The Charles Schwab Corporation $SCHW Shares Sold by Carmel Capital Partners LLC

Carmel Capital Partners LLC reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 21.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,302 shares of the financial services provider’s stock after selling 6,792 shares during the period. Charles Schwab accounts for about 1.0% of Carmel Capital Partners LLC’s holdings, making the stock its 20th biggest position. Carmel Capital Partners LLC’s holdings in Charles Schwab were worth $2,320,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the stock. Federated Hermes Inc. boosted its position in Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after acquiring an additional 173,577 shares during the last quarter. Vanguard Personalized Indexing Management LLC boosted its holdings in shares of Charles Schwab by 26.8% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after purchasing an additional 40,275 shares during the last quarter. Figure 8 Investment Strategies LLC acquired a new stake in shares of Charles Schwab during the second quarter worth $924,000. PFG Investments LLC grew its position in shares of Charles Schwab by 10.2% in the second quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after purchasing an additional 550 shares during the period. Finally, W.H. Cornerstone Investments Inc. acquired a new position in Charles Schwab in the second quarter valued at $246,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Trading Up 2.2%

Shares of SCHW stock opened at $104.07 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. The firm’s 50 day moving average price is $97.68 and its two-hundred day moving average price is $95.81. The stock has a market cap of $184.93 billion, a price-to-earnings ratio of 22.33, a price-to-earnings-growth ratio of 0.69 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates 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 quarter last year, the firm posted $1.01 EPS. The business’s revenue for the quarter 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. On average, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the sale, the insider owned 11,923 shares of the company’s stock, valued at $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab News Roundup

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

• Positive Sentiment: Schwab reported record full‑year and Q4 2025 results with revenue and net income up; management highlighted rising client activity and net new assets — a core reason sentiment is positive. Schwab Delivers Record 2025 Results as Asset Growth, Trading Activity, and Revenues Surge
• Positive Sentiment: Q4 EPS beat consensus ($1.39 vs ~$1.32) and quarterly revenue topped estimates, underscoring stronger trading revenue and net interest income. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.70–$5.80 (above Street consensus ~5.37) and gave higher revenue guidance — a major catalyst supporting the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Assets under custody/administration reached roughly $11.9T and trading volumes jumped ~31%, showing meaningful client engagement that drives fee, trading and interest income. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: TD Cowen boosted its price target to $138 and reiterated a Buy rating, providing additional analyst support for upside. Benzinga
• Positive Sentiment: Schwab plans to expand RIA lending capabilities — a strategic initiative that could grow fee and lending income over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Corporate philanthropy and outreach: Schwab funded the Aggie Financial Planning Clinic — positive PR but not material to near‑term earnings. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Neutral Sentiment: Management commentary and the CEO interview expand on strategic priorities; useful for long‑term investors but not a discrete earnings catalyst. Charles Schwab CEO on Q4 earnings
• Negative Sentiment: Some outlets noted net‑revenue nuances and higher operating expenses that dented parts of the results, creating headline risk and short‑term volatility. Schwab Net Revenue Misses Estimates
• Negative Sentiment: Several reports highlighted that rising expenses trimmed some of the earnings beat, which could temper margin optimism and lead to short‑term profit‑taking. Q4 Earnings Beat — Shares Down on Expenses

Wall Street Analyst Weigh In

Several research firms recently weighed in on SCHW. JMP Securities reiterated a “market outperform” rating and set a $110.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. JPMorgan Chase & Co. raised their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research report on Monday, October 20th. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday. Keefe, Bruyette & Woods increased their price target on shares of Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Finally, Barclays lifted their price target on shares of Charles Schwab from $120.00 to $125.00 and gave the company an “overweight” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.60.

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.