Disclosed trades in one stock

Rick W. Allen's Charles Schwab ($SCHW) trades

R· GA-12House

Yes. Rick Allen has disclosed 3 trades in $SCHW since 2023: 2 buys and 1 sale.

The most recently disclosed: a buy of $15K–$50K (up to $50K), made Jul 10, 2025 and disclosed Aug 11, 2025. From the close on Aug 11, 2025, the day it was disclosed, to the close on Oct 29, 2026, $SCHW fell 8.4%. By disclosed buys of $SCHW, Rick Allen ranks No. 3 of the 20 people whose filings on Disclosed show trades in it: up to $150K.

trades
3
buys
2
sales
1
in buys
up to$150K

Still held?

Yes, by the filings: $SCHW is one of the stock positions Rick Allen's filings show, up to $50K at the tops of the disclosed ranges.

Disclosed counts a position from the trades on file: each trade once, shares only, nothing after a full sale.

Every disclosed trade in $SCHW

3 trades · newest filing first
  • Bought$15K–$50K(up to $50K)
    traded Jul 10, 2025filed Aug 11, 2025spouse · Filing ↗
    −8.4%
    since filed
  • Sold$15K–$50K(up to $50K)
    traded Sep 12, 2024filed Oct 18, 2024spouse · Filing ↗
    +25.4%
    since filed
  • Bought$50K–$100K(up to $100K)
    traded Dec 14, 2023filed Jan 11, 2024spouse · Filing ↗
    +37.1%
    since filed

Each move runs from the close on the day the trade was disclosed to the close on Oct 29, 2026.

Rick's other most-traded stocks

Rick W. Allen

Be there when Rick files next

Copy the portfolio and your basket follows each new filing.

Amounts are the ranges the filings disclose, and "up to" is the top of a range; the actual amount and price are not disclosed. Each row links to the filing it came from. This is a public record turned into a page, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Rick W. Allen.