Jonathan M. Craig, the MD of $SCHW, sold 35,188 shares of the company on 11-07-2025 for an estimated $3,355,028. 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 42 times in the past 6 months. Of those trades, 0 have been purchases and 42 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 8 sales selling 572,609 shares for an estimated $54,821,173.
- 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 13 sales selling 133,542 shares for an estimated $12,454,062.
- JONATHAN M. CRAIG (MD, Head of Investor Services) has made 0 purchases and 2 sales selling 82,688 shares for an estimated $7,556,664.
- NIGEL J MURTAGH (Chief Risk Officer) has made 0 purchases and 3 sales selling 69,968 shares for an estimated $6,443,060.
- PETER J. III MORGAN (General Counsel) sold 50,016 shares for an estimated $4,851,572
- PAUL V WOOLWAY (MD, Chief Banking Officer) has made 0 purchases and 7 sales selling 26,409 shares for an estimated $2,419,637.
- RICHARD A WURSTER (President & CEO) sold 20,500 shares for an estimated $2,032,851
- JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 3 sales selling 12,290 shares for an estimated $1,164,686.
- PAULA A SNEED sold 8,647 shares for an estimated $761,479
- CHARLES A. RUFFEL sold 5,556 shares for an estimated $486,986
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SCHW Hedge Fund Activity
We have seen 1,098 institutional investors add shares of $SCHW stock to their portfolio, and 916 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 removed 10,016,576 shares (-14.2%) from their portfolio in Q3 2025, for an estimated $956,282,510
- 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 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 VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- 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.
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 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 11/03/2025
- JP Morgan issued a "Overweight" rating on 10/20/2025
- JMP Securities issued a "Market Outperform" rating on 10/17/2025
- Barclays issued a "Overweight" rating on 10/17/2025
- Truist Securities issued a "Buy" rating on 10/17/2025
- Deutsche Bank issued a "Buy" rating on 10/17/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/17/2025
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 17 analysts offer price targets for $SCHW in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Michael Cyprys from Morgan Stanley set a target price of $139.0 on 11/03/2025
- Kenneth Worthington from JP Morgan set a target price of $121.0 on 10/20/2025
- Devin Ryan from JMP Securities set a target price of $110.0 on 10/17/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $111.0 on 10/17/2025
- Bill Katz from TD Cowen set a target price of $134.0 on 10/17/2025
- David Smith from Truist Securities set a target price of $113.0 on 10/17/2025
- Brian Bedell from Deutsche Bank set a target price of $120.0 on 10/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
