Skylands Capital LLC Has $9.37 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Skylands Capital LLC raised its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 112.0% during the first quarter, Holdings Channel reports. The institutional investor owned 99,650 shares of the financial services provider’s stock after buying an additional 52,650 shares during the quarter. Charles Schwab makes up about 1.2% of Skylands Capital LLC’s holdings, making the stock its 23rd largest position. Skylands Capital LLC’s holdings in Charles Schwab were worth $9,365,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Brookwood Investment Group LLC raised its holdings in shares of Charles Schwab by 192.6% in the fourth quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider’s stock valued at $1,222,000 after purchasing an additional 8,054 shares during the last quarter. Juno Financial Group LLC purchased a new position in Charles Schwab during the fourth quarter worth about $2,591,000. Geode Capital Management LLC boosted its holdings in Charles Schwab by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after purchasing an additional 98,242 shares during the last quarter. Swiss Life Asset Management Ltd grew its position in Charles Schwab by 4.2% in the 4th quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock worth $40,681,000 after purchasing an additional 16,482 shares in the last quarter. Finally, Nordea Investment Management AB increased its stake in Charles Schwab by 13.0% in the 4th quarter. Nordea Investment Management AB now owns 3,437,222 shares of the financial services provider’s stock valued at $344,410,000 after buying an additional 396,358 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Nigel J. Murtagh sold 41,297 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $99.00, for a total value of $4,088,403.00. Following the sale, the insider directly owned 57,972 shares in the company, valued at approximately $5,739,228. The trade was a 41.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of the company’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $90.60, for a total transaction of $228,312.00. Following the sale, the director directly owned 177,508 shares in the company, valued at approximately $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of recent analyst reports. 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $128.00 target price on shares of Charles Schwab in a research report on Friday, May 15th. Raymond James Financial lifted their target price on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Jefferies Financial Group cut their price target on shares of Charles Schwab from $122.00 to $118.00 and set a “buy” rating on the stock in a report on Monday, April 6th. Finally, Keefe, Bruyette & Woods began coverage on shares of Charles Schwab in a research report on Wednesday, April 8th. They set an “outperform” rating and a $110.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Charles Schwab presently has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Charles Schwab Price Performance

Charles Schwab stock opened at $90.37 on Friday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 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 0.48. The business’s 50 day simple moving average is $90.26 and its 200 day simple moving average is $95.21. The company has a market cap of $157.17 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 0.83 and a beta of 0.77.

Charles Schwab (NYSE:SCHW) last released its earnings results 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. The business had revenue of $6.48 billion during the quarter, compared to the consensus estimate of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same period last year, the business posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts forecast that The Charles Schwab Corporation will post 6.14 EPS for the current year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were issued a $0.32 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $1.28 annualized dividend and a yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is 25.40%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Charles Schwab reported record core net new assets for May 2026, with total client assets reaching an all-time high. The company also rolled out upgraded digital trading tools, including 24/7 cryptocurrency futures trading and new data/analytics features, which could support client growth and engagement. Charles Schwab (SCHW) Hits Record Client Assets As New Trading Tools Roll Out
• Positive Sentiment: Analysts remain bullish, with one report saying SCHW could have roughly 25.9% upside based on consensus price targets and rising earnings estimates. A separate valuation update modestly lifted fair value to $116.16, suggesting investor day commentary may have improved long-term expectations. Wall Street Analysts Believe Charles Schwab (SCHW) Could Rally 25.89%: Here’s is How to Trade
• Positive Sentiment: Charles Schwab is getting attention for expanding into prediction markets with Cboe Global Markets, which could open a new product category and broaden its trading franchise over time. Charles Schwab Expands into Prediction Markets, WSJ Reports
• Neutral Sentiment: Investors are comparing SCHW with Robinhood as a value stock, but this appears more like relative-stock-selection commentary than a direct business catalyst. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: Charles Schwab saw unusually large put-option activity, which may signal hedging or bearish speculation ahead of earnings, but it is not a fundamental update by itself. SCHW vs. HOOD: Which Stock Is the Better Value Option?
• Neutral Sentiment: The company is approaching its second-quarter earnings report, and analysts expect double-digit earnings growth; this can support the stock if results and guidance beat expectations, but it also creates event risk. Earnings Preview: What to Expect From Charles Schwab’s Report
• Neutral Sentiment: Schwab disclosed results from the Federal Reserve’s 2026 CCAR, which is a regulatory update that investors will likely view through the lens of capital strength and return flexibility. Charles Schwab Discloses Results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review

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.