Canada Post Corp Registered Pension Plan Trims Position in The Charles Schwab Corporation $SCHW

Canada Post Corp Registered Pension Plan cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 6.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 249,459 shares of the financial services provider’s stock after selling 17,360 shares during the period. Charles Schwab accounts for approximately 1.1% of Canada Post Corp Registered Pension Plan’s portfolio, making the stock its 16th largest holding. Canada Post Corp Registered Pension Plan’s holdings in Charles Schwab were worth $24,170,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the period. Belpointe Asset Management LLC increased its holdings in shares of Charles Schwab by 7.4% in the second quarter. Belpointe Asset Management LLC now owns 6,142 shares of the financial services provider’s stock worth $560,000 after purchasing an additional 421 shares during the period. Venturi Wealth Management LLC purchased a new stake in shares of Charles Schwab in the second quarter worth $245,000. Finally, Ignite Planners LLC bought a new stake in Charles Schwab during the second quarter valued at $218,000. 84.38% of the stock is currently owned by institutional investors.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the insider owned 21,768 shares in the company, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman Walter W. Bettinger sold 94,948 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $104.25, for a total transaction of $9,898,329.00. Following the completion of the transaction, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. This represents a 15.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 272,077 shares of company stock worth $28,285,973 in the last ninety days. 6.30% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. The Goldman Sachs Group restated a “buy” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Friday, October 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. UBS Group boosted their price target on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, JMP Securities restated a “market outperform” rating and set a $110.00 price objective on shares of Charles Schwab in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average target price of $115.65.

Charles Schwab Trading Up 3.1%

Shares of SCHW opened at $105.15 on Friday. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The firm has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a PEG ratio of 0.82 and a beta of 0.94. The firm has a 50 day moving average price of $100.26 and a 200-day moving average price of $96.62. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58.

Charles Schwab (NYSE:SCHW) last issued its earnings results 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. The company had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm’s revenue was up 18.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

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

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.