Strs Ohio Sells 47,577 Shares of The Charles Schwab Corporation $SCHW

Key Points

• Strs Ohio cut its stake in The Charles Schwab Corporation by 4.2%, selling 47,577 shares in Q4 and leaving 1,094,742 shares valued at about $109.38 million (≈0.06% of the company).
• Several analysts trimmed price targets (e.g., UBS to $119, Jefferies to $118) but mostly maintained buy ratings, leaving an average analyst target of $114 and a consensus rating of "Moderate Buy."
• Schwab beat quarterly estimates with $1.43 EPS and revenue up 15.8% year‑over‑year, set FY2026 guidance of $5.70–$5.80 EPS and announced a $0.32 quarterly dividend and ongoing buybacks, even as insiders sold roughly 471,268 shares (~$48.1M) over the past 90 days.

Strs Ohio cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,094,742 shares of the financial services provider's stock after selling 47,577 shares during the quarter. Strs Ohio owned approximately 0.06% of Charles Schwab worth $109,376,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Lantz Financial LLC grew its stake in shares of Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider's stock valued at $324,000 after acquiring an additional 99 shares during the period. Roberts Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider's stock valued at $2,294,000 after acquiring an additional 105 shares during the period. Harfst & Associates Inc. grew its stake in shares of Charles Schwab by 0.3% during the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider's stock valued at $3,220,000 after acquiring an additional 107 shares during the period. JFS Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider's stock valued at $2,460,000 after acquiring an additional 107 shares during the period. Finally, FSM Wealth Advisors LLC boosted its stake in Charles Schwab by 4.1% in the 4th quarter. FSM Wealth Advisors LLC now owns 2,688 shares of the financial services provider's stock worth $269,000 after purchasing an additional 107 shares during the period. 84.38% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on SCHW. UBS Group dropped their price target on Charles Schwab from $125.00 to $119.00 and set a "buy" rating for the company in a research note on Wednesday, April 8th. Jefferies Financial Group dropped their price target on Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a research note on Monday, April 6th. Keefe, Bruyette & Woods began coverage on Charles Schwab in a research note on Wednesday, April 8th. They issued an "outperform" rating and a $110.00 price target for the company. TD Cowen restated a "buy" rating on shares of Charles Schwab in a research note on Thursday, April 9th. Finally, Truist Financial dropped their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $114.00.

Charles Schwab News Roundup

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

• Positive Sentiment: Erste Group raised forward earnings estimates for Schwab, boosting FY2027 EPS expectations and supporting a stronger forward earnings outlook that can underpin valuation. Erste Group estimate notes
• Positive Sentiment: Capital returns remain meaningful — Schwab’s recent large share repurchases (about $4.58B through Sept. 2025) and a newly announced quarterly dividend ($0.32/share, ex-div May 8) support EPS per share and income investors. Buyback/dividend coverage
• Neutral Sentiment: National Investing Day and Schwab’s ongoing investor education and RIA custodian footprint are positive for long‑term client acquisition but unlikely to move near‑term earnings materially. National Investing Day
• Neutral Sentiment: Valuation and performance commentary notes mixed recent returns (short‑term weakness vs. multi‑year gains); useful context for investors but not a specific catalyst. Valuation piece
• Negative Sentiment: Insider selling: Director Frank C. Herringer sold 2,520 shares at about $90.60 (filed Apr. 28) — a small stake reduction that can be perceived negatively by some investors. SEC Form 4 – Insider Sale
• Negative Sentiment: Several brokers trimmed price targets (while often keeping buy ratings), which reduces upside expectations and can cap near‑term stock momentum. Analyst target notes
• Negative Sentiment: Sector/peer weakness — Robinhood’s earnings miss and crypto revenue decline have pressured broker sentiment and could temporarily lower industry trading volumes, which would weigh on Schwab’s transaction revenue. Robinhood earnings

Insider Buying and Selling at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the company's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the sale, the director directly owned 449,406 shares of the company's stock, valued at $46,985,397.30. This represents a 2.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Dennis Howard sold 10,108 shares of the company's 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. This trade represents a 49.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 471,268 shares of company stock worth $48,114,169. Company insiders own 6.30% of the company's stock.

Charles Schwab Stock Down 0.0%

Shares of SCHW opened at $91.60 on Friday. The stock has a market capitalization of $159.20 billion, a price-to-earnings ratio of 18.17, a price-to-earnings-growth ratio of 0.72 and a beta of 0.90. The Charles Schwab Corporation has a 1 year low of $82.04 and a 1 year high of $107.50. The business's 50 day simple moving average is $93.87 and its 200-day simple moving average is $96.20. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period in the prior year, the firm earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts expect that The Charles Schwab Corporation will post 5.99 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 8th. Charles Schwab's dividend payout ratio is 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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