The Charles Schwab Corporation $SCHW Position Boosted by Swiss Life Asset Management Ltd

Posted by George Bondi on May 11th, 2026

Swiss Life Asset Management Ltd increased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 4.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 407,179 shares of the financial services provider’s stock after purchasing an additional 16,482 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Charles Schwab were worth $40,681,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC grew its holdings in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank bought a new position in Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC bought a new position in Charles Schwab in the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new position in Charles Schwab in the 4th quarter worth approximately $29,000. Finally, Optima Capital LLC bought a new position in Charles Schwab in the 4th quarter worth approximately $30,000. 84.38% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Dennis Howard sold 10,108 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at $990,462. This trade represents a 49.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 126,924 shares of company stock worth $12,268,634 over the last quarter. 6.30% of the stock is currently owned by insiders.

Analyst Ratings Changes

SCHW has been the subject of a number of recent analyst reports. TD Cowen reissued a “buy” rating on shares of Charles Schwab in a report on Thursday, April 9th. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price objective for the company. Argus set a $108.00 price objective on Charles Schwab in a report on Monday, April 20th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Wolfe Research set a $120.00 target price on Charles Schwab in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.00.

View Our Latest Report on SCHW

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $88.52 on Monday. The Charles Schwab Corporation has a one year low of $83.62 and a one year high of $107.50. The stock has a fifty day moving average of $93.75 and a 200-day moving average of $96.18. The company has a market capitalization of $153.85 billion, a PE ratio of 17.56, a price-to-earnings-growth ratio of 0.70 and a beta of 0.80. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW – Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The company had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. During the same quarter in the prior year, the firm earned $1.04 EPS. The company’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. As a group, equities analysts anticipate that The Charles Schwab Corporation will post 5.99 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab’s dividend payout ratio is 25.40%.

Charles Schwab Company Profile

(Free Report)

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.