Insider Selling: Charles Schwab (NYSE:SCHW) Insider Sells $111,330.00 in Stock

The Charles Schwab Corporation (NYSE:SCHW) insider Jonathan Beatty sold 1,000 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the transaction, the insider owned 10,738 shares of the company’s stock, valued at approximately $1,195,461.54. The trade was a 8.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Charles Schwab Stock Performance

SCHW stock traded up $1.05 during mid-day trading on Tuesday, hitting $111.63. The company had a trading volume of 7,092,046 shares, compared to its average volume of 10,501,901. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. The firm has a market cap of $193.05 billion, a PE ratio of 20.30, a price-to-earnings-growth ratio of 0.85 and a beta of 0.76. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $112.20. The stock’s fifty day moving average price is $100.32 and its two-hundred day moving average price is $95.95.

Charles Schwab (NYSE:SCHW) last released its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.56 by $0.06. The firm had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. The company’s revenue was up 20.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.14 EPS. On average, analysts forecast that The Charles Schwab Corporation will post 6.46 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.27%.

Institutional Investors Weigh In On Charles Schwab

A number of large investors have recently added to or reduced their stakes in the company. Souders Financial Advisors boosted its stake in shares of Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after purchasing an additional 98 shares during the period. Essex Financial Services Inc. increased its stake in shares of Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after acquiring an additional 105 shares in the last quarter. Sheets Smith Wealth Management lifted its holdings in shares of Charles Schwab by 0.7% during the first quarter. Sheets Smith Wealth Management now owns 14,521 shares of the financial services provider’s stock valued at $1,365,000 after purchasing an additional 108 shares during the last quarter. Acorn Financial Advisory Services Inc. ADV boosted its holdings in Charles Schwab by 4.5% in the fourth quarter. Acorn Financial Advisory Services Inc. ADV now owns 2,536 shares of the financial services provider’s stock worth $253,000 after acquiring an additional 110 shares in the last quarter. Finally, Interchange Capital Partners LLC increased its stake in Charles Schwab by 2.8% during the 4th quarter. Interchange Capital Partners LLC now owns 4,104 shares of the financial services provider’s stock valued at $410,000 after purchasing an additional 112 shares in the last quarter. 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: Schwab reported that July client assets increased 19% year over year to $13.04 trillion. Higher net new assets and trading activity could support stronger revenue and earnings momentum. SCHW’s July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
• Positive Sentiment: The firm is seeking a director to lead its long-short separately managed account platform. Expanding tax-efficient strategies could help Schwab attract affluent investors and diversify revenue sources as demand grows for solutions to concentrated stock positions. Schwab on the Hunt for Long-Short Strategies Director
• Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders said the recent rise in bond yields has been modest but is still affecting market valuations and investor behavior. The comments point to a macroeconomic factor rather than a company-specific catalyst. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab’s Liz Ann Sonders discusses how higher yields are impacting markets
• Neutral Sentiment: Schwab’s launch of cash-settled single-stock futures creates a potential trading and fee opportunity, but adoption, liquidity, leverage and outsized-loss risks could limit investor enthusiasm or increase regulatory scrutiny. Schwab’s Single Stock Futures: A Game Changer or Risky Bet?
• Negative Sentiment: Director Dennis Howard sold 2,198 shares worth approximately $241,780, reducing his holdings by nearly 24%. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it is a relatively weak bearish signal; however, the sale may weigh modestly on sentiment. Insider Selling: Charles Schwab Insider Sells 2,198 Shares

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Piper Sandler set a $118.00 price objective on Charles Schwab in a report on Tuesday, July 21st. Compass Point initiated coverage on shares of Charles Schwab in a research note on Monday, August 3rd. They issued a “buy” rating and a $135.00 target price for the company. Argus upped their price target on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. TD Cowen raised 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. Finally, Morgan Stanley lifted their price objective on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $121.17.

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.