Cerity Partners LLC Has $111.23 Million Holdings in The Charles Schwab Corporation $SCHW

Cerity Partners LLC lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,113,249 shares of the financial services provider’s stock after acquiring an additional 10,923 shares during the quarter. Cerity Partners LLC’s holdings in Charles Schwab were worth $111,225,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. boosted its holdings in shares of Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after acquiring an additional 403,133 shares in the last quarter. State Street Corp boosted its holdings in shares of Charles Schwab by 1.0% in 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 in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after acquiring an additional 98,242 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of Charles Schwab by 0.3% in 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 acquiring an additional 78,020 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its holdings in shares of Charles Schwab by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock worth $2,179,888,000 after acquiring an additional 171,926 shares in the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab’s Trading Activity Index rebounded in May, suggesting retail clients became more active after a softer April. That supports the idea of stronger engagement and potentially better trading-related revenue for Charles Schwab. Schwab Trading Activity Index™: STAX Score Rebounds in May
• Positive Sentiment: Analysts highlighted Charles Schwab as a beneficiary of industry tailwinds, including efficiency efforts, solid trading performance, and momentum in underwriting and advisory businesses, which can support earnings expectations. Buy These 3 Investment Bank Stocks From a Promising Industry
• Positive Sentiment: Multiple reports pointed to upside potential in SCHW shares, with Wall Street consensus implying meaningful room for appreciation if earnings revisions continue to improve. Does Charles Schwab (SCHW) Have the Potential to Rally 29.39% as Wall Street Analysts Expect?
• Positive Sentiment: Comments from Schwab executives about a pickup in retail options trading and lower volatility in crypto markets reinforce the broader theme of active investor participation, which could benefit Schwab’s brokerage business. CZ says bitcoin won’t be ‘dead for long’ as Charles Schwab exec sees lower volatility this cycle
• Neutral Sentiment: Schwab executives also appeared in media interviews discussing market conditions, AI-related investing trends, and retail options activity. These comments mainly reinforce Schwab’s market presence rather than signal a direct business catalyst. Seeing a pickup in options trading among retail investors, says Charles Schwab’s Joe Mazzola
• Negative Sentiment: The stock is still trading below its 50-day and 200-day moving averages, which suggests the rebound remains technically fragile even after recent positive headlines.

Wall Street Analyst Weigh In

Several research firms recently weighed in on SCHW. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a research report on Friday, May 15th. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Truist Financial dropped their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Jefferies Financial Group dropped their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider owned 57,972 shares of the company’s stock, valued at $5,739,228. The trade was a 41.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 59,700 shares of company stock worth $5,889,131. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

SCHW stock opened at $88.70 on Wednesday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The company has a 50 day moving average price of $91.25 and a 200 day moving average price of $95.31. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The stock has a market capitalization of $154.26 billion, a PE ratio of 17.60, a price-to-earnings-growth ratio of 0.83 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data 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. The firm had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 6.12 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a dividend of $0.32 per share. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s payout ratio is presently 25.40%.

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.