ABN Amro Investment Solutions Acquires 56,386 Shares of The Charles Schwab Corporation $SCHW

Posted by Brian Himes on May 21st, 2026

ABN Amro Investment Solutions raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 79.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 127,392 shares of the financial services provider’s stock after acquiring an additional 56,386 shares during the quarter. ABN Amro Investment Solutions’ holdings in Charles Schwab were worth $12,728,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Dogwood Wealth Management LLC boosted its position in Charles Schwab by 99.2% during the 4th 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 in the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab in the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP bought a new stake in shares of Charles Schwab in the 4th quarter worth approximately $29,000. Finally, Optima Capital LLC bought a new stake in shares of Charles Schwab in the 4th quarter worth approximately $30,000. 84.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on SCHW shares. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research report on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 price target on the stock. Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Truist Financial dropped their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Morgan Stanley dropped their price target on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Finally, UBS Group dropped their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and an average price target of $114.30.

Check Out Our Latest Research Report on Charles Schwab

Charles Schwab Stock Performance

SCHW stock opened at $90.06 on Thursday. The stock has a market capitalization of $156.63 billion, a PE ratio of 17.87, a price-to-earnings-growth ratio of 0.64 and a beta of 0.80. The Charles Schwab Corporation has a 12-month low of $85.76 and a 12-month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48. The stock’s 50 day simple moving average is $92.80 and its 200 day simple moving average is $95.91.

Charles Schwab (NYSE:SCHW – Get Free Report) last released its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations 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 period in the prior year, the firm posted $1.04 EPS. 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 6.09 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Friday, May 8th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio is 25.40%.

More Charles Schwab News

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

Positive Sentiment: Schwab released its Q2 2026 Retail Client Sentiment Report, showing clients are more bearish on U.S. stocks but still confident in their investing approach and long-term goals, reinforcing Schwab’s role as a trusted, high-engagement broker. Schwab Q2 Retail Client Sentiment Report
Positive Sentiment: Management continues promoting Schwab’s client-first strategy, low-cost investing, and financial education efforts, which can support long-term customer acquisition and retention. Charles Schwab CEO Rick Wurster on The Power of Investing and Expanding Access
Positive Sentiment: Schwab’s new generative AI “Portfolio Insights” tool highlights product innovation and could improve the retail investing experience by delivering more personalized guidance at scale. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
Neutral Sentiment: Analysts continue to rate the stock “Moderate Buy,” which suggests Wall Street remains broadly constructive, but not aggressively bullish. The Charles Schwab Corporation Receives Consensus Recommendation of Moderate Buy from Analysts
Neutral Sentiment: Several items are more informational than market-moving, including Schwab’s comparison versus MarketAxess, its role in a mobile-trading trend discussion, and the Charles Schwab Challenge trophy announcement. SCHW vs. MKTX: Which Stock Is the Better Value Option? Mobile Trading Is Reshaping Retail Markets: TSC Infinity is the App Built for It 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler
Negative Sentiment: Schwab’s own sentiment survey showed investors are increasingly bearish on the U.S. stock market, with geopolitical and macroeconomic concerns weighing on retail confidence and potentially trading activity. Schwab Q2 Retail Client Sentiment Report
Negative Sentiment: Broader headlines about new T+1 settlement rules and a private-market investing controversy are not directly about Schwab’s fundamentals, but they add to the market’s uncertainty around trading behavior and investor risk appetite. Schwab flagged new T+1 settlement rules that impact stock trades Anthropic Sends Jolt Through Market for Buying Shares in Hot Pre-IPO Startups

Insiders Place Their Bets

In related news, insider Nigel J. Murtagh sold 41,297 shares of the company’s stock in a transaction that occurred 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 transaction, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 126,924 shares of company stock valued at $12,268,634. Insiders own 6.30% of the company’s stock.

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.