Smartleaf Asset Management LLC Raises Stock Holdings in The Charles Schwab Corporation $SCHW

Smartleaf Asset Management LLC raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 39.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,006 shares of the financial services provider’s stock after buying an additional 5,414 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Charles Schwab were worth $1,842,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Princeton Global Asset Management LLC bought a new position in Charles Schwab in the 2nd quarter worth about $25,000. West Branch Capital LLC purchased a new position in Charles Schwab in the third quarter worth about $27,000. Hoese & Co LLP lifted its stake in shares of Charles Schwab by 131.6% in the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after buying an additional 200 shares in the last quarter. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Charles Schwab during the second quarter valued at approximately $32,000. Finally, Evelyn Partners Asset Management Ltd bought a new stake in shares of Charles Schwab during the second quarter valued at approximately $33,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Stock Performance

SCHW opened at $105.15 on Monday. The company’s 50 day moving average is $100.26 and its 200 day moving average is $96.64. 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 company has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a PEG ratio of 0.85 and a beta of 0.94. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the firm earned $1.01 earnings per share. The company’s quarterly 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. On average, equities research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a $0.32 dividend. 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 yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Insiders Place Their Bets

In related news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the sale, the insider directly owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. This represents a 8.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 272,077 shares of company stock worth $28,285,973 over the last quarter. 6.30% of the stock is currently owned by corporate 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.

Analyst Ratings Changes

Several analysts have commented on the company. Morgan Stanley increased their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. UBS Group increased their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. JMP Securities reiterated a “market outperform” rating and issued a $110.00 price objective on shares of Charles Schwab in a report on Friday, October 17th. Citizens Jmp upped their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.65.

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.