Beazer Homes USA (NYSE:BZH) Rating Increased to Strong-Buy at Zacks Research
Zacks Research has upgraded Beazer Homes USA (NYSE:BZH) from "hold" to "strong-buy," despite a broader analyst consensus of "Hold." The company's shares opened at $33.19, close to their 52-week high, and have shown substantial institutional ownership, with major investors increasing their positions. Other analysts, however, have recently issued downgrades for the stock.
Envestnet Portfolio Solutions Inc. Raises Position in T. Rowe Price Group, Inc. $TROW
Envestnet Portfolio Solutions Inc. increased its stake in T. Rowe Price Group Inc. by 6.1% in the second quarter, now owning 174,047 shares worth $19.787 million. Other institutional investors like State Street Corp and Goldman Sachs Group Inc. have also significantly modified their holdings. Wall Street analysts have issued mixed ratings, with an average target price of $105.67, and the company recently announced a quarterly dividend of $1.30 per share.
DAVENPORT & Co LLC Raises Stock Position in WEC Energy Group, Inc. $WEC
DAVENPORT & Co LLC increased its stake in WEC Energy Group, Inc. by 15.3% in the second quarter, bringing its total holdings to 96,430 shares valued at $11.26 million. WEC Energy Group reported strong Q2 earnings, beating estimates with $0.91 EPS and revenue growth of 2.6%, and declared a quarterly dividend of $0.9525 per share. Analysts currently rate WEC a "Moderate Buy" with an average price target of $122.41.
Friedenthal Financial Invests $1.07 Million in SLB Limited $SLB
Friedenthal Financial has acquired a new stake of 23,069 shares in SLB Limited, valued at approximately $1.07 million, during the second quarter. This move comes as other institutional investors have also adjusted their positions in the oil and gas company. SLB recently reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend of $0.295 per share.
Charles Schwab Corp (SCHW) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Charles Schwab Corp (SCHW), detailing its current price momentum score, support and resistance levels, and various technical indicators. The stock is currently trading between resistance at 112.86 and support at 102.62, making it suitable for range-bound swing trading. Analysis of indicators like MACD, RSI, and moving averages suggests a mixed signal, with more buy signals from moving averages.
Raymond James poaches top Schwab RIA custody exec, as LPL, Cetera put pressure on IBDs to get RIA-hybrid competitive
Raymond James has hired Elyn Davis, a top RIA custody executive from Schwab, to lead client experience amidst increasing competition in the hybrid-RIA market from firms like LPL and Cetera. Davis, with nearly three decades of experience at Schwab, particularly with small RIAs and family offices, will help Raymond James strengthen its RIA custody business and bridge the cultural gap between traditional broker-dealers and independent RIA firms. This move is seen as Raymond James's effort to enhance its competitive standing in the evolving advisory landscape.
Stricter dividend ETF screens can cost returns: iShares' DGRO outperformed Schwab's SCHD by 22% in 10 years.
Over the past decade, the iShares Core Dividend Growth ETF (DGRO) has outperformed the Schwab US Dividend Equity ETF (SCHD) by 22%, returning 257.35% compared to SCHD's 235.33%. This difference is attributed to SCHD's stricter dividend consistency criteria, leading to a more concentrated portfolio and excluding some growth companies. DGRO's broader approach offers greater diversification and higher total returns, albeit with slightly lower yields and potentially more trading activity.
How Investors May Respond To Charles Schwab (SCHW) Balancing Linqto Litigation And US$2.6 Billion Note Issuance
Charles Schwab (SCHW) is currently navigating a lawsuit from Linqto over an alleged broken trustee commitment, alongside completing a US$2.6 billion note issuance. While the litigation introduces headline and legal risk, the note offering addresses Schwab’s funding profile and balance sheet flexibility, which are crucial for supporting its diversified broker, wealth, and banking model. Investors should monitor both the ongoing legal dispute and how Schwab manages its funding to assess the company's investment narrative and future growth prospects.
