AE Wealth Management LLC Sells 29,383 Shares of The Charles Schwab Corporation $SCHW

Key Points

• AE Wealth Management cut its stake in The Charles Schwab Corporation by 29.4%, selling 29,383 shares and retaining 70,449 shares valued at about $7.04 million.
• Q1 results were mixed: Schwab beat on EPS ($1.43) and reported record quarterly revenue and client growth, but its FY‑2026 EPS guidance of $5.70–$5.80 came in below the ~$5.93 consensus, highlighting NII and cash‑sweep margin risks.
• Insider selling and volatility: Insiders sold roughly 470,748 shares (~$48.1M) last quarter and notable option activity has spiked short‑term uncertainty, even as institutional ownership remains high (84.38%) and analysts keep a "Moderate Buy" consensus.

AE Wealth Management LLC lessened its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 29.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,449 shares of the financial services provider's stock after selling 29,383 shares during the period. AE Wealth Management LLC's holdings in Charles Schwab were worth $7,038,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHW. Brighton Jones LLC grew its holdings in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider's stock worth $1,794,000 after acquiring an additional 19,195 shares during the period. Sivia Capital Partners LLC grew its holdings in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider's stock worth $415,000 after acquiring an additional 809 shares during the period. United Bank grew its stake in shares of Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider's stock worth $1,465,000 after buying an additional 1,070 shares during the last quarter. Nebula Research & Development LLC purchased a new stake in shares of Charles Schwab in the 2nd quarter worth approximately $552,000. Finally, Main Street Financial Solutions LLC grew its stake in shares of Charles Schwab by 4.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider's stock worth $623,000 after buying an additional 305 shares during the last quarter. Institutional investors own 84.38% of the company's stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Q1 beat on EPS and strong trading/revenue momentum — Schwab reported $1.43 adjusted EPS and record quarterly revenue driven by elevated trading volumes and net new assets; that print supports underlying business strength. Charles Schwab NYSE: SCHW Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Launch of Schwab Crypto — the firm announced phased retail roll‑out of spot Bitcoin and Ether trading (competitive pricing vs. peers); this expands addressable trading revenue and could increase client engagement if adoption scales. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: Analyst price‑target boosts and upgrades — major banks raised targets/ratings after the quarter, signaling renewed conviction that earnings leverage and product initiatives can drive upside. Charles Schwab Gets Dual Price Target Boosts From Deutsche Bank and JPMorgan
• Positive Sentiment: Tech initiatives — Schwab will roll out client‑facing AI agents in June, which could improve service efficiency and client retention over time. Schwab Makes AI Push, With Client-Facing Agents To Roll Out in June
• Neutral Sentiment: Record client growth and engagement — Schwab added ~1.3M accounts and reported ~$11.7T in client assets with record trading activity; positive for long‑term revenue but not an immediate fix for margin concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings materials/transcript available — investors will parse management commentary for detail on cash‑sweep dynamics, margin outlook and crypto rollout cadence. SCHW Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance below Street — Schwab set FY‑26 EPS at $5.70–$5.80, under the ~$5.93 consensus; guidance shortfall is the main driver of the intra‑day weakness as it reduces near‑term valuation support.
• Negative Sentiment: Net interest income (NII) and cash‑sorting risk — analysts flagged weaker‑than‑expected NII and sensitivity to clients moving sweep cash into higher‑yield alternatives, which can pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options activity and insider selling add near‑term volatility — elevated put buying ahead of the print and recent Rule‑10b5‑1 insider sales have amplified downside pressure and uncertainty. Traders Purchase High Volume of Charles Schwab Put Options NYSE: SCHW Nigel Murtagh Form 4

Analyst Ratings Changes

Several research firms recently weighed in on SCHW. TD Cowen restated a "buy" rating on shares of Charles Schwab in a research note on Thursday, April 9th. Barclays cut their price target on Charles Schwab from $126.00 to $117.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 8th. Truist Financial cut their price target on Charles Schwab from $122.00 to $120.00 and set a "buy" rating on the stock in a research note on Wednesday, April 1st. Weiss Ratings upgraded Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 23rd. Finally, UBS Group cut their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Charles Schwab presently has a consensus rating of "Moderate Buy" and a consensus target price of $114.30.

Charles Schwab Stock Performance

Shares of SCHW opened at $92.40 on Friday. The business's fifty day simple moving average is $94.83 and its two-hundred day simple moving average is $96.37. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 12 month low of $73.76 and a 12 month high of $107.50. The company has a market cap of $160.60 billion, a price-to-earnings ratio of 18.33, a P/E/G ratio of 0.76 and a beta of 0.90.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued 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. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period last year, the business posted $1.04 EPS. The company's 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. Research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio (DPR) is 27.47%.

Insider Buying and Selling at Charles Schwab

In other news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction on Tuesday, April 14th. The stock was 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 of the company's stock, valued at $5,739,228. This represents a 41.60% decrease in their position. The transaction was disclosed in a filing 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 Dennis Howard sold 10,108 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the transaction, the insider directly owned 10,470 shares in the company, valued at $990,462. The trade was a 49.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 470,748 shares of company stock worth $48,095,857. Insiders own 6.30% of the company's stock.

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.

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