Vaughan Nelson Investment Management, L.P. 13F: New $127M Stake in SCHW

Vaughan Nelson Investment Management, L.P. has taken a new position in The Charles Schwab Corporation (NYSE: SCHW), acquiring 1,374,120 shares. This investment is valued at about $125.2 million, according to its latest Form 13F filing with the SEC, reflecting holdings as of the end of the reporting period.

What Changed in Vaughan Nelson's Charles Schwab Position

Vaughan Nelson's move represents a new buy, adding 1,374,120 shares of Charles Schwab to its portfolio. This substantial acquisition leaves Vaughan Nelson with a total of 1,374,120 shares, with no prior holdings in the company.

Other Institutional Activity in Charles Schwab

In other institutional moves, BlackRock, Inc. reduced its holdings by 1,011,277 shares, now holding 133,156,556 shares valued at about $12.51 billion. Vanguard Capital Management LLC established a position with 108,353,995 shares worth approximately $10.18 billion. Dodge & Cox trimmed its stake by 1,511,045 shares, holding 75,002,881 shares valued at $7.05 billion. Meanwhile, JPMorgan Chase & Co increased its stake by 6,657,227 shares, bringing its total to 73,848,142 shares worth roughly $6.87 billion. State Street Corp made a modest addition of 137,174 shares, now holding 72,763,682 shares valued at $6.84 billion.

The Charles Schwab Corporation Stock Down 4.7%

Shares of Charles Schwab are trading around $91.10. The company has a market capitalization of approximately $158.4 billion and a P/E ratio of 18.11. With a beta of 0.773, the stock has a 52-week range between $83.96 and $107.50. The 50-day moving average is $91.03, while the 200-day moving average is $94.81.

Recent Earnings

Charles Schwab reported revenue of $24.80 billion, with a growth rate of 15.8%. The company achieved a net margin of 37.99% and a return on equity of 19.08%. Earnings per share were $5.03. The next earnings report is scheduled for April 16, 2026.

Dividend

Charles Schwab pays an annual dividend of $1.28, providing a yield of 1.41%. The dividend payout ratio stands at 22.47%.

Insider Buying and Selling at The Charles Schwab Corporation

Recent insider activity includes President & CEO Richard Wurster purchasing 21,959 shares at an average price of $84.23 on May 28, 2026. CFO Michael Verdeschi sold 6,519 shares at $87.42 on June 3, 2026. Other insiders, including Charles Ruffel and John Adams Jr., made acquisitions on May 26, 2026.

Analysts Set New Price Targets

Analysts have maintained their positive outlook on Charles Schwab. On May 15, 2026, Raymond James, TD Cowen, and Barclays all reaffirmed their buy ratings with price targets of $137, $109, and $127, respectively. The consensus among 19 analysts is a buy rating, with a mean price target of $116.05.

About The Charles Schwab Corporation

The Charles Schwab Corporation, headquartered in Westlake, Texas, operates as a savings and loan holding company. It offers a wide range of financial services, including wealth management, securities brokerage, banking, asset management, and financial advisory services. The company serves both individual investors and financial advisors through its Investor Services and Advisor Services segments. Charles Schwab employs approximately 33,500 people and is led by CEO Richard Wurster.

Bottom Line

Vaughan Nelson's new position in Charles Schwab is a notable addition, reflecting confidence in the company's future prospects. As a leading player in the financial services sector, Charles Schwab continues to attract institutional interest. The company's solid financial performance, combined with favorable analyst ratings, suggests it remains a key stock to watch. Remember, 13F filings are backward-looking and may not reflect current positions.