAB CHARLES R JR. | Chairman of the Board | 168,743 | $15,410,815 | |
| 2026-04-28 | HERRINGER FRANK C | Director | 7,866 | $227,799 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
The political ledger · congressional disclosures
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 27 May2026 | John Boozman | Republican | buy | 1K–15K |
| 2026-04-13 | Ro Khanna | Democrat | Purchase | 1K–15K |
| 13 May2026 | John Boozman | Republican | sell | 1K–15K |
| 1 May2026 | Ro Khanna | Democrat | buy | 1K–15K |
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $87.83 | +1.7% | · | $1,017 | +1.7% |
| 2 months | $94.46 | -5.5% | $0.32 | $949 | -5.1% |
| 3 months | $90.91 | -1.8% | $0.32 | $986 | -1.4% |
| 6 months | $96.38 | -7.4% | $0.64 | $933 | -6.7% |
| 1 year | $87.16 | +2.4% | $1.18 | $1,038 | +3.8% |
| 2 years | $72.17 | +23.7% | $2.22 | $1,268 | +26.8% |
| 3 years | $52.73 | +69.4% | $3.22 | $1,755 | +75.5% |
| 5 years | $69.17 | +29.1% | $4.92 | $1,362 | +36.2% |
Historical returns from market close data. Past performance does not guarantee future results.
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