Adams Diversified Equity Fund Inc. Buys 85,800 Shares of The Charles Schwab Corporation $SCHW

Adams Diversified Equity Fund Inc. increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 36.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 322,800 shares of the financial services provider’s stock after buying an additional 85,800 shares during the quarter. Charles Schwab accounts for 1.1% of Adams Diversified Equity Fund Inc.’s portfolio, making the stock its 22nd biggest holding. Adams Diversified Equity Fund Inc.’s holdings in Charles Schwab were worth $30,337,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Souders Financial Advisors boosted its position in shares of Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock valued at $434,000 after acquiring an additional 98 shares in the last quarter. Lantz Financial LLC lifted its stake in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the period. Roberts Wealth Advisors LLC boosted its holdings in Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares in the last quarter. Essex Financial Services Inc. boosted its holdings in Charles Schwab by 0.8% during the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, JFS Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.4% in the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after purchasing an additional 107 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Charles Schwab News Roundup

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 Charles Schwab news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated 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 of the company’s stock, valued at $16,082,224.80. This represents a 1.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the completion of the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,700 shares of company stock valued at $5,889,131 in the last 90 days. 6.30% of the stock is currently owned by insiders.

Charles Schwab Stock Up 1.0%

NYSE SCHW opened at $90.37 on Friday. The stock’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 one year low of $83.96 and a one year high of $107.50. The firm has a market cap of $157.17 billion, a PE ratio of 17.93, a price-to-earnings-growth ratio of 0.83 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. The company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the firm 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 forecast that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

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

Analysts Set New Price Targets

A number of brokerages have recently issued reports on SCHW. Raymond James Financial increased their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. 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 research report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. Barclays boosted their target price 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. Finally, JPMorgan Chase & Co. upped their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $116.00.

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.