Cerity Partners LLC Has $111.23 Million Position in The Charles Schwab Corporation $SCHW

Cerity Partners LLC grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 1.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,113,249 shares of the financial services provider’s stock after purchasing an additional 10,923 shares during the quarter. Cerity Partners LLC owned about 0.06% of Charles Schwab worth $111,225,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. LPL Financial LLC grew its position in shares of Charles Schwab by 4.0% in the fourth quarter. LPL Financial LLC now owns 1,781,147 shares of the financial services provider’s stock valued at $177,954,000 after purchasing an additional 68,435 shares during the last quarter. Franklin Resources Inc. grew its position in shares of Charles Schwab by 0.3% in the fourth quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after purchasing an additional 78,020 shares during the last quarter. Erste Asset Management GmbH grew its position in shares of Charles Schwab by 3.6% in the fourth quarter. Erste Asset Management GmbH now owns 9,874 shares of the financial services provider’s stock valued at $1,000,000 after purchasing an additional 345 shares during the last quarter. CNB Bank grew its position in shares of Charles Schwab by 31.8% in the fourth quarter. CNB Bank now owns 5,382 shares of the financial services provider’s stock valued at $538,000 after purchasing an additional 1,298 shares during the last quarter. Finally, Syon Capital LLC grew its position in shares of Charles Schwab by 28.8% in the fourth quarter. Syon Capital LLC now owns 12,600 shares of the financial services provider’s stock valued at $1,259,000 after purchasing an additional 2,820 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of Charles Schwab 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 sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. The trade was a 21.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is currently owned by corporate insiders.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab’s Trading Activity Index rebounded in May, suggesting retail clients became more active after a softer April. That supports the idea of stronger engagement and potentially better trading-related revenue for Charles Schwab. Schwab Trading Activity Index™: STAX Score Rebounds in May
• Positive Sentiment: Analysts highlighted Charles Schwab as a beneficiary of industry tailwinds, including efficiency efforts, solid trading performance, and momentum in underwriting and advisory businesses, which can support earnings expectations. Buy These 3 Investment Bank Stocks From a Promising Industry
• Positive Sentiment: Multiple reports pointed to upside potential in SCHW shares, with Wall Street consensus implying meaningful room for appreciation if earnings revisions continue to improve. Does Charles Schwab (SCHW) Have the Potential to Rally 29.39% as Wall Street Analysts Expect?
• Positive Sentiment: Comments from Schwab executives about a pickup in retail options trading and lower volatility in crypto markets reinforce the broader theme of active investor participation, which could benefit Schwab’s brokerage business. CZ says bitcoin won’t be ‘dead for long’ as Charles Schwab exec sees lower volatility this cycle
• Neutral Sentiment: Schwab executives also appeared in media interviews discussing market conditions, AI-related investing trends, and retail options activity. These comments mainly reinforce Schwab’s market presence rather than signal a direct business catalyst. Seeing a pickup in options trading among retail investors, says Charles Schwab’s Joe Mazzola
• Negative Sentiment: The stock is still trading below its 50-day and 200-day moving averages, which suggests the rebound remains technically fragile even after recent positive headlines.

Charles Schwab Stock Up 0.7%

NYSE SCHW opened at $88.70 on Wednesday. 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 stock’s 50 day moving average is $91.25 and its two-hundred day moving average is $95.31. The company has a market capitalization of $154.26 billion, a price-to-earnings ratio of 17.60, a PEG ratio of 0.83 and a beta of 0.77. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. The company 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%.The company’s quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued 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, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Argus set a $108.00 price target on Charles Schwab in a research report on Monday, April 20th. Morgan Stanley decreased their target price on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a research report on Friday, May 15th. TD Cowen lifted their target price 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, Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $116.00.

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.