AG Campbell Advisory LLC Invests $5.72 Million in The Charles Schwab Corporation $SCHW

Key Points

• AG Campbell Advisory LLC opened a new position in Charles Schwab, buying 57,290 shares valued at about $5.72 million. The stake represents 1.7% of its portfolio and ranks as its ninth-largest holding.
• Other institutional investors have also been adding to or initiating positions in Schwab, and hedge funds and other institutions now own 84.38% of the stock. Meanwhile, insiders have been active sellers, including two transactions on April 14.
• Schwab reported strong quarterly results, with EPS of $1.43 beating estimates and revenue of $6.48 billion topping forecasts. The company also maintained a quarterly dividend of $0.32 and has a consensus analyst rating of Moderate Buy with a $116 target price.

AG Campbell Advisory LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 57,290 shares of the financial services provider's stock, valued at approximately $5,724,000. Charles Schwab accounts for 1.7% of AG Campbell Advisory LLC's investment portfolio, making the stock its 9th biggest holding.

Other hedge funds have also recently modified their holdings of the company. Dogwood Wealth Management LLC raised its holdings in Charles Schwab by 99.2% in the 4th quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider's stock worth $25,000 after purchasing an additional 123 shares during the period. Piscataqua Savings Bank purchased a new position in Charles Schwab in the fourth quarter worth $26,000. GoalVest Advisory LLC purchased a new position in shares of Charles Schwab in the fourth quarter worth $28,000. Beacon Financial Strategies CORP acquired a new stake in Charles Schwab during the 4th quarter valued at approximately $29,000. Finally, Optima Capital LLC acquired a new stake in Charles Schwab during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 84.38% of the company's stock.

Insider Buying and Selling at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of Charles Schwab 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 completion of the sale, the insider directly owned 57,972 shares of the company's stock, valued at $5,739,228. The trade was a 41.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 on Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total transaction of $778,316.00. Following the completion of the sale, the insider owned 29,866 shares in the company, valued at approximately $2,926,868. This trade represents a 21.01% 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. In the last three months, insiders have sold 59,700 shares of company stock worth $5,889,131. Company insiders own 6.30% of the company's stock.

More 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

SCHW opened at $91.69 on Friday. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $107.50. The business has a fifty day simple moving average of $90.88 and a 200-day simple moving average of $95.29. The firm has a market cap of $159.46 billion, a PE ratio of 18.19, a P/E/G ratio of 0.84 and a beta of 0.77. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings results 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 analysts' expectations of $6.39 billion. During the same period last year, the company posted $1.04 earnings per share. The firm'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. As a group, equities analysts predict that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab's payout ratio is currently 25.40%.

Analysts Set New Price Targets

SCHW has been the topic of several research analyst reports. UBS Group lowered their price objective on Charles Schwab from $125.00 to $119.00 and set a "buy" rating on the stock in a report on Wednesday, April 8th. 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 research note on Wednesday, April 1st. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $128.00 price target on shares of Charles Schwab in a report on Friday, May 15th. Barclays increased their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the company an "overweight" rating in a research report on Friday, May 15th. Finally, Keefe, Bruyette & Woods began coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an "outperform" rating and a $110.00 price objective for the company. One research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $116.00.

About Charles Schwab

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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