IFP Advisors Inc Acquires 58,320 Shares of The Charles Schwab Corporation $SCHW

IFP Advisors Inc lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 93.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,943 shares of the financial services provider’s stock after buying an additional 58,320 shares during the period. IFP Advisors Inc’s holdings in Charles Schwab were worth $11,821,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. CRA Financial Services LLC boosted its position in Charles Schwab by 6.4% during the 3rd quarter. CRA Financial Services LLC now owns 3,114 shares of the financial services provider’s stock worth $304,000 after acquiring an additional 188 shares during the period. Finer Wealth Management Inc. grew its stake in Charles Schwab by 1.0% during the 3rd quarter. Finer Wealth Management Inc. now owns 32,983 shares of the financial services provider’s stock valued at $3,224,000 after acquiring an additional 318 shares in the last quarter. Robertson Stephens Wealth Management LLC increased its holdings in shares of Charles Schwab by 27.7% in the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 11,686 shares of the financial services provider’s stock valued at $1,142,000 after purchasing an additional 2,537 shares during the period. Encompass More Asset Management acquired a new position in shares of Charles Schwab in the 3rd quarter valued at about $205,000. Finally, Counterpoint Mutual Funds LLC acquired a new position in shares of Charles Schwab in the 3rd quarter valued at about $263,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, insider Nigel Murtagh sold 24,778 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $109.01, for a total transaction of $2,701,049.78. Following the transaction, the insider owned 57,972 shares of the company’s stock, valued at approximately $6,319,527.72. This represents a 29.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 2,198 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $110.00, for a total value of $241,780.00. Following the transaction, the insider directly owned 6,980 shares in the company, valued at approximately $767,800. This represents a 23.95% 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 a total of 645,582 shares of company stock worth $69,553,935 in the last 90 days. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Down 2.5%

SCHW stock opened at $91.81 on Friday. The firm has a market cap of $158.77 billion, a PE ratio of 15.67, a PEG ratio of 0.78 and a beta of 0.79. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $114.53. The company has a fifty day simple moving average of $104.50 and a 200 day simple moving average of $98.15. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Thursday, October 15th. The financial services provider reported $1.69 EPS for the quarter, topping the consensus estimate of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The firm had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. During the same period in the prior year, the business posted $1.31 earnings per share. The business’s quarterly revenue was up 16.9% on a year-over-year basis. Sell-side analysts anticipate that The Charles Schwab Corporation will post 6.44 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 14th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, August 14th. Charles Schwab’s dividend payout ratio is 21.84%.

Key Charles Schwab News

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

• Positive Sentiment: Schwab reported adjusted third-quarter EPS of $1.69, exceeding the $1.66 analyst consensus, while revenue rose 16.9% year over year to a record $7.17 billion. Net income increased 23% to approximately $2.91 billion. Charles Schwab Stock Is Falling Friday: What’s Going On?
• Positive Sentiment: Client momentum remained a major strength: core net new assets reached a record $190.4 billion, up 38% year over year, total client assets climbed to $13.33 trillion, and the company added roughly 1.2 million brokerage accounts. Higher trading activity, lending, and net interest revenue supported the quarter. Schwab Delivers Record Net New Assets & Earnings
• Positive Sentiment: Analysts remain broadly constructive. JPMorgan reaffirmed an “overweight” rating with a $147 price target, while Citizens JMP maintained “market outperform” with a $120 target. Schwab is also expanding AI tools, tax-aware products, cryptocurrency services, and prediction-market capabilities, potentially creating additional engagement and revenue opportunities.
• Neutral Sentiment: Management said clients using AI-enabled trading tools are holding more cash rather than withdrawing funds, which could support Schwab’s deposit and lending franchise. However, the long-term financial impact of these new products remains unproven.
• Negative Sentiment: Revenue of $7.17 billion was slightly below the approximately $7.18 billion consensus estimate. Analysts characterized the quarter as “somewhat low quality,” citing less impressive net-interest-revenue trends and the possibility that strong market activity, rather than purely organic improvement, drove results. Charles Schwab’s Q3 Print was Somewhat Low Quality
• Negative Sentiment: Schwab indicated that full-year 2026 revenue and net-interest-margin growth could land at the lower end of its previous ranges. Truist reduced its price target, and some investors appear to be taking profits after the stock’s earlier gains.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Keefe, Bruyette & Woods reissued an “outperform” rating on shares of Charles Schwab in a research report on Friday. Weiss Ratings raised shares of Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, September 10th. Wolfe Research reaffirmed an “outperform” rating and set a $127.00 price objective on shares of Charles Schwab in a research report on Tuesday, July 21st. UBS Group dropped their price objective on shares of Charles Schwab from $113.00 to $109.00 and set a “buy” rating on the stock in a research note on Friday. Finally, BMO Capital Markets downgraded shares of Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price for the company. in a research report on Monday, July 20th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus target price of $118.95.

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.