The Charles Schwab (SCHW) Insider Ellis Sells 2,258 Shares

On June 23, 2026, Stephen Ellis sold 2,258 shares of The Charles Schwab Corporation, though the transaction was not part of a pre-planned trading program. This move was disclosed without specifying the transaction value.

Other Institutional Activity in The Charles Schwab Corporation

In recent institutional activity, BlackRock, Inc. trimmed its holdings in Schwab by 1,011,277 shares, bringing its total to 133,156,556 shares valued at about $12.51 billion, marking a 0.8% decrease. Meanwhile, Vanguard Capital Management LLC opened a new position with 108,353,995 shares valued at $10.18 billion. Dodge & Cox reduced its stake by 1,511,045 shares to 75,002,881 shares worth approximately $7.05 billion, a 2.0% decrease. JPMorgan Chase & Co increased its holding by 6,657,227 shares to 73,848,142 shares valued at $6.87 billion, a 9.9% increase. State Street Corp slightly increased its position by 137,174 shares, ending with 72,763,682 shares valued at about $6.84 billion.

The Charles Schwab Corporation Stock Down 7.6%

Shares of NYSE:SCHW traded near $91.39 on Friday. The Charles Schwab Corporation boasts a market capitalization of $160.1 billion with a P/E ratio of 18.3 and a forward P/E of 12.7. The stock's 52-week range is between $83.96 and $107.50. The company's 50-day moving average is $90.91, and its 200-day moving average is $94.74. Schwab has a beta of 0.773, indicating lower volatility compared to the overall market.

Recent Earnings

In its most recent financial results, The Charles Schwab Corporation reported revenues of $24.80 billion, reflecting a growth of 15.8%. The company achieved a net margin of 37.99% and a return on equity of 19.08%. The next earnings report is expected on July 16, 2026.

Dividend

The Charles Schwab Corporation pays an annual dividend of $1.28 per share, yielding 1.4%. The dividend payout ratio stands at 22.47%.

Insider Buying and Selling at The Charles Schwab Corporation

In other insider activity, Michael Verdeschi, CFO, sold 6,519 shares at an average price of $87.42 on June 3, 2026. Richard Wurster, President & CEO, purchased 21,959 shares at $84.23 on May 28, 2026. Charles Ruffel made multiple purchases on May 26, 2026, buying 1,602 and 3,977 shares, though the transaction prices were not disclosed.

Analysts Set New Price Targets

Analysts remain optimistic about Schwab's prospects. On May 15, 2026, Raymond James, TD Cowen, and Barclays all maintained their 'buy' ratings, with price targets of $137.00, $109.00, and $127.00, respectively. The consensus among 19 analysts is a 'buy' rating with an average target price of $116.16.

About The Charles Schwab Corporation

The Charles Schwab Corporation, headquartered in Westlake, Texas, is a savings and loan holding company offering a wide range of financial services. It operates primarily in two segments: Investor Services and Advisor Services. The company provides wealth management, securities brokerage, banking, and asset management services. Schwab also offers digital trading platforms, research tools, and financial advisory services. Founded in 1971, Schwab employs approximately 33,500 people.

Bottom Line

Stephen Ellis's recent sale of Schwab shares is part of the ongoing insider trading activity at the company. Investors often track these insider moves for insights, though such trades can occur for many reasons. The Charles Schwab Corporation remains a significant player in the financial services sector, backed by strong institutional interest and favorable analyst ratings.