Winslow Asset Management Inc. Cuts Position in The Charles Schwab Corporation $SCHW

Winslow Asset Management Inc. cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 154,132 shares of the financial services provider’s stock after selling 6,006 shares during the quarter. Charles Schwab makes up about 2.8% of Winslow Asset Management Inc.’s portfolio, making the stock its 10th largest position. Winslow Asset Management Inc.’s holdings in Charles Schwab were worth $14,715,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of SCHW. Rockland Trust Co. lifted its stake in shares of Charles Schwab by 8.9% in the third quarter. Rockland Trust Co. now owns 263,231 shares of the financial services provider’s stock valued at $25,131,000 after buying an additional 21,611 shares in the last quarter. First National Trust Co lifted its position in Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares in the last quarter. Wealthfront Advisers LLC lifted its position in Charles Schwab by 9.5% in the 3rd quarter. Wealthfront Advisers LLC now owns 184,221 shares of the financial services provider’s stock valued at $17,588,000 after acquiring an additional 15,973 shares in the last quarter. Navellier & Associates Inc. boosted its stake in Charles Schwab by 39.7% during the 3rd quarter. Navellier & Associates Inc. now owns 10,755 shares of the financial services provider’s stock valued at $1,027,000 after purchasing an additional 3,055 shares during the last quarter. Finally, Johnson Investment Counsel Inc. increased its holdings in Charles Schwab by 1.3% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 39,169 shares of the financial services provider’s stock worth $3,739,000 after purchasing an additional 494 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the business’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider directly owned 11,923 shares in the company, valued at $1,168,454. The trade was a 20.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Chairman Walter W. Bettinger sold 162,462 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at $54,999,049.40. This represents a 23.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 272,077 shares of company stock valued at $28,285,973. Company insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $107.15 on Tuesday. The company has a market capitalization of $190.40 billion, a P/E ratio of 22.99, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The company’s 50-day moving average is $100.55 and its 200 day moving average is $96.71. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.27.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS 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 analyst estimates of $6.19 billion. During the same quarter in the previous year, the firm posted $1.01 earnings per share. The company’s revenue for the quarter 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 forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be paid 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 annualized dividend and a yield of 1.2%. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on SCHW. Barclays raised their target price on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a report on Monday, January 26th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 price objective on shares of Charles Schwab in a research note on Thursday, January 22nd. UBS Group upped their target price 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. JMP Securities reissued a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a research report on Friday, October 17th. Finally, Morgan Stanley boosted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently 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.