Case file · Oct 5, 2023
Rep. Morgan McGarvey bought $SCHW
What Happened Next
$SCHW vs the S&P 500 from the trade date. A buy has an edge when the stock beats the market.
$SCHW · 30 days
+8.9%
S&P 500, same days
+2.6% +6.3 pts edge
$SCHW · 90 days
+31.9%
S&P 500, same days
+10.9% +21.0 pts edge
$SCHW · 180 days
+41.2%
S&P 500, same days
+23.1% +18.1 pts edge
Return
0+20%+40%+60%
The Paper Trail
- $SCHW moved +31.9% in the 90 days after the buy, vs +10.9% for the S&P 500 — a 21.0-point edge
- Filed as a spouse's trade
- Trade date
- Oct 5, 2023
- Disclosed
- Nov 17, 2023 (42 days)
- Shuffle Score
- 0/100
- Filing
- Not linked
Morgan McGarvey's History in $SCHW
| Date | Type | Amount | Owner |
|---|---|---|---|
| Oct 5, 2023 | Buy | $1,001 - $15,000 | Spouse |
| Nov 13, 2024 | Sell | $1,001 - $15,000 | Spouse |
Who Else Traded $SCHW That Week
Other members of Congress with trades in the same stock within 7 days either side
| Politician | Date | Type | Amount |
|---|---|---|---|
| Rick Allen Rep | Oct 10, 2023 | Buy | $15,001 - $50,000 |
| Ro Khanna Dem | Oct 10, 2023 | Buy | $1,001 - $15,000 |
Returns use split- and dividend-adjusted closes. Disclosures report ranges, not exact amounts. A well-timed trade is not evidence of wrongdoing. Methodology · Disclaimer