Peter J. Morgan III is CLO & VP at SCHWAB CHARLES CORP (SCHW). They have made 19 open-market trades across 1 company since 2019, most recently 2026-07-23.
CIK 0001792910
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 19 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| SCHW | 6,952 | $639K |
Shares reported on the most recent Form 4, priced at the 2026-03-03 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| SCHW | SELL | 2026-07-23 | 2026-07-27 | $102.03 | $709K | +3.4% | +5.0% | — |
| SCHW | SELL | 2026-02-02 | 2026-02-03 | $104.38 | $793K | -9.7% | -8.0% | -11.8% |
| SCHW | SELL | 2025-08-27 | 2025-08-29 | $97.00 | $4.9M | -1.5% | +1.6% | -2.7% |
| SCHW | SELL | 2025-05-22 | 2025-05-23 | $87.39 | $1.8M | -1.0% | +0.3% | +8.7% |
| SCHW | SELL | 2025-01-22 | 2025-01-24 | $80.70 | $2.4M | +0.6% | -1.6% | -2.5% |
| SCHW | SELL | 2024-04-16 | 2024-04-18 | $72.23 | $3.5M | +0.7% | +7.2% | -13.1% |
| SCHW | SELL | 2023-11-30 | 2023-12-04 | $60.72 | $870K | +13.9% | +7.6% | +8.6% |
| SCHW | SELL | 2023-08-29 | 2023-08-30 | $59.61 | $477K | +1.2% | -8.2% | -6.6% |
| SCHW | SELL | 2022-11-08 | 2022-11-09 | $80.04 | $234K | -0.5% | -0.8% | +0.9% |
| SCHW | SELL | 2022-10-31 | 2022-11-02 | $80.03 | $1.2M | -2.2% | +5.4% | -1.0% |
| SCHW | SELL | 2022-02-08 | 2022-02-08 | $94.04 | $843K | -10.6% | -16.8% | -33.0% |
| SCHW | SELL | 2022-01-31 | 2022-02-01 | $87.14 | $390K | -0.9% | -10.3% | -24.5% |
| SCHW | SELL | 2021-08-27 | 2021-08-30 | $75.64 | $158K | -2.4% | +2.9% | +9.4% |
| SCHW | SELL | 2021-04-29 | 2021-04-29 | $70.85 | $1.0M | -1.1% | +4.5% | -5.0% |
| SCHW | SELL | 2021-02-24 | 2021-02-24 | $64.11 | $1.9M | +0.2% | +2.1% | +11.3% |
| SCHW | SELL | 2020-11-06 | 2020-11-06 | $41.38 | $291K | +5.6% | +12.3% | +22.2% |
| SCHW | SELL | 2020-01-31 | 2020-01-31 | $46.11 | $1.5M | +4.2% | -8.5% | -17.7% |
| SCHW | SELL | 2019-11-29 | 2019-12-02 | $49.70 | $31K | +4.2% | -1.6% | -14.3% |
| SCHW | SELL | 2019-11-26 | 2019-11-27 | $49.02 | $245K | -0.7% | -2.4% | -16.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.