Csenge Advisory Group Has $1.88 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Csenge Advisory Group lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 164.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 19,639 shares of the financial services provider’s stock after purchasing an additional 12,220 shares during the quarter. Csenge Advisory Group’s holdings in Charles Schwab were worth $1,875,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. ZWJ Investment Counsel Inc. grew its stake in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after buying an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC raised its position in Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after purchasing an additional 107 shares during the last quarter. Nicolet Bankshares Inc. boosted its stake in Charles Schwab by 0.8% in the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after purchasing an additional 107 shares in the last quarter. First PREMIER Bank grew its holdings in shares of Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 107 shares during the last quarter. Finally, Harfst & Associates Inc. increased its stake in shares of Charles Schwab by 0.3% in the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after buying an additional 107 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

Key Charles Schwab News

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

• Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
• Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
• Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
• Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total transaction of $301,056.00. Following the transaction, the insider owned 11,923 shares in the company, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on SCHW shares. Citizens Jmp upped their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. UBS Group boosted their target price on shares of Charles Schwab from $119.00 to $123.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Barclays increased their price target on shares of Charles Schwab from $111.00 to $120.00 and gave the company an “overweight” rating in a research note on Thursday, January 8th. Morgan Stanley boosted their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, JPMorgan Chase & Co. increased their price objective on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research report on Monday, October 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.45.

Charles Schwab Trading Up 1.0%

Shares of NYSE SCHW opened at $103.83 on Friday. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $104.98. The firm has a market capitalization of $184.50 billion, a P/E ratio of 24.32, a P/E/G ratio of 0.71 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The company’s 50 day simple moving average is $97.15 and its 200 day simple moving average is $95.52.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.06. The firm had revenue of $6.38 billion during the quarter, compared to analyst estimates of $5.93 billion. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. The business’s quarterly revenue was up 26.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.71 EPS. On average, analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, November 14th. Charles Schwab’s dividend payout ratio is currently 25.29%.

Charles Schwab Company Profile

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.