Giverny Capital Inc. Increases Position in The Charles Schwab Corporation $SCHW

Posted by Stanley Muller on Jun 14th, 2026

Giverny Capital Inc. lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,585,661 shares of the financial services provider’s stock after purchasing an additional 9,885 shares during the quarter. Charles Schwab accounts for 5.3% of Giverny Capital Inc.’s portfolio, making the stock its 6th largest position. Giverny Capital Inc. owned approximately 0.09% of Charles Schwab worth $158,423,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHW. Norges Bank bought a new position in shares of Charles Schwab during the fourth quarter worth $1,994,189,000. Primecap Management Co. CA lifted its holdings in shares of Charles Schwab by 11.4% during the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after purchasing an additional 2,174,381 shares in the last quarter. Mondrian Investment Partners LTD bought a new position in shares of Charles Schwab during the 3rd quarter valued at about $169,104,000. First Trust Advisors LP lifted its holdings in shares of Charles Schwab by 292.7% during the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares in the last quarter. Finally, Danske Bank A S bought a new position in shares of Charles Schwab during the 3rd quarter valued at about $142,594,000. 84.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

SCHW has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. JPMorgan Chase & Co. lifted their price objective on Charles Schwab from $128.00 to $131.00 and gave the company an “overweight” rating in a report on Friday, April 17th. Piper Sandler lifted their price objective on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, May 15th. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Finally, Raymond James Financial lifted their price objective on Charles Schwab from $126.00 to $137.00 and gave the company an “outperform” rating in a report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $116.00.

View Our Latest Stock Report on Charles Schwab

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Paul V. Woolway sold 7,941 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. The trade was a 21.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel J. Murtagh sold 41,297 shares of the business’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 in the company, valued at $5,739,228. This trade 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. In the last quarter, insiders have sold 59,700 shares of company stock worth $5,889,131. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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 Trading Up 2.6%

NYSE SCHW opened at $91.04 on Friday. The stock has a market capitalization of $158.32 billion, a price-to-earnings ratio of 18.06, a PEG ratio of 0.86 and a beta of 0.77. The stock’s 50 day moving average price is $91.05 and its two-hundred day moving average price is $95.25. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.62 and a current ratio of 0.62. 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 released its 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 firm 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 business’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 6.13 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders 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 annualized dividend and a yield of 1.4%. Charles Schwab’s payout ratio is presently 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.