Rational Advisors Inc. Grows Position in The Charles Schwab Corporation $SCHW

Posted by Brenda Bartman on Jun 3rd, 2026

Rational Advisors Inc. raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 528.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 22,000 shares of the financial services provider’s stock after buying an additional 18,500 shares during the quarter. Rational Advisors Inc.’s holdings in Charles Schwab were worth $2,198,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Dogwood Wealth Management LLC raised its stake in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the last quarter. Piscataqua Savings Bank purchased a new position in Charles Schwab during the fourth quarter valued at $26,000. GoalVest Advisory LLC purchased a new position in Charles Schwab during the fourth quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab during the fourth quarter valued at $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab during the fourth quarter valued at $30,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 1.4%

SCHW stock opened at $87.51 on Wednesday. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $107.50. The business has a fifty day moving average price of $92.05 and a 200-day moving average price of $95.56. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $152.20 billion, a P/E ratio of 17.36, a P/E/G ratio of 0.84 and a beta of 0.77.

Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The firm had revenue of $6.48 billion during the quarter, compared to analysts’ expectations of $6.39 billion. During the same quarter in the previous year, the business earned $1.04 earnings per share. The company’s revenue was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts forecast that The Charles Schwab Corporation will post 6.12 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. Charles Schwab’s payout ratio is currently 25.40%.

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider owned 57,972 shares in the company, valued at $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the business’s stock in a transaction on Tuesday, April 28th. The stock was 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 represents a 1.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 59,700 shares of company stock worth $5,889,131 over the last quarter. 6.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of recent research reports. Jefferies Financial Group lowered their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Truist Financial lowered their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Keefe, Bruyette & Woods initiated coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price objective for the company. Raymond James Financial lifted their price objective on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Finally, UBS Group lowered their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and an average target price of $114.30.

Get Our Latest Stock Analysis on SCHW

More Charles Schwab News

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

Positive Sentiment: Schwab’s new 24/7 crypto futures offering could attract more active traders and help the company expand its product suite in a fast-growing market. Charles Schwab debuts 24/7 Bitcoin, Ether, Solana and Ripple futures, targets spot crypto for advisors next year
Positive Sentiment: Reports that Schwab is expected to extend its Colonial title sponsorship suggest continued brand visibility and marketing support for a long-running event tied to the company name. Charles Schwab expected to extend Colonial title sponsorship
Neutral Sentiment: Shareholders voted to keep Schwab’s staggered board structure, a governance decision that is unlikely to affect near-term fundamentals but may remain a topic for some investors. Charles Schwab Keeps Staggered Board As Stock Trades Below Analyst Targets
Neutral Sentiment: Golf coverage around the Charles Schwab Challenge is mostly brand-related and does not appear to materially change the investment outlook for SCHW. Russell Henley wins Charles Schwab Challenge, gets tournament’s traditional custom car

Charles Schwab 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.