Hain Celestial (HAIN) sees 3.5% beneficial stake reported by Charles Schwab
Charles Schwab Investment Management Inc. has filed an amended Schedule 13G, reporting a 3.5% beneficial ownership stake in Hain Celestial Group Inc. As of June 30, 2026, the firm holds 3,162,966 shares with sole voting and dispositive power. This filing classifies their position as owning 5 percent or less of the class and highlights their exclusive control over these shares.
Service Properties Trust (SVC): Schwab discloses 8.91% ownership stake in 13G filing
Charles Schwab Investment Management Inc. has reported a beneficial ownership of 8.91% in Service Properties Trust (SVC), holding 14,967,697 shares. This disclosure, made in a Schedule 13G filing, indicates that Schwab has sole voting and dispositive power over these shares, establishing a significant institutional position in the company. The filing provides key details about the ownership stake and its implications.
TrueBlue (TBI): Charles Schwab Investment Management reports 3.94% ownership stake
Charles Schwab Investment Management Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 1,195,620 shares of TrueBlue, Inc. common stock, which represents 3.94% of the class. The firm holds sole voting and dispositive power over all these shares, indicating no shared control. This filing categorizes their ownership as less than 5% of the company's stock.
Lucid Diagnostics (NASDAQ:LUCD) Issues Earnings Results, Misses Estimates By $0.04 EPS
Lucid Diagnostics (NASDAQ:LUCD) reported a Q2 loss of $0.08 per share, missing analyst estimates by $0.04, despite revenue of $1.47 million which slightly exceeded expectations. Shares rose 1.9% following the announcement but remain near their 12-month low. Insider buying was noted, with Director Dennis Matheis purchasing 245,000 shares, and analysts currently hold a "Moderate Buy" consensus with an average price target of $4.19.
Morgan Stanley's infrastructure partner Zerohash rebuffed in pitch to be U.S. trust bank
Zerohash, the crypto infrastructure provider for Morgan Stanley's E*Trade, had its initial application to become a U.S. trust bank returned by the Office of the Comptroller of the Currency (OCC) due to "material deficiencies." The company plans to re-file its application with a narrower scope, hoping for a quicker review. This development comes amidst Zerohash's ongoing legal battle with its former chief compliance officer, who alleged numerous compliance gaps, and previous investment and acquisition discussions.
Charles Schwab Launches Single Stock Futures for Over 50 US Stocks in S&P 500, Nasdaq-100
Charles Schwab has introduced single stock futures for over 50 prominent US stocks listed in the S&P 500 and Nasdaq-100 indices. This expansion into a new product category aims to provide clients with more sophisticated trading tools, allowing them to speculate on price movements, hedge positions, and potentially benefit from capital efficiency. The offering emphasizes Schwab's commitment to delivering comprehensive investment solutions to its diverse client base.
Form 8K Charles Schwab Corp For: 12 August By Investing.com
This article reports on the filing of a Form 8K by Charles Schwab Corp on August 12. It notes the stock symbol SCHW and its performance. The piece is brief, primarily serving as an announcement of the filing rather than an analysis.
Form 8K Charles Schwab Corp For: 12 August By Investing.com
This article announces that Charles Schwab Corp filed a Form 8K on August 12. The brief piece primarily serves as a notification of the filing, without providing specific details about the content of the 8K report. It also includes general market data and related news.
Charles Schwab issues $2.6 billion in senior notes with maturities in 2032 and 2037
Charles Schwab announced the issuance of $2.6 billion in senior notes across two tranches, due in 2032 and 2037, to manage its $75.8 billion total debt. The offering generated approximately $2.582 billion in net proceeds and was underwritten by several major financial institutions. This debt issuance follows strong quarterly earnings and positive analyst sentiment, with several firms raising their price targets for Schwab.
