The Charles Schwab Corporation $SCHW Stock: Oakmont Investment Advisors Inc. Reduces Stake

Oakmont Investment Advisors Inc. decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 37.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,208 shares of the financial services provider’s stock after selling 11,905 shares during the quarter. Charles Schwab accounts for approximately 1.3% of Oakmont Investment Advisors Inc.’s portfolio, making the stock its 20th largest position. Oakmont Investment Advisors Inc.’s holdings in Charles Schwab were worth $1,975,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of SCHW. Vest Financial LLC lifted its position in Charles Schwab by 51.3% during the third quarter. Vest Financial LLC now owns 616,370 shares of the financial services provider’s stock valued at $60,244,000 after purchasing an additional 209,041 shares during the last quarter. Arwa LLC increased its holdings in shares of Charles Schwab by 27.2% in the 3rd quarter. Arwa LLC now owns 4,091 shares of the financial services provider’s stock worth $392,000 after buying an additional 876 shares during the last quarter. Axxcess Wealth Management LLC increased its holdings in shares of Charles Schwab by 19.2% in the 3rd quarter. Axxcess Wealth Management LLC now owns 13,699 shares of the financial services provider’s stock worth $1,339,000 after buying an additional 2,202 shares during the last quarter. Sowell Financial Services LLC increased its holdings in shares of Charles Schwab by 98.7% in the 3rd quarter. Sowell Financial Services LLC now owns 27,029 shares of the financial services provider’s stock worth $2,642,000 after buying an additional 13,429 shares during the last quarter. Finally, Physician Wealth Advisors Inc. raised its position in shares of Charles Schwab by 126.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 730 shares of the financial services provider’s stock valued at $71,000 after buying an additional 407 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Insider Buying and Selling

In related news, Chairman Walter Bettinger sold 74,388 shares of the stock in a transaction on Friday, August 28th. The shares were sold at an average price of $110.91, for a total transaction of $8,250,373.08. Following the transaction, the chairman owned 610,360 shares of the company’s stock, valued at approximately $67,695,027.60. This trade represents a 10.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Dennis Howard sold 2,198 shares of the stock in a transaction on Thursday, August 13th. The shares were sold at an average price of $110.00, for a total transaction of $241,780.00. Following the transaction, the insider directly owned 6,980 shares in the company, valued at approximately $767,800. This represents a 23.95% 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. Insiders have sold 632,577 shares of company stock worth $68,214,123 in the last ninety days. 6.30% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on SCHW shares. BMO Capital Markets dropped their price objective on shares of Charles Schwab from $105.00 to $97.00 and set a “market perform” rating for the company in a report on Monday. Wolfe Research reissued an “outperform” rating and issued a $127.00 target price (up from $123.00) on shares of Charles Schwab in a research note on Tuesday, July 21st. Weiss Ratings raised Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, September 10th. Rothschild & Co Redburn raised their price target on Charles Schwab from $114.00 to $120.00 and gave the company a “neutral” rating in a research report on Monday, September 21st. Finally, Argus lifted their price target on Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Eighteen research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus target price of $120.18.

Charles Schwab Stock Up 0.8%

Shares of SCHW opened at $91.65 on Thursday. The firm has a market cap of $158.49 billion, a P/E ratio of 15.64, a P/E/G ratio of 0.81 and a beta of 0.79. The stock has a 50 day simple moving average of $103.44 and a two-hundred day simple moving average of $98.13. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $114.53.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 EPS for the quarter, topping the consensus estimate of $1.66 by $0.03. The firm had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The business’s revenue was up 16.9% compared to the same quarter last year. During the same period last year, the firm posted $1.31 earnings per share. On average, analysts forecast that The Charles Schwab Corporation will post 6.42 earnings per share for the current fiscal year.

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.