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Charles Schwab Corp (SCHW) up 4.80% since start of the year

Charles Schwab Corp (NYSE: SCHW) is 4.80% higher on its value in year-to-date trading and has touched a low of $61.01 and a high of $84.50 in the current 52-week trading range. The question becomes, what are the chances the stock will continue to grow shareholders’ wealth in the market. Here’s what analysts think will happen to its price in the coming time. The SCHW stock was last observed hovering at around $77.77 in the last trading session, with the day’s loss setting it -0.21%.

Currently trading at $77.56, the stock is 0.46% and -1.15% below its SMA20 and SMA50 respectively. However, with a daily trading volume of 6.01 million and changing -0.27% at the moment leaves the stock 6.76% off its SMA200. SCHW registered 16.46% gain for a year compared to 6-month gain of 24.86%. The firm has a 50-day simple moving average (SMA 50) of $78.4602 and a 200-day simple moving average (SMA200) of $72.6522.

The stock witnessed a -3.46% loss in the last 1 month and extending the period to 3 months gives it a -6.39%, and is 7.02% up over the last 5 days. If we measure the stock’s price variations over the week and the month, we find that the volatility rates stand at 2.53% over the week and 2.78% over the month.

Charles Schwab Corp (SCHW) has around 32100 employees, a market worth around $144.61B and $26.00B in sales. Current P/E ratio is 25.97 and Fwd P/E is 15.06. Profit margin for the company is 21.07%. Distance from 52-week low is 27.13% and -8.21% from its 52-week high. The company has generated returns on investments over the last 12 months (7.92%).

with sales reaching $5.46B over the same period.The EPS is expected to grow by 29.48% this year, but quarterly earnings will post 14.87% year-over-year. Quarterly sales are estimated to grow 15.27% in year-over-year returns.

Charles Schwab Corp (SCHW) Top Institutional Holders

2496.0 institutions hold shares in Charles Schwab Corp (SCHW), with institutional investors hold 81.35% of the company’s shares. The shares outstanding are 1.78B, and float is at 1.71B with Short Float at 0.99%. Institutions hold 76.19% of the Float.

The top institutional shareholder in the company is TORONTO DOMINION BANK with over 225.96 million shares valued at $16.65 billion. The investor’s holdings represent 12.3612% of the SCHW Shares outstanding. As of 2024-06-30, the second largest holder is VANGUARD GROUP INC with 122.21 million shares valued at $9.01 billion to account for 6.6963 of the shares outstanding. The other top investors are BLACKROCK INC. which holds 101.02 million shares representing 5.5355% and valued at over $7.44 billion, while DODGE & COX holds 4.6929 of the shares totaling 85.79 million with a market value of $6.32 billion.

Charles Schwab Corp (SCHW) Insider Activity

The most recent transaction is an insider sale by Schwab-Pomerantz Carolyn, the company’s Director. SEC filings show that Schwab-Pomerantz Carolyn sold 24,000 shares of the company’s common stock on Mar 06 ’25 at a price of $75.59 per share for a total of $1.81 million. Following the sale, the insider now owns 0.52 million shares.

Charles Schwab Corp disclosed in a document filed with the SEC on Mar 06 ’25 that Craig Jonathan M. (MD, Head of Investor Services) sold a total of 23,258 shares of the company’s common stock. The trade occurred on Mar 06 ’25 and was made at $75.59 per share for $1.76 million. Following the transaction, the insider now directly holds 0.0 shares of the SCHW stock.

Still, SEC filings show that on Mar 05 ’25, Woolway Paul V (MD, Chief Banking Officer) disposed off 9,887 shares at an average price of $75.38 for $0.75 million. The insider now directly holds 47,931 shares of Charles Schwab Corp (SCHW).

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