Orange Investment Advisors Inc. Sells 10,253 Shares of The Charles Schwab Corporation $SCHW

Orange Investment Advisors Inc. trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 16.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 50,545 shares of the financial services provider’s stock after selling 10,253 shares during the period. Orange Investment Advisors Inc.’s holdings in Charles Schwab were worth $4,750,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Dogwood Wealth Management LLC lifted its stake in shares of Charles Schwab by 99.2% in the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank purchased a new position in Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC purchased a new position in Charles Schwab in the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new position in Charles Schwab in the 4th quarter valued at approximately $29,000. Finally, Optima Capital LLC bought a new position in Charles Schwab in the 4th quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Analysts Set New Price Targets

SCHW has been the subject of a number of research analyst reports. Argus set a $108.00 target price on Charles Schwab in a report on Monday, April 20th. TD Cowen upped their price target on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a report on Friday, May 15th. Jefferies Financial Group dropped their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. UBS Group reduced their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Finally, Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Insider Buying and Selling

In other Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at $16,082,224.80. This represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Performance

SCHW opened at $90.37 on Monday. The company’s 50 day moving average is $90.26 and its 200 day moving average is $95.21. 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 company has a market cap of $157.17 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 0.83 and a beta of 0.78. The Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same period in the prior year, the company earned $1.04 earnings per share. The firm’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts predict that The Charles Schwab Corporation will post 6.14 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is 25.40%.

Charles Schwab 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.