Sei Investments Co. Grows Holdings in The Charles Schwab Corporation $SCHW

Sei Investments Co. raised its stake in The Charles Schwab Corporation (NYSE:SCHW) by 29.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,924,005 shares of the financial services provider’s stock after buying an additional 432,187 shares during the period. Sei Investments Co.’s holdings in Charles Schwab were worth $180,820,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Souders Financial Advisors grew its position in Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after acquiring an additional 98 shares in the last quarter. Lantz Financial LLC raised its position in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC lifted its stake in Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares during the last quarter. Essex Financial Services Inc. lifted its stake in Charles Schwab by 0.8% during the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares during the last quarter. Finally, JFS Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after purchasing an additional 107 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

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 value of $228,312.00. Following the completion of the transaction, the director directly owned 177,508 shares in the company, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the sale, the insider directly owned 13,738 shares in the company, valued at $1,373,937.38. The trade was a 12.71% 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. Insiders sold 6,520 shares of company stock valued at $622,392 in the last ninety days. 6.30% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on SCHW. Barclays raised their price objective on Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a report on Wednesday. Raymond James Financial reaffirmed an “outperform” rating and issued a $145.00 target price on shares of Charles Schwab in a research note on Wednesday. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. TD Cowen lifted their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Finally, Truist Financial lowered their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average target price of $119.41.

More Charles Schwab News

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

• Positive Sentiment: Charles Schwab reported record quarterly revenue and earnings, beating estimates with EPS of $1.62 on revenue of $7.07 billion, helped by a 57% jump in daily average revenue trades and a 21% rise in revenue year over year. Schwab Beats 2Q Estimates as Retail Traders Pile Into Market
• Positive Sentiment: The company added 1.4 million brokerage accounts and raised its 2026 outlook, signaling continued client growth and stronger revenue momentum from trading activity, lending growth, and AI-related investments. Schwab Q2 Earnings Call Highlights Growth & AI-Led Expansion
• Positive Sentiment: Barclays raised its price target on SCHW to $125 from $122 and kept an overweight rating, reflecting optimism about further upside. Benzinga
• Neutral Sentiment: Despite the strong earnings beat, some reports say SCHW slipped as investors locked in gains and focused on higher expenses and near-term valuation after the results. Schwab Stock Slides Despite Q2 Earnings Beat on Robust Trading & NIR

Charles Schwab Stock Performance

Charles Schwab stock opened at $100.93 on Thursday. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50. The firm has a market cap of $175.53 billion, a P/E ratio of 18.35, a P/E/G ratio of 0.83 and a beta of 0.77. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a 50-day moving average of $93.47 and a 200-day moving average of $95.34.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. The business had revenue of $7.07 billion during the quarter, compared to analyst estimates of $6.90 billion. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.Charles Schwab’s quarterly revenue was up 20.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.14 EPS. Sell-side analysts expect that The Charles Schwab Corporation will post 6.3 EPS for the current year.

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.