Epoch Investment Partners Inc. Sells 12,905 Shares of The Charles Schwab Corporation $SCHW

Posted by George Bondi on Jul 26th, 2026

Epoch Investment Partners Inc. decreased its position in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 5.3% in the 1st quarter, HoldingsChannel reports. The fund owned 229,630 shares of the financial services provider’s stock after selling 12,905 shares during the period. Epoch Investment Partners Inc.’s holdings in Charles Schwab were worth $21,581,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC increased its position in shares of Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after purchasing an additional 809 shares in the last quarter. United Bank lifted its position in Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the period. Nebula Research & Development LLC bought a new position in Charles Schwab in the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC boosted its stake in Charles Schwab by 4.7% during the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after buying an additional 305 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

Positive Sentiment: Schwab announced a quarterly common stock dividend of $0.32 per share, along with preferred stock dividends, reinforcing its capital-return story for income-focused investors. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
Positive Sentiment: Argus raised its price target on SCHW to $114 from $108 and kept a buy rating, signaling confidence in further upside. Argus raises Charles Schwab price target
Positive Sentiment: Schwab was added to Zacks’ “Best Income Stocks to Buy” list, suggesting investors continue to view the company as an attractive income and quality financial-services name. Best Income Stocks to Buy for July 23rd
Positive Sentiment: Recent coverage highlighted Schwab’s “dual beats” in its latest quarter, with earnings and revenue both coming in above expectations, adding to the bullish case after the July 21 report. Charles Schwab: Dual Beats And Attractive Preferreds
Neutral Sentiment: Schwab also received media attention for its call for the CLARITY Act to pass, framing crypto regulation as a potential long-term industry catalyst, though the timing remains uncertain. Charles Schwab Calls CLARITY Act a Fundamental Catalyst

Insider Transactions at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was 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. This represents a 12.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 6,520 shares of company stock worth $622,392. Company insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on SCHW shares. Zacks Research raised shares of Charles Schwab from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Charles Schwab in a report on Wednesday. Jefferies Financial Group lowered their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Morgan Stanley increased their price target on shares of Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Finally, Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $119.76.

Get Our Latest Stock Analysis on Charles Schwab

Charles Schwab Stock Performance

Charles Schwab stock opened at $101.92 on Friday. The firm has a market capitalization of $177.25 billion, a P/E ratio of 18.53, a P/E/G ratio of 0.83 and a beta of 0.77. The stock has a fifty day moving average price of $93.93 and a two-hundred day moving average price of $95.39. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week 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.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The company had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. During the same quarter in the previous year, the company earned $1.14 EPS. The firm’s revenue for the quarter was up 20.9% compared to the same quarter last year. As a group, analysts anticipate that The Charles Schwab Corporation will post 6.43 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.27%.

Charles Schwab Company Profile

(Free Report)

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.

Want to see what other hedge funds are holding SCHW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Charles Schwab Corporation (NYSE:SCHW – Free Report).

Institutional Ownership by Quarter for Charles Schwab (NYSE:SCHW)

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