Charles Schwab Corp. (GIC) holder details planned and recent stock sales
A Charles Schwab Corp. shareholder, Thomas Axmacher, has filed a notice of intent to sell 952 shares of company common stock, valued at $36,918.56. The filing also reports a recent sale of 1,848 shares on August 6, 2026, for $71,332.80, and details prior equity awards from RSU vestings in 2022 and 2023. The total shares outstanding for Charles Schwab Corp. are noted as 38,108,341 as of August 12, 2026.
Charles Schwab stock reaches all-time high at 109.33 USD
Charles Schwab Corp (SCHW) stock hit an all-time high of $109.33, reflecting a 1-year change of 14.23% and a market capitalization of $189 billion. InvestingPro analysis indicates the stock remains undervalued, and the company has consistently paid dividends for 38 years. Recent strong quarterly earnings, exceeding expectations with adjusted EPS of $1.62, have led several analysts to raise their price targets for SCHW, citing positive market conditions and strategic positioning.
Schwab REIT ETF vs. State Street Real Estate SPDR: Which Real Estate ETF Is Actually More Diversified?
This article compares the Schwab U.S. REIT ETF (SCHH) and the State Street Real Estate Select Sector SPDR ETF (XLRE) to determine which offers better diversification and value for investors. SCHH boasts a lower expense ratio and broader diversification with 121 holdings, while XLRE provides a higher trailing dividend yield but is more concentrated in large-cap S&P 500 real estate firms. The analysis delves into cost structures, performance, and underlying holdings to help investors align their choices with their portfolio goals.
First Fed Foundation (FNWB) plans sale of Charles Schwab stock holdings
First Fed Foundation has filed a Form 144 to sell up to 18,000 shares of Charles Schwab Corporation common stock, valued at $203,760.00. These shares were originally acquired as a gift from the issuer's IPO in 2015. The foundation has previously sold several blocks of Schwab stock in the past three months.
Schwab REIT ETF vs. State Street Real Estate SPDR: Which Real Estate ETF Is Actually More Diversified?
This article compares two real estate ETFs, Schwab U.S. REIT ETF (SCHH) and State Street Real Estate Select Sector SPDR ETF (XLRE), to help investors determine which is more suitable for their portfolio goals. It analyzes their cost structures, recent performance, dividend yields, and underlying holdings, noting that SCHH offers broader diversification among REITs while XLRE provides a higher yield and broader exposure to real estate-focused stocks beyond just REITs. The choice depends on whether an investor prioritizes broader diversification through a larger number of REITs or a higher dividend yield and exposure to diverse real estate business structures.
Charles Schwab Corp (GCT): Form 144 shows planned sale of 25,000 shares
Marshall R. Bernes has filed a Form 144 to sell 25,000 shares of Charles Schwab Corp. (GCT) common stock, valued at $1,279,000. These shares were acquired in an open market purchase on August 10, 2020. Bernes previously sold 5,000 shares of the same security in the last three months, generating $264,343.68.
Charles Schwab Corp. stock outperforms competitors on strong trading day
Charles Schwab Corp. (SCHW) stock rose 1.52% to $109.34, outperforming major indices like the S&P 500 and Dow Jones Industrial Average on a mixed trading day. The company's shares also hit a new 52-week high, surpassing its previous peak. This performance indicates a strong trading session for Charles Schwab Corp. against its competitors.
Stephen G. Oswald (DCO) plans sale of 2,244 Charles Schwab Corp shares
Stephen G. Oswald, associated with DCO, has filed a Form 144 notice indicating his plan to sell 2,244 shares of Charles Schwab Corp common stock, valued at $453,422.00. The proposed sale date is August 12, 2026, on the NYSE. This filing follows several open market sales of Charles Schwab shares by Oswald totaling 1,584 shares over the prior three months.
Schwab Announces Single Stock Futures, Giving Retail Traders a New Way to Express Views on U.S. Stocks Around the Clock
Charles Schwab Futures & Forex has launched Single Stock Futures for over 50 prominent U.S. stocks, available on their thinkorswim® trading platforms. These cash-settled futures contracts allow retail traders to express bullish or bearish views on individual companies with less initial capital than outright stock ownership. This offering provides a way to react to news outside standard market hours and take long or short positions without certain fees or restrictions.
