The Charles Schwab Corporation $SCHW Shares Purchased by United Asset Strategies Inc.

United Asset Strategies Inc. boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 4.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 196,638 shares of the financial services provider’s stock after purchasing an additional 7,715 shares during the quarter. Charles Schwab makes up 1.5% of United Asset Strategies Inc.’s portfolio, making the stock its 17th biggest holding. United Asset Strategies Inc.’s holdings in Charles Schwab were worth $18,480,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% during the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 123 shares during the period. Piscataqua Savings Bank acquired a new position in Charles Schwab in the fourth quarter valued at $26,000. GoalVest Advisory LLC acquired a new position in Charles Schwab in the fourth quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new stake in Charles Schwab during the fourth quarter valued at about $29,000. Finally, Optima Capital LLC acquired a new stake in Charles Schwab during the fourth quarter worth about $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

SCHW has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a research report on Friday, May 15th. Morgan Stanley lowered their price target on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a report on Friday, April 17th. Jefferies Financial Group cut their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. Finally, Barclays boosted their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $116.00.

Charles Schwab Stock Performance

Charles Schwab stock traded up $0.71 during midday trading on Tuesday, reaching $101.33. 1,869,503 shares of the stock traded hands, compared to its average volume of 11,108,794. 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 fifty day moving average price of $90.46 and a two-hundred day moving average price of $95.16. The firm has a market cap of $176.23 billion, a price-to-earnings ratio of 20.11, a PEG ratio of 0.89 and a beta of 0.77. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50.

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

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s dividend payout ratio is 25.40%.

Insiders Place Their Bets

In related news, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $100.01, for a total value of $200,020.00. Following the sale, the insider directly owned 15,738 shares in the company, valued at $1,573,957.38. This trade represents a 11.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of Charles Schwab 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 sale, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 63,700 shares of company stock valued at $6,283,211 in the last quarter. 6.30% of the stock is owned by insiders.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab reported its Trading Activity Index (STAX) rose 7.33% in June to a four-year high, signaling stronger retail trading engagement that could support revenue. Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June
• Positive Sentiment: New analysis says retail investors continued buying tech stocks even as the broader market paused, reinforcing the view that Schwab is benefiting from active client trading. Schwab: Retail investors keep on buying tech stocks
• Positive Sentiment: Articles highlighting the retail trading boom argue Schwab is benefiting from higher trading activity, which may improve earnings momentum. The Retail Trading Boom Is Back. Charles Schwab Is Quietly Cashing In.
• Neutral Sentiment: Insider Jonathan Beatty sold 2,000 shares under a pre-arranged 10b5-1 plan; while not usually a fundamental red flag, insider selling can still modestly weigh on sentiment. Charles Schwab (NYSE:SCHW) Insider Jonathan Beatty Sells 2,000 Shares of Stock

Charles Schwab Company 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.