The Charles Schwab Corporation $SCHW Shares Bought by Diversified Trust Co

Diversified Trust Co boosted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 116.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 23,916 shares of the financial services provider’s stock after acquiring an additional 12,852 shares during the quarter. Diversified Trust Co’s holdings in Charles Schwab were worth $2,248,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new position in shares of Charles Schwab during the 4th quarter worth approximately $26,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab in the 4th quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab in the 4th quarter valued at approximately $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab in the fourth quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Paul V. Woolway sold 7,942 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total transaction of $778,316.00. Following the sale, the insider directly owned 29,866 shares in the company, valued at approximately $2,926,868. This represents a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 that occurred on Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction 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 trade represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is currently owned by company insiders.

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 Price Performance

Charles Schwab stock opened at $91.69 on Monday. The firm has a market cap of $159.46 billion, a PE ratio of 18.19, a price-to-earnings-growth ratio of 0.84 and a beta of 0.78. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. 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 company’s 50 day moving average is $90.88 and its two-hundred day moving average is $95.30.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter last year, the company posted $1.04 EPS. The firm’s revenue 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. On average, research analysts expect that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

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

Wall Street Analysts Forecast Growth

SCHW has been the topic of a number of research reports. UBS Group decreased their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Morgan Stanley cut their price objective on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. Piper Sandler increased their target price on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. Finally, Truist Financial lowered their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

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.