<div id="readability-page-1"><p>Bank of New York Mellon Corp lifted its stake in shares of  The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 10.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,152,198 shares of the financial services provider's stock after purchasing an additional 1,271,471 shares during the period. Bank of New York Mellon Corp owned about 0.74% of Charles Schwab worth $1,314,036,000 as of its most recent filing with the SEC.</p><div><p><span></span><span>Get <strong>Charles Schwab</strong> alerts:</span></p></div><ul><li>Robinhood, SoFi, and Webull Are Telling Very Different Stories</li></ul><p>Several other large investors have also modified their holdings of SCHW. Brighton Jones LLC lifted its position in shares of  Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider's stock worth $1,794,000 after purchasing an additional 19,195 shares during the last quarter.  Sivia Capital Partners LLC lifted its position in shares of  Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider's stock worth $415,000 after purchasing an additional 809 shares during the last quarter.  United Bank lifted 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 acquiring an additional 1,070 shares during the last quarter.  Nebula Research &amp; Development LLC bought a new position in  Charles Schwab in the second quarter worth about $552,000.  Finally, Main Street Financial Solutions LLC lifted its holdings in  Charles Schwab by 4.7% in the second quarter. Main Street Financial Solutions LLC now owns 6,828 shares of the financial services provider's stock worth $623,000 after acquiring an additional 305 shares during the last quarter. Institutional investors own  84.38% of the company's stock. </p><h2>Charles Schwab Price Performance</h2><p>NYSE SCHW opened at $87.51 on Wednesday. The Charles Schwab Corporation has a 12 month low of $83.96 and a 12 month high of $107.50. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market capitalization of $152.20 billion, a PE ratio of 17.36, a P/E/G ratio of 0.84 and a beta of 0.77. The company's 50 day simple moving average is $92.05 and its 200 day simple moving average is $95.56. </p><ul><li>The Volatility Harvester That Thrives in Market Chaos</li></ul><p>Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts' consensus estimates of $1.39 by $0.04. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The business had revenue of $6.48 billion for the quarter, compared to analyst estimates of $6.39 billion. During the same quarter last year, the business earned $1.04 earnings per share. The business's revenue for the quarter was up 15.8% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS.  As a group, equities research analysts forecast that  The Charles Schwab Corporation will post 6.12 EPS for the current fiscal year. </p><h2>Charles Schwab Announces Dividend</h2><p>The business also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Friday, May 8th were paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Friday, May 8th. Charles Schwab's dividend payout ratio (DPR) is currently 25.40%. </p><h2>Wall Street Analysts Forecast Growth</h2><ul><li>The PDT Rule Is On Its Way Out: 5 Stocks That Stand to Benefit the Most</li></ul><p>A number of equities analysts have issued reports on SCHW shares. JPMorgan Chase &amp; Co. raised their target price on shares of Charles Schwab from $128.00 to $131.00 and gave the stock an &#34;overweight&#34; rating in a report on Friday, April 17th. Piper Sandler raised their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a &#34;neutral&#34; rating in a report on Friday, May 15th. Morgan Stanley cut their target price on shares of Charles Schwab from $135.00 to $125.00 and set an &#34;overweight&#34; rating on the stock in a report on Friday, April 17th. Argus  set a $108.00 price target on Charles Schwab in a report on Monday, April 20th. Finally, Barclays lifted their price target on Charles Schwab from $117.00 to $127.00 and gave the company an &#34;overweight&#34; rating in a report on Friday, May 15th. One investment analyst  has rated the stock with a Strong Buy rating, sixteen have assigned  a Buy rating, four have assigned  a Hold rating and one  has given a Sell rating to the stock. According to MarketBeat.com, Charles Schwab currently has an average rating of &#34;Moderate Buy&#34; and a consensus price target of $114.30.</p><p><b>Get Our Latest Stock Analysis on SCHW</b></p><h2>Insider Activity at Charles Schwab</h2><p>In related news, insider Nigel J. Murtagh sold 41,297 shares of the firm's stock in a transaction that occurred on 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 transaction, the insider owned 57,972 shares in the company, valued at $5,739,228. This trade represents a 41.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul V. Woolway sold 7,942 shares of the firm's stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $98.00, for a total transaction of $778,316.00. Following the transaction, the insider owned 29,866 shares in the company, valued at $2,926,868. This 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. Insiders have sold 59,700 shares of company stock worth $5,889,131 over the last quarter. 6.30% of the stock is currently owned by company insiders. </p><h2>Charles Schwab News Summary</h2><p>Here are the key news stories impacting Charles Schwab this week:</p><ul>   <li><span>Positive Sentiment: </span>Schwab’s new 24/7 crypto futures offering could attract more active traders and help the company expand its product suite in a fast-growing market. <i></i><span>Charles Schwab debuts 24/7 Bitcoin, Ether, Solana and Ripple futures, targets spot crypto for advisors next year</span></li>   <li><span>Positive Sentiment: </span>Reports that Schwab is expected to extend its Colonial title sponsorship suggest continued brand visibility and marketing support for a long-running event tied to the company name. <i></i><span>Charles Schwab expected to extend Colonial title sponsorship</span></li>   <li><span>Neutral Sentiment: </span>Shareholders voted to keep Schwab’s staggered board structure, a governance decision that is unlikely to affect near-term fundamentals but may remain a topic for some investors. <i></i><span>Charles Schwab Keeps Staggered Board As Stock Trades Below Analyst Targets</span></li>   <li><span>Neutral Sentiment: </span>Golf coverage around the Charles Schwab Challenge is mostly brand-related and does not appear to materially change the investment outlook for SCHW. <i></i><span>Russell Henley wins Charles Schwab Challenge, gets tournament’s traditional custom car</span></li> </ul><h2>Charles Schwab Profile</h2> (Free Report)<p>Charles Schwab Corporation <span>NYSE: SCHW<span></span></span> 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.</p><h2>Featured Articles</h2><ul><li>Five stocks we like better than Charles Schwab</li><li>Marvell Stock Soars on NVIDIA's Trillion-Dollar Nod</li><li>FirstCash Turns Pawn Into a Growth Machine</li><li>HubSpot Just Crushed the Bear Case—Is a Bigger Rally Ahead?</li><li>Aggressive Insider Buying Signals Opportunity in 3 Risky Stocks</li></ul><p><strong>Want to see what other hedge funds are holding SCHW?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Charles Schwab Corporation (NYSE:SCHW - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVNDSFc?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVNDSFc"/></p><p><em>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.</em></p><h2>Should You Invest $1,000 in Charles Schwab Right Now?</h2><p>Before you consider Charles Schwab, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Charles Schwab wasn't on the list.</p><p>While Charles Schwab currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

SCHW

<p>Bank of New York Mellon increased its stake in The Charles Schwab Corporation by 10.7% in Q4, holding over 13 million shares valued at $1.3 billion. Other institutional investors like Brighton Jones and Sivia Capital also boosted their positions. Schwab recently reported strong quarterly earnings with $1.43 EPS, beating estimates, and announced a $0.32 quarterly dividend. Analysts from JPMorgan, Barclays, and others have adjusted price targets, generally maintaining positive or neutral ratings on the stock.</p>

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SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

The Charles Schwab Corporation $SCHW Position Boosted by Bank of New York Mellon Corp