WNY Asset Management LLC Makes New $548,000 Investment in The Charles Schwab Corporation $SCHW

WNY Asset Management LLC purchased a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 5,833 shares of the financial services provider’s stock, valued at approximately $548,000.

Other hedge funds have also made changes to their positions in the company. Dogwood Wealth Management LLC raised its stake in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after acquiring an additional 123 shares in the last quarter. Scarborough Advisors LLC bought a new stake in Charles Schwab during the first quarter worth approximately $29,000. Optima Capital LLC acquired a new position in Charles Schwab during the fourth quarter valued at approximately $30,000. McIlrath & Eck LLC grew its holdings in Charles Schwab by 143.2% during the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 189 shares during the last quarter. Finally, Main Street Group LTD acquired a new position in Charles Schwab during the first quarter valued at approximately $33,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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 SCHW stock opened at $105.39 on Friday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. 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 firm has a market cap of $183.30 billion, a PE ratio of 19.16, a price-to-earnings-growth ratio of 0.80 and a beta of 0.77. The stock has a 50 day moving average of $95.33 and a 200-day moving average of $95.49.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, topping 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 business had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. During the same quarter last year, the company posted $1.14 earnings per share. Charles Schwab’s quarterly revenue was up 20.9% on a year-over-year basis. On average, equities analysts predict that The Charles Schwab Corporation will post 6.46 EPS for the current year.

Charles Schwab Dividend Announcement

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

Insider Transactions at Charles Schwab

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 6,952 shares of the firm’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $102.03, for a total value of $709,312.56. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Dennis Howard sold 28,000 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $105.01, for a total transaction of $2,940,280.00. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $1,099,454.70. The trade was a 72.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 363,848 shares of company stock worth $37,874,706. 6.30% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Jefferies Financial Group reduced their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Charles Schwab in a report on Wednesday, July 22nd. Piper Sandler set a $118.00 target price on shares of Charles Schwab in a research report on Tuesday, July 21st. Finally, BMO Capital Markets cut shares of Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 price target for the company. in a report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus price target of $119.94.

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.