The Charles Schwab Corporation $SCHW Position Trimmed by Boston Common Asset Management LLC

Boston Common Asset Management LLC decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 119,012 shares of the financial services provider’s stock after selling 9,012 shares during the quarter. Boston Common Asset Management LLC’s holdings in Charles Schwab were worth $11,362,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHW. Brighton Jones LLC boosted its position in shares of Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the period. Sivia Capital Partners LLC lifted its stake in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Charles Schwab by 18.8% in the second quarter. Farther Finance Advisors LLC now owns 16,952 shares of the financial services provider’s stock worth $1,547,000 after buying an additional 2,677 shares during the period. U.S. Capital Wealth Advisors LLC increased its position in shares of Charles Schwab by 6.2% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 11,742 shares of the financial services provider’s stock worth $1,071,000 after acquiring an additional 686 shares in the last quarter. Finally, Gries Financial LLC raised its holdings in shares of Charles Schwab by 48.8% during the second quarter. Gries Financial LLC now owns 3,964 shares of the financial services provider’s stock valued at $362,000 after acquiring an additional 1,300 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Charles Schwab in a research note on Wednesday, January 14th. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. JMP Securities reaffirmed a “market outperform” rating and set a $110.00 price objective on shares of Charles Schwab in a research report on Friday, October 17th. BMO Capital Markets started coverage on shares of Charles Schwab in a research report on Friday, October 3rd. They issued an “outperform” rating and a $110.00 target price for the company. Finally, Keefe, Bruyette & Woods boosted their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. One 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 assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.45.

Insider Transactions at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $102.01, for a total value of $204,020.00. Following the transaction, the insider directly owned 11,923 shares of the company’s stock, valued at $1,216,265.23. The trade was a 14.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 6.30% of the stock is owned by company insiders.

Charles Schwab News Summary

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

• Positive Sentiment: Q4 results: Schwab posted EPS of $1.39 and revenue of $6.34B (y/y revenue +18.9%), with record quarterly net income — results underpin earnings beat and support the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Client activity and scale: Schwab hit $11.9T in client assets and reported a ~31% jump in trading volumes, helping boost interest income and trading revenue. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: Business growth initiative: Schwab plans to expand lending capabilities to RIAs (advisors), a strategic growth lever that could deepen client relationships and increase fee/credit revenues over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Management color: CEO interviews and the winter business update elaborate on client engagement and strategy — useful for modeling longer-term revenue mix but no immediate financial surprises. Charles Schwab CEO on Q4 earnings
• Neutral Sentiment: Transcript & metrics: Conference call and winter update transcripts provide detail on NIR (net interest revenue), trading, and client flows — important for analysts but incremental to headline EPS. The Charles Schwab Corporation (SCHW) Discusses Business Growth, Client Engagement and Strategic Initiatives
• Negative Sentiment: Net revenue miss: Bloomberg flags that net revenue missed some analyst expectations despite a strong market year — investors concerned about sustainability of revenue beats. Schwab Net Revenue Misses Estimates Amid Strong Year for Markets
• Negative Sentiment: Rising expenses: Coverage notes higher operating costs that trimmed margins and led to intra-day share weakness for some investors — a risk to near-term profitability if costs persist. Schwab’s Q4 Earnings Beat Estimates on Trading & NIR, Shares Down

Charles Schwab Trading Up 0.8%

Charles Schwab stock opened at $101.84 on Thursday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $104.98. The company’s fifty day moving average price is $97.50 and its two-hundred day moving average price is $95.75. 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 has a market capitalization of $180.96 billion, a price-to-earnings ratio of 23.85, a PEG ratio of 0.69 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released 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 company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The firm’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

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.