Caprock Group LLC Acquires Shares of 51,937 The Charles Schwab Corporation $SCHW

Caprock Group LLC acquired a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 51,937 shares of the financial services provider’s stock, valued at approximately $4,978,000.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the last quarter. Concurrent Investment Advisors LLC grew its stake in shares of Charles Schwab by 18.1% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 18,168 shares of the financial services provider’s stock valued at $1,658,000 after buying an additional 2,780 shares in the last quarter. Vest Financial LLC increased its holdings in Charles Schwab by 42.2% in the second quarter. Vest Financial LLC now owns 21,112 shares of the financial services provider’s stock worth $1,926,000 after buying an additional 6,267 shares during the last quarter. Finally, Cornerstone Wealth Group LLC grew its position in Charles Schwab by 22.4% in the second quarter. Cornerstone Wealth Group LLC now owns 3,297 shares of the financial services provider’s stock worth $301,000 after acquiring an additional 604 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on SCHW shares. JPMorgan Chase & Co. raised their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Citizens Jmp upped their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. Morgan Stanley raised their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and an average target price of $115.65.

Insider Buying and Selling

In related news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the insider owned 21,768 shares of the company’s stock, valued at $2,285,640. The trade was a 8.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the sale, the director owned 449,406 shares in the company, valued at $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 348,344 shares of company stock worth $36,259,555 over the last 90 days. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

SCHW opened at $95.54 on Thursday. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock’s 50 day simple moving average is $100.73 and its 200-day simple moving average is $96.72. The stock has a market cap of $169.76 billion, a PE ratio of 20.50, a P/E/G ratio of 0.80 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating 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 net margin of 37.01% and a return on equity of 22.07%. The business’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 23.18%.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab posted an earnings beat, revenue growth and set FY‑2026 EPS guidance, underscoring continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: The firm announced a higher quarterly dividend (raising the payout), which supports income investors and signals management confidence in cash flow. MarketBeat: Dividend News
• Positive Sentiment: Recent investor optimism and momentum pushed SCHW to fresh highs earlier this week, showing demand that could help stabilize the stock if AI fears subside. Yahoo: Investors’ Optimism
• Neutral Sentiment: CEO Rick Wurster is publicly downplaying AI risk and describing current uses of AI at Schwab, which may reassure some investors but hasn’t yet reversed the market reaction. MSN: CEO on AI
• Neutral Sentiment: Wurster reiterated that AI will augment, not replace, wealth managers in a Bloomberg interview — helpful context but short‑term market reaction remains driven by competitive headlines. Bloomberg Interview
• Negative Sentiment: The immediate catalyst for today’s decline: a new AI product from fintech firms (cited across outlets) sparked fears of fee compression and client flows away from traditional wealth managers, triggering a sectorwide sell‑off that hit Schwab. FT: Brokerage shares slide
• Negative Sentiment: High‑profile insider sales (Chairman Walter Bettinger and Director Christopher Dodds sold large blocks at ~$104) are being highlighted in the press and can amplify negative sentiment even if buys/sells follow personal liquidity plans. SEC Form 4 (Bettinger)
• Negative Sentiment: A former Schwab employee was found guilty of fraud and identity theft — a reputational/operational item to monitor, though it appears isolated and unlikely to drive long‑term fundamentals. Yahoo: Ex‑employee guilty

Charles Schwab 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.