The Charles Schwab Corporation $SCHW Shares Newly Purchased by One Way Holdings LLC

Posted by Brian Himes on Nov 3rd, 2026

One Way Holdings LLC purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,154 shares of the financial services provider’s stock, valued at approximately $699,000.

Other hedge funds have also bought and sold shares of the company. Compass Financial Management LLC acquired a new position in shares of Charles Schwab during the 2nd quarter worth approximately $27,000. Scarborough Advisors LLC bought a new position in shares of Charles Schwab during the first quarter worth approximately $29,000. Main Street Group LTD bought a new position in shares of Charles Schwab during the first quarter worth approximately $33,000. Mascoma Wealth Management LLC raised its position in shares of Charles Schwab by 71.6% in the third quarter. Mascoma Wealth Management LLC now owns 374 shares of the financial services provider’s stock valued at $37,000 after buying an additional 156 shares in the last quarter. Finally, J.Safra Asset Management Corp acquired a new stake in shares of Charles Schwab in the second quarter valued at approximately $39,000. 84.38% of the stock is owned by institutional investors.

Charles Schwab Price Performance

SCHW stock opened at $88.70 on Tuesday. The company’s 50-day moving average price is $100.05 and its two-hundred day moving average price is $97.60. The firm has a market cap of $153.39 billion, a P/E ratio of 15.14, a P/E/G ratio of 0.79 and a beta of 0.79. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $114.53.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.66 by $0.03. The company had revenue of $7.17 billion during the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The firm’s quarterly revenue was up 16.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.31 EPS. On average, analysts anticipate that The Charles Schwab Corporation will post 6.41 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be paid a dividend of $0.32 per share. The ex-dividend date is Friday, November 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio is presently 21.84%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on SCHW. Compass Point boosted their price target on Charles Schwab from $135.00 to $136.00 and gave the company a “buy” rating in a research note on Tuesday, October 6th. Wolfe Research restated an “outperform” rating and set a $127.00 price objective (up from $123.00) on shares of Charles Schwab in a research note on Tuesday, July 21st. Weiss Ratings upgraded Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, September 10th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $117.00 price objective (down from $122.00) on shares of Charles Schwab in a report on Friday, October 16th. Finally, Evercore set a $98.00 target price on Charles Schwab in a research report on Wednesday, October 28th. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $119.91.

Check Out Our Latest Stock Analysis on Charles Schwab

Insider Activity

In other Charles Schwab news, insider Dennis Howard sold 2,198 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.00, for a total value of $241,780.00. Following the sale, the insider owned 6,980 shares of the company’s stock, valued at approximately $767,800. This trade represents a 23.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan Beatty sold 1,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $111.33, for a total value of $111,330.00. Following the completion of the sale, the insider directly owned 10,738 shares in the company, valued at approximately $1,195,461.54. This represents a 8.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 285,734 shares of company stock valued at $32,073,309. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

Positive Sentiment: A recent analysis described SCHW as potentially undervalued based on its returns, supporting the view that the stock’s pullback may offer an attractive entry point for long-term investors. Charles Schwab Stock Could Be a Bargain Based on Returns
Positive Sentiment: Charles Schwab’s fourth-quarter retail sentiment report highlighted substantial scale, including $13.33 trillion in client assets, 48.6 million accounts and 10.7 million average daily trades in the third quarter. Continued confidence among clients in achieving their financial goals could help support asset gathering despite weaker market sentiment. Schwab Q4 Retail Client Sentiment Report
Positive Sentiment: The Charles Schwab Cup Championship will move to Papago Golf Club in 2027. The sponsorship and tournament exposure provide ongoing brand visibility, though the financial effect on SCHW is likely modest relative to brokerage and banking results. Charles Schwab Cup Championship Moves to Papago Golf Club
Neutral Sentiment: Reports on the 36-player Charles Schwab Cup Championship field, including Bernhard Langer’s absence and Darren Fichardt’s qualification, are primarily sponsorship and brand news rather than material earnings catalysts. Charles Schwab Cup Championship Field Set
Neutral Sentiment: Reports that JPMorgan Chase and Charles Schwab are restricting personal artificial-intelligence agents reflect increased cybersecurity and compliance controls. The measures may reduce operational risk but could also limit some automation benefits. JPMorgan Chase and Charles Schwab Restrict Personal AI Agents
Negative Sentiment: Retail investors turned net bearish on the U.S. stock market in the latest quarter. A more defensive client base could weigh on equity trading activity and transaction-related revenue, although high confidence in long-term financial goals provides an offset. Schwab Retail Client Sentiment Report
Negative Sentiment: Ten-year Treasury yields above 5% could intensify competition for customer cash and deposits. Higher rates may benefit Schwab’s interest income, but they can also pressure client cash balances and net interest margins. 10-Year Treasury Yields Top 5 Percent

Charles Schwab Profile

(Free Report)

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.