HughesLittle Investment Management Ltd. Reduces Stake in The Charles Schwab Corporation $SCHW

Posted by Francis Steltz on Jul 17th, 2026

HughesLittle Investment Management Ltd. trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 6.5% during the first quarter, Holdings Channel.com reports. The fund owned 703,529 shares of the financial services provider’s stock after selling 48,533 shares during the quarter. Charles Schwab comprises 12.9% of HughesLittle Investment Management Ltd.’s portfolio, making the stock its 2nd biggest holding. HughesLittle Investment Management Ltd.’s holdings in Charles Schwab were worth $66,118,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in SCHW. Souders Financial Advisors lifted its position in shares of Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after purchasing an additional 98 shares in the last quarter. Lantz Financial LLC grew its position in Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC grew its position in Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares in the last quarter. Essex Financial Services Inc. increased its stake in Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after buying an additional 105 shares during the last quarter. Finally, JFS Wealth Advisors LLC increased its stake in Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after buying an additional 107 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

SCHW has been the topic of several recent analyst reports. JPMorgan Chase & Co. lifted their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Truist Financial dropped their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective on the stock. Morgan Stanley boosted their price objective on Charles Schwab from $125.00 to $133.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Finally, Barclays decreased their target price on Charles Schwab from $127.00 to $122.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $116.68.

Check Out Our Latest Stock Report on Charles Schwab

Charles Schwab Price Performance

Charles Schwab stock opened at $102.75 on Friday. The business’s 50 day simple moving average is $92.51 and its 200 day simple moving average is $95.32. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. The company has a market cap of $178.70 billion, a price-to-earnings ratio of 20.39, a PEG ratio of 0.86 and a beta of 0.77. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW – Get Free Report) last released 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. The business had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period last year, the business posted $1.04 earnings per share. Sell-side analysts forecast that The Charles Schwab Corporation will post 6.24 EPS for the current year.

Charles Schwab Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a dividend of $0.32 per share. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio is presently 25.40%.

Key Charles Schwab News

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

Positive Sentiment: Analysts have become more upbeat on Schwab’s upcoming Q2 results, with the most accurate earnings estimate now above the consensus ahead of the July 21 report, suggesting a better-than-expected quarter may be possible.
Positive Sentiment: Coverage around the earnings preview points to stronger trading revenue, higher net interest revenue, and rising asset management fees, all of which could support earnings growth if client activity remains firm.
Positive Sentiment: A separate valuation-focused article said SCHW still looks reasonably cheap versus its estimated intrinsic value, with some models implying upside if earnings continue to improve.
Neutral Sentiment: Schwab’s annual RIA survey highlighted that client firms still face organic growth and hiring challenges, which is useful context for the wealth-management backdrop but not a direct near-term catalyst for the stock.
Neutral Sentiment: One article revisited the company’s Q2 performance expectations and key metrics, keeping focus on the upcoming earnings release rather than introducing a new business development.
Neutral Sentiment: A Bloomberg piece about the drop in microcap IPOs after regulatory crackdowns reflects a broader market and regulatory trend, but it does not appear to materially affect Schwab’s fundamentals directly.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The shares were 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 of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the 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 transaction, the insider owned 13,738 shares of the company’s stock, valued at $1,373,937.38. This represents a 12.71% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 6,520 shares of company stock valued at $622,392 in the last quarter. 6.30% of the stock is owned by corporate insiders.

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.