Simplicity Wealth LLC Reduces Stock Position in The Charles Schwab Corporation $SCHW

Simplicity Wealth LLC cut its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 63.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,028 shares of the financial services provider’s stock after selling 6,968 shares during the period. Simplicity Wealth LLC’s holdings in Charles Schwab were worth $385,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of SCHW. Princeton Global Asset Management LLC purchased a new position in shares of Charles Schwab in the second quarter valued at $25,000. RMG Wealth Management LLC purchased a new stake in Charles Schwab during the 2nd quarter worth about $27,000. West Branch Capital LLC bought a new position in Charles Schwab in the 3rd quarter worth about $27,000. Hoese & Co LLP boosted its stake in Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 200 shares during the period. Finally, Mid American Wealth Advisory Group Inc. purchased a new position in Charles Schwab during the 2nd quarter valued at about $32,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab Stock Performance

NYSE SCHW opened at $102.24 on Monday. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $105.81. The company has a fifty day moving average of $97.83 and a 200-day moving average of $95.92. The company has a market capitalization of $181.68 billion, a P/E ratio of 21.94, a P/E/G ratio of 0.83 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the firm earned $1.01 earnings per share. The firm’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. In the last ninety days, insiders sold 7,072 shares of company stock valued at $715,076. Insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

Wall Street Analyst Weigh In

A number of research firms have recently commented on SCHW. Piper Sandler raised their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a research note on Friday, October 17th. Citizens Jmp raised their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. JMP Securities reaffirmed a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $115.60.

Charles Schwab Company 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.