184,589 Shares in The Charles Schwab Corporation $SCHW Bought by OP Asset Management Ltd

OP Asset Management Ltd purchased a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 184,589 shares of the financial services provider’s stock, valued at approximately $17,348,000.

Several other large investors have also added to or reduced their stakes in SCHW. Banque Cantonale Vaudoise raised its stake in shares of Charles Schwab by 33.6% in the first quarter. Banque Cantonale Vaudoise now owns 24,114 shares of the financial services provider’s stock worth $2,266,000 after purchasing an additional 6,067 shares during the last quarter. Apella Capital LLC purchased a new stake in Charles Schwab in the first quarter valued at approximately $264,000. Legal Advantage Investments Inc. boosted its position in Charles Schwab by 4.9% in the first quarter. Legal Advantage Investments Inc. now owns 66,660 shares of the financial services provider’s stock valued at $6,265,000 after buying an additional 3,100 shares during the last quarter. CENTRAL TRUST Co increased its holdings in Charles Schwab by 1.9% in the 1st quarter. CENTRAL TRUST Co now owns 16,237 shares of the financial services provider’s stock worth $1,526,000 after buying an additional 306 shares during the period. Finally, Cidel Asset Management Inc. increased its holdings in Charles Schwab by 5.2% in the 1st quarter. Cidel Asset Management Inc. now owns 18,969 shares of the financial services provider’s stock worth $1,783,000 after buying an additional 941 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Trading Down 1.8%

SCHW stock opened at $91.49 on Thursday. 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 firm has a market cap of $159.11 billion, a P/E ratio of 18.15, a PEG ratio of 0.85 and a beta of 0.77. The company’s 50-day simple moving average is $90.64 and its 200-day simple moving average is $95.27.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.Charles Schwab’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts forecast that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date was 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 25.40%.

Insider Transactions at Charles Schwab

In related 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 value of $228,312.00. Following the completion of the sale, the director owned 177,508 shares of the company’s stock, valued at approximately $16,082,224.80. The trade was a 1.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction 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 transaction, the insider directly owned 29,866 shares in the company, valued at approximately $2,926,868. The trade was a 21.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 59,700 shares of company stock valued at $5,889,131 in the last three months. 6.30% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Morgan Stanley cut 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, April 17th. Truist Financial reduced their target price 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 target on Charles Schwab in a research report on Monday, April 20th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $116.00.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Charles Schwab disclosed the results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review, an important capital-planning update that can support confidence in the firm’s financial resilience and shareholder-return capacity.
• Positive Sentiment: Schwab announced its Summer Business Update for institutional investors on July 21, which may keep attention on near-term strategy, client trends, and earnings drivers.
• Positive Sentiment: Cboe said its new prediction-market S&P 500 contracts are expected to launch at Charles Schwab and other retail brokerages in coming months, potentially giving Schwab another product to offer clients and helping drive trading activity.
• Positive Sentiment: Atomic Insights launched direct ACH payment execution through Schwab Advisor Services’ new API, a sign that Schwab continues to expand its technology and payments infrastructure for advisors.
• Positive Sentiment: Schwab was recognized among the nation’s most community-minded companies for the 10th consecutive year, reinforcing its brand and reputation with investors and clients.
• Neutral Sentiment: CNBC highlighted Schwab’s top three income ideas for the rest of 2026, which may draw investor interest to yield-oriented strategies but does not directly change Schwab’s fundamentals.

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.