Silicon Valley Capital Partners Buys 125,875 Shares of The Charles Schwab Corporation $SCHW

Silicon Valley Capital Partners increased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 135,349.5% in the first quarter, Holdings Channel.com reports. The firm owned 125,968 shares of the financial services provider’s stock after buying an additional 125,875 shares during the quarter. Charles Schwab comprises approximately 1.2% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 22nd biggest position. Silicon Valley Capital Partners’ holdings in Charles Schwab were worth $11,838,000 as of its most recent SEC filing.

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

Wall Street Analysts Forecast Growth

Several equities analysts have commented on SCHW shares. Raymond James Financial reiterated an “outperform” rating and issued a $145.00 target price on shares of Charles Schwab in a research report on Wednesday, July 22nd. Keefe, Bruyette & Woods began coverage on Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. UBS Group upped their price objective on Charles Schwab from $122.00 to $128.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Wolfe Research reiterated an “outperform” rating and issued a $127.00 price objective on shares of Charles Schwab in a report on Tuesday, July 21st. Finally, Barclays lifted their target price on shares of Charles Schwab from $122.00 to $125.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $119.94.

Charles Schwab Trading Down 0.0%

Shares of SCHW stock opened at $104.42 on Friday. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50. 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 stock has a market cap of $181.61 billion, a price-to-earnings ratio of 18.99, a PEG ratio of 0.80 and a beta of 0.77. The stock has a 50-day moving average of $95.03 and a 200-day moving average of $95.42.

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, topping analysts’ consensus estimates of $1.56 by $0.06. Charles Schwab had a return on equity of 24.73% and a net margin of 38.79%.The company had revenue of $7.07 billion for the quarter, compared to analyst estimates of $6.90 billion. During the same period in the previous year, the firm earned $1.14 earnings per share. The firm’s quarterly revenue was up 20.9% on a year-over-year basis. On average, equities research analysts forecast that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be given a $0.32 dividend. The ex-dividend date 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 23.27%.

More Charles Schwab News

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

• Positive Sentiment: Shareholder returns remain a major catalyst: Schwab reportedly plans to repurchase up to $20 billion of its shares. The buyback could reduce the share count, lift future EPS and signal confidence in the company’s valuation and cash generation. The company also confirmed a quarterly dividend of $0.32 per share, or $1.28 annualized. Charles Schwab to buy back $20 billion of stock
• Positive Sentiment: Strong earnings momentum: Schwab’s latest quarter exceeded expectations, with EPS of $1.62 versus the $1.56 consensus and revenue of $7.07 billion versus $6.90 billion. Revenue increased 20.9% year over year, reinforcing the growth case for the brokerage and wealth-management business. Charles Schwab earnings, buybacks and dividends analysis
• Positive Sentiment: Estimates and technical sentiment improved: Erste Group raised its FY2026 EPS forecast to $6.50 from $6.34 and its FY2027 forecast to $7.85 from $7.64. Commentary also points to a potential breakout and improving retail-investor bullishness, which could support trading activity and brokerage revenue. Schwab stock breakout analysis
• Positive Sentiment: New Austin-area office: Schwab announced a new office location in the Austin region, supporting its client-service and regional growth footprint, though the near-term financial impact is likely limited. Charles Schwab announces new Austin office
• Neutral Sentiment: Robo-adviser shutdown: Schwab is reportedly phasing out its robo-adviser platform. The decision could reduce expenses and sharpen focus on core offerings, but may weaken its appeal to younger, digitally focused investors. Why Charles Schwab is phasing out its robo-adviser
• Negative Sentiment: Large insider sales may weigh on sentiment: Chairman Walter Bettinger sold roughly $29.8 million of shares, while Nigel Murtagh sold approximately $3.4 million and Jonathan Beatty sold about $208,000. The trades were conducted under Rule 10b5-1 plans, making them weaker bearish signals, but their size could encourage profit-taking after SCHW’s recent advance.

Insider Transactions at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 6,952 shares of the company’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $102.03, for a total value of $709,312.56. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Chairman Walter W. Bettinger sold 192,488 shares of the stock in a transaction on Monday, July 27th. The stock was sold at an average price of $103.90, for a total transaction of $19,999,503.20. Following the sale, the chairman owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. This trade represents a 26.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 363,848 shares of company stock worth $37,874,706. Company insiders own 6.30% of the company’s stock.

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.