IFP Advisors Inc Acquires 29,785 Shares of The Charles Schwab Corporation $SCHW

IFP Advisors Inc raised its position in The Charles Schwab Corporation (NYSE:SCHW) by 143.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 50,485 shares of the financial services provider’s stock after buying an additional 29,785 shares during the quarter. IFP Advisors Inc’s holdings in Charles Schwab were worth $5,044,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock valued at $14,471,840,000 after buying an additional 403,133 shares during the period. State Street Corp increased its holdings in Charles Schwab by 1.0% in the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider’s stock valued at $6,984,231,000 after buying an additional 691,671 shares during the period. Fisher Asset Management LLC increased its holdings in Charles Schwab by 1.3% in the 3rd quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider’s stock valued at $2,066,600,000 after buying an additional 269,898 shares during the period. Primecap Management Co. CA increased its holdings in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after buying an additional 2,174,381 shares during the period. Finally, Viking Global Investors LP increased its holdings in Charles Schwab by 5.1% in the 3rd quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider’s stock valued at $1,583,189,000 after buying an additional 809,876 shares during the period. 84.38% of the stock is owned by institutional investors.

Key Charles Schwab News

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

• Positive Sentiment: Schwab released its Q2 2026 Retail Client Sentiment Report, showing clients are more bearish on U.S. stocks but still confident in their investing approach and long-term goals, reinforcing Schwab’s role as a trusted, high-engagement broker. Schwab Q2 Retail Client Sentiment Report
• Positive Sentiment: Management continues promoting Schwab’s client-first strategy, low-cost investing, and financial education efforts, which can support long-term customer acquisition and retention. Charles Schwab CEO Rick Wurster on The Power of Investing and Expanding Access
• Positive Sentiment: Schwab’s new generative AI “Portfolio Insights” tool highlights product innovation and could improve the retail investing experience by delivering more personalized guidance at scale. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
• Neutral Sentiment: Analysts continue to rate the stock “Moderate Buy,” which suggests Wall Street remains broadly constructive, but not aggressively bullish. The Charles Schwab Corporation Receives Consensus Recommendation of Moderate Buy from Analysts
• Neutral Sentiment: Several items are more informational than market-moving, including Schwab’s comparison versus MarketAxess, its role in a mobile-trading trend discussion, and the Charles Schwab Challenge trophy announcement. SCHW vs. MKTX: Which Stock Is the Better Value Option? Mobile Trading Is Reshaping Retail Markets: TSC Infinity is the App Built for It 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler
• Negative Sentiment: Schwab’s own sentiment survey showed investors are increasingly bearish on the U.S. stock market, with geopolitical and macroeconomic concerns weighing on retail confidence and potentially trading activity. Schwab Q2 Retail Client Sentiment Report
• Negative Sentiment: Broader headlines about new T+1 settlement rules and a private-market investing controversy are not directly about Schwab’s fundamentals, but they add to the market’s uncertainty around trading behavior and investor risk appetite. Schwab flagged new T+1 settlement rules that impact stock trades Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups

Charles Schwab Trading Down 1.9%

SCHW opened at $90.06 on Thursday. The company’s 50 day moving average is $92.80 and its 200-day moving average is $95.91. The Charles Schwab Corporation has a 1-year low of $85.76 and a 1-year high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The company has a market cap of $156.63 billion, a P/E ratio of 17.87, a PEG ratio of 0.64 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share 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 company had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the company posted $1.04 EPS. The firm’s quarterly revenue 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 research analysts predict that The Charles Schwab Corporation will post 6.09 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

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 given a dividend of $0.32 per share. The ex-dividend date is Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Insider Buying and Selling at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This represents a 21.00% decrease in their ownership of the stock. 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. Insiders have sold 126,924 shares of company stock valued at $12,268,634 in the last quarter. 6.30% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on SCHW shares. Barclays raised their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price on the stock. Argus set a $108.00 price target on shares of Charles Schwab in a research note on Monday, April 20th. UBS Group reduced their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research note on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

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.