Ascent Group LLC Boosts Holdings in The Charles Schwab Corporation $SCHW

Ascent Group LLC lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 125,027 shares of the financial services provider’s stock after purchasing an additional 7,014 shares during the period. Ascent Group LLC’s holdings in Charles Schwab were worth $12,491,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Piscataqua Savings Bank purchased a new stake in shares of Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC purchased a new stake in Charles Schwab during the 4th quarter worth approximately $28,000. West Branch Capital LLC purchased a new stake in Charles Schwab during the 3rd quarter worth approximately $27,000. Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab in the 4th quarter valued at approximately $29,000. Finally, Newbridge Financial Services Group Inc. boosted its stake in shares of Charles Schwab by 233.6% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock valued at $34,000 after buying an additional 250 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the completion of the sale, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. The trade was a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Nigel J. Murtagh sold 7,203 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the completion of the sale, the insider owned 57,972 shares of the company’s stock, valued at $5,484,730.92. This represents a 11.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 413,568 shares of company stock worth $42,435,038 over the last quarter. Insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on SCHW shares. Wolfe Research set a $120.00 price target on Charles Schwab in a research note on Monday, January 12th. UBS Group boosted their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Piper Sandler raised their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Finally, Weiss Ratings raised Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $115.84.

More Charles Schwab News

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

Charles Schwab Stock Up 0.2%

Shares of Charles Schwab stock opened at $93.95 on Friday. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The firm has a market capitalization of $163.29 billion, a PE ratio of 20.16, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock’s fifty day moving average is $96.46 and its 200-day moving average is $96.28.

Charles Schwab (NYSE:SCHW) last posted 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 net margin of 37.01% and a return on equity of 21.97%. The firm had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business posted $1.01 EPS. The company’s 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. Equities analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is presently 27.47%.

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.