QRG Capital Management Inc. Buys 44,012 Shares of The Charles Schwab Corporation $SCHW

Key Points

• QRG Capital Management raised its stake in The Charles Schwab Corporation by 26.5% in Q4, buying 44,012 shares to hold 209,829 shares worth about $20.964 million.
• Insiders sold 301,211 shares (≈$30.44 million) in the last quarter — including directors Christopher V. Dodds and Paul V. Woolway — while corporate insiders retain about 6.30% ownership.
• Charles Schwab beat quarterly estimates with $1.43 EPS (vs. $1.39 est.) and $6.48B revenue (up 15.8% YoY), set FY‑2026 guidance of 5.700–5.800 EPS, and declared a $0.32 quarterly dividend (1.4% yield).

QRG Capital Management Inc. grew its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 26.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 209,829 shares of the financial services provider's stock after acquiring an additional 44,012 shares during the period. QRG Capital Management Inc.'s holdings in Charles Schwab were worth $20,964,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Piscataqua Savings Bank bought a new position in Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC bought a new position in Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP bought a new position in Charles Schwab during the fourth quarter worth about $29,000. Optima Capital LLC bought a new position in Charles Schwab during the fourth quarter worth about $30,000. Finally, Redmont Wealth Advisors LLC bought a new position in Charles Schwab during the third quarter worth about $34,000. Institutional investors own 84.38% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on SCHW. Piper Sandler lifted their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a report on Wednesday, January 14th. JPMorgan Chase & Co. lifted their price target on Charles Schwab from $128.00 to $131.00 and gave the stock an "overweight" rating in a report on Friday, April 17th. Morgan Stanley reduced their price target on Charles Schwab from $135.00 to $125.00 and set an "overweight" rating for the company in a report on Friday, April 17th. TD Cowen reiterated a "buy" rating on shares of Charles Schwab in a report on Thursday, April 9th. Finally, Raymond James Financial reiterated an "outperform" rating and set a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. 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 assigned a Sell rating to the stock. According to MarketBeat.com, Charles Schwab presently has a consensus rating of "Moderate Buy" and a consensus price target of $114.00.

Insider Buying and Selling

In other news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the sale, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 transaction of $794,100.00. Following the completion of the sale, the insider owned 29,866 shares of the company's stock, valued at approximately $2,986,600. The trade was 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. Insiders sold 301,211 shares of company stock valued at $30,441,601 in the last quarter. Corporate insiders own 6.30% of the company's stock.

Charles Schwab Stock Down 0.1%

NYSE SCHW opened at $91.47 on Tuesday. 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 1-year low of $82.04 and a 1-year high of $107.50. The company has a 50 day moving average of $93.87 and a 200-day moving average of $96.24. The company has a market cap of $158.99 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 0.72 and a beta of 0.80.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts' consensus estimates 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 the consensus estimate of $6.39 billion. During the same period in the previous year, the business earned $1.04 earnings per share. The firm's quarterly revenue was up 15.8% on a year-over-year basis. 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 5.99 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab's payout ratio is presently 25.40%.

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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