The Charles Schwab Corporation $SCHW Shares Sold by ProShare Advisors LLC

ProShare Advisors LLC lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 4.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 347,593 shares of the financial services provider’s stock after selling 17,702 shares during the period. ProShare Advisors LLC’s holdings in Charles Schwab were worth $33,974,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of SCHW. Compass Financial Management LLC bought a new position in Charles Schwab in the second quarter worth approximately $27,000. Scarborough Advisors LLC purchased a new position in Charles Schwab during the 1st quarter worth $29,000. Main Street Group LTD bought a new stake in Charles Schwab during the 1st quarter valued at $33,000. Mascoma Wealth Management LLC raised its position in Charles Schwab by 71.6% during the 3rd quarter. Mascoma Wealth Management LLC now owns 374 shares of the financial services provider’s stock valued at $37,000 after purchasing an additional 156 shares in the last quarter. Finally, J.Safra Asset Management Corp bought a new stake in Charles Schwab during the 2nd quarter valued at $39,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab executives said artificial intelligence is moving from experimentation into practical uses, including operational efficiency, financial planning and new ways to engage clients. The firm is integrating Anthropic’s Claude for Financial Advisors and investing in AI-related partnerships, which could strengthen its competitive position with independent advisors. Schwab Says AI Is Past Experiments
• Positive Sentiment: CEO Rick Wurster outlined plans to expand Schwab’s role in IPO access for retail investors, while the asset-management division is considering additional active fixed-income and dividend ETFs. These initiatives could support customer engagement, asset gathering and fee growth. Schwab CEO Sees a Bigger Role for Retail Investors in IPOs
• Positive Sentiment: Schwab plans to deepen bank-like capabilities for registered investment advisors, potentially helping it attract large wirehouse teams and expand custody relationships. Schwab to Push on Bank Capabilities for RIAs
• Neutral Sentiment: Schwab’s advisor survey showed RIAs are prioritizing new clients and referrals as organic growth becomes more difficult. The findings support demand for Schwab’s platform but also highlight a tougher environment for advisor-driven asset growth. Schwab’s 2026 Independent Advisor Outlook Study
• Negative Sentiment: Evercore ISI lowered its price target to $98 from $104, signaling more cautious expectations even though the revised target remains above recent trading levels. Evercore ISI Adjusts Price Target
• Negative Sentiment: Management and strategists warned that sticky inflation, tariffs, geopolitical risks and uncertainty surrounding the AI trade could keep markets volatile. Schwab is also emphasizing safeguards against unauthorized AI agents, underscoring regulatory and operational risks as adoption accelerates. Schwab CEO Says Firm Is Blocking Rogue AI Agents

Insider Buying and Selling

In other Charles Schwab news, insider Nigel Murtagh sold 24,778 shares of Charles Schwab stock in a transaction on Monday, August 10th. The shares were sold at an average price of $109.01, for a total value of $2,701,049.78. Following the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $6,319,527.72. The trade was a 29.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paula Sneed sold 5,263 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $107.15, for a total value of $563,930.45. Following the transaction, the director directly owned 91,711 shares in the company, valued at approximately $9,826,833.65. The trade was a 5.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 285,734 shares of company stock valued at $32,073,309 over the last quarter. Insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

SCHW has been the subject of several research reports. Argus upped their target price on Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Compass Point raised their price target on Charles Schwab from $135.00 to $136.00 and gave the company a “buy” rating in a research note on Tuesday, October 6th. The Goldman Sachs Group restated a “buy” rating and set a $117.00 price target (down from $122.00) on shares of Charles Schwab in a research note on Friday, October 16th. Zacks Research downgraded Charles Schwab from a “strong-buy” rating to a “hold” rating in a report on Monday, September 14th. Finally, Rothschild & Co Redburn upped their price objective on shares of Charles Schwab from $114.00 to $120.00 and gave the stock a “neutral” rating in a research note on Monday, September 21st. Eighteen analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus target price of $119.91.

Charles Schwab Stock Performance

SCHW stock opened at $88.01 on Monday. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $114.53. The firm has a market cap of $152.20 billion, a price-to-earnings ratio of 15.02, a PEG ratio of 0.78 and a beta of 0.79. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.64 and a current ratio of 0.64. The firm has a 50-day simple moving average of $100.52 and a two-hundred day simple moving average of $97.67.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.03. The firm had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The company’s quarterly revenue was up 16.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.31 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.41 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Shareholders of record on Friday, November 13th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, November 13th. Charles Schwab’s dividend payout ratio (DPR) is 21.84%.

Charles Schwab Company Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.