Fiduciary Alliance LLC Boosts Stake in The Charles Schwab Corporation $SCHW

Fiduciary Alliance LLC lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 93.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 11,987 shares of the financial services provider’s stock after acquiring an additional 5,782 shares during the period. Fiduciary Alliance LLC’s holdings in Charles Schwab were worth $1,202,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Dogwood Wealth Management LLC lifted its position in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank acquired a new position in shares of Charles Schwab in the 4th quarter valued at $26,000. GoalVest Advisory LLC acquired a new position in Charles Schwab in the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab in the 4th quarter valued at approximately $29,000. Finally, Optima Capital LLC acquired a new stake in Charles Schwab in the 4th quarter valued at about $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of recent research reports. UBS Group dropped their price objective on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Truist Financial dropped their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Morgan Stanley decreased their target price on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating for the company in a research note on Friday, April 17th. Argus set a $108.00 price target on shares of Charles Schwab in a research report on Monday, April 20th. Finally, TD Cowen raised their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $116.00.

Charles Schwab Trading Up 1.0%

NYSE SCHW opened at $90.37 on Friday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50. The firm’s fifty day simple moving average is $90.26 and its 200-day simple moving average is $95.21. The company has a market capitalization of $157.17 billion, a PE ratio of 17.93, a price-to-earnings-growth ratio of 0.82 and a beta of 0.77.

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

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction dated Wednesday, April 15th. The shares were 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 $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. Insiders have sold a total of 59,700 shares of company stock valued at $5,889,131 in the last 90 days. 6.30% of the stock is owned by corporate insiders.

Charles Schwab News Roundup

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Charles Schwab Company 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.