Geode Capital Management LLC Boosts Stake in The Charles Schwab Corporation $SCHW

Geode Capital Management LLC raised its position in The Charles Schwab Corporation (NYSE:SCHW) by 0.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 37,667,640 shares of the financial services provider’s stock after buying an additional 98,242 shares during the period. Geode Capital Management LLC’s holdings in Charles Schwab were worth $3,747,646,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Souders Financial Advisors increased its stake in Charles Schwab by 2.3% in the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after buying an additional 98 shares during the last quarter. Lantz Financial LLC grew its position in shares of Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock valued at $324,000 after acquiring an additional 99 shares during the period. Roberts Wealth Advisors LLC grew its position in shares of Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after acquiring an additional 105 shares during the period. JFS Wealth Advisors LLC grew its position in shares of Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after acquiring an additional 107 shares during the period. Finally, FSM Wealth Advisors LLC grew its position in shares of Charles Schwab by 4.1% during the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider’s stock valued at $269,000 after acquiring an additional 107 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on SCHW shares. UBS Group reduced their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Jefferies Financial Group reduced their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. TD Cowen raised their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. 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 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab’s foundation announced new Schwab Moneywise Momentum Grants, part of a broader $20 million commitment to financial education, which supports the firm’s brand and long-term customer engagement. Charles Schwab Foundation Launches Schwab Moneywise Momentum Grants as Part of a $20 Million Multi-Year Commitment to Financial Education
• Neutral Sentiment: Multiple articles highlighted Schwab’s sponsorship of the Charles Schwab Challenge golf tournament, which is largely promotional coverage and unlikely to move earnings expectations by itself. 2026 Charles Schwab Challenge TV schedule, coverage: Where to watch PGA Tour’s annual stop at Colonial
• Neutral Sentiment: Schwab investment experts said municipal bonds can make sense in taxable accounts, reinforcing its wealth-management and fixed-income advice platform, but this is more educational than immediately market-moving. “Municipal Bonds Belong in Taxable Accounts,” Say Charles Schwab Investment Experts
• Negative Sentiment: Investor sentiment may be weighing on SCHW after reports of new senior debt issuance and continued insider selling, including recent transactions by Charles R. Schwab, which can raise concerns about funding costs and near-term confidence. Charles Schwab slips 3.2% as investors digest new debt issuance and recent insider selling
• Negative Sentiment: Broader market commentary also noted SCHW’s recent mixed share performance, with the stock still below recent moving averages, which suggests traders remain cautious despite solid fundamentals. A Look At Charles Schwab’s (SCHW) Valuation After Recent Mixed Share Price Performance

Insider Buying and Selling at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the transaction, the insider owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction 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 owned 10,470 shares in the company, valued at approximately $990,462. The trade was a 49.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 99,021 shares of company stock worth $9,617,291 in the last 90 days. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Down 4.2%

Shares of NYSE:SCHW opened at $85.63 on Thursday. The firm has a fifty day moving average price of $92.44 and a two-hundred day moving average price of $95.74. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The company has a market cap of $148.93 billion, a price-to-earnings ratio of 16.99, a PEG ratio of 0.61 and a beta of 0.80. The Charles Schwab Corporation has a one year low of $84.72 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business’s quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter last year, the company posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts anticipate that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is presently 25.40%.

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.