AI Disruption Fears Drive Selloff: Social media erupted with concerns over artificial intelligence tools threatening traditional wealth management, sending Charles Schwab shares down as much as 13% in a week. Traders highlighted rival AI platforms as potential disruptors, amplifying broader fears across financial services.
Management Counters with AI Embrace: The CEO voiced disappointment at the market's reaction, stressing Schwab's proactive use of AI to boost advisor efficiency and client insights. Commentators argued the pullback created attractive entry points, given strong fundamentals and undervalued multiples compared to the broader market.
Insider Sales Temper Optimism: Fresh alerts of three insiders offloading over $3 million in shares have sparked caution among observers. While some dismiss it amid ongoing AI debates, the coordinated activity fuels debate on near-term pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Charles Schwab Insider Trading Activity
Charles Schwab insiders have traded $SCHW stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by insiders over the last 6 months:
- CHARLES R. SCHWAB (Co-Chairman) has made 0 purchases and 10 sales selling 784,345 shares for an estimated $80,536,892.
- WALTER W BETTINGER (Co-Chairman) has made 0 purchases and 4 sales selling 324,924 shares for an estimated $33,816,881.
- CAROLYN SCHWAB-POMERANTZ has made 0 purchases and 8 sales selling 90,865 shares for an estimated $9,049,574.
- JONATHAN M. CRAIG (MD, Head of Investor Services) sold 35,188 shares for an estimated $3,355,028
- DENNIS HOWARD (MD, Chief Tech, OPS & Data Off) sold 27,903 shares for an estimated $2,651,343
- PAUL V WOOLWAY (MD, Chief Banking Officer) has made 0 purchases and 6 sales selling 25,215 shares for an estimated $2,389,500.
- CHRISTOPHER V DODDS sold 11,825 shares for an estimated $1,236,314
- STEPHEN A ELLIS sold 10,725 shares for an estimated $1,035,693
- JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 4 sales selling 9,102 shares for an estimated $908,534.
- PETER J. III MORGAN (General Counsel) sold 7,595 shares for an estimated $792,796
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Charles Schwab Revenue
Charles Schwab had revenues of $6.3B in Q4 2025. This is an increase of 13.75% from the same period in the prior year.
You can track SCHW financials on Quiver Quantitative's SCHW stock page.
Charles Schwab Congressional Stock Trading
Members of Congress have traded $SCHW stock 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/09 and 1 sale worth up to $15,000 on 12/10.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Charles Schwab Hedge Fund Activity
We have seen 1,097 institutional investors add shares of Charles Schwab stock to their portfolio, and 1,049 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 35,128,547 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $3,509,693,130
- PRICE T ROWE ASSOCIATES INC /MD/ removed 8,348,360 shares (-14.5%) from their portfolio in Q4 2025, for an estimated $834,084,647
- WELLINGTON MANAGEMENT GROUP LLP removed 8,051,901 shares (-99.8%) from their portfolio in Q4 2025, for an estimated $804,465,428
- JPMORGAN CHASE & CO added 6,603,261 shares (+10.9%) to their portfolio in Q4 2025, for an estimated $659,731,806
- DODGE & COX removed 6,529,327 shares (-7.9%) from their portfolio in Q4 2025, for an estimated $652,345,060
- LAZARD ASSET MANAGEMENT LLC removed 3,917,990 shares (-60.0%) from their portfolio in Q4 2025, for an estimated $391,446,380
- CITIGROUP INC removed 3,163,067 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $316,022,023
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Charles Schwab Analyst Ratings
Wall Street analysts have issued reports on $SCHW in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 01/22/2026
- TD Cowen issued a "Buy" rating on 01/22/2026
- Citizens issued a "Market Outperform" rating on 01/12/2026
- Barclays issued a "Overweight" rating on 01/08/2026
- UBS issued a "Buy" rating on 01/07/2026
- B of A Securities issued a "Underperform" rating on 12/10/2025
- Morgan Stanley issued a "Overweight" rating on 11/03/2025
To track analyst ratings and price targets for Charles Schwab, check out Quiver Quantitative's $SCHW forecast page.
Charles Schwab Price Targets
Multiple analysts have issued price targets for $SCHW recently. We have seen 13 analysts offer price targets for $SCHW in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $126.0 on 01/26/2026
- Michael Brown from UBS set a target price of $125.0 on 01/22/2026
- David Smith from Truist Securities set a target price of $122.0 on 01/22/2026
- Bill Katz from TD Cowen set a target price of $138.0 on 01/22/2026
- Patrick Moley from Piper Sandler set a target price of $105.0 on 01/14/2026
- Devin Ryan from Citizens set a target price of $120.0 on 01/12/2026
- Michael Cyprys from Morgan Stanley set a target price of $148.0 on 12/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
