The Charles Schwab Corporation $SCHW Shares Sold by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC decreased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 188,026 shares of the financial services provider’s stock after selling 7,119 shares during the period. Charles Schwab comprises about 2.0% of Cutler Investment Counsel LLC’s investment portfolio, making the stock its 16th biggest holding. Cutler Investment Counsel LLC’s holdings in Charles Schwab were worth $18,786,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of SCHW. Dogwood Wealth Management LLC raised its stake in Charles Schwab by 99.2% during the fourth 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 in the last quarter. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab in the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new stake in shares of Charles Schwab in the 4th quarter valued at approximately $29,000. Finally, Optima Capital LLC bought a new stake in shares of Charles Schwab in the 4th quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab 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 sale, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Paul V. Woolway sold 7,941 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This trade represents a 21.00% 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 a total of 59,700 shares of company stock worth $5,889,131 in the last three months. 6.30% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. 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 research note on Friday, May 15th. UBS Group lowered their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Truist Financial dropped their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Argus set a $108.00 price target on shares of Charles Schwab in a report on Monday, April 20th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Key Charles Schwab News

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

• Positive Sentiment: Erste Group Bank lifted its earnings estimates for Charles Schwab, raising FY2026 EPS to $6.16 from $6.01 and FY2027 EPS to $7.26 from $7.04, signaling improving profit expectations.
• Positive Sentiment: Charles Schwab Foundation expanded its partnership with SIFMA Foundation with a $2.85 million, multi-year commitment to boost investing education nationwide, reinforcing the company’s brand and community positioning. Article: Charles Schwab Foundation Expands Partnership with SIFMA Foundation to Broaden Access to Credible Investing Education Nationwide
• Positive Sentiment: Schwab continues to be highlighted in market commentary and industry outlooks alongside peers like Morgan Stanley and Interactive Brokers, keeping the stock in focus as a leading brokerage name.
• Neutral Sentiment: Several articles compared Schwab’s ETFs with competitors and highlighted the lower fees on products like the Schwab U.S. Small-Cap ETF, which may help attract assets but is not an immediate earnings catalyst. Article: Schwab (SCHA) vs. iShares (IJR): Which Small Cap ETF Should Investors Buy?
• Negative Sentiment: Schwab’s decision to cut ETF fees may improve competitiveness, but it can also pressure fund margins in the near term as the brokerage continues to compete on price. Article: Charles Schwab cuts ETF fees. Its fund lineup is getting cheaper.
• Negative Sentiment: Robinhood’s approval to underwrite IPOs increases competitive pressure in retail brokerage and could chip away at Schwab’s growth opportunities over time. Article: HOOD’s IPO Underwriting Approval Strengthens Its Super-App Ambitions

Charles Schwab Price Performance

Shares of SCHW opened at $88.72 on Friday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. 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 stock has a fifty day moving average price of $91.08 and a 200 day moving average price of $95.28. The company has a market cap of $154.30 billion, a P/E ratio of 17.60, a PEG ratio of 0.84 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period last year, the business posted $1.04 earnings per share. The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts forecast that The Charles Schwab Corporation will post 6.13 earnings per share for the current year.

Charles Schwab Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. 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 dividend payout ratio (DPR) 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.