Pacer Advisors Inc. Sells 6,417 Shares of The Charles Schwab Corporation $SCHW

Pacer Advisors Inc. lessened its stake in The Charles Schwab Corporation (NYSE:SCHW) by 4.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 131,024 shares of the financial services provider’s stock after selling 6,417 shares during the quarter. Pacer Advisors Inc.’s holdings in Charles Schwab were worth $13,091,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

Several equities analysts have weighed in on the company. UBS Group cut their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Raymond James Financial raised their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Piper Sandler upped their price target on shares of Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. Argus set a $108.00 price objective on shares of Charles Schwab in a research note on Monday, April 20th. Finally, Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Key Charles Schwab News

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

• Positive Sentiment: Charles Schwab is reportedly preparing to launch yes-or-no contracts tied to whether the S&P 500 closes above or below a target level, in partnership with Cboe Global Markets. Investors may view this as a new revenue opportunity and a sign Schwab is moving into a fast-growing trading niche. Article Title
• Positive Sentiment: The prediction-markets push suggests Schwab is trying to attract more active traders and diversify beyond traditional brokerage services, which could support future client engagement and trading volume. Article Title
• Neutral Sentiment: Several reports repeated the same Wall Street Journal story about Schwab’s planned entry into prediction markets, reinforcing the market’s focus on the potential rollout but adding little new detail. Article Title
• Neutral Sentiment: Schwab also released its 2026 Mid-Year Market Outlook, but this appears to be a routine research update with limited direct impact on the stock. Article Title
• Negative Sentiment: Separate reports said Schwab tightened margin requirements and warned of possible margin calls tied to tax-bet activity, which could signal more caution around certain client strategies and raise concerns about trading risk management. Article Title

Insider Activity

In other news, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were 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 approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the transaction, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. This represents a 21.00% decrease in their ownership of the stock. 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. Over the last quarter, insiders have sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Stock Performance

NYSE SCHW opened at $91.69 on Friday. The company has a market cap of $159.46 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.84 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The business’s 50 day moving average price is $90.88 and its 200-day moving average price is $95.29. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50.

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

Charles Schwab Announces Dividend

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