Notis McConarty Edward Buys 9,495 Shares of The Charles Schwab Corporation $SCHW

Posted by Stanley Muller on Jun 17th, 2026

Notis McConarty Edward increased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 55.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 26,545 shares of the financial services provider’s stock after purchasing an additional 9,495 shares during the period. Notis McConarty Edward’s holdings in Charles Schwab were worth $2,652,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Dogwood Wealth Management LLC increased its holdings 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 buying an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new stake in Charles Schwab in the 4th quarter worth about $26,000. GoalVest Advisory LLC bought a new stake in Charles Schwab in the 4th quarter worth about $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab in the 4th quarter worth about $29,000. Finally, Optima Capital LLC bought a new stake in Charles Schwab in the 4th quarter worth about $30,000. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab News Roundup

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

Positive Sentiment: May operating data showed strong momentum, with client assets reaching a record $13.14 trillion, core net new assets jumping 43% year over year, and new brokerage accounts continuing to climb. Schwab Stock Gains 2.7% as Client Assets, NNA Surge in May
Positive Sentiment: Another update said Charles Schwab’s core net new assets rose 49% year over year in May, reinforcing the idea that the firm is still attracting fresh client money. Charles Schwab’s core net new assets rise 49% Y/Y in May
Positive Sentiment: Investor commentary also highlighted an all-time record in Schwab’s most important growth metric, suggesting continued fundamental strength and supporting the stock’s recent rebound. Charles Schwab’s Most Important Growth Metric Just Set An All-Time Record
Neutral Sentiment: Coverage featuring Schwab strategist Liz Ann Sonders likely reflects ongoing investor attention to the company’s market views, but it did not include a clear company-specific catalyst. Watch CNBC’s full interview with Neuberger Berman’s Jeff Blazek and Charles Schwab’s Liz Ann Sonders
Neutral Sentiment: Reports about Schwab expanding its Maitland, Florida campus suggest continued investment in operations, but the near-term stock impact is likely limited. Charles Schwab preps expansion plans in Maitland
Neutral Sentiment: A broader industry piece on training financial advisors may be relevant to Schwab’s wealth-management business, but it does not indicate a direct earnings or guidance change. Recruiting Experienced Financial Advisors Is Expensive. Now More Wealth Firms Are Investing in Training.

Charles Schwab Stock Up 2.9%

SCHW stock opened at $93.57 on Wednesday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month 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 $162.73 billion, a P/E ratio of 18.57, a PEG ratio of 0.86 and a beta of 0.78. The business’s 50-day moving average price is $90.98 and its 200-day moving average price is $95.30.

Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating 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 firm had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the previous year, the firm earned $1.04 EPS. The business’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 6.13 EPS for the current year.

Charles Schwab Announces Dividend

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

Insider Activity

In other news, insider Paul V. Woolway sold 7,942 shares of Charles Schwab stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total transaction of $778,316.00. Following the transaction, the insider directly owned 29,866 shares of the company’s stock, valued at $2,926,868. The trade was a 21.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s 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 completion of the transaction, the insider directly owned 57,972 shares in the company, 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 a total of 59,700 shares of company stock valued at $5,889,131 in the last ninety days. Corporate insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on SCHW. Morgan Stanley dropped their target price 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. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Raymond James Financial raised their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Piper Sandler raised their target price on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. Finally, Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Get Our Latest Analysis on SCHW

About Charles Schwab

(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.