Directional Asset Management Buys Shares of 14,103 The Charles Schwab Corporation $SCHW

Key Points

• Directional Asset Management opened a new position in The Charles Schwab Corporation, buying 14,103 shares in Q4 valued at about $1.41 million, roughly 1.2% of the fund and its 24th-largest holding.
• Schwab beat Q1 expectations with $1.43 EPS on $6.48B revenue, set FY2026 guidance of 5.70–5.80 EPS, and holds a consensus analyst rating of "Moderate Buy" with an average price target of $114.
• The firm raised its quarterly dividend to $0.32, but faces potential headwinds from newly imposed limits on RIAs' tax‑aware/long‑short strategies and significant insider selling (468,748 shares worth ~$47.9M in the last 90 days) that could pressure AUM and sentiment.

Directional Asset Management bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 14,103 shares of the financial services provider's stock, valued at approximately $1,409,000. Charles Schwab makes up about 1.2% of Directional Asset Management's portfolio, making the stock its 24th biggest position.

A number of other hedge funds also recently made changes to their positions in SCHW. Mowery & Schoenfeld Wealth Management LLC lifted its stake in Charles Schwab by 76.5% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 789 shares of the financial services provider's stock valued at $79,000 after purchasing an additional 342 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Charles Schwab by 3.9% during the fourth quarter. Geneos Wealth Management Inc. now owns 101,352 shares of the financial services provider's stock worth $10,126,000 after buying an additional 3,787 shares during the last quarter. Diversified Enterprises LLC increased its holdings in shares of Charles Schwab by 8.2% during the fourth quarter. Diversified Enterprises LLC now owns 3,313 shares of the financial services provider's stock worth $331,000 after buying an additional 252 shares in the last quarter. Quent Long Short Global Small Cap Fund LP bought a new position in shares of Charles Schwab in the 4th quarter valued at $359,000. Finally, Cornerstone Advisory LLC raised its position in Charles Schwab by 7.6% in the fourth quarter. Cornerstone Advisory LLC now owns 3,257 shares of the financial services provider's stock valued at $325,000 after purchasing an additional 229 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

More Charles Schwab News

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

• Positive Sentiment: Board declares a regular quarterly cash dividend of $0.32 per common share — supports income-oriented investors and signals confidence in cash flow. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: KBW reiterates a Buy rating with a $110 target, highlighting attractive risk/reward and earnings power — adds broker-driven support for the stock. Buy Rating on Charles Schwab Driven by Attractive Risk‑Reward, Strong Earnings Power, and Valuation Upside
• Positive Sentiment: Schwab is rolling out a new crypto trading program — potential to expand product revenue and engage retail/trading clients, though scale and margins remain to be seen. As Charles Schwab Unveils a New Crypto Trading Program, Is SCHW Stock a Buy, Sell, or Hold?
• Neutral Sentiment: Q1 commentary shows strong client engagement (1.3M new brokerage accounts, net new asset inflows, record daily trading volumes) — fundamentals supportive but many items were already reflected in April earnings. 5 Revealing Analyst Questions From Charles Schwab’s Q1 Earnings Call
• Neutral Sentiment: Company filed a new Series L preferred stock — provides capital flexibility; minor implication for common equity depending on issuance size and terms. Charles Schwab Issues New Series L Preferred Stock
• Neutral Sentiment: Opinion pieces and market commentary (retirement planning cautions, broader earnings commentary) are informative but unlikely to move the stock materially on their own. Schwab hits a nerve that will sting every future retiree
• Negative Sentiment: Reports say Schwab has imposed new limits on RIAs using long‑short and tax‑aware separately managed account strategies — could disrupt advisor workflows, reduce certain managed-fee flows, and prompt client/advisor pushback or asset reallocation. This appears to be the primary near‑term negative driver for the stock. Schwab creates new limits to RIAs using long-short, separately managed accounts
• Negative Sentiment: Additional coverage flags Schwab’s new limits on tax-aware strategies — amplifies concerns about advisor access and potential AUM/fee impact. Charles Schwab imposes new limits on tax-aware strategies - report

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the sale, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Paul V. Woolway sold 15,884 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $95.12, for a total value of $1,510,886.08. Following the transaction, the insider owned 35,992 shares in the company, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 468,748 shares of company stock worth $47,885,857. Corporate insiders own 6.30% of the company's stock.

Analysts Set New Price Targets

Several brokerages have issued reports on SCHW. Weiss Ratings upgraded shares of Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Piper Sandler boosted their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 14th. Argus set a $108.00 price objective on Charles Schwab in a report on Monday. Truist Financial lowered their target price on Charles Schwab from $122.00 to $120.00 and set a "buy" rating for the company in a research report on Wednesday, April 1st. Finally, TD Cowen reaffirmed a "buy" rating on shares of Charles Schwab in a report on Thursday, April 9th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab presently has a consensus rating of "Moderate Buy" and an average price target of $114.00.

Charles Schwab Stock Down 3.0%

Shares of NYSE SCHW opened at $88.93 on Friday. The company's 50 day moving average price is $94.20 and its 200-day moving average price is $96.30. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52-week low of $77.51 and a 52-week high of $107.50. The company has a market capitalization of $154.56 billion, a P/E ratio of 17.64, a price-to-earnings-growth ratio of 0.72 and a beta of 0.90.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share 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 23.03%. The company had revenue of $6.48 billion during the quarter, compared to analysts' expectations of $6.39 billion. During the same period in the prior year, the company posted $1.04 earnings per share. Charles Schwab'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. Equities analysts forecast that The Charles Schwab Corporation will post 5.98 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date was Friday, February 13th. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio (DPR) is 25.40%.

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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