Rockland Trust Co. Has $25.13 Million Stock Position in The Charles Schwab Corporation $SCHW

Posted by Defense World Staff on Feb 10th, 2026

Rockland Trust Co. grew its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 8.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 263,231 shares of the financial services provider’s stock after purchasing an additional 21,611 shares during the period. Rockland Trust Co.’s holdings in Charles Schwab were worth $25,131,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. ZWJ Investment Counsel Inc. increased its stake in Charles Schwab by 4.6% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after buying an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC grew its holdings in shares of Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after acquiring an additional 107 shares in the last quarter. Nicolet Bankshares Inc. grew its holdings in shares of Charles Schwab by 0.8% in the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after acquiring an additional 107 shares in the last quarter. First PREMIER Bank increased its position in shares of Charles Schwab by 23.8% in the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 107 shares during the last quarter. Finally, Harfst & Associates Inc. raised its holdings in Charles Schwab by 0.3% during the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock worth $3,220,000 after acquiring an additional 107 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 162,462 shares of the stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the transaction, the chairman owned 529,346 shares in the company, valued at $54,999,049.40. This trade represents a 23.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 272,077 shares of company stock worth $28,285,973. Company insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 2.0%

SCHW stock opened at $107.15 on Tuesday. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.27. The stock has a market cap of $190.40 billion, a price-to-earnings ratio of 22.99, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The company has a fifty day moving average price of $100.55 and a two-hundred day moving average price of $96.71. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW – Get Free Report) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The company had revenue of $6.34 billion during 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%. Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter last year, the company posted $1.01 EPS. 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 EPS for the current year.

Charles Schwab Increases Dividend

The company 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 dividend of $0.32 per share. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio is presently 23.18%.

Charles Schwab News Summary

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

Positive Sentiment: Analyst bullish case — Zacks highlights three reasons Schwab can continue to outgrow the market (above‑average financial growth, margin/ROE strength, business mix). This supports upside expectations. Looking for a Growth Stock? 3 Reasons Why Charles Schwab (SCHW) is a Solid Choice
Positive Sentiment: Dividend/analyst support — Coverage notes Schwab among financials with potential dividend boosts and higher analyst price targets, which can attract income and institutional flows. Analysts See Upside in These 3 Dividend-Boosting Financial Giants (SCHW)
Positive Sentiment: Street rating — Brokerages collectively assign a “Moderate Buy” consensus to SCHW, reinforcing demand from discretionary and model‑portfolio allocations. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Brokerages
Positive Sentiment: All‑time high print — Market coverage notes SCHW reached a new record, a technical positive that can trigger momentum/crossover buying and lift investor psychology. Charles Schwab stock hits all-time high at 105.82 USD
Positive Sentiment: Retail demand — Schwab strategist/commentary shows retail investors are buying dips in large tech and brokers; that behavior supports client activity and AUM/transaction volumes. Retail investors are buying the dip in Microsoft, Netflix, Tesla: Charles Schwab’s Mazzola
Neutral Sentiment: Industry halo — Indian broker Upstox cites a “Schwab‑style” playbook as it diversifies and targets profitability; positive for Schwab’s brand, but indirect to SCHW stock fundamentals. Upstox eyes Charles Schwab-style playbook as cofounder Ravi Kumar drives diversification, profitability
Neutral Sentiment: Student‑loan coverage — An AP piece on student loan changes notes the Charles Schwab Foundation supports financial‑literacy reporting. The policy story affects consumer finances broadly; Schwab’s direct exposure is limited. What to know about student loan repayment plans and collections
Negative Sentiment: Insider sale — Schwab’s chairman disclosed a sale of about $9.9M in shares this week; sizable insider selling can weigh on sentiment even if part of planned diversification. Monitor filings for follow‑up. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $9,898,329.00 in Stock

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the company. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Truist Financial boosted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Bank of America increased their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods lifted their price objective on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. One equities research 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $115.65.

Check Out Our Latest Research Report on Charles Schwab

Charles Schwab Company Profile

(Free Report)

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.