T. Rowe Price Reports $8.2B in Net Outflows for July
T. Rowe Price Group (NASDAQ: TROW) announced its July 2026 assets under management (AUM) reached $1.87 trillion, despite experiencing net outflows of $8.2 billion for the month. While total AUM declined from June 2026, it increased significantly from December 2025, driven by growth in target date retirement portfolios, fixed income, and multi-asset categories. The firm, which manages approximately two-thirds of its assets in retirement-related strategies, reaffirmed its long-standing expertise in asset management.
Which Long-Term Bond ETF Is the Better Buy: Vanguard's VCLT or Schwab's SCHQ?
This article compares two long-term bond ETFs, Vanguard's VCLT and Schwab's SCHQ, both featuring ultra-low 0.03% expense ratios. VCLT, focusing on corporate debt, offers a higher dividend yield and stronger five-year returns but carries credit risk, while SCHQ, investing in U.S. Treasuries, provides greater safety with government-backed obligations but a lower yield. The choice depends on an investor's comfort with credit risk versus interest rate sensitivity.
17,601 Shares in The Charles Schwab Corporation $SCHW Acquired by Lederer & Associates Investment Counsel CA
Lederer & Associates Investment Counsel CA recently acquired 17,601 shares of The Charles Schwab Corporation, valued at approximately $1.62 million, as detailed in their latest 13F filing. Institutional investors and hedge funds own a significant 84.38% of SCHW. The company reported strong Q2 earnings, beating analyst expectations with $1.62 EPS and $7.07 billion in revenue, and declared a quarterly dividend of $0.32.
Diversified Management Inc. Sells 25,775 Shares of ExxonMobil Corporation $XOM
Diversified Management Inc. significantly reduced its stake in ExxonMobil, selling 25,775 shares in the second quarter, representing a 77.5% cut. Despite strong financial results from ExxonMobil, including $14.5 billion in net income and record Permian production, the company's adjusted EPS slightly missed analyst estimates. Analysts currently maintain a consensus "Hold" rating on ExxonMobil with a price target of $163.29.
Caterpillar Inc. $CAT Shares Sold by Diversified Management Inc.
Diversified Management Inc. significantly reduced its stake in Caterpillar Inc. (NYSE:CAT) by 51.5% in the second quarter, selling 1,818 shares and now owning 1,710 shares valued at $1.82 million. Despite this, other institutional investors like Peoples Bank KS, Generali Investments Management Co LLC, and Handelsbanken Fonder AB increased their holdings. Caterpillar reported strong Q2 earnings, exceeding expectations with revenue up 23.7% year-over-year, and increased its quarterly dividend, but analysts note potential overvaluation and production capacity as key concerns.
Murphy Oil Corporation (NYSE:MUR) Given Average Recommendation of "Hold" by Brokerages
Murphy Oil Corporation (NYSE:MUR) has received an average "Hold" recommendation from brokerages, with an average 12-month price target of $37.67, slightly above its recent share price of $35.67. Institutional investors hold a significant 78.31% stake in the company, with several firms increasing their positions. The company's recent quarterly earnings missed estimates, but revenue exceeded expectations, and it declared an attractive $0.35 quarterly dividend.
McGrath RentCorp (MGRC) outlines planned sale of 536,256 shares via Schwab
McGrath RentCorp has filed a Form 144 outlining a planned secondary sale of up to 536,256 shares of common stock through Charles Schwab & Co., Inc., with an indicated value of $24,425,663. The filing also details underlying equity compensation events from February 2026, totaling 4,435 shares from restricted stock lapses and RSU/PSU awards. This sale will take place on NASDAQ.
