Deutsche Bank AG lowered its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,991,203 shares of the financial services provider’s stock after selling 155,315 shares during the quarter. Deutsche Bank AG’s holdings in Charles Schwab were worth $598,581,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Souders Financial Advisors boosted its stake in Charles Schwab by 2.3% in the fourth quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after purchasing an additional 98 shares in the last quarter. Lantz Financial LLC boosted its stake in Charles Schwab by 3.1% in the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares in the last quarter. Roberts Wealth Advisors LLC boosted its stake in Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares in the last quarter. Essex Financial Services Inc. boosted its stake in Charles Schwab by 0.8% in the fourth quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after purchasing an additional 105 shares in the last quarter. Finally, JFS Wealth Advisors LLC boosted its stake in Charles Schwab by 0.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after purchasing an additional 107 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.
Charles Schwab News Summary
Here are the key news stories impacting Charles Schwab this week:
- Positive Sentiment: Schwab’s Trading Activity Index rebounded in May, suggesting retail clients became more active after a softer April. That supports the idea of stronger engagement and potentially better trading-related revenue for Charles Schwab. Schwab Trading Activity Index™: STAX Score Rebounds in May
- Positive Sentiment: Analysts highlighted Charles Schwab as a beneficiary of industry tailwinds, including efficiency efforts, solid trading performance, and momentum in underwriting and advisory businesses, which can support earnings expectations. Buy These 3 Investment Bank Stocks From a Promising Industry
- Positive Sentiment: Multiple reports pointed to upside potential in SCHW shares, with Wall Street consensus implying meaningful room for appreciation if earnings revisions continue to improve. Does Charles Schwab (SCHW) Have the Potential to Rally 29.39% as Wall Street Analysts Expect?
- Positive Sentiment: Comments from Schwab executives about a pickup in retail options trading and lower volatility in crypto markets reinforce the broader theme of active investor participation, which could benefit Schwab’s brokerage business. CZ says bitcoin won’t be ‘dead for long’ as Charles Schwab exec sees lower volatility this cycle
- Neutral Sentiment: Schwab executives also appeared in media interviews discussing market conditions, AI-related investing trends, and retail options activity. These comments mainly reinforce Schwab’s market presence rather than signal a direct business catalyst. Seeing a pickup in options trading among retail investors, says Charles Schwab’s Joe Mazzola
- Negative Sentiment: The stock is still trading below its 50-day and 200-day moving averages, which suggests the rebound remains technically fragile even after recent positive headlines.
Wall Street Analyst Weigh In
View Our Latest Report on SCHW
Charles Schwab Trading Up 0.7%
SCHW stock opened at $88.70 on Wednesday. The company has a market cap of $154.26 billion, a P/E ratio of 17.60, a PEG ratio of 0.83 and a beta of 0.77. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The business has a fifty day moving average of $91.25 and a 200-day moving average of $95.31.
Charles Schwab (NYSE:SCHW – Get Free Report) last released its 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. 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 quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts expect that The Charles Schwab Corporation will post 6.12 EPS for the current year.
Charles Schwab Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a dividend of $0.32 per share. The ex-dividend date 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 presently 25.40%.
Insider Transactions at Charles Schwab
In related news, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This represents a 21.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 company’s stock in a transaction dated 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 sale, 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 a total of 59,700 shares of company stock worth $5,889,131 over the last 90 days. 6.30% of the stock is owned by insiders.
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.
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