The Charles Schwab Corporation $SCHW Stock Position Boosted by Clean Yield Group

Key Points

• Clean Yield Group boosted its stake in The Charles Schwab Corporation by 47.9% in Q4 to 40,449 shares (about $4.04M), and institutional investors now own 84.38% of SCHW.
• Schwab beat Q4 expectations with $1.39 EPS and $6.34B revenue (up 18.9% YoY), set FY2026 EPS guidance of 5.700–5.800, and raised its quarterly dividend to $0.32 (annualized $1.28, ~1.3% yield); analysts’ consensus target is $114.50 ("Moderate Buy").
• Insiders have been net sellers recently—454,865 shares (~$46.5M) sold in the last 90 days—while market signals like elevated put buying and mixed analyst revisions could increase near-term volatility around earnings.

Clean Yield Group boosted its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 47.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,449 shares of the financial services provider's stock after buying an additional 13,100 shares during the period. Clean Yield Group's holdings in Charles Schwab were worth $4,041,000 at the end of the most recent quarter.

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

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $100.33 on Thursday. The Charles Schwab Corporation has a twelve month low of $73.76 and a twelve month high of $107.50. 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 company has a market capitalization of $174.38 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 0.81 and a beta of 0.90. The firm has a 50-day moving average of $95.27 and a two-hundred day moving average of $96.42.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts' consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the company earned $1.01 EPS. Charles Schwab's revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio is currently 27.47%.

Insider Buying and Selling

In other Charles Schwab news, insider Dennis Howard sold 10,108 shares of the company's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the completion of the sale, the insider directly owned 10,470 shares of the company's stock, valued at approximately $990,462. This represents 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 hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of the company's stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $99.00, for a total transaction of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares of the company's stock, valued at $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 454,865 shares of company stock worth $46,523,441 in the last ninety days. Insiders own 6.30% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Jefferies Financial Group decreased their target price on shares of Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a research report on Monday, April 6th. Morgan Stanley decreased their target price on shares of Charles Schwab from $148.00 to $135.00 and set an "overweight" rating for the company in a research report on Friday, April 10th. Citigroup reiterated a "market outperform" rating on shares of Charles Schwab in a research report on Monday, January 12th. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They issued an "outperform" rating and a $110.00 target price for the company. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. One investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, Charles Schwab 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: Schwab will open a new branch in Bee Cave, TX (former Schmidt Family Barbecue site), expanding its retail footprint in a growing suburban market — a move that can help deposit gathering and local client acquisition. Former Schmidt Family Barbecue site to become Charles Schwab in Bee Cave
• Positive Sentiment: Schwab launched Schwab Teen Investor, letting ages 13–17 trade without parental approval — a product aimed at early relationship-building that could boost future retail activity and lifetime customer value. Teen Investors and Wall Street: What to Know
• Neutral Sentiment: Schwab is scheduled to report Q1 earnings before the open — investors will focus on net interest margin, client asset flows, trading revenue, and management’s FY guidance (FY26 EPS range has been a key watch). Expectations and any guidance shifts should drive near-term stock moves. Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect
• Neutral Sentiment: Schwab is promoting National Investing Day and publishing retirement planning content (e.g., Roth conversion strategies). These marketing and advisory efforts support client engagement and fee-based advisory growth but are gradual, long-term positives rather than immediate catalysts. Charles Schwab Invites the Industry to Come Together for National Investing Day
• Neutral Sentiment: Schwab’s retirement planning materials (Roth conversion guidance highlighted by partners like SmartAsset) increase product stickiness for affluent clients but are unlikely to move the stock alone. How to Maximize a Roth Conversion With Proven Strategies
• Negative Sentiment: Elevated put-option buying on SCHW signals that some traders are positioning for a near-term pullback or hedging ahead of earnings — this can amplify downside volatility around the report. Traders Purchase High Volume of Charles Schwab Put Options NYSE: SCHW
• Negative Sentiment: Analysts and commentary note YTD weakness tied to AI-related fears and competitive pressures; investor concern about how technology shifts and competition affect margins and client flows could weigh on sentiment if management doesn’t reassure on strategy. Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?

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.

Want to see what other hedge funds are holding SCHW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Charles Schwab Corporation (NYSE:SCHW - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.