SecBot

SecBot
NYSE· Security Brokers, Dealers & Flotation Companies· Inc. DE· CIK 0000316709

SCHW

SCHWAB CHARLES CORP
$96.56 ▼ -1.84%
Prev close $98.37
Market cap$171.4B
ConsensusStrong Buy
12-mo target$125.45 (+29.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (6 insiders)39 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on SCHW right now — valuation, ownership and activity at a glance.
Market Cap
$171.4B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$95.5B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $139.6M sell
Insider Net $
-$139.6M
Social Sentiment
75° Bullish
SEC Reports
20
Congressional
6 trades
Price chart 30d -10.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 SEC
🔒 Fresh report (last 24h) — subscribers only
Sep 25, 2026 short_volume
Short Volume: SCHW — 55.0% short (1.4M / 2.5M)
Short: 1,378,890 | Exempt: 1,825 | TRF Vol: 2,506,932 | Short Ratio: 55.0% | Off-exchange volume (da
Sep 23, 2026 Insider
Ellis Stephen A acquired via exercise 1,918 shares
Director @ $31.48 ($60.4K)
Sep 3, 2026 SEC
Three Schwab insiders sold a total of $9.6M in shares over a 7-day window, including Co-Chairman Bettinger's $8.25M sale
CLUSTER — Impact 2/10
Sep 1, 2026 Insider
Hathi Neesha acquired via exercise 3,177 shares
MD, Head Wealth Adv, Bnk, Tst @ $52.05 ($165.4K)
Sep 1, 2026 Insider
Hathi Neesha sold 3,177 shares
MD, Head Wealth Adv, Bnk, Tst @ $109.04 ($346.4K)
Aug 3, 2026 SEC
Compass Point initiates SCHW at Buy — PT $135 (+28.3%)
ANALYST-UPGRADE — Impact 1/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
49,165,186 shares ($4.5B)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 83% rate it Buy or better · 30 analysts
Strong Buy 8 27% Buy 17 57% Hold 4 13% Sell 1 3% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 2, 2026Piper SandlerMAINTAINNeutral 54%
Oct 2, 2026Wells FargoINITIATEEqual-Weight 54%
Aug 3, 2026Compass PointINITIATEBuy 56%
Jul 27, 2026Morgan StanleyMAINTAINOverweight 55%
Jul 23, 2026Argus ResearchMAINTAINBuy 54%
Jul 22, 2026UBSMAINTAINBuy 55%
Jul 22, 2026BarclaysMAINTAINOverweight 54%
Jul 20, 2026BMO CapitalDOWNGRADEMarket Perform 53%
Jul 15, 2026Piper SandlerMAINTAINNeutral 54%
Jul 10, 2026Morgan StanleyMAINTAINOverweight 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202681741083%
Aug 1, 202671831086%
Jul 1, 202671731086%
Jun 1, 202671731086%
May 1, 202671731086%
Apr 1, 202671631085%
Mar 1, 202671631085%
Feb 1, 202671531085%
Price targets
Where 20 covering analysts think SCHW trades over the next 12 months.
$125.45 +29.9% upside Strong Buy
Current$96.56 Low$91.00 Median$125.50 High$145.00 20 analysts
$91.00$145.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
75°
Bullish
BearishNeutralBullish
4 mentions 4 bullish 0 bearish 0 neutral
Recent posts
stocks Bullish 1mo ago
Need help consolidating my stock list.
▲ 1 · 💬 8· ⚡ 0.5
wallstreetbets Bullish 4mo ago
Charles Schwab ($SCHW) Director Dealing
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 6mo ago
Are we buying MSFT?
▲ 0 · 💬 25
wallstreetbets Bullish 7mo ago
Stock Analysis: CBOE, CME, ICE, NDAQ, VIRT, IBKR
▲ 0 · 💬 4
stocks Bullish 7mo ago
Stock Analysis: CBOE, CME, ICE, NDAQ, VIRT, IBKR (Financial Plumbing)
▲ 0 · 💬 6
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 16 neutral · avg impact 2.9/10.
BULLISHANALYST-UPGRADE4/10
🔒 Fresh report (last 24h) — subscribers only
Oct 2, 2026
MIXEDANALYST-UPGRADE1/10
Compass Point initiates SCHW at Buy — PT $135 (+28.3%)
Aug 3, 2026
NEUTRALCLUSTER2/10
Three Schwab insiders sold a total of $9.6M in shares over a 7-day window, including Co-Chairman Bet
Sep 3, 2026
NEUTRALCLUSTER2/10
Four insiders at Charles Schwab sold a total of $22.84M in shares over a one-week period, representi
Aug 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: SCHW — 55.0% short (1.4M / 2.5M)
Short: 1,378,890 | Exempt: 1,825 | TRF Vol: 2,506,932 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SCHW — 57.1% short (1.9M / 3.3M)