Schwab co-chairman Charles R. Schwab sells $5.0M in SCHW shares
Charles R. Schwab, co-chairman of The Charles Schwab Corporation, sold 46,445 shares of SCHW stock for approximately $5.0 million. This sale occurred while the stock was near its 52-week high, following a strong 14% return over three months. Despite the sale, Mr. Schwab retains significant beneficial ownership through various indirect holdings.
ETFs Investing in SS&C Technologies Holdings, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of SS&C Technologies Holdings, Inc. It provides detailed financial information for each ETF, including market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The ETFs cover a range of investment strategies, such as total market, extended market, mid-cap, large-cap, small-cap value, high dividend yield, and information technology.
Charles Schwab(SCHW.US) Officer Sells US$5.01 Million in Common Stock
A Charles Schwab officer recently sold common stock valued at $5.01 million. This transaction indicates insider activity at the company. Further details regarding the sale would typically include the officer's name, the number of shares sold, and the price per share.
ETFs Investing in Uniti Group Inc. Stocks
This article lists various ETFs that include Uniti Group Inc. (A41A1A) stocks in their holdings. The ETFs are sorted by market value and include details such as issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The list provides a comprehensive overview for investors looking into funds with exposure to Uniti Group Inc.
As CPI Report Expectations Darken, Look to Value ETF Opportunities
With the July CPI report approaching and inflation concerns persisting, investors may find opportunities in value ETF strategies. The American Century U.S. Quality Value ETF (VALQ) is highlighted as a potential option, offering a combination of quality and value screening with a competitive fee. The article suggests VALQ's steady performance and diversification benefits could make it a valuable addition to portfolios if inflation remains stubborn.
ZILLOW GROUP, INC. SEC Filing (Aug 11, 2026)
Zillow Group, Inc. has filed a Form 144 with the SEC, indicating a proposed sale of 1187 shares of Common Class C securities by an insider. The aggregate market value of these shares is $39,278.00, and they were acquired on June 1, 2026, through a restricted stock lapse from Zillow Group, Inc. The filing was accepted by the SEC EDGAR on August 11, 2026, at 04:12 PM.
Fidelity Dividend ETF for Rising Rates : FDRR
This article provides an overview of the Fidelity Dividend ETF for Rising Rates (FDRR), highlighting its relevance in a market anticipating potential rate hikes. It compiles recent articles discussing FDRR's performance, its suitability for retirees, and comparisons with other dividend ETFs. The page also includes current stock data for FDRR.
Adamas Trust (NASDAQ:ADAM) Hits New 12-Month High - Still a Buy?
Adamas Trust (NASDAQ:ADAM) recently hit a new 52-week high of $10.14, trading near $10.24, with its previous close at $9.79. Analyst sentiment is a "Moderate Buy" with a $9.50 price target, despite some firms maintaining or downgrading to "Hold" or "Neutral." The company surpassed earnings expectations with $0.30 EPS against an anticipated $0.25 and increased its quarterly dividend to $0.27, providing a 10.5% annualized yield.
Warner Bros. Discovery, Inc. SEC Filing (Aug 11, 2026)
This article details a Form 144 SEC filing by Warner Bros. Discovery, Inc. (WBD) on August 11, 2026. The filing indicates a proposed sale of 120,000 shares of Class A Common Stock, valued at $3,224,400.00, acquired through employee compensation in 2018. The securities are to be sold through Charles Schwab Corporation on NASDAQ.
Charles Schwab Trust Co Acquires New Shares in Mondelez International, Inc. $MDLZ
Charles Schwab Trust Co. has acquired 21,725 shares of Mondelez International (MDLZ) in the second quarter, valued at approximately $1.26 million, contributing to the 78.32% institutional ownership of the stock. Analysts generally maintain a "Moderate Buy" rating with an average target price of $67.30, following Mondelez's strong quarterly earnings that surpassed expectations. The company also offers a quarterly dividend of $0.50, translating to a 3.3% annual yield.
