The Charles Schwab Corporation $SCHW Shares Sold by Financial Avengers Inc.

Financial Avengers Inc. reduced its stake in The Charles Schwab Corporation (NYSE:SCHW) by 4.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,399 shares of the financial services provider’s stock after selling 5,955 shares during the period. Charles Schwab makes up approximately 6.0% of Financial Avengers Inc.’s investment portfolio, making the stock its 6th biggest position. Financial Avengers Inc.’s holdings in Charles Schwab were worth $13,195,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in SCHW. State Street Corp increased its stake in Charles Schwab by 1.0% during the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after acquiring an additional 691,671 shares during the period. Geode Capital Management LLC lifted its position in shares of Charles Schwab by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after acquiring an additional 98,242 shares during the period. Franklin Resources Inc. grew its holdings in shares of Charles Schwab by 0.3% during the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock worth $3,015,720,000 after purchasing an additional 78,020 shares in the last quarter. Primecap Management Co. CA grew its holdings in shares of Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after purchasing an additional 2,066,884 shares in the last quarter. Finally, Fisher Asset Management LLC increased its position in shares of Charles Schwab by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock worth $2,179,888,000 after purchasing an additional 171,926 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

NYSE:SCHW opened at $104.42 on Friday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock’s 50-day simple moving average is $95.03 and its 200 day simple moving average is $95.42. The firm has a market capitalization of $181.61 billion, a PE ratio of 18.99, a price-to-earnings-growth ratio of 0.80 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.56 by $0.06. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The firm had revenue of $7.07 billion during the quarter, compared to analysts’ expectations of $6.90 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. The business’s revenue for the quarter was up 20.9% compared to the same quarter last year. On average, analysts anticipate that The Charles Schwab Corporation will post 6.46 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a $0.32 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.28 annualized dividend and a yield of 1.2%. Charles Schwab’s dividend payout ratio is presently 23.27%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on SCHW shares. Piper Sandler set a $118.00 price target on Charles Schwab in a research note on Tuesday, July 21st. Morgan Stanley raised their target price on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday. UBS Group boosted their target price on shares of Charles Schwab from $122.00 to $128.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Raymond James Financial reaffirmed an “outperform” rating and set a $145.00 price target on shares of Charles Schwab in a report on Wednesday, July 22nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $119.94.

Insiders Place Their Bets

In other news, insider Nigel J. Murtagh sold 32,947 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $104.01, for a total value of $3,426,817.47. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at approximately $6,029,667.72. This represents a 36.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $104.21, for a total value of $208,420.00. Following the sale, the insider directly owned 11,738 shares in the company, valued at approximately $1,223,216.98. This trade represents a 14.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 363,848 shares of company stock worth $37,874,706 over the last 90 days. Insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Shareholder returns remain a major catalyst: Schwab reportedly plans to repurchase up to $20 billion of its shares. The buyback could reduce the share count, lift future EPS and signal confidence in the company’s valuation and cash generation. The company also confirmed a quarterly dividend of $0.32 per share, or $1.28 annualized. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Strong earnings momentum: Schwab’s latest quarter exceeded expectations, with EPS of $1.62 versus the $1.56 consensus and revenue of $7.07 billion versus $6.90 billion. Revenue increased 20.9% year over year, reinforcing the growth case for the brokerage and wealth-management business. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Estimates and technical sentiment improved: Erste Group raised its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. Commentary also points to a potential breakout and improving retail-investor bullishness, which could support trading activity and brokerage revenue. Schwab stock breakout analysis
• Positive Sentiment: New Austin-area office: Schwab announced a new office location in the Austin region, supporting its client-service and regional growth footprint, though the near-term financial impact is likely limited. Charles Schwab announces new Austin office
• Neutral Sentiment: Robo-adviser shutdown: Schwab is reportedly phasing out its robo-adviser platform. The decision could reduce expenses and sharpen focus on core offerings, but may weaken its appeal to younger, digitally focused investors. Why Charles Schwab is phasing out its robo-adviser
• Negative Sentiment: Large insider sales may weigh on sentiment: Chairman Walter Bettinger sold roughly $29.8 million of shares, while Nigel Murtagh sold approximately $3.4 million and Jonathan Beatty sold about $208,000. The trades were conducted under Rule 10b5-1 plans, making them weaker bearish signals, but their size could encourage profit-taking after SCHW’s recent advance.

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.