Corient Private Wealth LLC Has $76.81 Million Holdings in The Charles Schwab Corporation $SCHW

Corient Private Wealth LLC raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 8.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 768,717 shares of the financial services provider’s stock after acquiring an additional 60,373 shares during the quarter. Corient Private Wealth LLC’s holdings in Charles Schwab were worth $76,807,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Norges Bank bought a new position in Charles Schwab during the 4th quarter worth approximately $1,994,189,000. Primecap Management Co. CA raised its position in shares of Charles Schwab by 11.4% during the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after purchasing an additional 2,174,381 shares during the period. Focus Partners Wealth lifted its holdings in shares of Charles Schwab by 716.5% during the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after purchasing an additional 1,844,095 shares in the last quarter. First Trust Advisors LP grew its position in shares of Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares during the period. Finally, Danske Bank A S bought a new stake in Charles Schwab during the 3rd quarter worth approximately $142,594,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Price Performance

Charles Schwab stock opened at $91.69 on Friday. The company has a market capitalization of $159.46 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 0.84 and a beta of 0.77. The stock’s 50 day moving average is $90.88 and its 200-day moving average is $95.29. 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 $83.96 and a 12 month high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data 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 return on equity of 23.05% and a net margin of 37.99%.The firm had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same period in the prior year, the firm posted $1.04 EPS. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts expect that The Charles Schwab Corporation will post 6.14 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio is presently 25.40%.

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total value 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 trade represents a 21.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director directly owned 177,508 shares in the company, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 59,700 shares of company stock worth $5,889,131 over the last ninety days. Corporate insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on SCHW. Raymond James Financial upped their price objective on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $128.00 price target on shares of Charles Schwab in a research report on Friday, May 15th. Barclays lifted their price target on shares of Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Piper Sandler boosted their price target on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. Finally, Keefe, Bruyette & Woods assumed coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Charles Schwab News Summary

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

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.