Midwest Trust Co Cuts Stock Holdings in The Charles Schwab Corporation $SCHW

Midwest Trust Co lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 2.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 265,157 shares of the financial services provider’s stock after selling 6,680 shares during the period. Midwest Trust Co’s holdings in Charles Schwab were worth $25,315,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Princeton Global Asset Management LLC bought a new stake in Charles Schwab during the 2nd quarter valued at $25,000. West Branch Capital LLC purchased a new stake in shares of Charles Schwab during the 3rd quarter worth $27,000. Hoese & Co LLP boosted its position in Charles Schwab by 131.6% during the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 200 shares in the last quarter. Mid American Wealth Advisory Group Inc. bought a new stake in Charles Schwab during the second quarter valued at about $32,000. Finally, Evelyn Partners Asset Management Ltd purchased a new position in Charles Schwab in the second quarter valued at about $33,000. 84.38% of the stock is currently owned by institutional investors.

Key Stories Impacting 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

Analyst Ratings Changes

SCHW has been the subject of several analyst reports. TD Cowen increased their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 price target on shares of Charles Schwab in a report on Monday, January 5th. Keefe, Bruyette & Woods upped their price target on Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Finally, Piper Sandler increased their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $115.65.

Insider Buying and Selling

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

Charles Schwab Price Performance

NYSE SCHW opened at $107.15 on Tuesday. The company has a market cap of $190.40 billion, a price-to-earnings ratio of 22.99, a PEG ratio of 0.85 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The stock’s fifty day moving average price is $100.55 and its 200 day moving average price is $96.71. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.27.

Charles Schwab (NYSE:SCHW) last issued 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 company 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 22.07% and a net margin of 37.01%.The firm’s revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, 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 announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be given a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, February 13th. Charles Schwab’s payout ratio is currently 23.18%.

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.