Integrated Advisors Network LLC Has $3.52 Million Stock Position in The Charles Schwab Corporation $SCHW

Integrated Advisors Network LLC cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 50.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 37,458 shares of the financial services provider’s stock after selling 37,440 shares during the quarter. Integrated Advisors Network LLC’s holdings in Charles Schwab were worth $3,520,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. State Street Corp grew its position in shares of Charles Schwab by 1.0% in the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares during the last quarter. Geode Capital Management LLC boosted its stake in Charles Schwab by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after purchasing an additional 98,242 shares during the period. Franklin Resources Inc. grew its holdings in Charles Schwab by 0.3% in the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after buying an additional 78,020 shares during the last quarter. Primecap Management Co. CA increased its position in Charles Schwab by 9.7% in the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after buying an additional 2,066,884 shares during the period. Finally, Fisher Asset Management LLC lifted its holdings in shares of Charles Schwab by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock worth $2,179,888,000 after buying an additional 171,926 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

NYSE SCHW opened at $101.82 on Wednesday. The firm has a market cap of $177.08 billion, a price-to-earnings ratio of 20.20, a PEG ratio of 0.92 and a beta of 0.77. The company has a 50 day moving average of $90.96 and a 200-day moving average of $95.23. 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 1-year low of $83.96 and a 1-year high of $107.50.

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. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the previous year, the business earned $1.04 EPS. Charles Schwab’s revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is presently 25.40%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a research note on Friday, May 15th. TD Cowen boosted their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Morgan Stanley cut their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. Barclays lifted their target price on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Finally, Argus set a $108.00 price target on Charles Schwab in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average price target of $116.00.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab’s June STAX reading rose to 59.12, its highest level in four years, signaling robust retail investor trading activity and potentially stronger brokerage-driven revenue. Schwab Trading Activity Index™: STAX Score Reaches a Four-Year High in June
• Positive Sentiment: Coverage highlighting a renewed retail trading boom supports the view that Schwab is quietly benefiting from increased market participation by individual investors. The Retail Trading Boom Is Back. Charles Schwab Is Quietly Cashing In.
• Neutral Sentiment: An insider sale by Jonathan Beatty was disclosed, but it was a pre-arranged Rule 10b5-1 transaction, which makes it less meaningful as a bearish signal. Charles Schwab (NYSE:SCHW) Insider Jonathan Beatty Sells 2,000 Shares of Stock
• Neutral Sentiment: Charles Schwab’s prior backing of institutional crypto exchange EDX Markets is getting renewed attention, but the news is more about the broader crypto infrastructure ecosystem than a direct catalyst for Schwab shares. Institutional crypto exchange EDX lands $76M from SBI Holdings

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This trade represents a 21.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. 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. Insiders have sold a total of 63,700 shares of company stock worth $6,283,211 over the last ninety days. Company insiders own 6.30% of the company’s stock.

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.