Lido Advisors LLC Sells 30,269 Shares of The Charles Schwab Corporation $SCHW

Lido Advisors LLC decreased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.7% during the first quarter, HoldingsChannel.com reports. The fund owned 502,606 shares of the financial services provider’s stock after selling 30,269 shares during the period. Lido Advisors LLC’s holdings in Charles Schwab were worth $47,235,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in SCHW. Souders Financial Advisors boosted its position in Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after purchasing an additional 98 shares during the period. Lantz Financial LLC grew its holdings in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC raised its position in shares of Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares during the period. Essex Financial Services Inc. raised its position in shares of Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after purchasing an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC lifted its stake in shares of Charles Schwab by 0.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after buying an additional 107 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Key Charles Schwab News

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

Charles Schwab Stock Up 1.0%

SCHW opened at $100.93 on Thursday. The firm 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 debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The firm’s 50-day simple moving average is $93.47 and its 200-day simple moving average is $95.34. 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 announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate 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 24.73%. The firm’s quarterly revenue was up 20.9% on a year-over-year basis. During the same period last year, the firm posted $1.14 EPS. Equities research analysts anticipate that The Charles Schwab Corporation will post 6.3 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on SCHW. Truist Financial decreased their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Charles Schwab in a research report on Wednesday. Jefferies Financial Group decreased their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. BMO Capital Markets downgraded Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price target on the stock. in a research report on Monday. Finally, Argus set a $108.00 price objective on Charles Schwab in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $119.41.

Insider Activity at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the sale, the director owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab 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 owned 13,738 shares of the company’s stock, valued at $1,373,937.38. This trade represents a 12.71% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. Company insiders own 6.30% of the company’s stock.

Charles Schwab Company 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.