Redwood Investment Management LLC Buys Shares of 11,188 The Charles Schwab Corporation $SCHW

Redwood Investment Management LLC purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 11,188 shares of the financial services provider’s stock, valued at approximately $1,051,000.

Several other hedge funds have also recently modified their holdings of SCHW. Dogwood Wealth Management LLC boosted its stake in shares of Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares in the last quarter. Scarborough Advisors LLC bought a new position in Charles Schwab in the first quarter worth approximately $29,000. Optima Capital LLC bought a new position in Charles Schwab in the fourth quarter worth approximately $30,000. McIlrath & Eck LLC lifted its holdings in Charles Schwab by 143.2% during the fourth quarter. McIlrath & Eck LLC now owns 321 shares of the financial services provider’s stock worth $32,000 after buying an additional 189 shares during the period. Finally, Main Street Group LTD purchased a new stake in Charles Schwab during the first quarter worth $33,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 93,408 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $104.64, for a total transaction of $9,774,213.12. Following the sale, the chairman owned 529,346 shares in the company, valued at approximately $55,390,765.44. The trade was a 15.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $104.21, for a total transaction of $208,420.00. Following the transaction, the insider owned 11,738 shares in the company, valued at approximately $1,223,216.98. This trade represents a 14.56% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 363,848 shares of company stock valued at $37,874,706. Insiders own 6.30% of the company’s stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Earnings and growth remain key catalysts: Schwab’s latest quarter produced EPS of $1.62 versus the $1.56 consensus, while revenue reached $7.07 billion, exceeding estimates of $6.90 billion and rising 20.9% year over year. The results support expectations for continued growth in brokerage, banking and wealth-management activity. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Buybacks and dividends support shareholder returns: Schwab reportedly plans to repurchase as much as $20 billion of stock, which could reduce the share count and boost future EPS. The company also confirmed a quarterly dividend of $0.32 per share, reinforcing the income appeal. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analyst outlook is favorable: Erste Group raised its FY2026 EPS estimate to $6.50 from $6.34, while multiple firms recently increased price targets. The consensus remains “Moderate Buy,” with an average target of $119.94, above recent trading levels.
• Neutral Sentiment: Strategic positioning has mixed implications: Schwab’s Austin-area office expansion may strengthen client service but is unlikely to materially affect near-term results. Its reported robo-adviser exit could lower costs and focus resources on core businesses, while potentially reducing appeal to younger digital investors. Schwab’s involvement in securities-tokenization initiatives also offers longer-term optionality, though the immediate financial impact is uncertain. Charles Schwab announces new Austin office
• Negative Sentiment: Large insider sales may temper enthusiasm: Chairman Walter Bettinger sold roughly $29.8 million of shares, while other executives sold millions more, including Dennis Howard’s $2.94 million transaction and Nigel Murtagh’s $3.43 million sale. The trades were made under pre-arranged Rule 10b5-1 plans, reducing their bearish significance, but the scale may encourage profit-taking after SCHW’s advance. Charles Schwab insider selling

Charles Schwab Stock Performance

Shares of SCHW opened at $105.39 on Monday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a market cap of $183.30 billion, a PE ratio of 19.16, a P/E/G ratio of 0.80 and a beta of 0.76. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. The stock has a fifty day moving average price of $95.33 and a 200-day moving average price of $95.45.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The firm had revenue of $7.07 billion for the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the previous year, the business earned $1.14 EPS. The firm’s revenue for the quarter was up 20.9% on a year-over-year basis. Equities research analysts predict that The Charles Schwab Corporation will post 6.46 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, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.27%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and set a $145.00 target price on shares of Charles Schwab in a research report on Wednesday, July 22nd. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Wednesday, July 22nd. Piper Sandler set a $118.00 price objective on Charles Schwab in a research report on Tuesday, July 21st. JPMorgan Chase & Co. raised their price objective on Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Finally, Barclays lifted their target price on Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $120.78.

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.