The Charles Schwab Corporation $SCHW Position Reduced by Lakehouse Capital Pty Ltd

Lakehouse Capital Pty Ltd trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 28.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 111,818 shares of the financial services provider’s stock after selling 44,649 shares during the quarter. Charles Schwab makes up 8.1% of Lakehouse Capital Pty Ltd’s portfolio, making the stock its 7th biggest holding. Lakehouse Capital Pty Ltd’s holdings in Charles Schwab were worth $11,172,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of SCHW. Piscataqua Savings Bank acquired a new stake in Charles Schwab in the 4th quarter valued at about $26,000. West Branch Capital LLC acquired a new stake in Charles Schwab in the 3rd quarter valued at about $27,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab in the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab in the 4th quarter valued at about $29,000. Finally, Optima Capital LLC acquired a new stake in Charles Schwab in the 4th quarter valued at about $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

SCHW has been the topic of a number of research reports. Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $127.00 price objective on shares of Charles Schwab in a research note on Friday. Barclays lowered their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 8th. Morgan Stanley lowered their price objective on shares of Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Truist Financial decreased their price target on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $114.30.

Insider Activity at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. This represents a 11.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Paul V. Woolway sold 7,941 shares of the stock in a transaction dated Wednesday, April 15th. The stock was 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 in the company, valued at approximately $2,986,600. The trade was 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. Insiders sold 470,748 shares of company stock worth $48,095,857 over the last three months. Company insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Charles Schwab stock opened at $92.40 on Friday. The Charles Schwab Corporation has a 12-month low of $73.76 and a 12-month high of $107.50. The stock has a market capitalization of $160.60 billion, a P/E ratio of 18.33, a P/E/G ratio of 0.76 and a beta of 0.90. The firm’s 50-day moving average is $94.83 and its two-hundred day moving average is $96.36. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results 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. Charles Schwab had a net margin of 37.99% and a return on equity of 23.03%. The company had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period last year, the company earned $1.04 EPS. The firm’s revenue for the quarter 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. Equities analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 27.47%.

Key Charles Schwab News

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

• Positive Sentiment: Q1 beat on EPS and strong trading/revenue momentum — Schwab reported $1.43 adjusted EPS and record quarterly revenue driven by elevated trading volumes and net new assets; that print supports underlying business strength. Charles Schwab (NYSE:SCHW) Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Launch of Schwab Crypto — the firm announced phased retail roll‑out of spot Bitcoin and Ether trading (competitive pricing vs. peers); this expands addressable trading revenue and could increase client engagement if adoption scales. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: Analyst price‑target boosts and upgrades — major banks raised targets/ratings after the quarter, signaling renewed conviction that earnings leverage and product initiatives can drive upside. Charles Schwab Gets Dual Price Target Boosts From Deutsche Bank and JPMorgan
• Positive Sentiment: Tech initiatives — Schwab will roll out client‑facing AI agents in June, which could improve service efficiency and client retention over time. Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June
• Neutral Sentiment: Record client growth and engagement — Schwab added ~1.3M accounts and reported ~$11.7T in client assets with record trading activity; positive for long‑term revenue but not an immediate fix for margin concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings materials/transcript available — investors will parse management commentary for detail on cash‑sweep dynamics, margin outlook and crypto rollout cadence. SCHW Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance below Street — Schwab set FY‑26 EPS at $5.70–$5.80, under the ~$5.93 consensus; guidance shortfall is the main driver of the intra‑day weakness as it reduces near‑term valuation support.
• Negative Sentiment: Net interest income (NII) and cash‑sorting risk — analysts flagged weaker‑than‑expected NII and sensitivity to clients moving sweep cash into higher‑yield alternatives, which can pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options activity and insider selling add near‑term volatility — elevated put buying ahead of the print and recent Rule‑10b5‑1 insider sales have amplified downside pressure and uncertainty. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW) Nigel Murtagh Form 4

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.