The Charles Schwab Corporation (NYSE:SCHW – Get Free Report) insider Jonathan Beatty sold 1,000 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $111.33, for a total value of $111,330.00. Following the completion of the sale, the insider owned 10,738 shares in the company, valued at approximately $1,195,461.54. The trade was a 8.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.
Charles Schwab Stock Up 1.0%
NYSE:SCHW opened at $111.63 on Wednesday. The company has a market cap of $193.05 billion, a price-to-earnings ratio of 20.30, a price-to-earnings-growth ratio of 0.85 and a beta of 0.76. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $112.20. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The stock has a fifty day simple moving average of $100.32 and a 200-day simple moving average of $95.95.
Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.56 by $0.06. The firm had revenue of $7.07 billion for the quarter, compared to analysts’ expectations of $6.90 billion. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. The business’s revenue for the quarter was up 20.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.14 earnings per share. Analysts anticipate that The Charles Schwab Corporation will post 6.46 EPS for the current year.
Charles Schwab Announces Dividend
Institutional Trading of Charles Schwab
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Dogwood Wealth Management LLC boosted its position in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Compass Financial Management LLC bought a new position in Charles Schwab in the second quarter worth about $27,000. Scarborough Advisors LLC bought a new position in Charles Schwab in the first quarter worth about $29,000. McIlrath & Eck LLC lifted its position in shares of Charles Schwab by 143.2% during the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock valued at $32,000 after buying an additional 189 shares during the last quarter. Finally, Main Street Group LTD bought a new stake in shares of Charles Schwab in the 1st quarter valued at about $33,000. Institutional investors own 84.38% of the company’s stock.
Analyst Upgrades and Downgrades
Several research firms have recently weighed in on SCHW. Morgan Stanley lifted their price target on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. Piper Sandler set a $118.00 target price on Charles Schwab in a research report on Tuesday, July 21st. Compass Point assumed coverage on Charles Schwab in a report on Monday, August 3rd. They issued a “buy” rating and a $135.00 target price for the company. Finally, Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $121.17.
Read Our Latest Stock Analysis on Charles Schwab
Charles Schwab News Summary
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab reported July client assets of $13.04 trillion, up 19% year over year. Higher net new assets and trading activity could support revenue growth and reinforce the company’s operating momentum. SCHW’s July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
- Positive Sentiment: The company is seeking a director to build its long-short separately managed account platform. Expanding into tax-aware strategies could attract wealthy clients seeking diversification without immediately realizing large capital gains, potentially creating new fee revenue. Schwab on the Hunt for Long-Short Strategies Director
- Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders discussed the relatively modest move in bond yields and the effects of higher yields on markets. The commentary provides market context but does not indicate a material change to Schwab’s outlook. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab’s Liz Ann Sonders discusses how higher yields are impacting markets
- Neutral Sentiment: A report says tax-related investing strategies are creating concern for Schwab and Fidelity, while Schwab’s planned long-short SMA expansion reflects the industry’s response to demand for tax-efficient portfolio management. The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity
- Negative Sentiment: Two insiders sold shares: Jonathan S. Beatty sold 1,000 shares for about $111,330, while Dennis Howard sold 2,198 shares for approximately $241,780 under a pre-arranged Rule 10b5-1 plan. The sales are relatively small but may add modest caution with SCHW near a record high. Jonathan Beatty SEC filing Insider Selling: Charles Schwab Insider Sells 2,198 Shares
- Negative Sentiment: Schwab’s launch of cash-settled single-stock futures could expand trading revenue, but uncertain adoption, liquidity concerns and the potential for outsized customer losses make the product a riskier growth initiative. Schwab’s Single Stock Futures: A Game Changer or Risky Bet?
About Charles Schwab
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.
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