The Charles Schwab Corporation $SCHW Shares Bought by Fiduciary Alliance LLC

Fiduciary Alliance LLC raised its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 93.2% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,987 shares of the financial services provider’s stock after buying an additional 5,782 shares during the period. Fiduciary Alliance LLC’s holdings in Charles Schwab were worth $1,202,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Kestra Private Wealth Services LLC raised its position in Charles Schwab by 340.6% during the 1st quarter. Kestra Private Wealth Services LLC now owns 41,906 shares of the financial services provider’s stock worth $3,938,000 after buying an additional 32,395 shares during the last quarter. Independence Wealth Advisors LLC boosted its holdings in shares of Charles Schwab by 14.6% in the 1st quarter. Independence Wealth Advisors LLC now owns 9,865 shares of the financial services provider’s stock valued at $927,000 after purchasing an additional 1,254 shares during the last quarter. MBM Wealth Consultants LLC increased its stake in Charles Schwab by 6.1% during the first quarter. MBM Wealth Consultants LLC now owns 18,729 shares of the financial services provider’s stock worth $1,760,000 after acquiring an additional 1,078 shares during the last quarter. Brian Low Financial Group LLC increased its position in shares of Charles Schwab by 46.0% in the first quarter. Brian Low Financial Group LLC now owns 3,137 shares of the financial services provider’s stock worth $295,000 after acquiring an additional 988 shares in the last quarter. Finally, Blue Trust Inc. raised its stake in shares of Charles Schwab by 8.8% during the first quarter. Blue Trust Inc. now owns 14,036 shares of the financial services provider’s stock valued at $1,319,000 after purchasing an additional 1,131 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab Stock Performance

SCHW opened at $90.37 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. The business’s 50-day simple moving average is $90.26 and its 200 day simple moving average is $95.21. 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 capitalization of $157.17 billion, a PE ratio of 17.93, a PEG ratio of 0.82 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. The company had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm’s quarterly revenue was up 15.8% on a year-over-year basis. During the same period in the previous year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts expect that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Barclays boosted their price objective on Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a research note on Friday, May 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. Raymond James Financial increased their target price on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Finally, UBS Group lowered their price target on 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, sixteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $116.00.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Insiders Place Their Bets

In other news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction on 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 completion of the transaction, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, insider Paul V. Woolway sold 7,941 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. Company insiders own 6.30% of the company’s stock.

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.