AG Campbell Advisory LLC Invests $5.72 Million in The Charles Schwab Corporation $SCHW

AG Campbell Advisory LLC acquired a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 57,290 shares of the financial services provider’s stock, valued at approximately $5,724,000. Charles Schwab comprises about 1.8% of AG Campbell Advisory LLC’s portfolio, making the stock its 8th largest position.

A number of other institutional investors have also made changes to their positions in the stock. Advisortrust Partners LLC acquired a new stake in Charles Schwab in the 4th quarter worth approximately $633,000. Corient Private Wealth LLC boosted its position in Charles Schwab by 8.5% during the fourth quarter. Corient Private Wealth LLC now owns 768,717 shares of the financial services provider’s stock worth $76,807,000 after purchasing an additional 60,373 shares during the period. Hsbc Holdings PLC grew its holdings in Charles Schwab by 19.0% during the fourth quarter. Hsbc Holdings PLC now owns 3,955,974 shares of the financial services provider’s stock valued at $395,991,000 after purchasing an additional 630,389 shares during the last quarter. Bayban acquired a new position in Charles Schwab during the fourth quarter valued at approximately $58,000. Finally, Pure Financial Advisors LLC raised 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 during the period. 84.38% of the stock is owned by institutional investors.

Key Charles Schwab News

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 Stock Performance

NYSE SCHW opened at $91.69 on Friday. 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 company has a 50 day moving average of $90.88 and a 200-day moving average of $95.29. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year 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 posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

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

Analyst Ratings Changes

A number of analysts have recently weighed in on SCHW shares. Raymond James Financial boosted their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Morgan Stanley dropped their target price on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a research report on Friday, May 15th. TD Cowen upped their price target on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, Barclays raised their price target on Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $116.00.

Insider Transactions at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction that occurred on 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 sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 stock was 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 in the company, valued at approximately $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 59,700 shares of company stock valued at $5,889,131 over the last three months. 6.30% of the stock is currently owned by corporate insiders.

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.