Bellwether Advisors LLC Has $249,000 Stake in The Charles Schwab Corporation $SCHW

Bellwether Advisors LLC trimmed its position in The Charles Schwab Corporation (NYSE:SCHW) by 82.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,496 shares of the financial services provider’s stock after selling 11,487 shares during the period. Bellwether Advisors LLC’s holdings in Charles Schwab were worth $249,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of SCHW. Primecap Management Co. CA raised its stake in shares of Charles Schwab by 11.4% in the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after purchasing an additional 2,174,381 shares in the last quarter. Mondrian Investment Partners LTD acquired a new position in shares of Charles Schwab in the third quarter valued at $169,104,000. First Trust Advisors LP raised its stake in shares of Charles Schwab by 292.7% in the third quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares in the last quarter. Danske Bank A S acquired a new position in shares of Charles Schwab in the third quarter valued at $142,594,000. Finally, Amundi raised its stake in shares of Charles Schwab by 21.6% in the third quarter. Amundi now owns 6,982,838 shares of the financial services provider’s stock valued at $656,387,000 after purchasing an additional 1,238,813 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Price Performance

Charles Schwab stock opened at $89.43 on Wednesday. The business’s 50-day simple moving average is $92.60 and its 200 day simple moving average is $95.80. The stock has a market cap of $155.53 billion, a price-to-earnings ratio of 17.74, a P/E/G ratio of 0.61 and a beta of 0.80. The Charles Schwab Corporation has a 12-month low of $85.76 and a 12-month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 6.12 earnings per share for the current year.

Charles Schwab Announces Dividend

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

Insider Transactions at Charles Schwab

In related news, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, the director owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at approximately $990,462. This represents a 49.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 99,021 shares of company stock worth $9,617,291 in the last ninety days. 6.30% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts recently commented on SCHW shares. Raymond James Financial upped their target price on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. TD Cowen increased their price objective on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday, May 15th. Barclays increased their price objective on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Argus set a $108.00 price objective on Charles Schwab in a research note on Monday, April 20th. Finally, Jefferies Financial Group dropped their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab CEO Rick Wurster said the company wants to win new customers by focusing on wealth building rather than chasing meme coins or prediction markets, reinforcing a disciplined long-term growth strategy and suggesting the stock could deserve a higher valuation. Article Title
• Positive Sentiment: Another interview with CEO Rick Wurster highlighted plans to expand access to investing, which may support investor confidence in Schwab’s growth initiatives. Article Title
• Neutral Sentiment: A new article reviewed Charles Schwab’s valuation after its recent mixed share price performance, flagging short-term weakness but noting the stock remains reasonably valued on longer-term measures. Article Title
• Neutral Sentiment: Several golf-related stories used the Charles Schwab name for the Charles Schwab Challenge, which boosts brand visibility but does not directly change the company’s financial outlook. Article Title
• Negative Sentiment: No major earnings or deal news was reported in these articles, so the recent pullback appears more tied to broader trading pressure and valuation concerns than to a specific company setback.

Charles Schwab 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.