Short: 1,867,929 | Exempt: 5,131 | TRF Vol: 3,269,063 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: SCHW — 57.2% short (1.8M / 3.1M)
Short: 1,755,655 | Exempt: 1,196 | TRF Vol: 3,070,641 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: SCHW — 57.5% short (1.9M / 3.2M)
Short: 1,850,172 | Exempt: 6 | TRF Vol: 3,219,028 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: SCHW — 5.4M shares, 98,931 trades
Week starting 2026-09-07. Total ATS volume: 5,366,751 shares across 98,931 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.67$1.63–$1.7327.5%-0.0%2↑ 2↓$7.2B18
Next Q$1.78$1.68–$1.8628.3%-0.0%0↑ 2↓$7.5B18
Current FY$6.49$6.34–$6.6133.2%-0.0%0↑ 1↓$28.3B21
Next FY$7.83$7.11–$8.4720.7%+0.3%1↑ 0↓$31.7B22
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.670—
7d ago$1.670+0.000
30d ago$1.670-0.000
60d ago$1.670-0.000
90d ago$1.572+0.098
Institutional ownership
Which big funds own SCHW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $95.5B total value (1,026,579,360 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DODGE. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.134,414,949$12.4B13.0%—
VANGUARD CAPITAL MANAGEMENT LLC107,329,957$9.9B10.4%—
DODGE & COX76,968,323$7.1B7.4%—
STATE STREET CORP73,174,188$6.8B7.1%—
JPMORGAN CHASE & CO49,165,186$4.5B4.7%TRIM -33.4%
FMR LLC44,265,455$4.1B4.3%—
GEODE CAPITAL MANAGEMENT, LLC37,293,274$3.4B3.6%—
FRANKLIN RESOURCES INC36,476,735$3.4B3.5%—
VANGUARD PORTFOLIO MANAGEMENT LLC26,889,062$2.5B2.6%—
PRIMECAP MANAGEMENT CO/CA/25,120,895$2.3B2.4%—
Recent position changes
FundActionPrevCurrentChangeValue
JPMORGAN CHASE & COTRIM73,848,14249,165,186-33.4%$4.5B
NORGES BANKNEW—22,658,390—$2.1B
AMERIPRISE FINANCIAL INCADD8,773,76312,530,896+42.8%$1.2B
BAMCO INC /NY/ADD7,464,31611,655,694+56.2%$1.1B
VIKING GLOBAL INVESTORS LPTRIM14,664,95410,638,869-27.5%$981.6M
Bank of New York Mellon CorpTRIM16,162,08210,489,297-35.1%$967.8M
UBS Group AGADD5,779,0009,616,749+66.4%$887.3M
WELLINGTON MANAGEMENT GROUP LLPDOUBLED433,6257,971,114+1738.3%$735.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED2,952,0787,632,441+158.5%$704.2M
DEUTSCHE BANK AG\ADD5,313,4066,656,381+25.3%$614.2M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$139.6M — $0.00 bought, $139.6M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 23, 2026Ellis Stephen ADirectorEXERCISE1,918$31.48$60.4K
Sep 1, 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, TstEXERCISE3,177$52.05$165.4K
Sep 1, 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, TstSELL3,177$109.04$346.4K
Aug 28, 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, TstEXERCISE3,177$52.05$165.4K
Aug 28, 2026Hathi NeeshaMD, Head Wealth Adv, Bnk, TstSELL3,177$108.12$343.5K
Aug 28, 2026Bettinger Walter WCo-ChairmanEXERCISE74,388$46.81$3.5M
Aug 28, 2026Bettinger Walter WCo-ChairmanSELL74,388$110.91$8.3M
Aug 27, 2026Schwab Charles R.Co-ChairmanGIFT9,300——
Aug 26, 2026Schwab-Pomerantz CarolynDirectorSELL9,175$109.25$1.0M
Aug 24, 2026Bettinger Walter WCo-ChairmanEXERCISE176,210$46.81$8.2M
Congressional trades
SCHW trades disclosed by members of Congress, with disclosure delay.
4 members · 5 buys / 1 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 2, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Schwab (Charles) CorpJul 8, 2026(37d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Schwab (Charles) CorpMay 13, 2026(31d)
Mar 27, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Schwab (Charles) CorpApr 8, 2026(13d)
Mar 27, 2026Alan ArmstrongRSENATEBUY$1,001 - $15,000Schwab (Charles) CorpJul 22, 2026(117d)
Feb 19, 2026Anthony WiedRHOUSEBUY$50,001 - $100,000Schwab (Charles) CorpMar 12, 2026(22d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Schwab (Charles) CorpFeb 16, 2026(39d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHW.
Shares short
19,307,433
Settlement Sep 15, 2026
Change vs prior
-9.3%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈1.1%
Estimate — not % of float
All SCHW filing & press-release reports (54)