ProShare Advisors LLC Grows Stock Holdings in The Charles Schwab Corporation $SCHW

ProShare Advisors LLC grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 2.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 374,919 shares of the financial services provider’s stock after acquiring an additional 9,200 shares during the period. ProShare Advisors LLC’s holdings in Charles Schwab were worth $37,458,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Dogwood Wealth Management LLC raised its holdings in 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 Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC purchased a new position in Charles Schwab in the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab in the 4th quarter worth approximately $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab in the 4th quarter worth approximately $30,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SCHW has been the subject of a number of recent analyst reports. 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 report on Friday. Truist Financial decreased their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, April 1st. Argus set a $108.00 price objective on shares of Charles Schwab in a report on Monday, April 20th. Barclays boosted their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Keefe, Bruyette & Woods initiated coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab Trading Down 0.6%

Shares of SCHW stock opened at $91.84 on Wednesday. The Charles Schwab Corporation has a 1 year low of $85.76 and a 1 year high of $107.50. The firm has a fifty day moving average price of $92.89 and a 200-day moving average price of $95.94. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The company has a market cap of $159.72 billion, a price-to-earnings ratio of 18.22, a PEG ratio of 0.69 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The firm had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter in the previous year, the firm posted $1.04 EPS. The company’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. As a group, equities analysts predict that The Charles Schwab Corporation will post 6.07 earnings per share for the current year.

Charles Schwab Announces Dividend

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

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $128 and kept a Buy rating, citing optimism after the company’s investor day and longer-term growth prospects. Deutsche Bank Raises PT on The Charles Schwab Corporation (SCHW), Here’s Why
• Positive Sentiment: Schwab is expanding its AI strategy, including a new generative AI “Portfolio Insights” tool aimed at bringing premium-style investment guidance to everyday retail clients, which could improve engagement and client retention. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
• Positive Sentiment: Analysts and media commentary have highlighted Schwab’s efforts to extend high-net-worth style insights to a broader client base through AI, reinforcing the company’s push to modernize its platform. Charles Schwab (SCHW) Plans AI Integration to Bring High-Net-Worth Insights to Mass Market
• Positive Sentiment: Charles Schwab and Bill Ackman launched a campaign supporting Trump’s “American Dream Accounts,” which may be viewed as a high-profile effort to influence retirement and investing policy in a way that could expand future account growth. Bill Ackman, Charles Schwab launch six-figure ad campaign backing Trump’s American Dream Accounts
• Neutral Sentiment: Schwab flagged new T+1 settlement rules affecting stock trades, but the headline appears more informational than materially impactful on its own. Schwab flagged new T+1 settlement rules that impact stock trades
• Neutral Sentiment: Market commentary from Schwab strategist Liz Ann Sonders about rising bond yields reflects broader macro conditions rather than a direct company-specific catalyst. Traders are positioning for continued increase in bond yields, says Charles Schwab’s Sonders
• Neutral Sentiment: Charles Schwab’s sponsorship of the PGA TOUR’s Schwab Challenge and the revealed champion’s prize are branding items with limited near-term stock impact. 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler

Insider Buying and Selling at Charles Schwab

In other news, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction 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 owned 177,508 shares of the company’s stock, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 57,972 shares of the company’s stock, valued at $5,739,228. This represents a 41.60% decrease in their position. 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. In the last 90 days, insiders sold 126,924 shares of company stock worth $12,268,634. 6.30% of the stock is currently owned by insiders.

Charles Schwab 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.