ProShare Advisors LLC Buys 9,200 Shares of The Charles Schwab Corporation $SCHW

ProShare Advisors LLC grew its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 374,919 shares of the financial services provider’s stock after buying an additional 9,200 shares during the quarter. ProShare Advisors LLC’s holdings in Charles Schwab were worth $37,458,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHW. Brighton Jones LLC grew its stake in shares of Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after buying an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of 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 last quarter. United Bank grew its stake in shares of Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Nebula Research & Development LLC bought a new stake in shares of Charles Schwab in the second quarter worth about $552,000. Finally, Main Street Financial Solutions LLC grew its stake in shares of Charles Schwab by 4.7% in 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 last quarter. 84.38% of the stock is owned by institutional investors.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Deutsche Bank raised its price target on Charles Schwab to $128 and kept a Buy rating, citing optimism after the company’s investor day and longer-term growth prospects. Deutsche Bank Raises PT on The Charles Schwab Corporation (SCHW), Here’s Why
• Positive Sentiment: Schwab is expanding its AI strategy, including a new generative AI “Portfolio Insights” tool aimed at bringing premium-style investment guidance to everyday retail clients, which could improve engagement and client retention. Is Charles Schwab (SCHW) Using AI Tools To Redefine Its Retail Investor Value Proposition?
• Positive Sentiment: Analysts and media commentary have highlighted Schwab’s efforts to extend high-net-worth style insights to a broader client base through AI, reinforcing the company’s push to modernize its platform. Charles Schwab (SCHW) Plans AI Integration to Bring High-Net-Worth Insights to Mass Market
• Positive Sentiment: Charles Schwab and Bill Ackman launched a campaign supporting Trump’s “American Dream Accounts,” which may be viewed as a high-profile effort to influence retirement and investing policy in a way that could expand future account growth. Bill Ackman, Charles Schwab launch six-figure ad campaign backing Trump’s American Dream Accounts
• Neutral Sentiment: Schwab flagged new T+1 settlement rules affecting stock trades, but the headline appears more informational than materially impactful on its own. Schwab flagged new T+1 settlement rules that impact stock trades
• Neutral Sentiment: Market commentary from Schwab strategist Liz Ann Sonders about rising bond yields reflects broader macro conditions rather than a direct company-specific catalyst. Traders are positioning for continued increase in bond yields, says Charles Schwab’s Sonders
• Neutral Sentiment: Charles Schwab’s sponsorship of the PGA TOUR’s Schwab Challenge and the revealed champion’s prize are branding items with limited near-term stock impact. 2026 Charles Schwab Challenge Champion’s Prize Revealed as 1982 Schwab Scrambler

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the completion of the sale, the insider directly owned 10,470 shares in the company, valued at $990,462. This trade represents a 49.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Paul V. Woolway sold 7,941 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total transaction of $794,100.00. Following the completion of the sale, the insider owned 29,866 shares of the company’s stock, valued at $2,986,600. This trade represents a 21.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 126,924 shares of company stock valued at $12,268,634. 6.30% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on SCHW. Morgan Stanley cut their target price on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. UBS Group cut their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. TD Cowen raised their target price on Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research note on Friday. Argus set a $108.00 target price on Charles Schwab in a research note on Monday, April 20th. Finally, Keefe, Bruyette & Woods began coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an “outperform” rating and a $110.00 target price on the stock. One equities research 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 issued a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Charles Schwab Stock Performance

Shares of SCHW opened at $91.84 on Wednesday. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a one year low of $85.76 and a one year high of $107.50. The company has a 50-day simple moving average of $92.89 and a two-hundred day simple moving average of $95.94. The firm has a market capitalization of $159.72 billion, a PE ratio of 18.22, a price-to-earnings-growth ratio of 0.69 and a beta of 0.80.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same period last year, the business posted $1.04 earnings per share. Charles Schwab’s quarterly revenue was up 15.8% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts anticipate that The Charles Schwab Corporation will post 6.07 EPS for the current fiscal year.

Charles Schwab Announces Dividend

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

Charles Schwab Profile

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.