Focus Partners Wealth Has $209.95 Million Stock Position in The Charles Schwab Corporation $SCHW

14 Jun 2026, 12:13 by Michael Walen · The Markets Daily

Focus Partners Wealth increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 716.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,101,463 shares of the financial services provider’s stock after purchasing an additional 1,844,095 shares during the quarter. Focus Partners Wealth’s holdings in Charles Schwab were worth $209,948,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Souders Financial Advisors increased its position in shares of Charles Schwab by 2.3% during the 4th quarter. Souders Financial Advisors now owns 4,341 shares of the financial services provider’s stock worth $434,000 after purchasing an additional 98 shares in the last quarter. Lantz Financial LLC grew its holdings in Charles Schwab by 3.1% during the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after acquiring an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC grew its holdings in Charles Schwab by 0.5% during the 4th quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after acquiring an additional 105 shares during the last quarter. Essex Financial Services Inc. grew its holdings in Charles Schwab by 0.8% during the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider’s stock worth $1,282,000 after acquiring an additional 105 shares during the last quarter. Finally, JFS Wealth Advisors LLC grew its holdings in Charles Schwab by 0.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 24,626 shares of the financial services provider’s stock worth $2,460,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on SCHW shares. Raymond James Financial increased their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Argus set a $108.00 price objective on shares of Charles Schwab in a report on Monday, April 20th. Truist Financial decreased their price objective on shares of Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Jefferies Financial Group decreased their price objective 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, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $128.00 price objective on shares of Charles Schwab in a report on Friday, May 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $116.00.

Get Our Latest Stock Analysis on SCHW

Charles Schwab Stock Up 2.6%

Shares of NYSE SCHW opened at $91.04 on Friday. The firm has a market capitalization of $158.32 billion, a PE ratio of 18.06, a price-to-earnings-growth ratio of 0.86 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 1 year low of $83.96 and a 1 year high of $107.50. The firm’s 50-day moving average is $91.05 and its 200-day moving average is $95.25.

Charles Schwab (NYSE:SCHW – Get Free Report) last issued 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 company had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.04 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts expect that The Charles Schwab Corporation will post 6.13 EPS for the current year.

Charles Schwab Dividend Announcement

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

Insider Activity

In other news, insider Paul V. Woolway sold 7,942 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total value of $778,316.00. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at approximately $2,926,868. This trade represents a 21.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 completion of the transaction, the insider directly owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 59,700 shares of company stock valued at $5,889,131. 6.30% of the stock is currently owned by insiders.

Key Stories Impacting Charles Schwab

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

Positive Sentiment: Schwab reported monthly activity highlights for May, and the company said the month set records, reinforcing confidence in client growth and trading momentum. Schwab Reports Monthly Activity Highlights
Positive Sentiment: Market commentary says the stock is also getting a lift from a broader rebound in financials and renewed investor focus on Schwab’s strong client and trading trends. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum
Positive Sentiment: Recent analyst actions have been constructive, with firms raising earnings estimates and maintaining buy-style ratings, which supports the bullish setup for SCHW. Charles Schwab stock research page
Neutral Sentiment: Schwab also announced the closure and liquidation of its Schwab Ariel Opportunities ETF, a fund-level action that appears unlikely to materially affect the parent company’s near-term stock performance. Schwab Asset Management Announces Closure and Liquidation of the Schwab Ariel Opportunities ETF (SAEF)
Negative Sentiment: There is still some caution in the background from mixed institutional positioning and heavy insider selling over the past six months, which could limit upside if sentiment weakens. Charles Schwab jumps as financials rebound and investors refocus on Schwab’s strong client/trading momentum

Charles Schwab Profile

(Free Report)

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.