undamentalytics Newsletter

Charles Schwab Corporation trades by members of Congress

Purchases and sales of Charles Schwab Corporation shares that members of the House have disclosed since January 3, 2015, with the value range each one reported and a link to the original filing.

Purchases, last 12 months 2 trades Reported value $2,002–$30,000 (sum of the ranges filed)
Sales, last 12 months 4 trades Reported value $4,004–$60,000 (sum of the ranges filed)
Members trading, last 12 months 3 85 purchases and sales since January 3, 2015
Charles Schwab Corporation trades disclosed by members of Congress
Report
Gilbert Ray Cisneros, Jr. House · D-CA 31 Sale (partial)$1,001 - $15,000 Apr 7, 2026 Mar 27, 2026 Filing for SCHW on Mar 27, 2026
Gilbert Ray Cisneros, Jr. House · D-CA 31 Purchase$1,001 - $15,000 Feb 13, 2026 Jan 9, 2026 Filing for SCHW on Jan 9, 2026
Julie Johnson House · D-TX 32 Sale (full)$1,001 - $15,000 · Joint Jan 15, 2026 Dec 18, 2025 Filing for SCHW on Dec 18, 2025
Dan Newhouse House · R-WA 4 Purchase$1,001 - $15,000 · Spouse Jan 15, 2026 Dec 11, 2025 Filing for SCHW on Dec 11, 2025
Gilbert Ray Cisneros, Jr. House · D-CA 31 Sale (partial)$1,001 - $15,000 Jan 12, 2026 Dec 10, 2025 Filing for SCHW on Dec 10, 2025
Julie Johnson House · D-TX 32 Sale (partial)$1,001 - $15,000 · Joint Dec 11, 2025 Nov 13, 2025 Filing for SCHW on Nov 13, 2025
Val T. Hoyle House · D-OR 4 Sale (full)$1,001 - $15,000 · Spouse Oct 10, 2025 Sep 23, 2025 Filing for SCHW on Sep 23, 2025
Julie Johnson House · D-TX 32 Sale (partial)$1,001 - $15,000 · Joint Sep 11, 2025 Aug 14, 2025 Filing for SCHW on Aug 14, 2025
Lisa C. McClain House · R-MI 9 Sale (full)$1,001 - $15,000 · Spouse Aug 13, 2025 Jul 16, 2025 Filing for SCHW on Jul 16, 2025
Lisa C. McClain House · R-MI 9 Purchase$1,001 - $15,000 · Spouse Aug 13, 2025 Jul 10, 2025 Filing for SCHW on Jul 10, 2025
Rick W. Allen House · R-GA 12 Purchase$15,001 - $50,000 · Spouse Aug 11, 2025 Jul 10, 2025 Filing for SCHW on Jul 10, 2025
Jefferson Shreve House · R-IN 6 Sale (full)$15,001 - $50,000 Jun 22, 2025 May 12, 2025 Filing for SCHW on May 12, 2025
Marjorie Taylor Greene House · R-GA 14 Purchase$1,001 - $15,000 May 6, 2025 May 5, 2025 Filing for SCHW on May 5, 2025
Bruce Westerman House · R-AR 4 Sale (full)$1,001 - $15,000 May 12, 2025 Apr 21, 2025 Filing for SCHW on Apr 21, 2025
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint May 14, 2025 Apr 7, 2025 Filing for SCHW on Apr 7, 2025
Sheri Biggs House · R-SC 3 Sale (full)$15,001 - $50,000 · Spouse Oct 5, 2025 Mar 19, 2025 Filing for SCHW on Mar 19, 2025
Bruce Westerman House · R-AR 4 Purchase$1,001 - $15,000 Apr 16, 2025 Mar 3, 2025 Filing for SCHW on Mar 3, 2025
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Mar 6, 2025 Feb 21, 2025 Filing for SCHW on Feb 21, 2025
Marjorie Taylor Greene House · R-GA 14 Purchase$1,001 - $15,000 Nov 27, 2024 Nov 25, 2024 Filing for SCHW on Nov 25, 2024
Morgan McGarvey House · D-KY 3 Sale (full)$1,001 - $15,000 · Spouse Dec 10, 2024 Nov 13, 2024 Filing for SCHW on Nov 13, 2024
Rick W. Allen House · R-GA 12 Sale (full)$15,001 - $50,000 · Spouse Oct 18, 2024 Sep 12, 2024 Filing for SCHW on Sep 12, 2024
Marjorie Taylor Greene House · R-GA 14 Purchase$1,001 - $15,000 Sep 4, 2024 Sep 3, 2024 Filing for SCHW on Sep 3, 2024
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jul 9, 2024 Jun 21, 2024 Filing for SCHW on Jun 21, 2024
Marjorie Taylor Greene House · R-GA 14 Purchase$1,001 - $15,000 May 21, 2024 May 21, 2024 Filing for SCHW on May 21, 2024
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Mar 7, 2024 Feb 1, 2024 Filing for SCHW on Feb 1, 2024
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Feb 15, 2024 Jan 12, 2024 Filing for SCHW on Jan 12, 2024
J. French Hill House · R-AR 2 Sale (full)$50,001 - $100,000 Jan 10, 2024 Dec 29, 2023 Filing for SCHW on Dec 29, 2023
