The Charles Schwab Corporation $SCHW Shares Purchased by AE Wealth Management LLC

AE Wealth Management LLC boosted its position in The Charles Schwab Corporation (NYSE:SCHW) by 131.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 99,832 shares of the financial services provider’s stock after acquiring an additional 56,609 shares during the period. AE Wealth Management LLC’s holdings in Charles Schwab were worth $9,531,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. ZWJ Investment Counsel Inc. increased its stake in Charles Schwab by 4.6% in the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC grew its holdings 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 buying an additional 107 shares during the period. Nicolet Bankshares Inc. grew its holdings in Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after buying an additional 107 shares during the period. First PREMIER Bank increased its stake in shares of Charles Schwab by 23.8% during the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 107 shares during the last quarter. Finally, Harfst & Associates Inc. lifted its holdings in shares of Charles Schwab by 0.3% during the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock worth $3,220,000 after acquiring an additional 107 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the sale, the insider owned 21,768 shares in the company, valued at $2,285,640. This trade represents a 8.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 7,072 shares of company stock valued at $715,076 over the last three months. 6.30% of the stock is owned by company insiders.

Charles Schwab Stock Up 0.5%

Shares of NYSE SCHW opened at $103.96 on Friday. The stock has a fifty day moving average price of $99.03 and a 200 day moving average price of $96.26. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81. The company has a market cap of $184.73 billion, a P/E ratio of 22.31, a P/E/G ratio of 0.84 and a beta of 0.94.

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

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.32 dividend. The ex-dividend date is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Analysts Set New Price Targets

Several equities analysts recently commented on SCHW shares. Piper Sandler upped their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Barclays boosted their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research note on Monday. JMP Securities reaffirmed a “market outperform” rating and issued a $110.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. UBS Group boosted their price target on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, Morgan Stanley upped their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average price target of $115.65.

Key Charles Schwab News

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

• Positive Sentiment: Board approved a 19% increase in the quarterly common dividend to $0.32 per share (annualized yield ~1.2%); ex-dividend date and payout schedule were announced — signals strong free cash flow and management confidence in capital returns. Schwab Declares 19% Increase in Quarterly Common Stock Dividend
• Positive Sentiment: Market reaction: analysts and coverage noted the dividend boost and Schwab’s strong 2025 results, and the stock rallied on the news — suggests investors view the payout increase and recent earnings/guidance as supportive of valuation. Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19%
• Positive Sentiment: Executive/organizational changes: Schwab is consolidating wealth, banking and technology operations — the CIO will lead a new tech & operations unit and Neesha Hathi was tapped to run combined wealth and banking operations. These moves target integration, cross-selling and operating leverage. Charles Schwab taps CIO to lead new tech, operations unit Schwab Taps Neesha Hathi for New Role
• Neutral Sentiment: Leadership transition at Charles Schwab Bank: long-time bank CEO Paul Woolway is retiring and a successor was named — manageable succession but worth watching for any near-term execution risks at the bank. Charles Schwab Bank CEO Paul Woolway to Retire
• Neutral Sentiment: Macro/flow note: reporting on IRS timing of tax refunds is in the news — larger or earlier-than-expected refunds can affect retail deposit and brokerage flows seasonally, but the impact on Schwab is indirect and uncertain. Here’s when you’ll get your tax refund from the IRS

Charles Schwab 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.