Mesirow Financial Investment Management Inc. Decreases Stock Holdings in The Charles Schwab Corporation $SCHW

Mesirow Financial Investment Management Inc. trimmed its position in The Charles Schwab Corporation (NYSE:SCHW) by 14.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 117,639 shares of the financial services provider’s stock after selling 20,480 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Charles Schwab were worth $11,754,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. First National Trust Co boosted its holdings in Charles Schwab by 82.2% in the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. Brookwood Investment Group LLC boosted its holdings in Charles Schwab by 192.6% in the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after acquiring an additional 8,054 shares in the last quarter. AE Wealth Management LLC boosted its holdings in Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after acquiring an additional 56,609 shares in the last quarter. Optimize Financial Inc bought a new stake in Charles Schwab in the third quarter valued at $467,000. Finally, King Luther Capital Management Corp boosted its holdings in Charles Schwab by 34.4% in the third quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after acquiring an additional 75,820 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Options traders showed rising conviction in SCHW, with unusually heavy call buying that came in well above normal volume. That kind of activity often signals expectations for further upside in the shares.
• Positive Sentiment: Reports that Schwab is expanding deeper into crypto — including Bitcoin and Ethereum trading and potentially broader access across its large client base — could open a new growth avenue and strengthen its competitive position in digital assets. Charles Schwab Rolls Out Bitcoin, Ethereum Trading As ETF Outflows Hit $233 Million
• Positive Sentiment: One investor note argued Schwab is better insulated from AI disruption than feared, citing strong earnings momentum, stabilized client cash balances, and support from higher markets and interest rates. Charles Schwab Is Better Insulated From AI Than Feared

Charles Schwab Stock Performance

Shares of SCHW stock opened at $91.13 on Thursday. The Charles Schwab Corporation has a 12 month low of $85.76 and a 12 month high of $107.50. The stock has a market cap of $158.49 billion, a PE ratio of 18.08, a price-to-earnings-growth ratio of 0.71 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. The company’s fifty day moving average price is $93.23 and its 200-day moving average price is $96.03.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $6.39 billion. During the same quarter in the previous year, the business posted $1.04 EPS. The company’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. On average, equities analysts expect that The Charles Schwab Corporation will post 5.99 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued 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 is Friday, May 8th. Charles Schwab’s payout ratio is 25.40%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Argus set a $108.00 price target on shares of Charles Schwab in a report on Monday, April 20th. TD Cowen reiterated a “buy” rating on shares of Charles Schwab in a report on Thursday, April 9th. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Jefferies Financial Group cut their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, UBS Group cut their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.00.

Insider Buying and Selling at Charles Schwab

In other news, insider Dennis Howard sold 10,108 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the sale, 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 sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 126,924 shares of company stock worth $12,268,634. Corporate insiders own 6.30% of the company’s stock.

About Charles Schwab

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.