SCHW
Reddit attention is surging
- SCHW −4.73% on the last session vs SPY −0.25%: −4.5 pts of stock-specific move.
- Earnings today before the open: EPS $1.66 expected (20 analysts); it moved ±2.7% on average after its last 8 reports.
- Not a group move: its brokers & fintech peers -0.6% (-0.3 pts vs SPY).
- Aftermath, volume spike (3.2× average volume on pace today so far): After its 7 volume spikes in the past 5 years, SCHW was higher a day later 2 times out of 7; half the outcomes fell between -4.6% and -0.2%. History, not a forecast.
- 4 Reddit mentions in the past 24 hours, 100% positive over the week · today's pace is 5.0× its recent daily average.
- 7 analyst actions in the past 10 days (3 positive, 3 negative); latest: Truist Securities maintained Buy, lowered target $130 → $125.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 3.2× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Neesha Hathi | MD | Sell | 10b5-1 plan | 5,000 | $97.80 | $489K | Oct 5 |
| Sep 1, 2026 | Neesha Hathi | MD | Sell | 10b5-1 plan | 3,177 | $109.04 | $346.4K | Sep 2 |
| Aug 28, 2026 | Neesha Hathi | MD | Sell | 10b5-1 plan | 3,177 | $108.12 | $343.5K | Aug 31 |
| Aug 28, 2026 | Walter W Bettinger | Chair | Sell | unplanned | 74,388 | $110.91 | $8.3M | Aug 31 |
| Aug 26, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 9,175 | $109.25 | $1M | Aug 27 |
| Aug 24, 2026 | Walter W Bettinger | Chair | Sell | unplanned | 176,210 | $113.49 | $20M | Aug 26 |
| Aug 24, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 117,000 | $113.20 | $13.2M | Aug 26 |
| Aug 17, 2026 | Jonathan S Beatty | MD | Sell | unplanned | 1,000 | $111.33 | $111.3K | Aug 18 |
| Aug 14, 2026 | Jonathan M. Craig | MD | Sell | 10b5-1 plan | 21,866 | $111.03 | $2.4M | Aug 17 |
| Aug 13, 2026 | Dennis Howard | MD | Sell | 10b5-1 plan | 2,198 | $110.00 | $241.8K | Aug 17 |
| Aug 12, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 46,410 | $108.18 | $5M | Aug 13 |
| Aug 11, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 46,445 | $107.78 | $5M | Aug 11 |
| Aug 10, 2026 | Nigel J Murtagh | Chief Risk Officer | Sell | 10b5-1 plan | 26,675 | $109.01 | $2.9M | Aug 10 |
| Aug 7, 2026 | Paula A Sneed | Director | Sell | unplanned | 5,263 | $107.15 | $564K | Aug 10 |
| Aug 5, 2026 | Jonathan M. Craig | MD | Sell | 10b5-1 plan | 21,750 | $107.02 | $2.3M | Aug 7 |
| Aug 5, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 18,561 | $107.70 | $2M | Aug 7 |
| Aug 4, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 142,900 | $105.70 | $15.1M | Aug 4 |
| Aug 4, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 22,640 | $106.36 | $2.4M | Aug 5 |
| Aug 1, 2026 | Dennis Howard | MD | Tax | tax withholding | 1,292 | $104.87 | $135.5K | Aug 4 |
| Jul 29, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 143,450 | $105.74 | $15.2M | Jul 30 |
| Jul 28, 2026 | Walter W Bettinger | Chair | Sell | unplanned | 285,896 | $104.14 | $29.8M | Jul 29 |
| Jul 28, 2026 | Dennis Howard | MD | Sell | 10b5-1 plan | 28,000 | $105.01 | $2.9M | Jul 30 |
