Gateway Wealth Partners LLC Invests $927,000 in The Charles Schwab Corporation $SCHW

Gateway Wealth Partners LLC acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 9,862 shares of the financial services provider’s stock, valued at approximately $927,000.

Other institutional investors have also recently added to or reduced their stakes in the company. State Street Corp increased its stake in Charles Schwab by 1.0% in the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after purchasing an additional 691,671 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Charles Schwab by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after buying an additional 98,242 shares in the last quarter. Franklin Resources Inc. grew its position in shares of Charles Schwab by 0.3% in the 4th quarter. Franklin Resources Inc. now owns 30,184,369 shares of the financial services provider’s stock valued at $3,015,720,000 after buying an additional 78,020 shares during the last quarter. Primecap Management Co. CA raised its stake in Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock worth $2,325,512,000 after acquiring an additional 2,066,884 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its position in Charles Schwab by 0.8% in the fourth quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock valued at $2,179,888,000 after acquiring an additional 171,926 shares during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling

In other Charles Schwab news, insider Nigel J. Murtagh sold 32,947 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $104.01, for a total value of $3,426,817.47. Following the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $6,029,667.72. The trade was a 36.24% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman Walter W. Bettinger sold 93,408 shares of the company’s stock in a transaction on 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 transaction, the chairman owned 529,346 shares of the company’s stock, valued at approximately $55,390,765.44. The trade was a 15.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 335,848 shares of company stock worth $34,934,426 over the last three months. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Performance

NYSE SCHW opened at $104.63 on Thursday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The business’s 50-day moving average price is $94.75 and its 200 day moving average price is $95.39. The firm has a market cap of $181.97 billion, a P/E ratio of 19.02, a P/E/G ratio of 0.81 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 EPS for the quarter, beating the consensus estimate of $1.56 by $0.06. The firm had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The firm’s revenue was up 20.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.14 EPS. On average, equities research analysts expect that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be issued a $0.32 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. Charles Schwab’s payout ratio is presently 23.27%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Large share repurchase planned: Schwab reportedly intends to buy back $20 billion of stock. The program could reduce shares outstanding, support future earnings per share and signal confidence in the company’s cash generation and valuation. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Analysts raised earnings estimates: Erste Group increased its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. The revisions reinforce the earnings outlook following Schwab’s latest quarterly beat, when revenue rose 20.9% year over year and EPS exceeded consensus. Charles Schwab analyst earnings estimates
• Positive Sentiment: Investment in market infrastructure: Schwab led a Series B funding round for Provable Markets, which is developing securities-finance technology covering pre-trade, execution and post-trade processes. The investment could provide strategic exposure to modernized trading infrastructure, although its direct financial impact is unclear. Provable Markets Series B funding
• Positive Sentiment: Solid fundamentals and shareholder returns: Recent quarterly results beat expectations, while Schwab also declared a quarterly dividend of $0.32 per share. Analysts maintain a broadly favorable “Moderate Buy” consensus with an average price target of $119.94. Charles Schwab earnings, dividend and analyst ratings
• Neutral Sentiment: Robo-adviser exit: Schwab is reportedly ditching its robo-adviser platform. The move may reduce costs and allow greater focus on core brokerage and wealth-management operations, but it could also mean giving up a channel for attracting younger and digitally oriented investors. Why Charles Schwab is ditching its robo-adviser platform
• Neutral Sentiment: CNBC identified Schwab as one of the financial firms connected to investment accounts disclosed by President Donald Trump. The association raises Schwab’s visibility but does not indicate a material change to its operating outlook. Financial firms connected to Trump investment accounts
• Negative Sentiment: Insider selling adds a modest caution signal: Several executives sold shares, including General Counsel Peter Morgan III and executives Jonathan Beatty and Nigel Murtagh. The transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as evidence of bearish convictions, but they may still weigh on sentiment.

Analyst Ratings Changes

SCHW has been the topic of several research reports. Truist Financial dropped their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Jefferies Financial Group decreased their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. Raymond James Financial restated an “outperform” rating and set a $145.00 price target on shares of Charles Schwab in a research note on Wednesday, July 22nd. TD Cowen lifted their price target on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Keefe, Bruyette & Woods assumed coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $119.94.

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.