Bellwether Advisors LLC Has $1.34 Million Position in The Charles Schwab Corporation $SCHW

Bellwether Advisors LLC lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 491.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 13,983 shares of the financial services provider’s stock after purchasing an additional 11,620 shares during the quarter. Bellwether Advisors LLC’s holdings in Charles Schwab were worth $1,335,000 as of its most recent SEC filing.

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

Insider Buying and Selling at Charles Schwab

In other news, insider Dennis Howard sold 27,903 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the sale, the director owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 398,257 shares of company stock worth $41,001,365 in the last three months. 6.30% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on SCHW shares. Raymond James Financial reiterated an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Truist Financial lifted their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. UBS Group raised their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, Barclays boosted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, adding a private-markets platform that gives clients access to pre-IPO shares and alternatives — a strategic move to broaden product offering and client wallet share. Charles Schwab Acquisition Of Forge Global Expands Private Market Story
• Positive Sentiment: Multiple releases confirm the Forge deal is closed and integrated messaging is beginning; this positions Schwab to cross-sell alternatives to retail and RIA clients, which could support fee revenue and client retention long term. Charles Schwab Completes Acquisition of Forge Global
• Positive Sentiment: Analyst optimism: Truist raised its price target on SCHW (to $122) and highlighted stronger net interest income expectations, supporting a bullish view on earnings power as rates and deposit mix evolve. The Charles Schwab Corporation (SCHW) Projects Strong Net Interest Income Growth
• Neutral Sentiment: Local and real-estate moves: Schwab’s regional expansion in South Florida and a new San Francisco office (post-HQ move to Westlake) signal continued branch/market growth and talent footprint adjustment — strategic but not immediately earnings-accretive. Charles Schwab’s local leader talks South Florida expansion
• Neutral Sentiment: Industry benchmarking coverage summarizes Q4 results for investment banking & brokerage peers, placing Schwab’s quarter in context — useful for relative valuation but not a direct new catalyst. Investment Banking & Brokerage Stocks Q4 Results: Benchmarking Charles Schwab (NYSE:SCHW)
• Neutral Sentiment: Mention in dividend/growth stock lists and other outlets highlights SCHW as a dividend/growth candidate — supportive long-term narrative but not an immediate price driver. Top 15 High-Growth Dividend Stocks For March 2026

Charles Schwab Stock Down 0.3%

Charles Schwab stock opened at $95.16 on Wednesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The company’s 50-day moving average is $100.13 and its 200-day moving average is $96.46. The firm has a market capitalization of $166.74 billion, a PE ratio of 20.42, a P/E/G ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly 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 business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is presently 27.47%.

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.