Independent Advisor Alliance Has $5.51 Million Holdings in The Charles Schwab Corporation $SCHW

Independent Advisor Alliance increased its position in The Charles Schwab Corporation (NYSE:SCHW) by 40.5% in the fourth quarter, HoldingsChannel reports. The firm owned 55,111 shares of the financial services provider’s stock after acquiring an additional 15,894 shares during the period. Independent Advisor Alliance’s holdings in Charles Schwab were worth $5,506,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC raised its position in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the period. United Bank raised its position in Charles Schwab by 7.1% during the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after buying an additional 1,070 shares during the period. Nebula Research & Development LLC purchased a new stake in Charles Schwab in the 2nd quarter worth about $552,000. Finally, Main Street Financial Solutions LLC lifted its stake in Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after acquiring an additional 305 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab News Roundup

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

• Positive Sentiment: Options traders showed rising conviction in SCHW, with unusually heavy call buying that came in well above normal volume. That kind of activity often signals expectations for further upside in the shares.
• Positive Sentiment: Reports that Schwab is expanding deeper into crypto — including Bitcoin and Ethereum trading and potentially broader access across its large client base — could open a new growth avenue and strengthen its competitive position in digital assets. Charles Schwab Rolls Out Bitcoin, Ethereum Trading As ETF Outflows Hit $233 Million
• Positive Sentiment: One investor note argued Schwab is better insulated from AI disruption than feared, citing strong earnings momentum, stabilized client cash balances, and support from higher markets and interest rates. Charles Schwab Is Better Insulated From AI Than Feared

Charles Schwab Trading Up 1.1%

Shares of NYSE SCHW opened at $91.13 on Thursday. The stock has a market cap of $158.49 billion, a price-to-earnings ratio of 18.08, a PEG ratio of 0.71 and a beta of 0.80. The business has a 50 day simple moving average of $93.23 and a 200 day simple moving average of $96.03. The Charles Schwab Corporation has a 52 week low of $85.76 and a 52 week high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts predict that The Charles Schwab Corporation will post 5.99 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a dividend of $0.32 per share. The ex-dividend date is Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at approximately $2,986,600. This represents a 21.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 126,924 shares of company stock worth $12,268,634 in the last 90 days. 6.30% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have weighed in on SCHW. Jefferies Financial Group lowered their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. UBS Group reduced their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective on the stock. Morgan Stanley dropped their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. Finally, Truist Financial cut their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.00.

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.