Resona Asset Management Co. Ltd. Has $53.37 Million Stock Position in The Charles Schwab Corporation $SCHW

Posted by George Bondi on May 19th, 2026

Resona Asset Management Co. Ltd. trimmed its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 3.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 532,811 shares of the financial services provider’s stock after selling 20,991 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Charles Schwab were worth $53,370,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of SCHW. First National Trust Co increased its position in Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock worth $8,518,000 after purchasing an additional 40,257 shares during the last quarter. Brookwood Investment Group LLC increased its position in Charles Schwab by 192.6% in the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock worth $1,222,000 after purchasing an additional 8,054 shares during the last quarter. AE Wealth Management LLC increased its position in Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after purchasing an additional 56,609 shares during the last quarter. Optimize Financial Inc acquired a new position in Charles Schwab in the 3rd quarter worth about $467,000. Finally, King Luther Capital Management Corp increased its position in Charles Schwab by 34.4% in the 3rd quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock worth $28,298,000 after purchasing an additional 75,820 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

More Charles Schwab News

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

Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $128 from $127 and kept a Buy rating after the company’s investor day, reinforcing a constructive view on the firm’s outlook. Deutsche Bank Raises PT on The Charles Schwab Corporation (SCHW), Here’s Why
Positive Sentiment: Schwab said it plans to use AI to bring personalized, high-net-worth-style financial insights to a broader customer base, a move that could improve engagement and support growth in advisory and platform services. Charles Schwab (SCHW) Plans AI Integration to Bring High-Net-Worth Insights to Mass Market
Positive Sentiment: Jim Cramer said he thinks the market is “misjudging” Charles Schwab, adding to the bullish sentiment around the stock. Jim Cramer on Charles Schwab: “I Think the Market’s Misjudging This One”
Positive Sentiment: Schwab’s investment strategist commentary that traders are positioning for higher bond yields may be seen as favorable for parts of its brokerage and cash-management business, helping explain investor interest in the name. Traders are positioning for continued increase in bond yields, says Charles Schwab’s Sonders
Neutral Sentiment: Coverage on Schwab’s investor day and analyst slideshows keeps the stock in focus, but these pieces appear to be more recap than fresh catalyst. The Charles Schwab Corporation (SCHW) Analyst/Investor Day – Slideshow
Neutral Sentiment: Broader articles about shifting portfolio preferences away from bonds and comparisons with other fintech/trading firms reference Schwab’s market position, but they do not directly change the company’s fundamentals. Robinhood, SoFi, and Webull Are Telling Very Different Stories (SCHW)

Insider Buying and Selling

In other news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction dated 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 owned 57,972 shares in the company, valued at approximately $5,739,228. This represents a 41.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 10,108 shares of the stock in a transaction that occurred 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 approximately $990,462. The trade was a 49.12% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 126,924 shares of company stock worth $12,268,634. Insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on SCHW shares. Piper Sandler upped their target price on Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price on the stock. Jefferies Financial Group dropped their target price on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. JPMorgan Chase & Co. upped their target price on Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Finally, Argus set a $108.00 target price on Charles Schwab in a research report on Monday, April 20th. One investment 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $114.24.

Read Our Latest Analysis on SCHW

Charles Schwab Stock Performance

SCHW opened at $92.30 on Tuesday. The company has a market cap of $160.52 billion, a PE ratio of 18.31, a price-to-earnings-growth ratio of 0.71 and a beta of 0.80. The stock has a 50-day moving average of $92.95 and a 200-day moving average of $95.96. The Charles Schwab Corporation has a 52-week low of $85.76 and a 52-week high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62.

Charles Schwab (NYSE:SCHW – Get Free Report) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The company had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.04 EPS. 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 6.01 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

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

About Charles Schwab

(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.