AustralianSuper Pty Ltd Boosts Holdings in The Charles Schwab Corporation $SCHW

AustralianSuper Pty Ltd lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 26.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,361,669 shares of the financial services provider’s stock after purchasing an additional 287,159 shares during the period. AustralianSuper Pty Ltd’s holdings in Charles Schwab were worth $136,044,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in SCHW. First National Trust Co grew its stake in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after purchasing an additional 40,257 shares in the last quarter. Brookwood Investment Group LLC increased its holdings in Charles Schwab by 192.6% during the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after purchasing an additional 8,054 shares during the last quarter. AE Wealth Management LLC raised its position in shares of Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after purchasing an additional 56,609 shares in the last quarter. Optimize Financial Inc acquired a new position in shares of Charles Schwab in the 3rd quarter valued at approximately $467,000. Finally, King Luther Capital Management Corp boosted its stake in shares of Charles Schwab by 34.4% during the 3rd quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after buying an additional 75,820 shares during the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Charles Schwab

In other news, insider Dennis Howard sold 10,108 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total transaction of $956,216.80. Following the completion of the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $990,462. This represents a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the sale, the insider owned 29,866 shares in the company, valued at $2,986,600. The trade was 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. Insiders sold 126,924 shares of company stock worth $12,268,634 in the last quarter. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Stock Performance

SCHW stock opened at $89.47 on Friday. The stock’s 50 day simple moving average is $93.12 and its 200 day simple moving average is $96.00. The Charles Schwab Corporation has a 12-month low of $85.76 and a 12-month high of $107.50. The firm has a market cap of $155.60 billion, a P/E ratio of 17.75, a P/E/G ratio of 0.72 and a beta of 0.80. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last released its 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 firm had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts predict that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 8th. Charles Schwab’s dividend payout ratio is currently 25.40%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab raised its 2026 revenue outlook to 14%-15% growth, above Wall Street’s expectation of about 11.5%, suggesting stronger-than-expected business momentum from active trading and wealth management inflows. Schwab Signals 15% Revenue Growth As Retail Investors Stay Active
• Positive Sentiment: The company said April activity hit records, including daily average trades and client margin loan balances, reinforcing that retail trading remains robust and may support near-term revenue. Charles Schwab daily average trades, client margin loan balances reach records in April
• Positive Sentiment: Schwab unveiled AI plans aimed at extending personalized advice to less-affluent clients, which could broaden its addressable market and improve operating efficiency over time. Schwab Will Use AI To Serve Less-Affluent Customers
• Positive Sentiment: Schwab launched direct retail Bitcoin and Ethereum trading, adding a new potential fee stream and giving clients another reason to keep assets within the Schwab platform. Charles Schwab Begins Retail Bitcoin and Ethereum Trading Rollout
• Neutral Sentiment: Investor-day coverage and research notes focused on Schwab’s AI strategy, workplace offerings, and long-term growth initiatives; these are constructive but mainly long-term in nature. Schwab emphasizes growth potential through AI at investor day event
• Neutral Sentiment: Unusually heavy call-option activity suggests traders are positioning for upside, but it does not by itself explain the stock move. Schwab Reports Monthly Activity Highlights

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Truist Financial decreased their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. Barclays reduced their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 8th. Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Finally, Argus set a $108.00 target price on shares of Charles Schwab in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average target price of $114.00.

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.