The Charles Schwab Corporation $SCHW Stock Holdings Trimmed by Principal Financial Group Inc.

Principal Financial Group Inc. reduced its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 28.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,184,653 shares of the financial services provider's stock after selling 1,243,678 shares during the quarter. Principal Financial Group Inc. owned approximately 0.18% of Charles Schwab worth $318,180,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Piscataqua Savings Bank bought a new stake in Charles Schwab during the fourth quarter valued at $26,000. GoalVest Advisory LLC bought a new stake in Charles Schwab during the fourth quarter valued at $28,000. Beacon Financial Strategies CORP bought a new stake in Charles Schwab during the fourth quarter valued at $29,000. Optima Capital LLC bought a new stake in Charles Schwab during the fourth quarter valued at $30,000. Finally, Redmont Wealth Advisors LLC bought a new stake in Charles Schwab during the third quarter valued at $34,000. Institutional investors own 84.38% of the company's stock.

Key Headlines Impacting Charles Schwab

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 Stock Performance

Shares of SCHW stock opened at $92.40 on Wednesday. The Charles Schwab Corporation has a 12-month low of $82.40 and a 12-month high of $107.50. The firm has a market capitalization of $160.61 billion, a price-to-earnings ratio of 18.33, a price-to-earnings-growth ratio of 0.72 and a beta of 0.80. The business has a 50 day simple moving average of $93.84 and a 200 day simple moving average of $96.22. 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 analysts' consensus estimates of $1.39 by $0.04. Charles Schwab had a return on equity of 23.03% and a net margin of 37.99%.The business had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. During the same period in the prior year, the company posted $1.04 EPS. The business'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. On average, equities research analysts anticipate that The Charles Schwab Corporation will post 5.99 EPS for the current year.

Charles Schwab Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Investors 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 yield of 1.4%. The ex-dividend date is Friday, May 8th. Charles Schwab's dividend payout ratio is currently 25.40%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $127.00 target price on shares of Charles Schwab in a report on Friday, April 17th. Barclays lowered their target price on Charles Schwab from $126.00 to $117.00 and set an "overweight" rating for the company in a report on Wednesday, April 8th. Morgan Stanley lowered their target price on Charles Schwab from $135.00 to $125.00 and set an "overweight" rating for the company in a report on Friday, April 17th. UBS Group lowered their target price on Charles Schwab from $125.00 to $119.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. Finally, Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the company a "neutral" rating in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Charles Schwab has a consensus rating of "Moderate Buy" and a consensus price target of $114.00.

Insider Transactions at Charles Schwab

In related news, insider Nigel J. Murtagh sold 41,297 shares of the stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total value of $4,088,403.00. Following the completion of the transaction, the insider owned 57,972 shares in the company, valued at $5,739,228. This represents a 41.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dennis Howard sold 27,903 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider owned 10,470 shares of the company's stock, valued at $994,859.40. This represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 206,263 shares of company stock worth $20,543,272 over the last ninety days. Insiders own 6.30% of the company's stock.

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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