Stratos Wealth Partners LTD. Grows Position in The Charles Schwab Corporation $SCHW

Stratos Wealth Partners LTD. grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 14.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,719 shares of the financial services provider’s stock after acquiring an additional 6,845 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Charles Schwab were worth $5,467,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of SCHW. Piscataqua Savings Bank purchased a new stake in Charles Schwab during the fourth quarter valued at $26,000. GoalVest Advisory LLC purchased a new position in shares of Charles Schwab in the 4th quarter worth $28,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab in the 3rd quarter worth about $27,000. Beacon Financial Strategies CORP purchased a new stake in shares of Charles Schwab during the 4th quarter valued at about $29,000. Finally, Newbridge Financial Services Group Inc. raised its position in shares of Charles Schwab by 233.6% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock valued at $34,000 after buying an additional 250 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Charles Schwab Price Performance

SCHW opened at $93.95 on Monday. The business has a fifty day moving average of $96.46 and a 200 day moving average of $96.31. The stock has a market cap of $163.29 billion, a P/E ratio of 20.16, a PEG ratio of 0.78 and a beta of 0.90. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-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 the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter last year, the firm posted $1.01 EPS. The firm’s revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts anticipate 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 was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid 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 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is presently 27.47%.

Insider Transactions at Charles Schwab

In other news, insider Nigel J. Murtagh sold 7,203 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the transaction, the insider owned 57,972 shares in the company, valued at approximately $5,484,730.92. This trade represents a 11.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible 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 shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 413,568 shares of company stock valued at $42,435,038 in the last ninety days. Corporate insiders own 6.30% of the company’s stock.

Analyst Ratings Changes

SCHW has been the subject of several recent research reports. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. UBS Group raised their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Finally, Truist Financial decreased their price target on Charles Schwab from $122.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $115.84.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

About Charles Schwab

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.