KING LUTHER CAPITAL MANAGEMENT CORP has added 194,808 shares of $SCHW to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SCHW.
SCHWAB (CHARLES) Hedge Fund Activity
We have seen 1,073 institutional investors add shares of SCHWAB (CHARLES) stock to their portfolio, and 882 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TORONTO DOMINION BANK removed 184,604,137 shares (-99.5%) from their portfolio in Q1 2025, for an estimated $14,450,811,844
- FMR LLC added 22,278,677 shares (+229.7%) to their portfolio in Q1 2025, for an estimated $1,743,974,835
- VANGUARD GROUP INC added 19,817,022 shares (+15.4%) to their portfolio in Q1 2025, for an estimated $1,551,276,482
- CITADEL ADVISORS LLC added 18,410,193 shares (+879.8%) to their portfolio in Q1 2025, for an estimated $1,441,149,908
- BLACKROCK, INC. added 18,014,513 shares (+17.2%) to their portfolio in Q1 2025, for an estimated $1,410,176,077
- WELLINGTON MANAGEMENT GROUP LLP added 13,262,309 shares (+595.7%) to their portfolio in Q1 2025, for an estimated $1,038,173,548
- PRIMECAP MANAGEMENT CO/CA/ added 9,749,728 shares (+229.3%) to their portfolio in Q1 2025, for an estimated $763,208,707
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SCHWAB (CHARLES) Insider Trading Activity
SCHWAB (CHARLES) insiders have traded $SCHW stock on the open market 57 times in the past 6 months. Of those trades, 0 have been purchases and 57 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by insiders over the last 6 months:
- WALTER W BETTINGER (Co-Chairman) has made 0 purchases and 4 sales selling 830,028 shares for an estimated $72,289,414.
- CHARLES R. SCHWAB (Co-Chairman) has made 0 purchases and 10 sales selling 769,554 shares for an estimated $63,441,783.
- CAROLYN SCHWAB-POMERANTZ has made 0 purchases and 15 sales selling 150,897 shares for an estimated $12,366,321.
- NIGEL J MURTAGH (Chief Risk Officer) has made 0 purchases and 5 sales selling 110,197 shares for an estimated $9,715,996.
- JONATHAN M. CRAIG (MD, Head of Investor Services) has made 0 purchases and 4 sales selling 108,985 shares for an estimated $9,017,447.
- PAUL V WOOLWAY (MD, Chief Banking Officer) has made 0 purchases and 12 sales selling 65,867 shares for an estimated $5,492,364.
- RICHARD A WURSTER (President & CEO) has made 0 purchases and 2 sales selling 35,845 shares for an estimated $3,323,039.
- PAULA A SNEED sold 8,647 shares for an estimated $761,479
- JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 2 sales selling 6,508 shares for an estimated $560,502.
- CHARLES A. RUFFEL sold 5,556 shares for an estimated $486,986
- FRANK C HERRINGER sold 3,592 shares for an estimated $266,731
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SCHWAB (CHARLES) Congressional Stock Trading
Members of Congress have traded $SCHW stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/07 and 1 sale worth up to $15,000 on 02/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SCHWAB (CHARLES) Analyst Ratings
Wall Street analysts have issued reports on $SCHW in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/29/2025
- Truist Securities issued a "Buy" rating on 07/21/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 07/21/2025
- Citigroup issued a "Buy" rating on 07/21/2025
- Barclays issued a "Overweight" rating on 07/21/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- Raymond James issued a "Outperform" rating on 07/09/2025
To track analyst ratings and price targets for SCHWAB (CHARLES), check out Quiver Quantitative's $SCHW forecast page.
SCHWAB (CHARLES) Price Targets
Multiple analysts have issued price targets for $SCHW recently. We have seen 16 analysts offer price targets for $SCHW in the last 6 months, with a median target of $104.5.
Here are some recent targets:
- Michael Cyprys from Morgan Stanley set a target price of $131.0 on 07/29/2025
- Devin Ryan from Citizens Capital Markets set a target price of $110.0 on 07/21/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $108.0 on 07/21/2025
- Devin Ryan from JMP Securities set a target price of $110.0 on 07/21/2025
- David Smith from Truist Securities set a target price of $107.0 on 07/21/2025
- Christopher Allen from Citigroup set a target price of $110.0 on 07/21/2025
- Benjamin Budish from Barclays set a target price of $113.0 on 07/21/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SCHW ticker page for more data.