| Jul 28, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 22,650 | $105.71 | $2.4M | Jul 30 |
| Jul 27, 2026 | Nigel J Murtagh | Chief Risk Officer | Sell | 10b5-1 plan | 32,947 | $104.01 | $3.4M | Jul 29 |
| Jul 24, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 45,500 | $101.72 | $4.6M | Jul 28 |
| Jul 23, 2026 | Peter J. Iii Morgan | General Counsel | Sell | unplanned | 6,952 | $102.03 | $709.3K | Jul 27 |
| Jul 21, 2026 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 2,000 | $104.21 | $208.4K | Jul 21 |
| Jul 21, 2026 | Nigel J Murtagh | Chief Risk Officer | Sell | 10b5-1 plan | 4,053 | $104.14 | $422.1K | Jul 23 |
| Jul 7, 2026 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 2,000 | $102.01 | $204K | Jul 8 |
| Jul 7, 2026 | Jonathan M. Craig | MD | Sell | 10b5-1 plan | 21,750 | $102.01 | $2.2M | Jul 9 |
| Jul 6, 2026 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 4,000 | $98.52 | $394.1K | Jul 6 |
| Jul 1, 2026 | Jonathan S Beatty | MD | Tax | tax withholding | 1,036 | $92.72 | $96.1K | Jul 6 |
| Jun 3, 2026 | Michael D Verdeschi | CFO | Tax | tax withholding | 6,519 | $87.42 | $569.9K | Jun 4 |
| May 28, 2026 | Richard A Wurster | CEO | Buy | open-market buy | 21,959 | $84.23 | $1.8M | May 28 |
| May 19, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 27,500 | $92.22 | $2.5M | May 20 |
| May 18, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 27,500 | $92.40 | $2.5M | May 18 |
| May 13, 2026 | Arun Sarin | Director | Sell | unplanned | 2,500 | $91.16 | $227.9K | May 14 |
| May 6, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 218,600 | $91.76 | $20.1M | May 6 |
| May 5, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 9,910 | $92.29 | $914.6K | May 6 |
| May 1, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 168,743 | $91.33 | $15.4M | May 1 |
| Apr 28, 2026 | Frank C Herringer | Director | Sell | unplanned | 2,520 | $90.60 | $228.3K | Apr 29 |
| Apr 27, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 72,900 | $90.25 | $6.6M | Apr 27 |
| Apr 15, 2026 | Paul V Woolway | MD | Sell | 10b5-1 plan | 15,883 | $99.00 | $1.6M | Apr 16 |
| Apr 14, 2026 | Nigel J Murtagh | Chief Risk Officer | Sell | 10b5-1 plan | 41,297 | $99.00 | $4.1M | Apr 15 |
| Apr 14, 2026 | Jonathan M. Craig | MD | Sell | 10b5-1 plan | 21,750 | $99.00 | $2.2M | Apr 15 |
| Mar 3, 2026 | Paul V Woolway | MD | Sell | 10b5-1 plan | 22,010 | $94.97 | $2.1M | Mar 3 |
| Mar 3, 2026 | Dennis Howard | MD | Sell | 10b5-1 plan | 10,108 | $94.60 | $956.2K | Mar 5 |
| Mar 3, 2026 | Jonathan M. Craig | MD | Sell | 10b5-1 plan | 14,481 | $94.60 | $1.4M | Mar 5 |
| Mar 3, 2026 | Nigel J Murtagh | Chief Risk Officer | Sell | 10b5-1 plan | 7,203 | $94.61 | $681.5K | Mar 5 |
| Mar 1, 2026 | Peter J. Iii Morgan | General Counsel | Tax | tax withholding | 4,311 | $95.31 | $410.9K | Mar 3 |
| Mar 1, 2026 | Richard A Wurster | CEO | Tax | tax withholding | 22,879 | $95.31 | $2.2M | Mar 3 |
| Mar 1, 2026 | Walter W Bettinger | Chair | Tax | tax withholding | 60,743 | $95.31 | $5.8M | Mar 3 |
