Dakota Wealth Management Has $3.50 Million Stock Position in The Charles Schwab Corporation $SCHW

Dakota Wealth Management lowered its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 27.2% in the third quarter, HoldingsChannel reports. The fund owned 36,653 shares of the financial services provider’s stock after selling 13,710 shares during the period. Dakota Wealth Management’s holdings in Charles Schwab were worth $3,499,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in SCHW. West Branch Capital LLC bought a new stake in Charles Schwab during the 3rd quarter worth about $27,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $33,000. Howard Hughes Medical Institute acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $34,000. Redmont Wealth Advisors LLC bought a new stake in shares of Charles Schwab during the third quarter worth approximately $34,000. Finally, FSA Wealth Management LLC acquired a new position in Charles Schwab in the second quarter valued at approximately $36,000. Institutional investors own 84.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on SCHW shares. Barclays upped their target price on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Piper Sandler increased their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, TD Cowen increased their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Activity at Charles Schwab

In related news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. This trade represents a 8.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 348,344 shares of company stock valued at $36,259,555. 6.30% of the stock is owned by insiders.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Analysts/market pieces argue Schwab’s core business (asset management fees, client cash interest) is largely insulated from niche AI tax tools; notes of strong 2025 revenue, solid guidance for 2026, expanding margins and technical support helped calm sellers.
• Positive Sentiment: Positive product narrative: coverage recommending Schwab ETFs as buyable, reinforcing demand for Schwab’s low-cost ETF platform and supporting fee-based growth. The 3 Schwab ETFs to Buy Before March
• Neutral Sentiment: Sector analysis from Fitch/industry pieces argue recent AI-driven selloffs may be overblown — the disruption thesis is real but near-term displacement risk is uncertain, supporting a buy-the-dip view for large, diversified wealth managers like Schwab. What AI stock selloffs may get wrong in wealth management
• Neutral Sentiment: Macro comment: Schwab’s Liz Ann Sonders highlighted ongoing tariff uncertainty — a reminder of macro risks that can affect markets broadly but not Schwab-specific revenue drivers. Tariff uncertainty is still ‘very much ahead of us,’ says Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Tax policy update: coverage noting U.S. tax-law changes could reduce some tax liabilities for clients this filing season — marginally relevant to brokerage activity and advisor workloads. The Taxman Still Cometh, But May Take Away Less
• Negative Sentiment: Compliance/reputational risk: reporting shows Schwab processed substantial transfers tied to Jeffrey Epstein before his 2019 arrest; the firm says it later flagged and closed accounts and conducted internal reviews — investors view this as a reputational and regulatory overhang. Charles Schwab’s Epstein Disclosures Put Compliance And Investor Trust In Focus
• Negative Sentiment: AI-triggered sector selloff: small fintechs rolling out AI tax tools (e.g., Altruist’s Hazel) sparked broad, short-term selling across wealth managers — Schwab was caught in the crossfire despite limited direct exposure to tax-processing features. Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

Charles Schwab Trading Up 0.6%

NYSE SCHW opened at $93.27 on Wednesday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50. 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 firm has a market cap of $165.74 billion, a P/E ratio of 20.02, a P/E/G ratio of 0.75 and a beta of 0.94. The stock’s 50-day moving average is $100.46 and its 200-day moving average is $96.51.

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

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a dividend of $0.32 per share. The ex-dividend date is Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

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.