Charles Schwab (NYSE:SCHW) Insider Sells 1,000 Shares

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 1,000 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the sale, the insider directly owned 10,738 shares of the company’s stock, valued at $1,195,461.54. The trade was a 8.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Charles Schwab Stock Performance

Shares of NYSE:SCHW traded up $1.05 during mid-day trading on Tuesday, reaching $111.63. 7,092,046 shares of the company traded hands, compared to its average volume of 10,501,901. The company’s 50 day moving average price is $100.32 and its 200-day moving average price is $95.95. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The firm has a market cap of $193.05 billion, a PE ratio of 20.30, a PEG ratio of 0.85 and a beta of 0.76. The Charles Schwab Corporation has a 52 week low of $83.96 and a 52 week high of $112.20.

Charles Schwab (NYSE:SCHW) last posted its quarterly 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. The company had revenue of $7.07 billion for the quarter, compared to analysts’ expectations of $6.90 billion. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The firm’s revenue was up 20.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.14 EPS. On average, equities analysts expect 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. Shareholders of record on Friday, August 14th will be given a dividend of $0.32 per share. The ex-dividend date is Friday, August 14th. This represents a $1.28 dividend on an annualized basis and a yield of 1.1%. Charles Schwab’s dividend payout ratio is 23.27%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab reported that July client assets increased 19% year over year to $13.04 trillion. Higher net new assets and trading activity could support stronger revenue and earnings momentum. SCHW’s July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
• Positive Sentiment: The firm is seeking a director to lead its long-short separately managed account platform. Expanding tax-efficient strategies could help Schwab attract affluent investors and diversify revenue sources as demand grows for solutions to concentrated stock positions. Schwab on the Hunt for Long-Short Strategies Director
• Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders said the recent rise in bond yields has been modest but is still affecting market valuations and investor behavior. The comments point to a macroeconomic factor rather than a company-specific catalyst. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab’s Liz Ann Sonders discusses how higher yields are impacting markets
• Neutral Sentiment: Schwab’s launch of cash-settled single-stock futures creates a potential trading and fee opportunity, but adoption, liquidity, leverage and outsized-loss risks could limit investor enthusiasm or increase regulatory scrutiny. Schwab’s Single Stock Futures: A Game Changer or Risky Bet?
• Negative Sentiment: Director Dennis Howard sold 2,198 shares worth approximately $241,780, reducing his holdings by nearly 24%. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it is a relatively weak bearish signal; however, the sale may weigh modestly on sentiment. Insider Selling: Charles Schwab Insider Sells 2,198 Shares

Institutional Trading of Charles Schwab

Hedge funds and other institutional investors have recently bought and sold shares of the business. ABS Investment Management LLC bought a new position in shares of Charles Schwab in the second quarter worth about $181,432,000. Dogwood Wealth Management LLC boosted its position in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the period. Compass Financial Management LLC bought a new position in Charles Schwab in the 2nd quarter worth about $27,000. Scarborough Advisors LLC bought a new position in Charles Schwab in the 1st quarter worth about $29,000. Finally, McIlrath & Eck LLC increased its position in shares of Charles Schwab by 143.2% during the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 189 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on SCHW. Morgan Stanley boosted their target price on Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Argus boosted their price objective on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Compass Point started coverage on shares of Charles Schwab in a research note on Monday, August 3rd. They issued a “buy” rating and a $135.00 target price on the stock. Raymond James Financial restated an “outperform” rating and issued a $145.00 target price on shares of Charles Schwab in a report on Wednesday, July 22nd. Finally, Wolfe Research reiterated an “outperform” rating and set a $127.00 price target on shares of Charles Schwab in a report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $121.17.

Charles Schwab Company 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.