The Charles Schwab Corporation $SCHW Shares Acquired by Vanguard Personalized Indexing Management LLC

Posted by Stanley Muller on Jun 15th, 2026

Vanguard Personalized Indexing Management LLC raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 3.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 200,445 shares of the financial services provider’s stock after purchasing an additional 7,507 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Charles Schwab were worth $20,026,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC increased its position in shares of 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 acquiring an additional 123 shares during the last quarter. Piscataqua Savings Bank acquired a new stake in shares of Charles Schwab during the fourth quarter valued at about $26,000. GoalVest Advisory LLC purchased a new position in shares of Charles Schwab in the fourth quarter valued at approximately $28,000. Beacon Financial Strategies CORP purchased a new position in shares of Charles Schwab in the fourth quarter valued at approximately $29,000. Finally, Optima Capital LLC purchased a new position in shares of Charles Schwab in the fourth quarter valued at approximately $30,000. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction that occurred on 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 transaction, the director owned 177,508 shares in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab stock in a transaction that occurred on 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 $5,739,228. This represents a 41.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 59,700 shares of company stock worth $5,889,131 over the last 90 days. 6.30% of the stock is owned by insiders.

More Charles Schwab News

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

Positive Sentiment: Schwab reported monthly activity highlights for May, and the company said the month set records, reinforcing confidence in client growth and trading momentum. Schwab Reports Monthly Activity Highlights
Positive Sentiment: Market commentary says the stock is also getting a lift from a broader rebound in financials and renewed investor focus on Schwab’s strong client and trading trends. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum
Positive Sentiment: Recent analyst actions have been constructive, with firms raising earnings estimates and maintaining buy-style ratings, which supports the bullish setup for SCHW. Charles Schwab stock research page
Neutral Sentiment: Schwab also announced the closure and liquidation of its Schwab Ariel Opportunities ETF, a fund-level action that appears unlikely to materially affect the parent company’s near-term stock performance. Schwab Asset Management Announces Closure and Liquidation of the Schwab Ariel Opportunities ETF (SAEF)
Negative Sentiment: There is still some caution in the background from mixed institutional positioning and heavy insider selling over the past six months, which could limit upside if sentiment weakens. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum

Charles Schwab Stock Down 0.1%

Shares of Charles Schwab stock opened at $91.04 on Monday. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50. The company has a 50 day moving average of $91.05 and a 200 day moving average of $95.29. 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 company has a market capitalization of $158.32 billion, a P/E ratio of 18.06, a P/E/G ratio of 0.86 and a beta of 0.78.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. 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 previous year, the firm earned $1.04 earnings per share. The firm’s quarterly 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. As a group, research analysts forecast that The Charles Schwab Corporation will post 6.13 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Investors 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 dividend on an annualized basis and a yield of 1.4%. Charles Schwab’s payout ratio is currently 25.40%.

Analysts Set New Price Targets

Several research analysts have recently commented on SCHW shares. UBS Group lowered their price objective on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Argus set a $108.00 price objective on shares of Charles Schwab in a research note on Monday, April 20th. JPMorgan Chase & Co. raised their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Raymond James Financial raised their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Finally, TD Cowen raised their price objective on shares of Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Get Our Latest Stock Report on Charles Schwab

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.