Company insider sells 3,296 shares of $SCHW
urchases and 7 sales, selling 583,459 shares for an estimated $54,784,693. 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 18 sales, selling 164,439 shares for an estimated $14,002,934. 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 12 sales, selling 65,867 shares for an estimated $5,492,364. PETER J. III MORGAN, the General Counsel, sold 50,016 shares for an estimated $4,851,572. RICHARD A WURSTER (President & CEO) has made 0 purchases and 2 sales, selling 35,845 shares for an estimated $3,323,039. JONATHAN S BEATTY (MD, Head of Advisor Services) has made 0 purchases and 4 sales, selling 15,948 shares for an estimated $1,475,616. PAULA A SNEED sold 8,647 shares for an estimated $761,479. CHARLES A. RUFFEL sold 5,556 shares for an estimated $486,986. FRANK C HERRINGER sold 3,592 shares for an estimated $266,731.
In terms of institutional investment, 1,092 institutional investors have added shares of $SCHW stock to their portfolio, while 980 have decreased their positions in the most recent quarter. Notable movements include CITADEL ADVISORS LLC removing 19,534,868 shares (-95.3%) from their portfolio in Q2 2025, JPMORGAN CHASE & CO adding 16,444,010 shares (+30.4%), PRICE T ROWE ASSOCIATES INC /MD/ removing 7,213,215 shares (-8.8%), D. E. SHAW & CO., INC. removing 6,383,046 shares (-80.6%), BROWN ADVISORY INC adding 5,708,208 shares (+88.4%), BLACKROCK, INC. adding 5,353,480 shares (+4.4%), and MILLENNIUM MANAGEMENT LLC removing 5,058,101 shares (-73.9%).
Congressional members have also engaged in trading $SCHW stock, with 4 purchases and 3 sales in the past 6 months. REPRESENTATIVE LISA C. MCCLAIN made 1 purchase and 1 sale, REPRESENTATIVE RICK W. ALLEN made a purchase, REPRESENTATIVE JEFFERSON SHREVE sold shares, REPRESENTATIVE MARJORIE TAYLOR GREENE made a purchase, REPRESENTATIVE BRUCE WESTERMAN sold shares, and REPRESENTATIVE JOSH GOTTHEIMER made a purchase.
On the analyst front, Wall Street analysts have largely issued positive ratings on $SCHW, with 12 firms issuing buy ratings. Recent ratings include Truist Securities’ “Buy” rating, Morgan Stanley’s “Overweight” rating, Citigroup’s “Buy” rating, and more.
Multiple analysts have provided price targets for $SCHW, with a median target of $105.0. Recent targets from analysts like David Smith, Michael Cyprys, Devin Ryan, Kyle Voigt, and others offer insights into the projected performance and valuation of $SCHW stock.