Caledonia Investments PLC Boosts Stock Holdings in The Charles Schwab Corporation $SCHW

Caledonia Investments PLC lifted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 22.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 611,000 shares of the financial services provider’s stock after acquiring an additional 110,000 shares during the quarter. Charles Schwab comprises approximately 5.7% of Caledonia Investments PLC’s holdings, making the stock its 7th largest position. Caledonia Investments PLC’s holdings in Charles Schwab were worth $58,302,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after buying an additional 2,786,829 shares during the period. State Street Corp grew its stake in shares of Charles Schwab by 0.7% in the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after acquiring an additional 531,329 shares during the last quarter. Geode Capital Management LLC increased its position in Charles Schwab by 2.9% during the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock worth $3,399,181,000 after acquiring an additional 1,038,376 shares during the period. Franklin Resources Inc. raised its stake in Charles Schwab by 2.8% during the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock valued at $2,740,479,000 after purchasing an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its holdings in Charles Schwab by 1.0% in the 2nd quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock valued at $1,950,409,000 after purchasing an additional 211,527 shares during the period. 84.38% of the stock is owned by institutional investors.

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 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 completion of the sale, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman Walter W. Bettinger sold 94,948 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $104.25, for a total value of $9,898,329.00. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. This trade represents a 15.21% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 272,077 shares of company stock worth $28,285,973 in the last quarter. 6.30% of the stock is owned by company insiders.

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.

Charles Schwab Trading Up 3.1%

SCHW opened at $105.15 on Monday. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $105.81. The stock has a market capitalization of $186.85 billion, a PE ratio of 22.56, a PEG ratio of 0.85 and a beta of 0.94. 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 firm has a 50-day moving average price of $100.26 and a two-hundred day moving average price of $96.64.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results 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 for 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%.The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.32 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab’s payout ratio is 23.18%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on SCHW. TD Cowen lifted their target price on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Citizens Jmp lifted their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. Keefe, Bruyette & Woods increased their price objective on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

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.