The Charles Schwab Corporation $SCHW Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 105.3% in the first quarter, Holdings Channel reports. The institutional investor owned 174,447 shares of the financial services provider’s stock after acquiring an additional 89,461 shares during the quarter. Venturi Wealth Management LLC’s holdings in Charles Schwab were worth $16,394,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Norges Bank purchased a new position in Charles Schwab in the fourth quarter worth approximately $1,994,189,000. Primecap Management Co. CA raised its position in Charles Schwab by 9.7% in the fourth quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after purchasing an additional 2,066,884 shares during the period. Focus Partners Wealth lifted its stake in shares of Charles Schwab by 716.5% in the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock valued at $209,948,000 after purchasing an additional 1,844,095 shares during the last quarter. First Trust Advisors LP lifted its stake in shares of Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares during the last quarter. Finally, Danske Bank A S purchased a new position in shares of Charles Schwab during the 3rd quarter worth $142,594,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Charles Schwab

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

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $90.37 on Friday. The stock has a market capitalization of $157.17 billion, a price-to-earnings ratio of 17.93, a price-to-earnings-growth ratio of 0.82 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. The business has a 50-day moving average of $90.26 and a 200 day moving average of $95.21. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50.

Charles Schwab (NYSE:SCHW) last issued 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 23.05%. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter in the prior year, the company earned $1.04 earnings per share. The business’s quarterly revenue was up 15.8% on a year-over-year basis. 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 year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a dividend of $0.32 per share. The ex-dividend date 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 is 25.40%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Charles Schwab in a report on Thursday, June 18th. UBS Group dropped their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Argus set a $108.00 price target on shares of Charles Schwab in a research note on Monday, April 20th. Barclays upped 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, May 15th. Finally, TD Cowen increased their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. One 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 stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $116.00.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 7,942 shares of the business’s stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total value of $778,316.00. Following the completion of the transaction, the insider owned 29,866 shares in the company, valued at $2,926,868. The trade was a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 value of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 59,700 shares of company stock valued at $5,889,131 in the last 90 days. Company insiders own 6.30% of the company’s stock.

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.