Vaughan Nelson Investment Management L.P. Invests $129.14 Million in The Charles Schwab Corporation $SCHW

Vaughan Nelson Investment Management L.P. bought a new position in The Charles Schwab Corporation (NYSE:SCHW) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,374,120 shares of the financial services provider’s stock, valued at approximately $129,140,000. Charles Schwab comprises about 1.3% of Vaughan Nelson Investment Management L.P.’s investment portfolio, making the stock its 14th biggest position.

Other hedge funds also recently bought and sold shares of the company. Brookwood Investment Group LLC increased its stake in shares of Charles Schwab by 192.6% during 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 buying an additional 8,054 shares during the period. Juno Financial Group LLC purchased a new stake in Charles Schwab in the fourth quarter worth $2,591,000. Swiss Life Asset Management Ltd boosted its holdings in Charles Schwab by 4.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock valued at $40,681,000 after acquiring an additional 16,482 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Charles Schwab by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock valued at $3,747,646,000 after acquiring an additional 98,242 shares in the last quarter. Finally, Nordea Investment Management AB increased its position in Charles Schwab by 13.0% during 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 purchasing an additional 396,358 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on SCHW shares. Barclays upped their price objective on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. UBS Group cut their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Argus set a $108.00 price target on shares of Charles Schwab in a research report on Monday, April 20th. JPMorgan Chase & Co. raised their price objective on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Charles Schwab in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $116.00.

Insider Buying and Selling

In related news, Director Frank C. Herringer sold 2,520 shares of the 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 of the company’s stock, valued at approximately $16,082,224.80. This represents a 1.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Nigel J. Murtagh sold 41,297 shares of the firm’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 owned 57,972 shares of the company’s stock, valued at approximately $5,739,228. This represents a 41.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 59,700 shares of company stock worth $5,889,131 in the last quarter. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Down 0.0%

SCHW stock opened at $91.69 on Monday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The firm has a market cap of $159.46 billion, a PE ratio of 18.19, a price-to-earnings-growth ratio of 0.84 and a beta of 0.78. The business has a 50 day moving average of $90.88 and a 200 day moving average of $95.30.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, topping the consensus estimate of $1.39 by $0.04. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business had revenue of $6.48 billion for the quarter, compared to the consensus estimate of $6.39 billion. During the same period in the previous year, the company posted $1.04 earnings per share. The company’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, research analysts forecast that The Charles Schwab Corporation will post 6.14 EPS for the current fiscal year.

Charles Schwab Announces Dividend

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

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Charles Schwab is reportedly preparing to launch yes-or-no contracts tied to whether the S&P 500 closes above or below a target level, in partnership with Cboe Global Markets. Investors may view this as a new revenue opportunity and a sign Schwab is moving into a fast-growing trading niche. Article Title
• Positive Sentiment: The prediction-markets push suggests Schwab is trying to attract more active traders and diversify beyond traditional brokerage services, which could support future client engagement and trading volume. Article Title
• Neutral Sentiment: Several reports repeated the same Wall Street Journal story about Schwab’s planned entry into prediction markets, reinforcing the market’s focus on the potential rollout but adding little new detail. Article Title
• Neutral Sentiment: Schwab also released its 2026 Mid-Year Market Outlook, but this appears to be a routine research update with limited direct impact on the stock. Article Title
• Negative Sentiment: Separate reports said Schwab tightened margin requirements and warned of possible margin calls tied to tax-bet activity, which could signal more caution around certain client strategies and raise concerns about trading risk management. Article Title

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.