The Charles Schwab Corporation $SCHW Shares Bought by Bank Julius Baer & Co. Ltd Zurich

Bank Julius Baer & Co. Ltd Zurich boosted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 1,609,399 shares of the financial services provider’s stock after acquiring an additional 126,738 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in Charles Schwab were worth $161,068,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the stock. Unconventional Investor LLC acquired a new stake in shares of Charles Schwab in the fourth quarter valued at about $203,000. Cardinal Point Capital Management ULC acquired a new stake in shares of Charles Schwab in the fourth quarter valued at about $5,199,000. Navalign LLC raised its position in shares of Charles Schwab by 3.0% in the fourth quarter. Navalign LLC now owns 10,522 shares of the financial services provider’s stock valued at $1,051,000 after buying an additional 308 shares during the last quarter. Biltmore Family Office LLC raised its position in shares of Charles Schwab by 61.4% in the fourth quarter. Biltmore Family Office LLC now owns 6,360 shares of the financial services provider’s stock valued at $635,000 after buying an additional 2,419 shares during the last quarter. Finally, Stonebridge Financial Group LLC MO acquired a new stake in shares of Charles Schwab in the fourth quarter valued at about $318,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab Trading Up 1.1%

Shares of SCHW opened at $91.13 on Thursday. 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 12-month low of $85.76 and a 12-month high of $107.50. The firm has a 50-day moving average price of $93.23 and a 200 day moving average price of $96.03. The firm has a market capitalization of $158.49 billion, a P/E ratio of 18.08, a P/E/G ratio of 0.71 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (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 during the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the prior year, the firm posted $1.04 earnings per share. Charles Schwab’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. Sell-side analysts forecast that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. 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. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $127.00 target price on shares of Charles Schwab in a research report on Friday, April 17th. 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. Barclays dropped their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an “overweight” rating for the company in a report on Wednesday, April 8th. Finally, TD Cowen reissued a “buy” rating on shares of Charles Schwab in a report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus price target of $114.00.

Charles Schwab News Roundup

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

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider owned 10,470 shares of the company’s stock, valued at $994,859.40. This trade represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the transaction, the director directly owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 126,924 shares of company stock worth $12,268,634. 6.30% of the stock is owned by corporate insiders.

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.