Case file · Nov 13, 2024
Rep. Morgan McGarvey sold $SCHW
What Happened Next
$SCHW vs the S&P 500 from the trade date. A sale has an edge when the stock lags the market afterwards.
$SCHW · 30 days
+1.7%
S&P 500, same days
+1.2% −0.5 pts edge
$SCHW · 90 days
+6.3%
S&P 500, same days
+1.7% −4.6 pts edge
$SCHW · 180 days
+9.8%
S&P 500, same days
−1.8% −11.6 pts edge
Return
−5%0+5%+10%+15%+20%
The Paper Trail
- $SCHW moved +6.3% in the 90 days after the sale, vs +1.7% for the S&P 500 — a 4.6-point deficit
- Filed as a spouse's trade
- Trade date
- Nov 13, 2024
- Disclosed
- Dec 11, 2024 (27 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 |
|---|---|---|---|
| Ro Khanna Dem | Nov 12, 2024 | Sell | $15,001 - $50,000 |
Returns use split- and dividend-adjusted closes. Disclosures report ranges, not exact amounts. A well-timed trade is not evidence of wrongdoing. Methodology · Disclaimer