Charles R. Schwab, the Co-Chairman of $SCHW, sold 136,500 shares of the company on 08-27-2025 for an estimated $13,246,506. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.2% of their shares of this class of stock. Following this trade, they now own 56,331,449 shares of this class of $SCHW stock.
$SCHW Insider Trading Activity
$SCHW insiders have traded $SCHW stock on the open market 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 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 7 sales selling 583,459 shares for an estimated $54,784,693.
- WALTER W BETTINGER (Co-Chairman) has made 0 purchases and 2 sales selling 365,399 shares for an estimated $34,231,822.
- CAROLYN SCHWAB-POMERANTZ has made 0 purchases and 18 sales selling 164,439 shares for an estimated $14,002,934.
- 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.
$SCHW Hedge Fund Activity
We have seen 1,091 institutional investors add shares of $SCHW stock to their portfolio, and 980 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 19,534,868 shares (-95.3%) from their portfolio in Q2 2025, for an estimated $1,782,361,356
- JPMORGAN CHASE & CO added 16,444,010 shares (+30.4%) to their portfolio in Q2 2025, for an estimated $1,500,351,472
- PRICE T ROWE ASSOCIATES INC /MD/ removed 7,213,215 shares (-8.8%) from their portfolio in Q2 2025, for an estimated $658,133,736
- D. E. SHAW & CO., INC. removed 6,383,046 shares (-80.6%) from their portfolio in Q2 2025, for an estimated $582,389,117
- BROWN ADVISORY INC added 5,708,208 shares (+88.4%) to their portfolio in Q2 2025, for an estimated $520,816,897
- BLACKROCK, INC. added 5,353,480 shares (+4.4%) to their portfolio in Q2 2025, for an estimated $488,451,515
- MILLENNIUM MANAGEMENT LLC removed 5,058,101 shares (-73.9%) from their portfolio in Q2 2025, for an estimated $461,501,135
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SCHW Congressional Stock Trading
Members of Congress have traded $SCHW stock 7 times in the past 6 months. Of those trades, 4 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 LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 07/16.
- REPRESENTATIVE RICK W. ALLEN purchased up to $50,000 on 07/10.
- 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 purchased up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SCHW 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:
- Truist Securities issued a "Buy" rating on 08/15/2025
- Morgan Stanley issued a "Overweight" rating on 07/29/2025
- Citigroup issued a "Buy" rating on 07/21/2025
- Keefe, Bruyette & Woods issued a "Outperform" 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 $SCHW, check out Quiver Quantitative's $SCHW forecast page.
$SCHW 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 $105.0.
Here are some recent targets:
- David Smith from Truist Securities set a target price of $112.0 on 08/15/2025
- Michael Cyprys from Morgan Stanley set a target price of $131.0 on 07/29/2025
- Benjamin Budish from Barclays set a target price of $113.0 on 07/21/2025
- Craig Siegenthaler from B of A Securities set a target price of $84.0 on 07/21/2025
- Devin Ryan from JMP Securities set a target price of $110.0 on 07/21/2025
- 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
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
