AG Campbell Advisory LLC Takes Position in The Charles Schwab Corporation $SCHW

AG Campbell Advisory LLC purchased a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, Holdings Channel reports. The fund purchased 57,290 shares of the financial services provider’s stock, valued at approximately $5,724,000. Charles Schwab comprises about 1.7% of AG Campbell Advisory LLC’s holdings, making the stock its 9th biggest holding.

Other institutional investors also recently modified their holdings of the company. Pure Financial Advisors LLC grew its position in shares of Charles Schwab by 49.6% in the fourth quarter. Pure Financial Advisors LLC now owns 14,934 shares of the financial services provider’s stock valued at $1,492,000 after purchasing an additional 4,949 shares in the last quarter. Rehmann Capital Advisory Group lifted its position in Charles Schwab by 2.3% during the fourth quarter. Rehmann Capital Advisory Group now owns 7,283 shares of the financial services provider’s stock valued at $728,000 after buying an additional 163 shares during the period. SHP Wealth Management bought a new position in shares of Charles Schwab during the fourth quarter valued at approximately $42,000. Stenger Family Office LLC increased its holdings in shares of Charles Schwab by 5.7% in the 4th quarter. Stenger Family Office LLC now owns 30,578 shares of the financial services provider’s stock worth $3,055,000 after purchasing an additional 1,650 shares in the last quarter. Finally, EJMK Ventures LLC bought a new position in shares of Charles Schwab during the 4th quarter valued at $209,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab News Roundup

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

• Positive Sentiment: Charles Schwab is reportedly preparing to launch yes-or-no contracts tied to whether the S&P 500 closes above or below a target level, in partnership with Cboe Global Markets. Investors may view this as a new revenue opportunity and a sign Schwab is moving into a fast-growing trading niche. Article Title
• Positive Sentiment: The prediction-markets push suggests Schwab is trying to attract more active traders and diversify beyond traditional brokerage services, which could support future client engagement and trading volume. Article Title
• Neutral Sentiment: Several reports repeated the same Wall Street Journal story about Schwab’s planned entry into prediction markets, reinforcing the market’s focus on the potential rollout but adding little new detail. Article Title
• Neutral Sentiment: Schwab also released its 2026 Mid-Year Market Outlook, but this appears to be a routine research update with limited direct impact on the stock. Article Title
• Negative Sentiment: Separate reports said Schwab tightened margin requirements and warned of possible margin calls tied to tax-bet activity, which could signal more caution around certain client strategies and raise concerns about trading risk management. Article Title

Analysts Set New Price Targets

A number of brokerages have issued reports on SCHW. Argus set a $108.00 price target on Charles Schwab in a research note on Monday, April 20th. Jefferies Financial Group dropped their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Barclays lifted their price objective on Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods initiated 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. Finally, Truist Financial decreased their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Insider Buying and Selling

In other news, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction dated 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 directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction dated 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 approximately $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 59,700 shares of company stock valued at $5,889,131. Company insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

Shares of SCHW opened at $91.69 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The business’s 50 day moving average is $90.88 and its two-hundred day moving average is $95.29. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The firm has a market cap of $159.46 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 0.84 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company 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 company posted $1.04 earnings per share. The business’s revenue for the quarter was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Announces Dividend

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

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.