Fort Washington Investment Advisors Inc. OH Raises Stock Holdings in The Charles Schwab Corporation $SCHW

Fort Washington Investment Advisors Inc. OH boosted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,541,412 shares of the financial services provider’s stock after purchasing an additional 34,215 shares during the quarter. Charles Schwab comprises 1.3% of Fort Washington Investment Advisors Inc. OH’s holdings, making the stock its 15th largest holding. Fort Washington Investment Advisors Inc. OH’s holdings in Charles Schwab were worth $238,842,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares in the last quarter. United Bank grew its holdings in Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Nebula Research & Development LLC purchased a new position in Charles Schwab in the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC increased its position in shares of Charles Schwab by 4.7% during the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider’s stock worth $623,000 after purchasing an additional 305 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on SCHW. Jefferies Financial Group decreased their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a report on Monday, April 6th. Truist Financial dropped their target price on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Barclays upped their target price on Charles Schwab from $117.00 to $127.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $128.00 price target on shares of Charles Schwab in a report on Friday, May 15th. Finally, Raymond James Financial boosted their price target on Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $116.00.

Insider Activity

In other news, Director Frank C. Herringer sold 2,520 shares of the stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Paul V. Woolway sold 7,942 shares of Charles Schwab stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $98.00, for a total value of $778,316.00. Following the sale, the insider directly owned 29,866 shares of the company’s stock, valued at $2,926,868. This trade represents a 21.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 59,700 shares of company stock valued at $5,889,131. Company insiders own 6.30% of the company’s stock.

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 Trading Up 1.0%

NYSE:SCHW opened at $90.37 on Friday. The company has a market capitalization of $157.17 billion, a P/E ratio of 17.93, a PEG ratio of 0.83 and a beta of 0.77. 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 Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. The firm has a fifty day simple moving average of $90.26 and a 200-day simple moving average of $95.21.

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, beating the consensus estimate of $1.39 by $0.04. The firm had revenue of $6.48 billion for 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 firm’s revenue 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. On average, equities research analysts anticipate that The Charles Schwab Corporation will post 6.14 earnings per share for the current year.

Charles Schwab Dividend Announcement

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

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.