The Charles Schwab Corporation $SCHW Stock Position Reduced by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 98.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,805 shares of the financial services provider’s stock after selling 552,596 shares during the quarter. Curated Wealth Partners LLC’s holdings in Charles Schwab were worth $861,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHW. Compass Financial Management LLC purchased a new position in Charles Schwab in the second quarter valued at $27,000. Scarborough Advisors LLC acquired a new position in Charles Schwab in the first quarter valued at approximately $29,000. Main Street Group LTD acquired a new position in shares of Charles Schwab in the 1st quarter valued at $33,000. J.Safra Asset Management Corp acquired a new position in Charles Schwab in the second quarter valued at $39,000. Finally, Washington Trust Advisors Inc. grew its stake in Charles Schwab by 118.0% during the 2nd quarter. Washington Trust Advisors Inc. now owns 447 shares of the financial services provider’s stock worth $41,000 after buying an additional 242 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 32,947 shares of the company’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $104.01, for a total value of $3,426,817.47. Following the completion of the transaction, the insider owned 57,972 shares in the company, valued at $6,029,667.72. This represents a 36.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Peter J. Morgan III sold 6,952 shares of the firm’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $102.03, for a total transaction of $709,312.56. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 645,582 shares of company stock worth $69,553,935. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Trading Down 2.5%

Shares of SCHW stock opened at $94.42 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The firm has a market cap of $163.28 billion, a P/E ratio of 17.17, a PEG ratio of 0.82 and a beta of 0.79. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $114.53. The firm’s 50-day simple moving average is $104.81 and its 200-day simple moving average is $98.19.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. The company had revenue of $7.17 billion for the quarter, compared to analyst estimates of $7.18 billion. During the same quarter last year, the business earned $1.31 EPS. Charles Schwab’s revenue for the quarter was up 16.9% on a year-over-year basis. As a group, equities analysts forecast that The Charles Schwab Corporation will post 6.45 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 28th. Shareholders of record on Friday, August 14th were given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Friday, August 14th. Charles Schwab’s payout ratio is 23.27%.

Wall Street Analyst Weigh In

A number of research firms have commented on SCHW. Wells Fargo & Company initiated coverage on shares of Charles Schwab in a research note on Friday, October 2nd. They issued an “equal weight” rating and a $105.00 price objective on the stock. Evercore reiterated a “hold” rating on shares of Charles Schwab in a research report on Thursday. Morgan Stanley increased their target price on shares of Charles Schwab from $136.00 to $141.00 and gave the company an “overweight” rating in a report on Friday, October 9th. Weiss Ratings raised Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, September 10th. Finally, Wolfe Research restated an “outperform” rating and set a $127.00 price objective on shares of Charles Schwab in a research report on Tuesday, July 21st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $119.00.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab reported adjusted third-quarter earnings of $1.69 per share, above the $1.66 consensus estimate, while revenue rose 16.9% year over year to a record $7.17 billion. Net income increased 23% to approximately $2.9 billion. Schwab Delivers Record Net New Assets & Earnings
• Positive Sentiment: Core net new assets reached a record $190.4 billion, up 38% year over year, lifting total client assets to $13.33 trillion. Schwab also added roughly 1.2 million brokerage accounts, bringing its total to 48.6 million. Charles Schwab Pulls in Record $190 Billion in New Assets
• Positive Sentiment: Higher trading activity, lending growth and net interest revenue supported the quarter. Trading activity reportedly increased 44%, while net interest margin improved to 3.04%, indicating continued benefits from stronger markets and client engagement. Schwab Trading Activity Jumps 44%
• Positive Sentiment: Management sees cryptocurrency as a potential new revenue engine after completing retail bitcoin and ether trading access, with transfers and additional cryptocurrencies planned. Charles Schwab CEO Sees Crypto as a New Revenue Engine
• Neutral Sentiment: Schwab is blocking unauthorized third-party artificial-intelligence agents from accessing client accounts and directing customers to its in-house “Charley” assistant. The move may reduce security risks but could limit some external AI integrations. Schwab blocks unauthorized AI agents
• Negative Sentiment: Revenue of $7.17 billion was slightly below estimates near $7.18 billion. The modest miss appears to have outweighed the EPS beat, particularly after strong expectations heading into the report. Schwab Q3 Earnings Beat on Higher NIR, Stock Slides on Revenue Miss
• Negative Sentiment: Schwab indicated that 2026 revenue and net-interest-margin growth may land at the lower end of its previous outlook range, raising concerns about the durability of growth as market conditions and interest-rate benefits normalize. Schwab sees 2026 revenue and NIM growth at lower end
• Negative Sentiment: Some analysts have trimmed fair-value estimates or price targets, reflecting debate over whether Schwab’s strong asset gathering and trading growth can continue at the current valuation. Charles Schwab Fair Value Trim

Charles Schwab Company Profile

Charles Schwab Corporation (NYSE:SCHW) is a financial services company that provides brokerage, investment, banking and wealth management services to individual investors, employers, institutions and independent investment advisors. Its offerings include online and mobile trading, securities brokerage, retirement accounts, financial planning, portfolio management, banking products, research and access to mutual funds and exchange-traded funds.

The company operates through businesses including Schwab Brokerage, Schwab Wealth Advisory, Schwab Asset Management and Charles Schwab Bank.