WNY Asset Management LLC Buys New Holdings in The Charles Schwab Corporation $SCHW

WNY Asset Management LLC bought a new position in The Charles Schwab Corporation (NYSE:SCHW) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,833 shares of the financial services provider’s stock, valued at approximately $548,000.

A number of other institutional investors have also recently bought and sold shares of SCHW. Wellington Grp LLC increased its holdings in Charles Schwab by 600.0% in the 1st quarter. Wellington Grp LLC now owns 1,421 shares of the financial services provider’s stock valued at $134,000 after buying an additional 1,218 shares during the period. Argent Capital Management LLC acquired a new position in shares of Charles Schwab in the 1st quarter valued at $23,565,000. SOA Wealth Advisors LLC. lifted its holdings in shares of Charles Schwab by 15.4% during the 1st quarter. SOA Wealth Advisors LLC. now owns 2,631 shares of the financial services provider’s stock worth $247,000 after acquiring an additional 352 shares during the period. Silicon Valley Capital Partners lifted its holdings in shares of Charles Schwab by 135,349.5% during the 1st quarter. Silicon Valley Capital Partners now owns 125,968 shares of the financial services provider’s stock worth $11,838,000 after acquiring an additional 125,875 shares during the period. Finally, Bank of America Corp DE boosted its position in shares of Charles Schwab by 3.5% during the 1st quarter. Bank of America Corp DE now owns 15,623,030 shares of the financial services provider’s stock valued at $1,468,252,000 after acquiring an additional 530,191 shares in the last quarter. Institutional investors and hedge funds 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: Earnings and growth remain key catalysts: Schwab’s latest quarter produced EPS of $1.62 versus the $1.56 consensus, while revenue reached $7.07 billion, exceeding estimates of $6.90 billion and rising 20.9% year over year. The results support expectations for continued growth in brokerage, banking and wealth-management activity. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Buybacks and dividends support shareholder returns: Schwab reportedly plans to repurchase as much as $20 billion of stock, which could reduce the share count and boost future EPS. The company also confirmed a quarterly dividend of $0.32 per share, reinforcing the income appeal. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analyst outlook is favorable: Erste Group raised its FY2026 EPS estimate to $6.50 from $6.34, while multiple firms recently increased price targets. The consensus remains “Moderate Buy,” with an average target of $119.94, above recent trading levels.
• Neutral Sentiment: Strategic positioning has mixed implications: Schwab’s Austin-area office expansion may strengthen client service but is unlikely to materially affect near-term results. Its reported robo-adviser exit could lower costs and focus resources on core businesses, while potentially reducing appeal to younger digital investors. Schwab’s involvement in securities-tokenization initiatives also offers longer-term optionality, though the immediate financial impact is uncertain. Charles Schwab announces new Austin office
• Negative Sentiment: Large insider sales may temper enthusiasm: Chairman Walter Bettinger sold roughly $29.8 million of shares, while other executives sold millions more, including Dennis Howard’s $2.94 million transaction and Nigel Murtagh’s $3.43 million sale. The trades were made under pre-arranged Rule 10b5-1 plans, reducing their bearish significance, but the scale may encourage profit-taking after SCHW’s advance. Charles Schwab insider selling

Charles Schwab Stock Up 1.0%

Shares of NYSE SCHW opened at $105.39 on Friday. The firm’s 50-day simple moving average is $95.33 and its 200 day simple moving average is $95.49. The company has a market cap of $183.30 billion, a price-to-earnings ratio of 19.16, a price-to-earnings-growth ratio of 0.80 and a beta of 0.77. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.56 by $0.06. Charles Schwab had a net margin of 38.79% and a return on equity of 24.73%. The firm had revenue of $7.07 billion during the quarter, compared to analysts’ expectations of $6.90 billion. During the same quarter last year, the company posted $1.14 EPS. The company’s quarterly revenue was up 20.9% compared to the same quarter last year. On average, research analysts expect that The Charles Schwab Corporation will post 6.46 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio is 23.27%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Jefferies Financial Group lowered their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Raymond James Financial restated an “outperform” rating and set a $145.00 price target on shares of Charles Schwab in a research note on Wednesday, July 22nd. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Finally, UBS Group upped their price target on Charles Schwab from $122.00 to $128.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $119.94.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $104.21, for a total value of $208,420.00. Following the transaction, the insider directly owned 11,738 shares in the company, valued at approximately $1,223,216.98. This trade represents a 14.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 28,000 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $105.01, for a total value of $2,940,280.00. Following the completion of the transaction, the insider owned 10,470 shares in the company, valued at $1,099,454.70. The trade was a 72.78% 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 363,848 shares of company stock valued at $37,874,706 over the last quarter. Company insiders own 6.30% of the company’s stock.

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.