Orion Porfolio Solutions LLC Sells 15,369 Shares of The Charles Schwab Corporation $SCHW

Orion Porfolio Solutions LLC cut its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 161,116 shares of the financial services provider’s stock after selling 15,369 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Charles Schwab were worth $15,382,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHW. West Branch Capital LLC bought a new position in shares of Charles Schwab in the 3rd quarter worth about $27,000. Evelyn Partners Asset Management Ltd acquired a new stake in Charles Schwab during the second quarter worth approximately $33,000. Howard Hughes Medical Institute bought a new stake in Charles Schwab in the second quarter worth approximately $34,000. Redmont Wealth Advisors LLC acquired a new position in Charles Schwab in the third quarter valued at approximately $34,000. Finally, FSA Wealth Management LLC bought a new position in shares of Charles Schwab during the 2nd quarter worth approximately $36,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In related news, insider Dennis Howard sold 10,108 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the sale, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $990,462. This represents a 49.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Nigel J. Murtagh sold 7,203 shares of Charles Schwab stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the transaction, the insider directly owned 57,972 shares in the company, valued at $5,484,730.92. This represents a 11.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 415,568 shares of company stock valued at $42,639,058 in the last three months. Insiders own 6.30% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Total client assets rose to $12.2T in January (+18% Y/Y); core net new assets were $27.8B and new brokerage accounts grew ~10% — evidence of continued organic growth that supports fee income, deposits and cross?sell potential. Read More.
• Positive Sentiment: Schwab completed its acquisition of Forge Global (~$660M all?cash), adding a private?markets platform that broadens product set for retail, RIAs and UHNW clients — a strategic revenue diversification move that could lift fee revenue over time. Read More.
• Positive Sentiment: Dividend modestly increased (recent quarterly payout $0.32 vs prior $0.27) — supports yield-seeking investor interest and signals confidence in cash generation. Read More.
• Positive Sentiment: Wall Street remains constructive: multiple price?target upgrades and buy/overweight notes this quarter highlight expectations for stronger net interest income and earnings leverage as rates and deposit mix evolve. Read More.
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — management will present strategy and outlook (could clarify guidance but is an informational event, not an immediate earnings driver). Read More.
• Neutral Sentiment: Regional expansion and office moves (e.g., South Florida) underline continued branch/talent investments; strategic but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Insider selling: recent filings show Paul V. Woolway sold shares (several transactions disclosed this week) — raises short?term cautionary signals for some investors even if insiders often sell for personal/liquidity reasons. Read More.
• Negative Sentiment: AI disruption chatter and social?media driven concerns have pressured Schwab recently (comments about AI tools threatening wealth management sent shares lower in recent sessions), amplifying volatility despite management saying it is actively adopting AI. Read More.

Charles Schwab Trading Down 0.8%

NYSE:SCHW opened at $95.29 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. The company has a market cap of $166.97 billion, a PE ratio of 20.45, a PEG ratio of 0.77 and a beta of 0.93. The firm has a 50-day moving average of $99.88 and a 200-day moving average of $96.45.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s payout ratio is presently 27.47%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on SCHW shares. UBS Group lifted their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research note on Monday, January 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Finally, Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $115.95.

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.