| Mar 1, 2026 | Charles R. Schwab | Chair | Tax | tax withholding | 15,283 | $95.31 | $1.5M | Mar 3 |
| Mar 1, 2026 | Dennis Howard | MD | Tax | tax withholding | 6,204 | $95.31 | $591.3K | Mar 3 |
| Mar 1, 2026 | Nigel J Murtagh | Chief Risk Officer | Tax | tax withholding | 9,109 | $95.31 | $868.1K | Mar 3 |
| Mar 1, 2026 | Jonathan M. Craig | MD | Tax | tax withholding | 11,152 | $95.31 | $1.1M | Mar 3 |
| Mar 1, 2026 | Paul V Woolway | MD | Tax | tax withholding | 2,030 | $90.31 | $183.3K | Mar 3 |
| Feb 27, 2026 | Jonathan S Beatty | MD | Sell | unplanned | 2,030 | $95.30 | $193.5K | Mar 3 |
| Feb 26, 2026 | Stephen A Ellis | Director | Sell | unplanned | 10,725 | $96.57 | $1M | Mar 3 |
| Feb 25, 2026 | Dennis Howard | MD | Sell | 10b5-1 plan | 27,903 | $95.02 | $2.7M | Feb 27 |
| Feb 10, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 158,613 | $106.35 | $16.9M | Feb 11 |
| Feb 6, 2026 | Christopher V Dodds | Director | Sell | unplanned | 11,825 | $104.55 | $1.2M | Feb 10 |
| Feb 6, 2026 | Walter W Bettinger | Chair | Sell | unplanned | 67,514 | $104.25 | $7M | Feb 10 |
| Feb 4, 2026 | Walter W Bettinger | Chair | Sell | unplanned | 257,410 | $104.03 | $26.8M | Feb 5 |
| Feb 4, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 164,600 | $103.77 | $17.1M | Feb 5 |
| Feb 2, 2026 | Peter J. Iii Morgan | General Counsel | Sell | unplanned | 7,595 | $104.38 | $792.8K | Feb 3 |
| Jan 29, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 145,650 | $103.16 | $15M | Feb 2 |
| Jan 28, 2026 | Charles R. Schwab | Chair | Sell | unplanned | 206,332 | $103.13 | $21.3M | Jan 28 |
| Jan 22, 2026 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 2,000 | $105.00 | $210K | Jan 23 |
| Jan 22, 2026 | Carolyn Schwab-Pomerantz | Director | Sell | unplanned | 42,865 | $105.19 | $4.5M | Jan 26 |
| Dec 23, 2025 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 2,000 | $102.01 | $204K | Dec 29 |
| Nov 12, 2025 | Jonathan S Beatty | MD | Sell | 10b5-1 plan | 3,072 | $98.00 | $301.1K | Nov 14 |
| Nov 7, 2025 | Jonathan M. Craig | MD | Sell | unplanned | 35,188 | $95.35 | $3.4M | Nov 10 |
| Oct 29, 2025 | Charles R. Schwab | Chair | Sell | unplanned | 109,150 | $94.22 | $10.3M | Oct 30 |
| Oct 2, 2025 | Carolyn Schwab-Pomerantz | Director | Sell | 10b5-1 plan | 24,000 | $92.55 | $2.2M | Oct 3 |
| Oct 1, 2025 | Paul V Woolway | MD | Sell | 10b5-1 plan | 3,205 | $93.33 | $299.1K | Oct 2 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Mar 30, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 27, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Jan 9, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 18, 2025 | Julie Johnson | House | Sell | $1K–$15K | Jan 15 |
| Dec 11, 2025 | Dan Newhouse | House | Buy | $1K–$15K | Jan 15 |
| Dec 10, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 10,638,869 | $981.6M | 2.8% | -27% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 28,728 | $2.7M | 0.01% | +27% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q2 2026 | 4,026,085 | $371.5M | 2.8% | Aug 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves