Indivisible Partners Purchases Shares of 14,212 The Charles Schwab Corporation $SCHW

Key Points

• Indivisible Partners opened a new position in The Charles Schwab Corporation, purchasing 14,212 shares (about $1.42M) during the fourth quarter, and institutional investors now own roughly 84.38% of the company’s stock.
• Charles Schwab beat expectations in its latest quarter with EPS $1.43 (vs. $1.39 est.) and revenue of $6.48B (up 15.8% YoY), and issued FY2026 guidance of 5.700–5.800 EPS (analysts expect ~5.99).
• The firm announced a quarterly dividend of $0.32 (ex-dividend May 8, annualized $1.28, ~1.4% yield), while insiders sold 206,263 shares (~$20.5M) over the past 90 days, leaving insiders with ~6.3% ownership.

Indivisible Partners purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 14,212 shares of the financial services provider's stock, valued at approximately $1,420,000.

A number of other hedge funds also recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in shares of Charles Schwab by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider's stock worth $14,471,840,000 after acquiring an additional 403,133 shares in the last quarter. State Street Corp raised its position in shares of Charles Schwab by 1.0% during the 3rd quarter. State Street Corp now owns 73,156,290 shares of the financial services provider's stock worth $6,984,231,000 after acquiring an additional 691,671 shares in the last quarter. Fisher Asset Management LLC raised its position in shares of Charles Schwab by 1.3% during the 3rd quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider's stock worth $2,066,600,000 after acquiring an additional 269,898 shares in the last quarter. Primecap Management Co. CA raised its position in shares of Charles Schwab by 11.4% during the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider's stock worth $2,024,841,000 after acquiring an additional 2,174,381 shares in the last quarter. Finally, Viking Global Investors LP raised its position in shares of Charles Schwab by 5.1% during the 3rd quarter. Viking Global Investors LP now owns 16,583,101 shares of the financial services provider's stock worth $1,583,189,000 after acquiring an additional 809,876 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company's stock.

Charles Schwab Trading Up 1.0%

NYSE:SCHW opened at $92.40 on Wednesday. The firm has a market cap of $160.61 billion, a P/E ratio of 18.33, a PEG ratio of 0.72 and a beta of 0.80. 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 stock's 50 day simple moving average is $93.84 and its 200-day simple moving average is $96.22. The Charles Schwab Corporation has a 12-month low of $82.40 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its earnings results 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. The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The company's revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts anticipate that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a $0.32 dividend. The ex-dividend date of this dividend is 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 presently 25.40%.

Insider Transactions at Charles Schwab

In related news, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total value of $956,216.80. Following the sale, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction that occurred on Wednesday, April 15th. The shares were 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 trade represents a 21.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 206,263 shares of company stock valued at $20,543,272. 6.30% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. UBS Group cut their target price 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. Barclays dropped 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. JPMorgan Chase & Co. raised their price target on Charles Schwab from $128.00 to $131.00 and gave the stock an "overweight" rating in a research note on Friday, April 17th. Citizens Jmp boosted their price target on Charles Schwab from $110.00 to $120.00 and gave the company a "market outperform" rating in a research report on Monday, January 12th. Finally, Jefferies Financial Group dropped their price target on Charles Schwab from $122.00 to $118.00 and set a "buy" rating on the stock in a research report on Monday, April 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab has a consensus rating of "Moderate Buy" and an average target price of $114.00.

More Charles Schwab News

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

• Positive Sentiment: UBS raised its price target on SCHW to $385 (from $380) and reiterated a Buy, reinforcing a higher valuation outlook and supporting investor sentiment. UBS Boosts Charles Schwab (SCHW) Target to $385 on Positive Outlook
• Positive Sentiment: Schwab rolled out its first generative AI capability for retail clients to synthesize portfolio performance, market news and Schwab research—an engagement and product-differentiation move that could help client retention and AUM growth over time. Charles Schwab Launches AI-Powered Capability That Helps Investors Understand Portfolio Performance and Market Activity
• Neutral Sentiment: Schwab announced it will redeem all outstanding depositary shares of its 4.000% Series I perpetual preferred on June 1, 2026—a small cash outflow that tidies capital structure and eliminates the preferred dividend obligation. Impact on common equity is limited given the small size. Schwab Announces Redemption of All Outstanding Depositary Shares...
• Neutral Sentiment: Schwab’s Modern Wealth Survey finds only 27% of Americans own ETFs and ETFs make up just ~6% of average portfolios—an insight that highlights a long-term distribution opportunity for Schwab’s low-cost ETF lineup, but not an immediate revenue catalyst. 27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income
• Neutral Sentiment: Charles Schwab exec James Kostulias says retail bullishness is waning though confidence remains elevated—mixed sentiment that suggests demand could be uneven but not collapsing. Bullishness is waining but retail investor confidence still up, says Charles Schwab's James Kostulias
• Negative Sentiment: Schwab’s Trading Activity Index (STAX) dipped in April as retail clients reduced tech exposure—lower trading volumes and shifting asset mixes can pressure transaction and margin-related revenue near-term. Schwab Trading Activity Index drops in April as retail clients turn cautious

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.

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