Peter J. III Morgan, the General Counsel of $SCHW, sold 7,595 shares of the company on 02-02-2026 for an estimated $792,796. We received data on the trade from a recent SEC filing. This was a sale of approximately 100.0% of their shares of this class of stock. Following this trade, they now own 0 shares of this class of $SCHW stock.
$SCHW Insider Trading Activity
$SCHW insiders have traded $SCHW stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 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 11 sales selling 890,006 shares for an estimated $88,099,418.
- CAROLYN SCHWAB-POMERANTZ has made 0 purchases and 13 sales selling 128,407 shares for an estimated $12,671,033.
- PETER J. III MORGAN (General Counsel) has made 0 purchases and 2 sales selling 57,611 shares for an estimated $5,644,368.
- JONATHAN M. CRAIG (MD, Head of Investor Services) sold 35,188 shares for an estimated $3,355,028
- JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 5 sales selling 16,512 shares for an estimated $1,630,194.
- PAUL V WOOLWAY (MD, Chief Banking Officer) has made 0 purchases and 3 sales selling 6,410 shares for an estimated $604,237.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SCHW Hedge Fund Activity
We have seen 1,086 institutional investors add shares of $SCHW stock to their portfolio, and 949 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 17,391,174 shares (-23.2%) from their portfolio in Q3 2025, for an estimated $1,660,335,381
- JPMORGAN CHASE & CO removed 10,016,576 shares (-14.2%) from their portfolio in Q3 2025, for an estimated $956,282,510
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 8,840,518 shares (+61.6%) to their portfolio in Q3 2025, for an estimated $844,004,253
- D. E. SHAW & CO., INC. added 6,130,162 shares (+399.5%) to their portfolio in Q3 2025, for an estimated $585,246,566
- WELLINGTON MANAGEMENT GROUP LLP removed 4,382,062 shares (-35.2%) from their portfolio in Q3 2025, for an estimated $418,355,459
- BLACKROCK, INC. added 4,067,647 shares (+3.2%) to their portfolio in Q3 2025, for an estimated $388,338,259
- GENERATION INVESTMENT MANAGEMENT LLP removed 3,159,133 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $301,602,427
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SCHW Revenue
$SCHW 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.
$SCHW Congressional Stock Trading
Members of Congress have traded $SCHW stock 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $SCHW stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 12/10.
- 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.
$SCHW 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 $SCHW, check out Quiver Quantitative's $SCHW forecast page.
$SCHW 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
- David Smith from Truist Securities set a target price of $122.0 on 01/22/2026
- Michael Brown from UBS set a target price of $125.0 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.
