The Charles Schwab Corporation $SCHW Shares Sold by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC reduced its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 8.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 445,881 shares of the financial services provider’s stock after selling 40,859 shares during the period. Janney Montgomery Scott LLC’s holdings in Charles Schwab were worth $41,904,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHW. Dogwood Wealth Management LLC lifted its stake 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 worth $25,000 after purchasing an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab during the 4th quarter worth approximately $26,000. GoalVest Advisory LLC purchased a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $29,000. Finally, Optima Capital LLC acquired a new stake in shares of Charles Schwab in the fourth quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated 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 transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction dated 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 approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. 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 have sold 59,700 shares of company stock valued at $5,889,131 over the last 90 days. 6.30% of the stock is owned by insiders.

Charles Schwab Price Performance

SCHW stock opened at $90.37 on Monday. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock has a market cap of $157.17 billion, a price-to-earnings ratio of 17.93, a price-to-earnings-growth ratio of 0.83 and a beta of 0.78. The business has a fifty day moving average of $90.26 and a two-hundred day moving average of $95.21.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Announces Dividend

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

More Charles Schwab News

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on SCHW shares. Morgan Stanley reduced their price objective on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a research note on Friday, May 15th. Truist Financial reduced their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Piper Sandler boosted their price target on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, May 15th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

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.