Rick W. Allen House · R-GA 12 Purchase$50,001 - $100,000 · Spouse Jan 11, 2024 Dec 14, 2023 Filing for SCHW on Dec 14, 2023
Morgan McGarvey House · D-KY 3 Purchase$1,001 - $15,000 · Spouse Nov 16, 2023 Oct 5, 2023 Filing for SCHW on Oct 5, 2023
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Aug 21, 2023 Jul 18, 2023 Filing for SCHW on Jul 18, 2023
Daniel S. Goldman House · D-NY 10 Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 Filing for SCHW on Jul 12, 2023
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Jul 11, 2023 Jun 16, 2023 Filing for SCHW on Jun 16, 2023
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Jul 11, 2023 Jun 12, 2023 Filing for SCHW on Jun 12, 2023
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jun 11, 2023 May 8, 2023 Filing for SCHW on May 8, 2023
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint May 19, 2023 Apr 14, 2023 Filing for SCHW on Apr 14, 2023
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Apr 20, 2023 Mar 14, 2023 Filing for SCHW on Mar 14, 2023
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Apr 20, 2023 Mar 6, 2023 Filing for SCHW on Mar 6, 2023
Daniel S. Goldman House · D-NY 10 Purchase$15,001 - $50,000 Apr 17, 2023 Mar 6, 2023 Filing for SCHW on Mar 6, 2023
Daniel S. Goldman House · D-NY 10 Sale (partial)$15,001 - $50,000 Feb 24, 2023 Jan 31, 2023 Filing for SCHW on Jan 31, 2023
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Feb 17, 2023 Jan 18, 2023 Filing for SCHW on Jan 18, 2023
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Nov 10, 2022 Oct 18, 2022 Filing for SCHW on Oct 18, 2022
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Oct 13, 2021 Sep 1, 2021 Filing for SCHW on Sep 1, 2021
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Apr 21, 2021 Mar 17, 2021 Filing for SCHW on Mar 17, 2021
Peter Meijer House · R-MI 3 Sale (full)$15,001 - $50,000 Mar 16, 2021 Feb 16, 2021 Filing for SCHW on Feb 16, 2021
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Mar 10, 2021 Feb 9, 2021 Filing for SCHW on Feb 9, 2021
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Dec 9, 2020 Nov 16, 2020 Filing for SCHW on Nov 16, 2020
Robert J. Wittman House · R-VA 1 Purchase$1,001 - $15,000 Nov 19, 2020 Oct 16, 2020 Filing for SCHW on Oct 16, 2020
Susie Lee House · D-NV 3 Sale (full)$1,001 - $15,000 · Joint Oct 24, 2020 Sep 28, 2020 Filing for SCHW on Sep 28, 2020
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Oct 9, 2020 Sep 23, 2020 Filing for SCHW on Sep 23, 2020
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Sep 20, 2020 Aug 7, 2020 Filing for SCHW on Aug 7, 2020
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jul 9, 2020 Jun 25, 2020 Filing for SCHW on Jun 25, 2020
Dean Phillips House · D-MN 3 Sale (partial)$1,001 - $15,000 May 7, 2020 Apr 24, 2020 Filing for SCHW on Apr 24, 2020
Susie Lee House · D-NV 3 Purchase$1,001 - $15,000 · Joint Jun 15, 2020 Apr 9, 2020 Filing for SCHW on Apr 9, 2020
Peter Welch House · D-VT Sale (full)$1,001 - $15,000 May 5, 2020 Apr 9, 2020 Filing for SCHW on Apr 9, 2020
Susie Lee House · D-NV 3 Purchase$1,001 - $15,000 · Joint Jun 15, 2020 Apr 8, 2020 Filing for SCHW on Apr 8, 2020
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 May 7, 2020 Apr 2, 2020 Filing for SCHW on Apr 2, 2020
Earl Blumenauer House · D-OR 3 Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 10, 2020 Filing for SCHW on Mar 10, 2020
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Mar 12, 2020 Feb 24, 2020 Filing for SCHW on Feb 24, 2020
Dean Phillips House · D-MN 3 Sale (partial)$1,001 - $15,000 Mar 12, 2020 Feb 10, 2020 Filing for SCHW on Feb 10, 2020
Dean Phillips House · D-MN 3 Sale (partial)$1,001 - $15,000 Feb 7, 2020 Jan 17, 2020 Filing for SCHW on Jan 17, 2020
