The Charles Schwab Corporation $SCHW Shares Purchased by Secure Asset Management LLC

Secure Asset Management LLC boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 31.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 38,594 shares of the financial services provider’s stock after purchasing an additional 9,179 shares during the period. Secure Asset Management LLC’s holdings in Charles Schwab were worth $3,560,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHW. Bryn Mawr Trust Advisors LLC increased its position in Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after acquiring an additional 107 shares during the period. Nicolet Bankshares Inc. grew its position in Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after buying an additional 107 shares during the last quarter. Marshall Financial Group LLC increased its stake in Charles Schwab by 3.5% in the 3rd quarter. Marshall Financial Group LLC now owns 3,224 shares of the financial services provider’s stock valued at $308,000 after buying an additional 109 shares during the period. Pine Haven Investment Counsel Inc boosted its holdings in shares of Charles Schwab by 0.3% in the second quarter. Pine Haven Investment Counsel Inc now owns 41,793 shares of the financial services provider’s stock valued at $3,813,000 after acquiring an additional 110 shares in the last quarter. Finally, Patrick M Sweeney & Associates Inc. raised its holdings in Charles Schwab by 0.8% during the second quarter. Patrick M Sweeney & Associates Inc. now owns 13,330 shares of the financial services provider’s stock worth $1,219,000 after purchasing an additional 110 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 3,205 shares of the business’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $93.33, for a total value of $299,122.65. Following the completion of the transaction, the insider directly owned 34,778 shares in the company, valued at approximately $3,245,830.74. The trade was a 8.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction on 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 sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This represents a 20.49% decrease in their position. The disclosure for this sale is available in the SEC filing. 6.30% of the stock is currently owned by insiders.

Key Headlines Impacting 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

Analyst Ratings Changes

SCHW has been the topic of several recent analyst reports. TD Cowen boosted their target price on Charles Schwab from $129.00 to $134.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Zacks Research lowered Charles Schwab from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 17th. Piper Sandler reiterated a “neutral” rating on shares of Charles Schwab in a research report on Tuesday, October 14th. Cowen restated a “buy” rating on shares of Charles Schwab in a research report on Friday, October 17th. Finally, JPMorgan Chase & Co. upped their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, 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 capitalization of $175.55 billion, a PE ratio of 23.14, a price-to-earnings-growth ratio of 0.81 and a beta of 0.96. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $99.59. The stock has a fifty day simple moving average of $94.18 and a 200-day simple moving average of $93.70. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

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

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were paid a dividend of $0.27 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.08 annualized dividend and a dividend yield of 1.1%. Charles Schwab’s dividend payout ratio is presently 25.29%.

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.