Carmel Capital Partners LLC Decreases Stock Position in The Charles Schwab Corporation $SCHW

Carmel Capital Partners LLC trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 21.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,302 shares of the financial services provider’s stock after selling 6,792 shares during the period. Charles Schwab makes up 1.0% of Carmel Capital Partners LLC’s portfolio, making the stock its 20th biggest position. Carmel Capital Partners LLC’s holdings in Charles Schwab were worth $2,320,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Federated Hermes Inc. lifted its stake in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after acquiring an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its holdings in Charles Schwab by 26.8% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after purchasing an additional 40,275 shares during the last quarter. Figure 8 Investment Strategies LLC acquired a new position in shares of Charles Schwab in the 2nd quarter valued at approximately $924,000. PFG Investments LLC boosted its stake in shares of Charles Schwab by 10.2% during the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after buying an additional 550 shares during the last quarter. Finally, W.H. Cornerstone Investments Inc. acquired a new stake in shares of Charles Schwab during the second quarter worth approximately $246,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

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

Charles Schwab Stock Performance

Shares of SCHW stock opened at $104.07 on Friday. The company has a market cap of $184.93 billion, a P/E ratio of 22.33, a PEG ratio of 0.69 and a beta of 0.94. The business has a 50 day moving average of $97.68 and a two-hundred day moving average of $95.81. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $105.81. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Citizens Jmp increased their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Raymond James Financial reaffirmed an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research report on Monday, January 5th. BMO Capital Markets started coverage on Charles Schwab in a report on Friday, October 3rd. They issued an “outperform” rating and a $110.00 price objective for the company. The Goldman Sachs Group restated a “buy” rating and set a $114.00 price objective on shares of Charles Schwab in a research note on Friday, October 17th. Finally, Bank of America lifted their target price on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $115.60.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab reported record full‑year and Q4 2025 results with revenue and net income up; management highlighted rising client activity and net new assets — a core reason sentiment is positive. Schwab Delivers Record 2025 Results as Asset Growth, Trading Activity, and Revenues Surge
• Positive Sentiment: Q4 EPS beat consensus ($1.39 vs ~$1.32) and quarterly revenue topped estimates, underscoring stronger trading revenue and net interest income. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.70–$5.80 (above Street consensus ~5.37) and gave higher revenue guidance — a major catalyst supporting the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Assets under custody/administration reached roughly $11.9T and trading volumes jumped ~31%, showing meaningful client engagement that drives fee, trading and interest income. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: TD Cowen boosted its price target to $138 and reiterated a Buy rating, providing additional analyst support for upside. Benzinga
• Positive Sentiment: Schwab plans to expand RIA lending capabilities — a strategic initiative that could grow fee and lending income over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Corporate philanthropy and outreach: Schwab funded the Aggie Financial Planning Clinic — positive PR but not material to near‑term earnings. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Neutral Sentiment: Management commentary and the CEO interview expand on strategic priorities; useful for long‑term investors but not a discrete earnings catalyst. Charles Schwab CEO on Q4 earnings
• Negative Sentiment: Some outlets noted net‑revenue nuances and higher operating expenses that dented parts of the results, creating headline risk and short‑term volatility. Schwab Net Revenue Misses Estimates
• Negative Sentiment: Several reports highlighted that rising expenses trimmed some of the earnings beat, which could temper margin optimism and lead to short‑term profit‑taking. Q4 Earnings Beat — Shares Down on Expenses

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.