Perryman Financial Advisory Inc. AD Buys New Position in The Charles Schwab Corporation $SCHW

Posted by Francis Steltz on Jun 15th, 2026

Perryman Financial Advisory Inc. AD bought a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 16,751 shares of the financial services provider’s stock, valued at approximately $1,674,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. MML Investors Services LLC boosted its stake in Charles Schwab by 2.4% during the 4th quarter. MML Investors Services LLC now owns 692,185 shares of the financial services provider’s stock valued at $69,156,000 after purchasing an additional 15,978 shares during the period. NFJ Investment Group LLC boosted its stake in Charles Schwab by 83.9% during the 4th quarter. NFJ Investment Group LLC now owns 874,355 shares of the financial services provider’s stock valued at $87,357,000 after purchasing an additional 398,974 shares during the period. Nicolet Advisory Services LLC boosted its stake in Charles Schwab by 7.4% during the 4th quarter. Nicolet Advisory Services LLC now owns 25,183 shares of the financial services provider’s stock valued at $2,566,000 after purchasing an additional 1,738 shares during the period. Focus Partners Wealth boosted its stake in Charles Schwab by 716.5% during the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after purchasing an additional 1,844,095 shares during the period. Finally, Fort Point Capital Partners LLC bought a new stake in Charles Schwab during the 4th quarter valued at approximately $378,000. Institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on SCHW. Truist Financial cut their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Argus set a $108.00 price target on Charles Schwab in a report on Monday, April 20th. Piper Sandler upped their price target on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 15th. UBS Group cut their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Finally, Jefferies Financial Group cut their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Check Out Our Latest Stock Analysis on SCHW

Insider Buying and Selling

In related news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This represents a 1.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider owned 57,972 shares in the company, valued at approximately $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,700 shares of company stock worth $5,889,131 in the last three months. Insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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

Positive Sentiment: Schwab reported monthly activity highlights for May, and the company said the month set records, reinforcing confidence in client growth and trading momentum. Schwab Reports Monthly Activity Highlights
Positive Sentiment: Market commentary says the stock is also getting a lift from a broader rebound in financials and renewed investor focus on Schwab’s strong client and trading trends. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum
Positive Sentiment: Recent analyst actions have been constructive, with firms raising earnings estimates and maintaining buy-style ratings, which supports the bullish setup for SCHW. Charles Schwab stock research page
Neutral Sentiment: Schwab also announced the closure and liquidation of its Schwab Ariel Opportunities ETF, a fund-level action that appears unlikely to materially affect the parent company’s near-term stock performance. Schwab Asset Management Announces Closure and Liquidation of the Schwab Ariel Opportunities ETF (SAEF)
Negative Sentiment: There is still some caution in the background from mixed institutional positioning and heavy insider selling over the past six months, which could limit upside if sentiment weakens. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum

Charles Schwab Trading Down 0.1%

Shares of SCHW opened at $91.04 on Monday. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $107.50. 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 stock has a 50 day simple moving average of $91.05 and a 200-day simple moving average of $95.29. The stock has a market cap of $158.32 billion, a PE ratio of 18.06, a PEG ratio of 0.86 and a beta of 0.78.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the firm posted $1.04 EPS. Charles Schwab’s quarterly revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts predict that The Charles Schwab Corporation will post 6.13 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were given a dividend of $0.32 per share. The ex-dividend date 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 25.40%.

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.