The Charles Schwab Corporation $SCHW Position Raised by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 61.6% in the 1st quarter, Holdings Channel reports. The fund owned 446,811 shares of the financial services provider’s stock after buying an additional 170,351 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Charles Schwab were worth $41,991,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Souders Financial Advisors boosted its position in shares of Charles Schwab by 2.3% during the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after buying an additional 98 shares during the period. Lantz Financial LLC grew its holdings in Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after buying an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC increased its position in Charles Schwab by 0.5% in the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after acquiring an additional 105 shares during the period. Essex Financial Services Inc. increased its position in Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock valued at $1,282,000 after acquiring an additional 105 shares during the period. Finally, JFS Wealth Advisors LLC raised its stake in Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock valued at $2,460,000 after acquiring an additional 107 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

NYSE:SCHW opened at $96.81 on Friday. The company has a 50-day moving average of $90.35 and a 200-day moving average of $95.15. The firm has a market cap of $168.37 billion, a price-to-earnings ratio of 19.21, a price-to-earnings-growth ratio of 0.88 and a beta of 0.77. 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 Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping 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 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 previous year, the firm earned $1.04 EPS. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 6.14 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is currently 25.40%.

Insider Activity

In other news, 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the 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 transaction, the director owned 177,508 shares of the company’s stock, valued at $16,082,224.80. This trade represents a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 59,700 shares of company stock worth $5,889,131. Insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on SCHW shares. Raymond James Financial boosted their price target on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. UBS Group cut their price objective 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. Argus set a $108.00 price objective on shares of Charles Schwab in a report on Monday, April 20th. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price for the company. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Charles Schwab in a research note on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.00.

Key Charles Schwab News

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

• Positive Sentiment: Analysts are highlighting Schwab’s strong earnings surprise track record and saying the company appears well positioned to beat estimates in its next quarterly report. Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Recent commentary on Schwab’s Federal Reserve capital review and broader Wall Street positioning suggests investors still see meaningful upside potential, with the stock viewed as attractive even near its 52-week range lows. Here’s Where Charles Schwab Corporation (SCHW) Stands As Per Federal Reserve’s 2026 Comprehensive Capital Analysis
• Neutral Sentiment: Coverage comparing cash yields at Schwab, Vanguard, and Fidelity may prompt some investors to reassess where they hold idle cash, but it is more of an industry comparison than a direct Schwab-specific catalyst. Have Cash at Vanguard, Schwab, or Fidelity? Why You May Want to Move It
• Neutral Sentiment: Broader finance content about wealth, net worth, and investing is not likely to materially affect Schwab’s stock. Are You Wealthier Than You Realize? Understanding Net Worth, Debt, and True Financial Security

About Charles Schwab

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.