The Charles Schwab Corporation $SCHW Shares Sold by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC lessened its position in The Charles Schwab Corporation (NYSE:SCHW) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 188,026 shares of the financial services provider’s stock after selling 7,119 shares during the period. Charles Schwab makes up 2.0% of Cutler Investment Counsel LLC’s holdings, making the stock its 16th largest position. Cutler Investment Counsel LLC’s holdings in Charles Schwab were worth $18,786,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC increased its holdings in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank acquired a new stake in Charles Schwab during the 4th quarter worth about $26,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab during the 4th quarter worth about $28,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab during the 4th quarter valued at about $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab during the fourth quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have commented on SCHW shares. UBS Group lowered their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price for the company. Raymond James Financial lifted their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. TD Cowen lifted their price target on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Insider Buying and Selling at Charles Schwab

In related news, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Paul V. Woolway sold 7,941 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This trade represents a 21.00% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Trading Down 0.6%

Shares of Charles Schwab stock opened at $88.72 on Friday. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50. The company has a 50-day simple moving average of $91.08 and a 200 day simple moving average of $95.28. 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 capitalization of $154.30 billion, a P/E ratio of 17.60, a price-to-earnings-growth ratio of 0.84 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for 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%.Charles Schwab’s revenue was up 15.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts expect that The Charles Schwab Corporation will post 6.13 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

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

Key Charles Schwab News

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

• Positive Sentiment: Erste Group Bank lifted its earnings estimates for Charles Schwab, raising FY2026 EPS to $6.16 from $6.01 and FY2027 EPS to $7.26 from $7.04, signaling improving profit expectations.
• Positive Sentiment: Charles Schwab Foundation expanded its partnership with SIFMA Foundation with a $2.85 million, multi-year commitment to boost investing education nationwide, reinforcing the company’s brand and community positioning. Article: Charles Schwab Foundation Expands Partnership with SIFMA Foundation to Broaden Access to Credible Investing Education Nationwide
• Positive Sentiment: Schwab continues to be highlighted in market commentary and industry outlooks alongside peers like Morgan Stanley and Interactive Brokers, keeping the stock in focus as a leading brokerage name.
• Neutral Sentiment: Several articles compared Schwab’s ETFs with competitors and highlighted the lower fees on products like the Schwab U.S. Small-Cap ETF, which may help attract assets but is not an immediate earnings catalyst. Article: Schwab (SCHA) vs. iShares (IJR): Which Small Cap ETF Should Investors Buy?
• Negative Sentiment: Schwab’s decision to cut ETF fees may improve competitiveness, but it can also pressure fund margins in the near term as the brokerage continues to compete on price. Article: Charles Schwab cuts ETF fees. Its fund lineup is getting cheaper.
• Negative Sentiment: Robinhood’s approval to underwrite IPOs increases competitive pressure in retail brokerage and could chip away at Schwab’s growth opportunities over time. Article: HOOD’s IPO Underwriting Approval Strengthens Its Super-App Ambitions

Charles Schwab Company Profile

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.