The Charles Schwab Corporation $SCHW Shares Bought by Uhlmann Price Securities LLC

Uhlmann Price Securities LLC raised its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 72.6% during the 1st quarter, Holdings Channel.com reports. The firm owned 22,417 shares of the financial services provider’s stock after acquiring an additional 9,427 shares during the period. Charles Schwab accounts for 0.1% of Uhlmann Price Securities LLC’s holdings, making the stock its 29th biggest holding. Uhlmann Price Securities LLC’s holdings in Charles Schwab were worth $2,123,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHW. Dogwood Wealth Management LLC lifted its holdings in shares of Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after buying an additional 123 shares during the period. Piscataqua Savings Bank acquired a new stake in Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC acquired a new stake in Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the fourth quarter worth about $29,000. Finally, Optima Capital LLC purchased a new position in Charles Schwab during the fourth quarter valued at approximately $30,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Charles Schwab news, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total transaction of $778,316.00. Following the transaction, the insider directly owned 29,866 shares of the company’s stock, valued at $2,926,868. This trade represents a 21.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 Charles Schwab stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the completion of the sale, the director owned 177,508 shares in the company, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 59,700 shares of company stock worth $5,889,131. Company insiders own 6.30% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Charles Schwab is reportedly preparing to launch yes-or-no contracts tied to whether the S&P 500 closes above or below a target level, in partnership with Cboe Global Markets. Investors may view this as a new revenue opportunity and a sign Schwab is moving into a fast-growing trading niche. Article Title
• Positive Sentiment: The prediction-markets push suggests Schwab is trying to attract more active traders and diversify beyond traditional brokerage services, which could support future client engagement and trading volume. Article Title
• Neutral Sentiment: Several reports repeated the same Wall Street Journal story about Schwab’s planned entry into prediction markets, reinforcing the market’s focus on the potential rollout but adding little new detail. Article Title
• Neutral Sentiment: Schwab also released its 2026 Mid-Year Market Outlook, but this appears to be a routine research update with limited direct impact on the stock. Article Title
• Negative Sentiment: Separate reports said Schwab tightened margin requirements and warned of possible margin calls tied to tax-bet activity, which could signal more caution around certain client strategies and raise concerns about trading risk management. Article Title

Charles Schwab Stock Performance

Shares of SCHW stock opened at $91.69 on Friday. The company has a market capitalization of $159.46 billion, a P/E ratio of 18.19, a P/E/G ratio of 0.84 and a beta of 0.77. The business’s 50 day moving average is $90.88 and its two-hundred day moving average is $95.29. 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 Charles Schwab Corporation has a 12-month low of $83.96 and a 12-month high of $107.50.

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, 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 return on equity of 23.05% and a net margin of 37.99%.Charles Schwab’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same period last year, the company earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts expect that The Charles Schwab Corporation will post 6.14 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. Investors of record on Friday, May 8th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s payout ratio is presently 25.40%.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. UBS Group decreased their price target on Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Barclays raised their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $128.00 target price on shares of Charles Schwab in a research note on Friday, May 15th. Keefe, Bruyette & Woods started coverage on shares of Charles Schwab in a report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target on the stock. Finally, Argus set a $108.00 price target on shares of Charles Schwab in a report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned 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, the stock has a consensus rating of “Moderate Buy” and an average target price of $116.00.

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.