General Counsel of $SCHW sells 7,595 shares in insider sale.
In recent insider trading news, we learned that Peter J. III Morgan, the General Counsel of $SCHW, executed a significant sale of 7,595 shares of company stock on 02-02-2026, totaling approximately $792,796. This transaction represented the sale of all their shares in this class of stock, leaving them with zero shares in this category of $SCHW stock.
Over the past six months, there have been a total of 35 instances in which $SCHW insiders opted to trade publicly in the market. Out of these transactions, none involved purchases, with all 35 being sales. Notable figures such as CHARLES R. SCHWAB (Co-Chairman) partook in 11 sales, offloading 890,006 shares for an estimated sum of $88,099,418. Similarly, CAROLYN SCHWAB-POMERANTZ made 13 sales, selling 128,407 shares estimated at $12,671,033. Furthermore, PETER J. III MORGAN, apart from the recent sale, executed two other sales, totaling 57,611 shares bringing in around $5,644,368. Jonathan M. Craig (MD, Head of Investor Services) and Jonathan S Beatty (MD, Head of Advisor Services) have also engaged in selling activity, with Jonathan M. Craig selling 35,188 shares for approximately $3,355,028 and Jonathan S Beatty selling 16,512 shares for $1,630,194. Additionally, PAUL V WOOLWAY (MD, Chief Banking Officer) divested 6,410 shares over three sales for an estimated $604,237.
On the hedge fund activity front, it is interesting to note that 1,086 institutional investors added $SCHW stock to their portfolios in the most recent period, while 949 decreased their holdings. Some significant movements include PRICE T ROWE ASSOCIATES INC /MD/ who removed 17,391,174 shares, JPMORGAN CHASE & CO who removed 10,016,576 shares, and UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC who added 8,840,518 shares, among others.
In terms of revenue performance, $SCHW recorded revenues of $6.3B in Q4 2025, marking a 13.75% increase from the previous year. These figures can be tracked on Quiver Quantitative’s SCHW stock page.
Moreover, members of Congress have been actively trading $SCHW stock, engaging in a total of 6 transactions over the past six months. Notably, 1 purchase and 5 sales have taken place during this period, with various representatives such as Julie Johnson, Dan Newhouse, Gilbert Ray Cisneros, Jr., and Val T. Hoyle participating in these transactions.
Analyzing the stock price, Wall Street analysts have offered their insights on $SCHW, with 10 firms issuing buy ratings and 1 firm issuing a sell rating. Recent reports by Truist Securities, TD Cowen, Citizens, Barclays, UBS, B of A Securities, and Morgan Stanley have provided input on the stock, reflecting varying perspectives on its performance.
Price targets have also been set by multiple analysts, with the median target resting at $120.0. Notable targets by analysts such as Benjamin Budish, David Smith, Michael Brown, Bill Katz, Patrick Moley, Devin Ryan, and Michael Cyprys have added to the mix of projections for $SCHW.
In conclusion, this article serves as an informative piece that consolidates recent insider trading activities, hedge fund movements, revenue trends, congressional stock trading updates, analyst ratings, and price targets for $SCHW. It is essential to note that this content does not constitute financial advice, and readers are advised to refer to Quiver Quantitative’s disclaimers for further information.