The Charles Schwab ($SCHW) Insider Trading & Smart Money Activity
The Charles Schwab Corporation ($SCHW) has 3 insider trades, 2 congress trades, 17 13F position changes and 12 analyst ratings on file. In the last 12 months on the open market, no insider bought and 1 insider sold ($489.01K), net -$489.01K.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 1
- Net insider $ (12 mo)
- -$489.01K
- Congress trades (12 mo)
- 2
- 13F moves on file
- 17
- Analyst ratings on file
- 12
SCHW insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 2 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 5 / 3 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 1 · $489.01K | 0 / 0 | 5 / 4 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All SCHW insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | UBS | Reiterates to Buy | PT $109 | Read | |||||||
| Analyst | Truist Securities | Reiterates to Buy | PT $112 | Read | |||||||
| Analyst | TD Cowen | Reiterates to Buy | PT $129 | Read | |||||||
| Analyst | JP Morgan | Reiterates to Overweight | PT $147 | Read | |||||||
| 13F | IFP Advisors | Added | +58.32K sh | $11.82M | — | ||||||
| 13F | Goelzer Investment Management | Added | +3.98K sh | $4.47M | — | ||||||
| Analyst | Citizens | Reiterates to Market Outperform | PT $120 | Read | |||||||
| Analyst | Barclays | Reiterates to Overweight | PT $115 | Read | |||||||
| 13F | Ninety One SA (Pty) | Reduced | -9.38K sh | $654.16K | — | ||||||
| 13F | GHP Investment Advisors | Added | +7.50K sh | $10.21M | — | ||||||
| 13F | Formuepleje A/S | Reduced | -10.29K sh | $8.89M | — | ||||||
| 13F | First Merchants | Reduced | -4.83K sh | $11.74M | — | ||||||
| 13F | Sendero Wealth Management | Reduced | -12.61K sh | $7.07M | — | ||||||
| 13F | Heck Capital Advisors | New | +24.02K sh | $2.35M | Read | ||||||
| Analyst | Truist Securities | Reiterates to Buy | PT $125 | Read | |||||||
| 13F | Montrusco Bolton Investments | New | +695.06K sh | $67.94M | Read | ||||||
| Analyst | TD Cowen | Reiterates to Buy | PT $129 | Read | |||||||
| Analyst | Morgan Stanley | Reiterates to Overweight | PT $141 | -4.9% | Read | ||||||
| Analyst | UBS | Reiterates to Buy | PT $113 | +1.3% | — | ||||||
| Analyst | Barclays | Reiterates to Overweight | PT $118 | +1.3% | — | ||||||
| Analyst | B of A Securities | Reiterates to Underperform | PT $95 | -0.9% | — | ||||||
| Insider | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | Sell (Open-market sale) 10b5-1 | 5K sh | $489.01K | -1.5% | — | |||||
| Insider | Stephen Ellis | Sell (Option exercise) | 2.26K sh | -1.0% | +9.1% | Read | |||||
| Insider | Stephen Ellis | Buy (Option exercise) | 2.26K sh | $56.70K | -1.0% | +9.1% | — | ||||
| 13F | Viking Global Investors | Added | +792.05K sh | $1.35B | -0.8% | +0.1% | — | ||||
| 13F | Farallon Capital Management | Added | +616K sh | $364.99M | -0.8% | +0.1% | — | ||||
| 13F | D1 Capital Partners L.P. | Reduced | -797.40K sh | $217.52M | -0.8% | +0.1% | Read | ||||
| 13F | Generation Investment Management | Reduced | -5.10M sh | $253.16M | +1.1% | +1.7% | — | ||||
| 13F | Dodge & Cox | Reduced | -1.51M sh | $6.79B | +1.1% | +1.7% | — | ||||
| 13F | Artisan Partners Limited Partnership | Added | +244.71K sh | $1.61B | -1.2% | -0.1% | — | ||||
| 13F | Fort Washington Investment Advisors | Added | +34.22K sh | $234.50M | -0.6% | -1.3% | — | ||||
| 13F | Vaughan Nelson Investment Management, L.P. | New | +1.37M sh | $126.79M | -4.0% | +0.1% | +2.3% | Read | |||
| Congress | Alan Armstrong | Purchase | $1,001 - $15,000 | -0.1% | -2.0% | +6.3% | — | ||||
| Congress | Alan Armstrong | Purchase | $1,001 - $15,000 | +0.7% | -1.7% | +7.9% | — |
1W / 1M / 6M = how SCHW moved from the trade or filing date.
Insider trading in SCHW: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | 1 | -$489.01K | Oct 1, 2026 | |
| Stephen Ellis | 2 | — | Jun 23, 2026 |
Members of Congress trading SCHW
Institutions moving SCHW (13F)
Analyst ratings on SCHW
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| UBS | Reiterates | Buy | $113 → $109 | Read | ||||
| Truist Securities | Reiterates | Buy | $125 → $112 | Read | ||||
| TD Cowen | Reiterates | Buy | $129 | Read | ||||
| JP Morgan | Reiterates | Overweight | $150 → $147 | Read | ||||
| Citizens | Reiterates | Market Outperform | $120 | Read | ||||
| Barclays | Reiterates | Overweight | $118 → $115 | Read | ||||
| Truist Securities | Reiterates | Buy | $130 → $125 | Read | ||||
| TD Cowen | Reiterates | Buy | $128 → $129 | Read | ||||
| Morgan Stanley | Reiterates | Overweight | $136 → $141 | -4.9% | Read | |||
| UBS | Reiterates | Buy | $128 → $113 | +1.3% | — |
Frequently asked questions
Are SCHW insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 1 insider made 1 open-market sale worth $489.01K, a net -$489.01K.
What is the latest insider trade in SCHW?
Hathi Neesha, MD, Head Wealth Adv, Bnk, Tst filed a sell (open-market sale) of 5K sh worth $489.01K on Oct 1, 2026.
Which members of Congress traded SCHW?
2 disclosed trades by Alan Armstrong. The latest was on Mar 30, 2026.
Which institutions changed their SCHW positions?
Recent 13F filers moving the stock include IFP Advisors, Goelzer Investment Management, Ninety One SA (Pty), GHP Investment Advisors and Formuepleje A/S.
Other capital markets stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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