Fiduciary Management Inc. WI Sells 334,699 Shares of The Charles Schwab Corporation $SCHW

Posted by Francis Steltz on Jun 7th, 2026

Fiduciary Management Inc. WI trimmed its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,872,312 shares of the financial services provider’s stock after selling 334,699 shares during the period. Charles Schwab makes up approximately 4.3% of Fiduciary Management Inc. WI’s holdings, making the stock its 3rd biggest position. Fiduciary Management Inc. WI’s holdings in Charles Schwab were worth $386,883,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Charles Schwab by 0.3% during the third 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 in the last quarter. State Street Corp grew its holdings in shares of Charles Schwab by 1.0% during the third 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 in the last quarter. Geode Capital Management LLC grew its holdings in shares of Charles Schwab by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after buying an additional 98,242 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Charles Schwab by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 21,818,514 shares of the financial services provider’s stock valued at $2,179,888,000 after buying an additional 171,926 shares in the last quarter. Finally, Primecap Management Co. CA grew its holdings in shares of Charles Schwab by 11.4% during the third 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 in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Nigel J. Murtagh sold 41,297 shares of the business’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 transaction, the insider owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the transaction, the insider directly owned 29,866 shares of the company’s stock, valued at $2,926,868. This represents a 21.01% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 59,700 shares of company stock valued at $5,889,131. Insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $88.88 on Friday. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The business has a 50-day moving average of $91.46 and a two-hundred day moving average of $95.34. The stock has a market capitalization of $154.57 billion, a P/E ratio of 17.63, a P/E/G ratio of 0.84 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW – Get Free Report) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The company 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 firm earned $1.04 earnings per share. The business’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. On average, equities research analysts predict that The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s payout ratio is currently 25.40%.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on SCHW shares. UBS Group lowered their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Piper Sandler lifted their price target on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 15th. Keefe, Bruyette & Woods started coverage on Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. Jefferies Financial Group lowered their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, Truist Financial lowered their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Read Our Latest Report on SCHW

Key Charles Schwab News

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

Positive Sentiment: Schwab unveiled 24/7 cryptocurrency futures trading on thinkorswim, a move that could attract more active traders, increase platform usage, and support trading revenue. Charles Schwab Launches 24/7 Bitcoin Futures Trading on thinkorswim
Positive Sentiment: The company was highlighted as a high-ROE “cash cow” in a market screen, reinforcing Schwab’s profitability and financial strength during a volatile macro backdrop. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
Neutral Sentiment: Schwab was included in a value-stock comparison with Interactive Brokers, which may keep attention on its valuation but does not by itself change fundamentals. SCHW or IBKR: Which Is the Better Value Stock Right Now?
Neutral Sentiment: Articles about Robinhood, Webull, and Fidelity benefiting from SpaceX IPO access and FINRA’s removal of the PDT rule are more directly tied to rivals, but they underscore a more active retail trading environment that could also support Schwab’s brokerage business. SpaceX IPO Access Could Fuel Robinhood’s Next Growth Phase
Negative Sentiment: No major negative company-specific catalyst was reported, but Schwab’s name was part of a competitive brokerage backdrop that may limit enthusiasm if rivals capture more of the headline-driven trading activity. HOOD, Webull & Other Brokerages Gain as FINRA Eliminates PDT Rule

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.