Metis Global Partners LLC Sells 8,710 Shares of The Charles Schwab Corporation $SCHW

Posted by Brian Himes on Jun 11th, 2026

Metis Global Partners LLC lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 79,990 shares of the financial services provider’s stock after selling 8,710 shares during the quarter. Metis Global Partners LLC’s holdings in Charles Schwab were worth $7,992,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brookwood Investment Group LLC raised its stake in Charles Schwab by 192.6% in the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after purchasing an additional 8,054 shares in the last quarter. King Luther Capital Management Corp raised its stake in Charles Schwab by 34.4% in the third quarter. King Luther Capital Management Corp now owns 296,409 shares of the financial services provider’s stock valued at $28,298,000 after purchasing an additional 75,820 shares in the last quarter. Juno Financial Group LLC acquired a new position in Charles Schwab in the fourth quarter valued at about $2,591,000. Swiss Life Asset Management Ltd raised its stake in Charles Schwab by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock valued at $40,681,000 after purchasing an additional 16,482 shares in the last quarter. Finally, Nordea Investment Management AB raised its stake in Charles Schwab by 13.0% in the fourth quarter. Nordea Investment Management AB now owns 3,437,222 shares of the financial services provider’s stock valued at $344,410,000 after purchasing an additional 396,358 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on SCHW shares. Raymond James Financial boosted their price target on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Jefferies Financial Group dropped their price target on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research note on Monday, April 6th. Argus set a $108.00 price target on Charles Schwab in a research note on Monday, April 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a research note on Friday, May 15th. Finally, Piper Sandler boosted their price target on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus price target of $116.00.

Read Our Latest Research Report on SCHW

Charles Schwab Stock Performance

NYSE SCHW opened at $89.21 on Thursday. The firm’s fifty day moving average price is $91.18 and its two-hundred day moving average price is $95.30. The stock has a market cap of $155.14 billion, a PE ratio of 17.70, a PEG ratio of 0.84 and a beta of 0.77. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current 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 (EPS) for the quarter, topping the consensus estimate 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 net margin of 37.99% and a return on equity of 23.05%. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the prior year, the business earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect 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. Stockholders of record on Friday, May 8th were issued a dividend of $0.32 per share. The ex-dividend date was Friday, May 8th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio is 25.40%.

Insider Transactions at Charles Schwab

In other news, insider Paul V. Woolway sold 7,942 shares of the company’s stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the completion of the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,926,868. This represents a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 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 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 directly 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. Over the last ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Company 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.