The Charles Schwab Corporation $SCHW Shares Purchased by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 4.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 196,638 shares of the financial services provider’s stock after buying an additional 7,715 shares during the quarter. Charles Schwab makes up about 1.5% of United Asset Strategies Inc.’s holdings, making the stock its 17th largest position. United Asset Strategies Inc.’s holdings in Charles Schwab were worth $18,480,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of SCHW. Souders Financial Advisors increased its holdings in shares of Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after acquiring an additional 98 shares during the last quarter. Lantz Financial LLC boosted its holdings in Charles Schwab by 3.1% in the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC boosted its holdings in Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares in the last quarter. Essex Financial Services Inc. increased its stake in Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after purchasing an additional 105 shares during the last quarter. Finally, JFS Wealth Advisors LLC raised its holdings in Charles Schwab by 0.4% during the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after purchasing an additional 107 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Argus set a $108.00 price objective on shares of Charles Schwab in a research report on Monday, April 20th. JPMorgan Chase & Co. lifted their price target on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Barclays boosted their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Finally, Raymond James Financial raised their price objective on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $116.00.

Charles Schwab Stock Performance

Charles Schwab stock traded up $0.71 during mid-day trading on Tuesday, reaching $101.33. 1,869,503 shares of the company were exchanged, compared to its average volume of 11,108,794. The firm has a market cap of $176.23 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 0.89 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The firm’s 50-day simple moving average is $90.46 and its two-hundred day simple moving average is $95.16. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the company earned $1.04 earnings per share. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts predict that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

Charles Schwab News Summary

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Schwab reported its Trading Activity Index (STAX) rose 7.33% in June to a four-year high, signaling stronger retail trading engagement that could support revenue. Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June
• Positive Sentiment: New analysis says retail investors continued buying tech stocks even as the broader market paused, reinforcing the view that Schwab is benefiting from active client trading. Schwab: Retail investors keep on buying tech stocks
• Positive Sentiment: Articles highlighting the retail trading boom argue Schwab is benefiting from higher trading activity, which may improve earnings momentum. The Retail Trading Boom Is Back. Charles Schwab Is Quietly Cashing In.
• Neutral Sentiment: Insider Jonathan Beatty sold 2,000 shares under a pre-arranged 10b5-1 plan; while not usually a fundamental red flag, insider selling can still modestly weigh on sentiment. Charles Schwab (NYSE:SCHW) Insider Jonathan Beatty Sells 2,000 Shares of Stock

Insiders Place Their Bets

In related news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the sale, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This trade represents a 41.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 63,700 shares of company stock valued at $6,283,211 in the last three months. 6.30% of the stock is owned by corporate insiders.

Charles Schwab Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.