The Charles Schwab Corporation $SCHW Shares Bought by Kestra Private Wealth Services LLC

Posted by Brenda Bartman on Jun 28th, 2026

Kestra Private Wealth Services LLC raised its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 340.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 41,906 shares of the financial services provider’s stock after acquiring an additional 32,395 shares during the period. Kestra Private Wealth Services LLC’s holdings in Charles Schwab were worth $3,938,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the period. United Bank increased its stake in Charles Schwab by 7.1% during the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new stake in Charles Schwab during the second quarter valued at $552,000. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Charles Schwab by 4.7% during the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after purchasing an additional 305 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

More Charles Schwab News

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

Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on SCHW. Argus set a $108.00 price objective on shares of Charles Schwab in a research report on Monday, April 20th. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Keefe, Bruyette & Woods assumed coverage on Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price for the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday, June 18th. Finally, Jefferies Financial Group cut 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. One investment 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $116.00.

Get Our Latest Research Report on Charles Schwab

Insider Buying and Selling at Charles Schwab

In related news, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $100.00, for a total transaction of $794,100.00. Following the sale, the insider directly owned 29,866 shares in the company, valued at $2,986,600. The trade was a 21.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 directly owned 57,972 shares of the company’s stock, valued at $5,739,228. The trade was 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 have sold 59,700 shares of company stock valued at $5,889,131 in the last quarter. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 1.0%

Charles Schwab stock opened at $90.37 on Friday. 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 firm has a 50-day moving average price of $90.26 and a two-hundred day moving average price of $95.21. The firm has a market capitalization of $157.17 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 0.83 and a beta of 0.77. The Charles Schwab Corporation has a 52-week low of $83.96 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW – Get Free Report) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating the consensus estimate of $1.39 by $0.04. The company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. Charles Schwab’s revenue was up 15.8% compared to the same quarter last year. During the same quarter last year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts expect that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is currently 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.