Jonathan S Beatty, the MD of $SCHW, sold 2,000 shares of the company on 07-21-2026 for an estimated $208,411. We received data on the trade from a recent SEC filing. This was a sale of approximately 14.6% of their shares of this class of stock. Following this trade, they now own 11,738 shares of this class of $SCHW stock.
$SCHW Insider Trading Activity
$SCHW insiders have traded $SCHW stock on the open market 54 times in the past 6 months. Of those trades, 1 have been purchases and 53 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 1,190,438 shares for an estimated $117,378,912.
- 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.
- CAROLYN SCHWAB-POMERANTZ has made 0 purchases and 5 sales selling 52,775 shares for an estimated $5,423,691.
- NIGEL J MURTAGH (Chief Risk Officer) has made 0 purchases and 3 sales selling 48,500 shares for an estimated $4,769,976.
- 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
- CHRISTOPHER V DODDS sold 11,825 shares for an estimated $1,236,314
- JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 6 sales selling 12,030 shares for an estimated $1,209,960.
- STEPHEN A ELLIS sold 10,725 shares for an estimated $1,035,693
- PETER J. III MORGAN (General Counsel) sold 7,595 shares for an estimated $792,796
- 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.
$SCHW Hedge Fund Activity
We have seen 1,034 institutional investors add shares of $SCHW stock to their portfolio, and 987 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LARRY MATHIS FINANCIAL PLANNING, LLC added 72,556,363 shares (+995832.6%) to their portfolio in Q2 2026, for an estimated $6,694,775,614
- 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
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.
$SCHW Revenue
$SCHW 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.
$SCHW Congressional Stock Trading
Members of Congress have traded $SCHW stock 1 times in the past 6 months. Of those trades, 0 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:
- 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.
$SCHW 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.