Robert J. Wittman House · R-VA 1 Purchase$1,001 - $15,000 · Joint Feb 12, 2020 Jan 10, 2020 Filing for SCHW on Jan 10, 2020
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Feb 7, 2020 Jan 9, 2020 Filing for SCHW on Jan 9, 2020
Dean Phillips House · D-MN 3 Sale (partial)$1,001 - $15,000 Feb 7, 2020 Jan 8, 2020 Filing for SCHW on Jan 8, 2020
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Feb 7, 2020 Jan 8, 2020 Filing for SCHW on Jan 8, 2020
Gilbert Ray Cisneros, Jr. House · D-CA 39 Sale (partial)$50,001 - $100,000 Dec 11, 2019 Nov 26, 2019 Filing for SCHW on Nov 26, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Nov 6, 2019 Oct 3, 2019 Filing for SCHW on Oct 3, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Nov 6, 2019 Oct 2, 2019 Filing for SCHW on Oct 2, 2019
Josh Gottheimer House · D-NJ 5 Purchase$1,001 - $15,000 · Joint Oct 11, 2019 Sep 12, 2019 Filing for SCHW on Sep 12, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Sep 16, 2019 Aug 19, 2019 Filing for SCHW on Aug 19, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Sep 16, 2019 Aug 15, 2019 Filing for SCHW on Aug 15, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Sep 16, 2019 Aug 14, 2019 Filing for SCHW on Aug 14, 2019
Dean Phillips House · D-MN 3 Purchase$1,001 - $15,000 Sep 16, 2019 Aug 13, 2019 Filing for SCHW on Aug 13, 2019
Susan A. Davis House · CA Sale (full)$15,001 - $50,000 · Spouse Jul 30, 2019 Jul 5, 2019 Filing for SCHW on Jul 5, 2019
Dean Phillips House · D-MN 3 Sale (partial)$1,001 - $15,000 Jul 11, 2019 Jun 20, 2019 Filing for SCHW on Jun 20, 2019
Josh Gottheimer House · D-NJ 5 Sale (partial)$1,001 - $15,000 · Joint Jun 15, 2019 May 16, 2019 Filing for SCHW on May 16, 2019
Van Taylor House · R-TX 3 Sale (full)$1,001 - $15,000 · Spouse Apr 15, 2019 Mar 25, 2019 Filing for SCHW on Mar 25, 2019
Susie Lee House · D-NV 3 Sale (full)$1,001 - $15,000 · Joint Apr 8, 2019 Mar 22, 2019 Filing for SCHW on Mar 22, 2019
Susie Lee House · D-NV 3 Sale (full)$1,001 - $15,000 · Joint Apr 8, 2019 Mar 20, 2019 Filing for SCHW on Mar 20, 2019
Van Taylor House · R-TX 3 Purchase$1,001 - $15,000 · Spouse Feb 15, 2019 Jan 23, 2019 Filing for SCHW on Jan 23, 2019
Peter Welch House · D-VT Purchase$1,001 - $15,000 Jan 9, 2019 Dec 28, 2018 Filing for SCHW on Dec 28, 2018
Josh Gottheimer House · D-NJ 5 Sale (full)$1,001 - $15,000 · Joint Nov 16, 2018 Oct 26, 2018 Filing for SCHW on Oct 26, 2018
Susan A. Davis House · CA Sale (full)$1,001 - $15,000 · Spouse Mar 28, 2018 Mar 7, 2018 Filing for SCHW on Mar 7, 2018
Susan A. Davis House · CA Sale (full)$1,001 - $15,000 · Spouse Nov 16, 2017 Oct 20, 2017 Filing for SCHW on Oct 20, 2017
Bradley Scott Schneider House · D-IL 10 Sale (full)$100,001 - $250,000 · Spouse Feb 20, 2017 Feb 8, 2017 Filing for SCHW on Feb 8, 2017
Thomas MacArthur House · NJ Sale (full)$1,001 - $15,000 Mar 5, 2015 Jan 27, 2015 Filing for SCHW on Jan 27, 2015

When several House members traded Charles Schwab Corporation

Months when 2 or more House members became net buyers, or 3 or more net sellers, of Charles Schwab Corporation in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. Only House members' electronic trade reports are included; Senate reports and reports filed on paper are not. After the 7 buying crowds with six months of prices, it averaged +0.6% against the index. After 2 selling crowds, +0.8%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
October 31, 20253 selling+8.7%−8.4%not yet
June 30, 20252 buying−1.2%−0.3%−15.7%
January 31, 20242 buying+15.1%−11.2%+8.1%
December 31, 20203 buying+19.9%+21.3%+31.5%
June 30, 20202 buying−1.6%+35.7%+78.2%
April 30, 20202 buying−22.5%−11.2%+44.0%
October 31, 20192 buying+5.3%−6.3%−6.9%
June 28, 20193 selling+2.2%+10.1%−23.1%
February 28, 20192 buying−7.7%−24.1%−18.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

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