Breaking: National Bank of Canada Reveals Holdings In XRP ETF, Bitcoin ETFs
National Bank of Canada has disclosed its significant holdings in various cryptocurrency ETFs, including an XRP ETF and several Bitcoin ETFs, totaling approximately $6.98 million. This revelation comes shortly after Grayscale's XRP Trust ETF reported substantial XRP sales worth $180.78 million in the first half of 2026 due to investor redemptions. The bank's investments highlight a growing institutional interest in diversified crypto exposure despite recent market activities from other major players.
Charles Schwab Trust Co Purchases New Holdings in RTX Corporation $RTX
Charles Schwab Trust Co. has acquired 5,282 shares of RTX Corporation, valued at approximately $1.0 million, during the second quarter, making it a new position for the institutional investor. RTX Corporation recently reported strong quarterly earnings, beating analyst estimates with $1.89 adjusted EPS and $24.71 billion in revenue, and declared a quarterly dividend of $0.73 per share. Analysts maintain a "Moderate Buy" rating for RTX with an average price target of $228.59, despite recent insider share sales.
Altria Group, Inc. $MO Position Increased by Charles Schwab Trust Co
Charles Schwab Trust Co significantly increased its stake in Altria Group (NYSE:MO) by 444% in the second quarter, bringing its total holdings to approximately $2.38 million. This comes as Altria reported slightly missed EPS estimates but beat revenue forecasts, maintaining its fiscal 2026 EPS guidance. The company also declared a quarterly dividend of $1.06, offering a 6.5% yield, while analysts maintain a "Hold" rating with a $70.78 price target.
Charles Schwab Trust Co Increases Stock Position in Amgen Inc. $AMGN
Charles Schwab Trust Co significantly increased its stake in Amgen Inc. by 678.3% in the second quarter, now holding 7,464 shares valued at $2.7 million. This comes as institutional investors collectively own 76.5% of Amgen's stock, and the company reported strong quarterly earnings, beating analyst estimates with EPS of $6.29 and revenue of $10.05 billion. Amgen also declared a quarterly dividend of $2.52 per share and provided positive FY 2026 EPS guidance, although analysts currently maintain a "Hold" rating with an average price target below the stock's opening price.
Charles Schwab Trust Co Acquires 15,704 Shares of Philip Morris International Inc. $PM
Charles Schwab Trust Co significantly increased its stake in Philip Morris International (PM) by 636.8% in the second quarter, purchasing 15,704 additional shares, bringing its total holdings to 18,170 shares valued at $3.29 million. Philip Morris reported strong quarterly results, surpassing expectations with an EPS of $2.20 and revenue of $11.19 billion, marking a 10.4% year-over-year growth. The company also announced a quarterly dividend of $1.47, reflecting a 3.2% annualized yield, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $205.89.
Charles Schwab Trust Co Buys 97,424 Shares of ExxonMobil Corporation $XOM
Charles Schwab Trust Co significantly increased its stake in ExxonMobil Corporation (NYSE:XOM) by 392.9% in the second quarter, purchasing an additional 97,424 shares and bringing its total holdings to 122,223 shares valued at $16.71 million. Institutional investors now own 61.80% of ExxonMobil's stock. The company recently announced a quarterly dividend of $1.03 per share, payable on September 10th, and reported Q2 earnings per share of $3.52, slightly missing analyst estimates.
Invesco QQQ $QQQ Shares Purchased by Charles Schwab Trust Co
Charles Schwab Trust Co significantly increased its holdings in Invesco QQQ (NASDAQ:QQQ) by 85.6% in the second quarter, bringing its total to 9,175 shares valued at $6.757 million. Other institutional investors also made substantial changes to their QQQ holdings, with Bank of America Corp DE and Corient Private Wealth LLC acquiring billions of dollars worth of shares. Despite recent stock price fluctuations, Invesco QQQ recently increased its quarterly dividend and continues to see strong inflows, reflecting ongoing investor preference for diversified large-cap technology exposure.
