Strs Ohio Has $97.21 Million Position in The Charles Schwab Corporation $SCHW

Strs Ohio lessened its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,034,383 shares of the financial services provider’s stock after selling 60,359 shares during the period. Strs Ohio’s holdings in Charles Schwab were worth $97,211,000 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. Keybank National Association OH raised its holdings in shares of Charles Schwab by 1.2% in the first quarter. Keybank National Association OH now owns 53,035 shares of the financial services provider’s stock valued at $4,984,000 after buying an additional 653 shares during the last quarter. GPM Growth Investors Inc. grew its holdings in Charles Schwab by 2.8% during the 1st quarter. GPM Growth Investors Inc. now owns 33,653 shares of the financial services provider’s stock worth $3,163,000 after acquiring an additional 915 shares during the last quarter. TSG Advice Partners LLC grew its holdings in Charles Schwab by 7.9% during the 1st quarter. TSG Advice Partners LLC now owns 2,204 shares of the financial services provider’s stock worth $207,000 after acquiring an additional 162 shares during the last quarter. Eagle Bluffs Wealth Management LLC increased its position in Charles Schwab by 2.0% in the 1st quarter. Eagle Bluffs Wealth Management LLC now owns 42,547 shares of the financial services provider’s stock valued at $3,999,000 after acquiring an additional 817 shares in the last quarter. Finally, Root Financial Partners LLC increased its position in Charles Schwab by 39.4% in the 1st quarter. Root Financial Partners LLC now owns 4,869 shares of the financial services provider’s stock valued at $458,000 after acquiring an additional 1,377 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Paul V. Woolway sold 7,941 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the completion of the sale, the insider owned 29,866 shares in the company, valued at approximately $2,986,600. This represents a 21.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated 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 in the company, valued at $16,082,224.80. The trade was a 1.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 59,700 shares of company stock valued at $5,889,131 over the last three months. Company insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 1.1%

SCHW opened at $96.81 on Friday. The firm has a 50 day simple moving average of $90.35 and a 200 day simple moving average of $95.15. 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 market cap of $168.37 billion, a price-to-earnings ratio of 19.21, a price-to-earnings-growth ratio of 0.88 and a beta of 0.77. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data 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 net margin of 37.99% and a return on equity of 23.05%. The firm had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. During the same period last year, the firm earned $1.04 earnings per share. The business’s revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts anticipate that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, May 8th. Charles Schwab’s dividend payout ratio (DPR) is currently 25.40%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Jefferies Financial Group reduced their target price on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $128.00 price objective on shares of Charles Schwab in a research report on Friday, May 15th. Truist Financial reduced their price objective on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. UBS Group decreased their price objective on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Finally, Raymond James Financial boosted their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Analysts are highlighting Schwab’s strong earnings surprise track record and saying the company appears well positioned to beat estimates in its next quarterly report. Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Recent commentary on Schwab’s Federal Reserve capital review and broader Wall Street positioning suggests investors still see meaningful upside potential, with the stock viewed as attractive even near its 52-week range lows. Here’s Where Charles Schwab Corporation (SCHW) Stands As Per Federal Reserve’s 2026 Comprehensive Capital Analysis
• Neutral Sentiment: Coverage comparing cash yields at Schwab, Vanguard, and Fidelity may prompt some investors to reassess where they hold idle cash, but it is more of an industry comparison than a direct Schwab-specific catalyst. Have Cash at Vanguard, Schwab, or Fidelity? Why You May Want to Move It
• Neutral Sentiment: Broader finance content about wealth, net worth, and investing is not likely to materially affect Schwab’s stock. Are You Wealthier Than You Realize? Understanding Net Worth, Debt, and True Financial Security

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.