Analyst Upgrades: Social media chatter intensified around Charles Schwab following multiple Wall Street firms lifting their price targets on the stock. Raymond James raised its target to $145 while Deutsche Bank moved to $131, with similar upward revisions from UBS and Barclays. Observers noted these moves reflect growing confidence in the brokerage's operational resilience amid shifting market conditions.
Crypto Catalyst: Discussion also highlighted comments from the firm's head of crypto research suggesting that upcoming regulatory clarity on digital assets remains underappreciated by the market. Participants pointed to potential upside for broader adoption if legislation advances, positioning Schwab as a key player in institutional crypto flows. This angle added a layer of forward-looking excitement to ongoing conversations.
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 51 times in the past 6 months. Of those trades, 1 have been purchases and 50 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 17 sales selling 1,101,043 shares for an estimated $108,101,264.
- WALTER W BETTINGER (Co-Chairman) has made 0 purchases and 4 sales selling 324,924 shares for an estimated $33,816,881.
- JONATHAN M. CRAIG (MD, Head of Retail Investing) has made 0 purchases and 4 sales selling 57,981 shares for an estimated $5,741,944.
- NIGEL J MURTAGH (Chief Risk Officer) has made 0 purchases and 4 sales selling 52,553 shares for an estimated $5,192,045.
- PAUL V WOOLWAY (MD, Chief Banking Officer) has made 0 purchases and 6 sales selling 37,893 shares for an estimated $3,662,868.
- DENNIS HOWARD (MD, Chief Tech, OPS & Data Off) has made 0 purchases and 3 sales selling 38,011 shares for an estimated $3,607,570.
- RICHARD A WURSTER (President & CEO) purchased 21,959 shares for an estimated $1,849,512
- PETER J. III MORGAN (General Counsel) has made 0 purchases and 2 sales selling 14,547 shares for an estimated $1,502,137.
- 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 5 sales selling 10,030 shares for an estimated $999,956.
- CAROLYN SCHWAB-POMERANTZ sold 9,910 shares for an estimated $914,609
- FRANK C HERRINGER sold 2,520 shares for an estimated $228,313
- ARUN SARIN sold 2,500 shares for an estimated $227,910
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Charles Schwab Revenue
Charles Schwab had revenues of $7.1B in Q2 2026. This is an increase of 20.87% from the same period in the prior year.
You can track SCHW financials on Quiver Quantitative's SCHW stock page.
You can access data on SCHW stock through the Quiver Quantitative API.
Charles Schwab Congressional Stock Trading
Members of Congress have traded $SCHW stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/30, 03/27 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Charles Schwab Hedge Fund Activity
We have seen 1,010 institutional investors add shares of Charles Schwab stock to their portfolio, and 1,048 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GENERATION INVESTMENT MANAGEMENT LLP removed 5,104,014 shares (-65.0%) from their portfolio in Q1 2026, for an estimated $479,675,235
- BROWN ADVISORY INC removed 3,053,368 shares (-25.0%) from their portfolio in Q1 2026, for an estimated $286,955,524
- BANK OF NEW YORK MELLON CORP added 3,009,884 shares (+22.9%) to their portfolio in Q1 2026, for an estimated $282,868,898
- MILLENNIUM MANAGEMENT LLC removed 2,974,387 shares (-82.0%) from their portfolio in Q1 2026, for an estimated $279,532,890
- MARSHALL WACE, LLP removed 2,866,021 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $269,348,653
- TWO SIGMA INVESTMENTS, LP added 2,781,144 shares (+107.8%) to their portfolio in Q1 2026, for an estimated $261,371,913
- POINTSTATE CAPITAL LP removed 2,408,147 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $226,317,655
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Charles Schwab Price Targets
Multiple analysts have issued price targets for $SCHW recently. We have seen 10 analysts offer price targets for $SCHW in the last 6 months, with a median target of $121.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $122.0 on 07/09/2026
- Michael Brown from UBS set a target price of $122.0 on 07/08/2026
- Patrick Moley from Piper Sandler set a target price of $105.0 on 05/15/2026
- Patrick O'Shaughnessy from Raymond James set a target price of $137.0 on 05/15/2026
- Bill Katz from TD Cowen set a target price of $109.0 on 05/15/2026
- Kenneth Worthington from JP Morgan set a target price of $131.0 on 04/17/2026
- Michael Cyprys from Morgan Stanley set a target price of $125.0 on 04/17/2026
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.