Richard A Wurster, the President & CEO of $SCHW, sold 20,500 shares of the company on 07-29-2025 for an estimated $2,032,851. We received data on the trade from a recent SEC filing. This was a sale of approximately 11.5% of their shares of this class of stock. Following this trade, they now own 157,189 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 10 sales selling 769,554 shares for an estimated $63,441,783.
- WALTER W BETTINGER (Co-Chairman) has made 0 purchases and 3 sales selling 656,152 shares for an estimated $55,103,024.
- 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 11 sales selling 62,577 shares for an estimated $5,176,321.
- 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 1,067 institutional investors add shares of $SCHW stock to their portfolio, and 859 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.
$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 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.
$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:
- Morgan Stanley issued a "Overweight" rating on 07/29/2025
- Citigroup issued a "Buy" rating on 07/21/2025
- Barclays issued a "Overweight" rating on 07/21/2025
- Truist Securities issued a "Buy" rating on 07/21/2025
- Keefe, Bruyette & Woods issued a "Outperform" 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 $104.5.
Here are some recent targets:
- Michael Cyprys from Morgan Stanley set a target price of $131.0 on 07/29/2025
- Christopher Allen from Citigroup set a target price of $110.0 on 07/21/2025
- Devin Ryan from JMP Securities 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
- Craig Siegenthaler from B of A Securities set a target price of $84.0 on 07/21/2025
- David Smith from Truist Securities set a target price of $107.0 on 07/21/2025
- Devin Ryan from Citizens Capital Markets set a target price of $110.0 on 07/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
