The Charles Schwab Corporation $SCHW is Aureus Asset Management LLC’s 6th Largest Position

Aureus Asset Management LLC cut its stake in The Charles Schwab Corporation (NYSE:SCHW) by 1.7% during the first quarter, HoldingsChannel reports. The fund owned 605,564 shares of the financial services provider’s stock after selling 10,608 shares during the quarter. Charles Schwab comprises about 3.8% of Aureus Asset Management LLC’s holdings, making the stock its 6th largest position. Aureus Asset Management LLC’s holdings in Charles Schwab were worth $56,911,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHW. Dogwood Wealth Management LLC lifted 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 acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab during the fourth quarter worth about $26,000. Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab during the fourth quarter valued at about $29,000. Optima Capital LLC acquired a new position in shares of Charles Schwab during the fourth quarter valued at about $30,000. Finally, Scarborough Advisors LLC purchased a new position in shares of Charles Schwab in the 1st quarter valued at approximately $29,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Charles Schwab reported record quarterly revenue and earnings, beating estimates with EPS of $1.62 on revenue of $7.07 billion, helped by a 57% jump in daily average revenue trades and a 21% rise in revenue year over year. Schwab Beats 2Q Estimates as Retail Traders Pile Into Market
• Positive Sentiment: The company added 1.4 million brokerage accounts and raised its 2026 outlook, signaling continued client growth and stronger revenue momentum from trading activity, lending growth, and AI-related investments. Schwab Q2 Earnings Call Highlights Growth & AI-Led Expansion
• Positive Sentiment: Barclays raised its price target on SCHW to $125 from $122 and kept an overweight rating, reflecting optimism about further upside. Benzinga
• Neutral Sentiment: Despite the strong earnings beat, some reports say SCHW slipped as investors locked in gains and focused on higher expenses and near-term valuation after the results. Schwab Stock Slides Despite Q2 Earnings Beat on Robust Trading & NIR

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of recent analyst reports. Zacks Research upgraded shares of Charles Schwab from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Charles Schwab in a research report on Wednesday. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective for the company. Wolfe Research reaffirmed an “outperform” rating and set a $127.00 target price on shares of Charles Schwab in a research note on Tuesday. Finally, Truist Financial decreased their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average target price of $119.41.

Insider Activity

In related news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $100.01, for a total transaction of $200,020.00. Following the completion of the transaction, the insider directly owned 13,738 shares of the company’s stock, valued at approximately $1,373,937.38. The trade was a 12.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 6,520 shares of company stock valued at $622,392. 6.30% of the stock is currently owned by insiders.

Charles Schwab Trading Up 1.0%

Shares of SCHW stock opened at $100.93 on Thursday. The company’s 50-day moving average price is $93.47 and its 200-day moving average price is $95.34. The stock has a market cap of $175.53 billion, a price-to-earnings ratio of 18.35, a PEG ratio of 0.83 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. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The firm had revenue of $7.07 billion for the quarter, compared to analyst estimates of $6.90 billion. During the same quarter in the previous year, the company earned $1.14 EPS. The business’s revenue for the quarter was up 20.9% compared to the same quarter last year. As a group, equities analysts predict that The Charles Schwab Corporation will post 6.3 earnings per share for the current year.

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.