Toth Financial Advisory Corp Has $1.39 Million Position in The Charles Schwab Corporation $SCHW

Toth Financial Advisory Corp lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 164.7% during the third quarter, HoldingsChannel.com reports. The fund owned 14,543 shares of the financial services provider’s stock after purchasing an additional 9,048 shares during the period. Toth Financial Advisory Corp’s holdings in Charles Schwab were worth $1,388,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHW. Brighton Jones LLC raised its holdings in Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the period. Aptus Capital Advisors LLC increased its position in shares of Charles Schwab by 12.4% in the 1st quarter. Aptus Capital Advisors LLC now owns 14,768 shares of the financial services provider’s stock valued at $1,156,000 after buying an additional 1,624 shares in the last quarter. Tradition Wealth Management LLC acquired a new stake in Charles Schwab during the 1st quarter worth $236,000. Candriam S.C.A. lifted its holdings in Charles Schwab by 2.0% during the first quarter. Candriam S.C.A. now owns 118,781 shares of the financial services provider’s stock worth $9,298,000 after acquiring an additional 2,313 shares in the last quarter. Finally, CW Advisors LLC grew its stake in Charles Schwab by 583.1% in the first quarter. CW Advisors LLC now owns 20,357 shares of the financial services provider’s stock valued at $1,598,000 after acquiring an additional 17,377 shares during the period. Institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 3,205 shares of the company’s stock in a transaction on 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, 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 transaction 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. This trade represents a 20.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 6.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on SCHW shares. Bank of America raised their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. JMP Securities reaffirmed a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. Keefe, Bruyette & Woods upped their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Zacks Research lowered shares of Charles Schwab from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 17th. Finally, TD Cowen boosted their price objective on shares of Charles Schwab from $129.00 to $134.00 and gave the company a “buy” rating in a research report on Friday, October 17th. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $108.37.

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

Charles Schwab Stock Up 1.6%

Shares of SCHW stock opened at $98.79 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $99.59. The firm’s fifty day moving average price is $94.18 and its two-hundred day moving average price is $93.70. The firm has a market capitalization of $175.55 billion, a P/E ratio of 23.14, a PEG ratio of 0.81 and a beta of 0.96.

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

Charles Schwab Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were paid a $0.27 dividend. 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 (DPR) is currently 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.