The Charles Schwab Corporation $SCHW Shares Bought by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 16.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 364,328 shares of the financial services provider’s stock after buying an additional 50,725 shares during the period. Rockefeller Capital Management L.P.’s holdings in Charles Schwab were worth $36,400,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in SCHW. Brookwood Investment Group LLC lifted its holdings in shares of Charles Schwab by 192.6% in the 4th 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 during the last quarter. Juno Financial Group LLC purchased a new position in Charles Schwab during the 4th quarter worth approximately $2,591,000. Swiss Life Asset Management Ltd grew its stake in Charles Schwab by 4.2% during the 4th quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock worth $40,681,000 after buying an additional 16,482 shares during the last quarter. Geode Capital Management LLC increased its position in Charles Schwab by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after buying an additional 98,242 shares during the period. Finally, Nordea Investment Management AB increased its position in Charles Schwab by 13.0% during the fourth quarter. Nordea Investment Management AB now owns 3,437,222 shares of the financial services provider’s stock worth $344,410,000 after buying an additional 396,358 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. TD Cowen increased their price objective on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a report on Friday, May 15th. Truist Financial cut their target price on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Argus set a $108.00 price target on shares of Charles Schwab in a research report on Monday, April 20th. UBS Group decreased their price target on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Finally, Piper Sandler raised their price objective on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab presently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Charles Schwab News Summary

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

Insiders Place Their Bets

In other news, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the transaction, the insider directly owned 57,972 shares in the company, valued at $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the stock in a transaction dated Tuesday, April 14th. The stock was 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 represents a 21.01% decrease in their ownership of the stock. 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 sold 59,700 shares of company stock worth $5,889,131. 6.30% of the stock is owned by insiders.

Charles Schwab Stock Down 0.0%

Charles Schwab stock opened at $91.69 on Monday. The stock has a 50 day moving average of $90.88 and a two-hundred day moving average of $95.30. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The stock has a market capitalization of $159.46 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 0.84 and a beta of 0.78. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter in the previous year, the company posted $1.04 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts expect that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid 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 currently 25.40%.

Charles Schwab Company 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.