London Co. of Virginia Sells 105,323 Shares of The Charles Schwab Corporation $SCHW

13 Dec 2025, 08:54 by Jessica Moore · The Cerbat Gem

London Co. of Virginia cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.4% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,323,063 shares of the financial services provider’s stock after selling 105,323 shares during the period. Charles Schwab comprises approximately 2.2% of London Co. of Virginia’s holdings, making the stock its 10th largest position. London Co. of Virginia’s holdings in Charles Schwab were worth $394,438,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Princeton Global Asset Management LLC purchased a new position in Charles Schwab in the second quarter valued at about $25,000. RMG Wealth Management LLC purchased a new stake in shares of Charles Schwab during the 2nd quarter worth about $27,000. CBIZ Investment Advisory Services LLC lifted its holdings in shares of Charles Schwab by 97.9% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 386 shares of the financial services provider’s stock valued at $30,000 after buying an additional 191 shares during the last quarter. Activest Wealth Management grew its stake in shares of Charles Schwab by 6,650.0% in the 1st quarter. Activest Wealth Management now owns 405 shares of the financial services provider’s stock valued at $32,000 after buying an additional 399 shares in the last quarter. Finally, Hoese & Co LLP increased its holdings in Charles Schwab by 131.6% in the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after buying an additional 200 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on SCHW shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $114.00 target price on shares of Charles Schwab in a research note on Friday, October 17th. UBS Group assumed coverage on shares of Charles Schwab in a research note on Thursday. They issued a “buy” rating and a $119.00 price objective for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Wednesday, October 8th. JPMorgan Chase & Co. raised their target price on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Finally, Zacks Research cut Charles Schwab from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $108.37.

Check Out Our Latest Analysis on SCHW

Insider Transactions at Charles Schwab

In related news, insider Paul V. Woolway sold 3,205 shares of the company’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $93.33, for a total transaction of $299,122.65. Following the completion of the sale, the insider owned 34,778 shares of the company’s stock, valued at $3,245,830.74. This represents a 8.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jonathan S. Beatty sold 3,072 shares of the business’s stock in a transaction that occurred on 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 owned 11,923 shares of the company’s stock, valued at $1,168,454. The trade was a 20.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 6.30% of the stock is owned by insiders.

Charles Schwab Trading Down 0.4%

Charles Schwab stock opened at $96.63 on Friday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $99.59. The company has a market cap of $171.71 billion, a price-to-earnings ratio of 22.63, a P/E/G ratio of 0.81 and a beta of 0.96. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The firm has a 50-day moving average of $93.86 and a 200-day moving average of $93.40.

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

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were given a $0.27 dividend. The ex-dividend date was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

Charles Schwab Company Profile

(Free Report)

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.