Schwab Charles Corp executive sells shares worth $689,129

Published 27/03/2025, 23:12
Schwab Charles Corp executive sells shares worth $689,129

Paul V. Woolway, the Managing Director and Chief Banking Officer at Schwab Charles Corp (NYSE:SCHW), recently executed a significant stock transaction. On March 24, Woolway sold 8,614 shares of common stock, generating approximately $689,129. The shares were sold at a price range between $80.00 and $80.01, with the final price reflecting a weighted average of $80.0011. According to InvestingPro data, SCHW’s current market capitalization stands at $144.69 billion, with the stock trading near its Fair Value. This sale was part of a pre-established trading plan under Rule 10b5-1, which Woolway adopted in November 2024.

In addition to the sale, Woolway exercised options to acquire 8,614 shares at a price of $41.98 per share. The total value of these option exercises amounted to $361,615. Following these transactions, Woolway’s direct ownership stands at 33,767 shares, while indirect ownership, held by a trust, is 49,204 shares.

In other recent news, Charles Schwab Corporation reported a 44% year-over-year increase in core net new assets for February 2025, totaling $48 billion, while total client assets reached $10.28 trillion, reflecting a 16% rise from the previous year. The company also saw a 1% month-over-month increase in daily average trades, reaching 7.45 million, driven by interest in equity securities. In a major development, Charles Schwab completed a $13.1 billion secondary stock sale, marking TD Group US Holdings LLC’s exit from its position in the company. JMP Securities maintained a Market Outperform rating for Charles Schwab with a $94 price target, citing strong net new asset growth and client acquisition. Additionally, Keefe, Bruyette & Woods reiterated an Outperform rating with a $93 price target, following TD Bank’s announcement to sell its remaining 10.1% stake in Charles Schwab. As part of this transaction, Charles Schwab agreed to repurchase $1.5 billion worth of shares from TD Bank, using available cash. This repurchase aligns with Charles Schwab’s broader strategy to engage in opportunistic buybacks throughout 2025. The developments underscore Charles Schwab’s commitment to enhancing shareholder value and maintaining a strong market position.

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