Schwab-Pomerantz Carolyn has demonstrated a consistent pattern of selling shares in The Charles Schwab Corporation (SCHW), with no recorded purchases across 28 transactions spanning from March 2024 to January 2026. The sales, totaling over $20.8 million, have occurred in clusters, often involving multiple transactions on the same day. For example, on January 22, 2026, three separate sales were executed, valued at $500,400, $1.00 million, and $2.00 million, respectively. Similarly, on October 2, 2025, two sales amounted to $888,523 and $1.33 million, reinforcing a recurring multi-tiered liquidation approach.
The transactions have been frequent, with notable activity in late 2025 and early 2026, including a $927,717 sale on September 4, 2025, followed by another for $1.39 million the same day. Earlier in 2025, sales were similarly structured, such as the March 6 disposals of $725,658 and $1.09 million. The smallest transactions occurred in March 2024, ranging from $75,984 to $230,084, suggesting an escalation in sale volumes over time. The absence of any buys—coupled with the systematic, high-value disposals—indicates a clear divestment trend concentrated solely in SCHW, with no diversification into other securities. The activity appears methodical, possibly tied to prearranged trading plans, though the filings provide no explicit rationale.
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