In March 2026, institutional investors adjusted shares in Schwab amid strong earnings and a raised 2026 outlook.

In March 2026, several institutional investors adjusted their stakes in The Charles Schwab Corporation (SCHW), with Provident Investment Management selling 91,057 shares and WBI Investments reducing its position by 36.1%. Prana Capital Management made a new $44.07 million investment, acquiring 461,585 shares. Schwab reported strong Q4 earnings on January 21, 2026, with $1.39 EPS and $6.34 billion in revenue, up 18.9% year-over-year, and raised its FY 2026 guidance to $5.70–$5.80 per share. The company increased its quarterly dividend to $0.32. The stock traded around $93.95 on March 18, with a 52-week range of $65.88 to $107.50, a market cap of $164.62 billion, and a "Moderate Buy" analyst consensus rating. Insider sales totaled over $42 million in shares during the quarter.