Indivisible Partners Purchases New Stake in The Charles Schwab Corporation $SCHW

Indivisible Partners bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 14,212 shares of the financial services provider’s stock, valued at approximately $1,420,000.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Charles Schwab by 0.3% during the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after purchasing an additional 403,133 shares in the last quarter. State Street Corp boosted its position in Charles Schwab by 1.0% during the third quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock worth $6,984,231,000 after purchasing an additional 691,671 shares in the last quarter. Fisher Asset Management LLC boosted its position in Charles Schwab by 1.3% during the third quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider’s stock worth $2,066,600,000 after purchasing an additional 269,898 shares in the last quarter. Primecap Management Co. CA boosted its position in Charles Schwab by 11.4% during the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after purchasing an additional 2,174,381 shares in the last quarter. Finally, Viking Global Investors LP boosted its position in Charles Schwab by 5.1% during the third quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider’s stock worth $1,583,189,000 after purchasing an additional 809,876 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of research analyst reports. UBS Group decreased their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Morgan Stanley decreased their target price on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Piper Sandler boosted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Wolfe Research set a $120.00 target price on Charles Schwab in a research report on Monday, January 12th. Finally, Argus set a $108.00 price objective on Charles Schwab in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $114.00.

Charles Schwab News Summary

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

• Positive Sentiment: UBS raised its price target on SCHW to $385 (from $380) and reiterated a Buy, reinforcing a higher valuation outlook and supporting investor sentiment. UBS Boosts Charles Schwab (SCHW) Target to $385 on Positive Outlook
• Positive Sentiment: Schwab rolled out its first generative AI capability for retail clients to synthesize portfolio performance, market news and Schwab research—an engagement and product-differentiation move that could help client retention and AUM growth over time. Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity
• Neutral Sentiment: Schwab announced it will redeem all outstanding depositary shares of its 4.000% Series I perpetual preferred on June 1, 2026—a small cash outflow that tidies capital structure and eliminates the preferred dividend obligation. Impact on common equity is limited given the small size. Schwab Announces Redemption of All Outstanding Depositary Shares…
• Neutral Sentiment: Schwab’s Modern Wealth Survey finds only 27% of Americans own ETFs and ETFs make up just ~6% of average portfolios—an insight that highlights a long-term distribution opportunity for Schwab’s low-cost ETF lineup, but not an immediate revenue catalyst. 27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income
• Neutral Sentiment: Charles Schwab exec James Kostulias says retail bullishness is waning though confidence remains elevated—mixed sentiment that suggests demand could be uneven but not collapsing. Bullishness is waining but retail investor confidence still up, says Charles Schwab’s James Kostulias
• Negative Sentiment: Schwab’s Trading Activity Index (STAX) dipped in April as retail clients reduced tech exposure—lower trading volumes and shifting asset mixes can pressure transaction and margin-related revenue near-term. Schwab Trading Activity Index drops in April as retail clients turn cautious

Insider Transactions at Charles Schwab

In related news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the transaction, the insider owned 35,992 shares of the company’s stock, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 206,263 shares of company stock valued at $20,543,272. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Up 1.0%

Shares of NYSE:SCHW opened at $92.40 on Wednesday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 52-week low of $82.40 and a 52-week high of $107.50. The stock’s fifty day simple moving average is $93.84 and its 200-day simple moving average is $96.22. The company has a market capitalization of $160.61 billion, a P/E ratio of 18.33, a P/E/G ratio of 0.72 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 the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the prior year, the business earned $1.04 earnings per share. The business’s 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, equities research analysts forecast that The Charles Schwab Corporation will post 5.99 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

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

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.