The Charles Schwab Corporation $SCHW Shares Bought by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 28.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,411 shares of the financial services provider’s stock after buying an additional 5,428 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Charles Schwab were worth $2,331,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SCHW. Federated Hermes Inc. raised its stake in shares of Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after purchasing an additional 173,577 shares during the period. Vanguard Personalized Indexing Management LLC boosted its stake in shares of Charles Schwab by 26.8% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock valued at $17,387,000 after purchasing an additional 40,275 shares during the period. Bain Capital Public Equity Management II LLC acquired a new stake in Charles Schwab during the 1st quarter valued at $79,605,000. Figure 8 Investment Strategies LLC purchased a new stake in Charles Schwab during the 2nd quarter worth $924,000. Finally, PFG Investments LLC lifted its holdings in Charles Schwab by 10.2% in the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock worth $543,000 after buying an additional 550 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. The trade was a 20.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Paul V. Woolway sold 3,205 shares of the business’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $93.33, for a total transaction of $299,122.65. Following the sale, the insider directly owned 34,778 shares of the company’s stock, valued at approximately $3,245,830.74. This represents a 8.44% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on SCHW. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Charles Schwab from $119.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, October 17th. JPMorgan Chase & Co. increased their price target on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Keefe, Bruyette & Woods lifted their price objective on Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Cowen reaffirmed a “buy” rating on shares of Charles Schwab in a research report on Friday, October 17th. Finally, Barclays decreased their price target on shares of Charles Schwab from $115.00 to $111.00 and set an “overweight” rating for the company in a research report on Friday, December 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $108.37.

Charles Schwab Trading Up 1.6%

NYSE:SCHW opened at $98.79 on Friday. The company has a market cap of $175.55 billion, a PE ratio of 23.14, a P/E/G ratio of 0.83 and a beta of 0.96. The business’s 50 day moving average is $94.18 and its two-hundred day moving average is $93.74. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $99.59.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 earnings per share for the quarter, beating analysts’ consensus estimates of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The business had revenue of $6.38 billion during the quarter, compared to the consensus estimate of $5.93 billion. During the same period in the previous year, the business earned $0.71 EPS. The business’s quarterly revenue was up 26.6% on a year-over-year basis. On average, analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 28th. Stockholders of record on Friday, November 14th were given a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Friday, November 14th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab is expanding client access to private markets, positioning the firm to capture higher‑margin advisory and custody flows from wealthy clients and RIAs. Why Charles Schwab wants to create safe access to private markets
• Positive Sentiment: Analysts expect a double‑digit jump in Q4 2025 earnings, reinforcing the narrative of accelerating profitability as interest income and fee growth combine. Charles Schwab’s Q4 2025 Earnings: What to Expect
• Positive Sentiment: Schwab added SOL futures to its product set, broadening crypto trading access and creating incremental trading revenue opportunities. Crypto product expansion can lift retail and advisor trading volumes. Solana Price Outlook After Charles Schwab Adds SOL Futures — What Next?
• Positive Sentiment: Schwab raised the AUM threshold for its advisor referral program to $500M — a move that targets larger, higher‑value advisor relationships and could improve the quality of future fee‑based inflows. Schwab Boosts Advisor Referral Program AUM Level to $500M
• Positive Sentiment: At least one momentum‑oriented writeup highlights SCHW as an attractive pick given recent strength and earnings leverage, which can drive momentum buying. Are You Looking for a Top Momentum Pick? Why The Charles Schwab Corporation (SCHW) is a Great Choice
• Neutral Sentiment: CEO commentary emphasizing long‑term investing vs. speculation is positive for brand trust but is largely PR‑level, with limited immediate financial impact. Charles Schwab CEO explains why investing works—and gambling doesn’t
• Neutral Sentiment: Analyst pieces comparing SCHW to peers (MarketAxess, sector performance) offer valuation context but don’t change fundamentals immediately. Useful for longer‑term positioning. SCHW or MKTX: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Sector‑wide reports on fund/401(k) access and peer comparisons provide background risk/color but do not single out Schwab for a material operational change. These Investment Companies Are Denying 401k Access To Customers
• Negative Sentiment: Schwab removed Harris Associates from an international investment fund, a manager change that can spook some investors and trigger redemptions if performance concerns persist. Schwab dumps Harris Associates from international investment fund
• Negative Sentiment: Schwab is phasing out its hybrid robo‑advisor offering, which could reduce product breadth and lower client conversion in some segments unless replaced with a clearer alternative. Charles Schwab phases out hybrid robo-advisor offering

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.