Farther Finance Advisors LLC Raises Stake in The Charles Schwab Corporation $SCHW

Key Points

• Farther Finance Advisors increased its stake by 228.8% in Charles Schwab during Q4 to 63,384 shares, valued at about $6.33 million.
• Schwab beat Q1 estimates with $1.43 EPS and $6.48B revenue, but its FY‑2026 guidance of $5.70–$5.80 came in below street expectations, helping trigger a roughly 7.6% decline in the stock.
• Management is pursuing growth initiatives—launching Schwab Crypto for spot Bitcoin/Ether trading and rolling out client‑facing AI agents in June—which could boost trading revenue and client engagement over time.

Farther Finance Advisors LLC increased its holdings in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 228.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 63,384 shares of the financial services provider's stock after buying an additional 44,109 shares during the quarter. Farther Finance Advisors LLC's holdings in Charles Schwab were worth $6,333,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of SCHW. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab in the 4th quarter valued at $26,000. West Branch Capital LLC purchased a new position in shares of Charles Schwab during the third quarter worth $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab during the fourth quarter valued at $28,000. Beacon Financial Strategies CORP purchased a new stake in Charles Schwab in the fourth quarter valued at $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab in the fourth quarter valued at $30,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Trading Down 7.6%

Shares of SCHW stock opened at $92.65 on Friday. The Charles Schwab Corporation has a 1-year low of $73.76 and a 1-year high of $107.50. The company has a market cap of $161.03 billion, a price-to-earnings ratio of 19.88, a PEG ratio of 0.82 and a beta of 0.90. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a 50 day simple moving average of $95.08 and a 200-day simple moving average of $96.39.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued 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. The company had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm's revenue was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab's dividend payout ratio is presently 27.47%.

Insider Activity

In other Charles Schwab news, Chairman Walter W. Bettinger sold 162,462 shares of the business's stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the completion of the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. The trade was a 23.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the transaction, the insider directly owned 35,992 shares of the company's stock, valued at $3,423,559.04. The trade was a 30.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 470,748 shares of company stock worth $48,095,857. Company insiders own 6.30% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. Truist Financial reduced their price objective on Charles Schwab from $122.00 to $120.00 and set a "buy" rating for the company in a research note on Wednesday, April 1st. Morgan Stanley dropped their price objective on shares of Charles Schwab from $148.00 to $135.00 and set an "overweight" rating on the stock in a research note on Friday, April 10th. Weiss Ratings raised shares of Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 23rd. UBS Group decreased their target price 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, Jefferies Financial Group cut their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $114.50.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Q1 beat on EPS and revenue met/record levels — Schwab reported $1.43 non‑GAAP EPS and record revenue driven by higher trading activity, which underscores strong client engagement. Charles Schwab NYSE: SCHW Posts Q1 CY2026 Sales In Line With Estimates
• Positive Sentiment: Strategic product launches — Schwab announced Schwab Crypto (direct spot Bitcoin and Ether trading) and plans to integrate crypto into its platforms, which could expand trading revenue and client stickiness. Charles Schwab Announces Details of Spot Crypto Trading Launch
• Positive Sentiment: AI rollout to improve client experience — Schwab will roll out client‑facing AI agents in June, a tech initiative that could boost engagement and reduce service costs 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, reported ~$11.7T in client assets and strong trading volumes; important for long‑term revenue but not an immediate fix for NII concerns. Charles Schwab Adds 1.3 Million Accounts, Reports Record Client Assets
• Neutral Sentiment: Earnings call details available — the transcript provides management commentary on margins, cash‑sweep dynamics and strategy that investors will parse for forward signals. The Charles Schwab Corporation (SCHW) Q1 2026 Earnings Call Transcript
• Negative Sentiment: FY‑2026 EPS guidance cut vs. consensus — Schwab set guidance to $5.70–$5.80, below the Street’s ~$5.93 estimate; a primary driver of the selloff as it reduces near‑term earnings visibility and valuation support.
• Negative Sentiment: Net interest income and “cash‑sorting” sensitivity — several reports flagged weaker‑than‑expected NII and investor concern that client cash migration into higher‑yield alternatives could pressure future margins. Charles Schwab stock dips as Q1 revenue disappoints on weaker-than-expected net-interest-income
• Negative Sentiment: Options and insider signals increase volatility risk — elevated put buying ahead of earnings and recent insider selling (pre‑arranged plans) have added to downside pressure and short‑term uncertainty. Traders Purchase High Volume of Charles Schwab Put Options NYSE: SCHW Nigel Murtagh Form 4

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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