Insider Trading February 2, 2026

Charles R. Schwab Sells $15 Million in SCHW Stock as Company Announces Dividend Hike and Bank Leadership Shift

Co-Chairman offloads 145,650 shares; company raises quarterly payout and names new president and CEO of Charles Schwab Bank

By Ajmal Hussain SCHW
Charles R. Schwab Sells $15 Million in SCHW Stock as Company Announces Dividend Hike and Bank Leadership Shift
SCHW

Charles R. Schwab, Co-Chairman of Charles Schwab Corporation (NYSE: SCHW), sold 145,650 shares on January 29, 2026, for roughly $15 million at a weighted average price of $103.1649. The transaction leaves him with substantial direct and indirect holdings. The firm also announced a 19% dividend increase and an internal leadership change at Charles Schwab Bank, while several analysts raised price targets following fourth-quarter results.

Key Points

  • Charles R. Schwab sold 145,650 shares on January 29, 2026, netting about $15 million at a weighted average price of $103.1649 (range $103.00 to $103.46).
  • Post-transaction ownership includes 30,641,981 shares via a Limited Partnership, 44,025 shares through 188 Corp, 9,509,797.33 shares held by spouse as trustee, and 55,947,329 shares held indirectly by trust.
  • Charles Schwab Corporation raised its quarterly dividend by 19% to $0.32 per share payable February 27, 2026, and announced Tyler Woulfe will become President and CEO of Charles Schwab Bank on July 1, 2026; multiple analysts raised price targets following fourth-quarter results.

Charles R. Schwab, who serves as Co-Chairman of Charles Schwab Corporation (NYSE: SCHW), executed a sale of 145,650 shares of the company's common stock on January 29, 2026. The divestiture generated approximately $15 million, with a reported weighted average sale price of $103.1649 per share and an execution range between $103.00 and $103.46.

Following the January 29 transaction, Schwab's reported holdings remain substantial across multiple ownership vehicles. He directly holds 30,641,981 shares through a Limited Partnership and an additional 44,025 shares through 188 Corp. His spouse, acting as trustee, holds 9,509,797.33 shares. On an indirect basis via trust, he is reported to own 55,947,329 shares.

Separately, the company announced a 19% increase in its quarterly dividend, raising the payout to $0.32 per share from the previous $0.27. The dividend is scheduled to be paid on February 27, 2026, to shareholders of record as of February 13, 2026.

Charles Schwab Corporation also disclosed an upcoming leadership transition at its banking unit. Tyler Woulfe is set to succeed Paul Woolway as President and CEO of Charles Schwab Bank, with the change taking effect on July 1, 2026.

Analyst responses to the company's fourth-quarter results have been generally favorable. UBS raised its price target on Charles Schwab to $125 and maintained a Buy rating after fourth-quarter earnings met expectations, despite revenues coming in slightly below forecasts. Truist Securities increased its price target to $122, citing stronger net interest income while noting higher expected expenses. TD Cowen raised its price target to $138, pointing to a strong fourth-quarter performance and a positive outlook for 2026-2027. Collectively, these analyst updates indicate broadly positive sentiment among sell-side firms following the quarter.

The combined set of developments - an insider sale, a dividend increase, a bank leadership transition, and multiple upward price-target revisions - are notable events for stakeholders monitoring Charles Schwab Corporation. The company’s public disclosures record the transactions, dividend timetable, and executive succession plan referenced above.

Risks

  • The insider sale represents a material transaction by a senior shareholder; market participants may interpret such sales differently, affecting sentiment in the banking and financial services sectors.
  • Analyst optimism is based on fourth-quarter results that met expectations despite slightly lower-than-forecast revenues, indicating potential revenue pressure in the investment services segment.
  • Truist Securities flagged higher anticipated expenses even as it raised its price target, introducing uncertainty around near-term profitability for the company.

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