The Charles Schwab Corporation logo SCHW - The Charles Schwab Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 29
HOLD 19
SELL 3
STRONG
SELL
0
| PRICE TARGET: $123.78 DETAILS
HIGH: $145.00
LOW: $105.00
MEDIAN: $127.00
CONSENSUS: $123.78
UPSIDE: 22.80%

Institutional Holders (13F)

GURU SHARES VALUE WEIGHT % SHARES CHG ACTION
Halvorsen 14,664,954 $1.4B 3.9% +792,049 INCREASED
Wood 120,400 $11.3M 0.0% -28,500 DECREASED
Cooperman 60,700 $5.7M 0.0% +23,200 INCREASED
Greenblatt 44,493 $4.2M 0.0% -1,418 DECREASED
Dalio 22,594 $2.1M 0.0% -307,453 DECREASED
Laffont 0 $0 -- -- SOLD

Insider Trading

BUYS (12M) 1
SELLS (12M) 80
BUY VALUE $1.8M
SELL VALUE $269.5M
DATE INSIDER TITLE TYPE SHARES PRICE VALUE
2026-07-21 Beatty Jonathan S officer: MD, Head of Advisor Services SELL 2,000 $104.21 $208K
2026-03-02 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 23,818 $95.49 $2.3M
2019-03-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 10,130 $46.81 $474K
2026-07-01 Woulfe Tyler A. officer: MD, Chief Banking Officer ? -- -- --
2026-03-02 Woulfe Tyler A. officer: MD, Chief Banking Officer ? 9,666 $95.49 $923K
2026-07-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? -- -- --
2020-03-02 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 18,950 $41.98 $796K
2023-03-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 28,272 $77.41 $2.2M
2018-03-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 6,354 $52.05 $331K
2021-03-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 73,246 $64.10 $4.7M
2022-03-02 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 26,834 $77.86 $2.1M
2024-03-01 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 32,478 $66.47 $2.2M
2025-03-03 Hathi Neesha officer: MD, Head Wealth Adv, Bnk, Tst ? 30,096 $78.12 $2.4M
2026-07-07 Craig Jonathan M. officer: MD, Head of Retail Investing SELL 21,750 $102.01 $2.2M
2026-07-07 Craig Jonathan M. officer: MD, Head of Retail Investing M-Exempt 21,750 $46.81 $1.0M
2026-07-07 Beatty Jonathan S officer: MD, Head of Advisor Services SELL 2,000 $102.01 $204K
2026-07-01 Ruffel Charles A. director A-Award 1,280 $95.78 $123K
2026-07-01 Brown Marianne Catherine director A-Award 418 -- --
2026-07-01 Beatty Jonathan S officer: MD, Head of Advisor Services F-InKind 1,036 $92.72 $96K
2026-07-01 Ellis Stephen A director A-Award 379 -- --
2026-07-01 HERRINGER FRANK C director A-Award 457 -- --
2026-07-02 Beatty Jonathan S officer: MD, Head of Advisor Services SELL 2,000 $97.03 $194K
2026-07-06 Beatty Jonathan S officer: MD, Head of Advisor Services SELL 2,000 $100.01 $200K
2026-06-23 Ellis Stephen A director M-Exempt 2,258 $25.11 $57K
2026-06-03 Verdeschi Michael D officer: CFO F-InKind 6,519 $87.42 $570K

Congressional Trading

DATE MEMBER CHAMBER TYPE AMOUNT
2026-07-21 Alan Armstrong SENATE Purchase $1,001 - $15,000
2026-07-08 Ro Khanna HOUSE Purchase $1,001 - $15,000
2026-06-11 Ro Khanna HOUSE Purchase $1,001 - $15,000
2026-05-13 Ro Khanna HOUSE Purchase $1,001 - $15,000