The Charles Schwab Corporation $SCHW is Goodman Financial Corp’s 7th Largest Position

Goodman Financial Corp reduced its stake in The Charles Schwab Corporation (NYSE:SCHW) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 194,440 shares of the financial services provider’s stock after selling 7,940 shares during the period. Charles Schwab makes up approximately 3.6% of Goodman Financial Corp’s portfolio, making the stock its 7th biggest position. Goodman Financial Corp’s holdings in Charles Schwab were worth $18,563,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently bought and sold shares of the stock. West Branch Capital LLC purchased a new position in shares of Charles Schwab during the 3rd quarter worth approximately $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of Charles Schwab during the third quarter worth $34,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab in the second quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Charles Schwab in the 2nd quarter valued at $34,000. Finally, Steph & Co. lifted its stake in Charles Schwab by 74.7% during the 3rd quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock worth $37,000 after acquiring an additional 165 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Up 0.1%

Charles Schwab stock opened at $93.97 on Monday. The company has a market capitalization of $166.98 billion, a P/E ratio of 20.17, a PEG ratio of 0.76 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The stock has a 50-day simple moving average of $100.57 and a 200-day simple moving average of $96.56.

Charles Schwab (NYSE:SCHW) last released 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. The company had revenue of $6.34 billion for the quarter, compared to analyst estimates 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 company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 27.47%.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on SCHW shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Truist Financial upped their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. TD Cowen upped their price target on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Finally, Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Zacks highlights Schwab as a top-ranked value stock, reinforcing buy-the-dip narratives and valuation-based interest from value investors. The Charles Schwab Corporation (SCHW) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: PowerX Optimizer released an update that includes a Charles Schwab integration — a distribution/partner signal that can help drive client acquisition and platform stickiness. PowerX Optimizer Releases Version 3.7.0 Featuring WealthOS Goals Financial Freedom Tool and Charles Schwab Integration
• Positive Sentiment: Local commercial real estate news shows Schwab filling office space (South End lease), a sign of stable corporate operations and footprint expansion. South End tower nears full occupancy as investment giant inks big lease
• Neutral Sentiment: Brokerage roundups and “best apps” lists include Schwab in comparisons for beginners — positive for brand and customer inflows but not an immediate catalyst. What’s the Best Brokerage for Beginners Now? My Pick for February 2026 6 best investing and trading apps for beginners
• Neutral Sentiment: Charles Schwab strategists note inflation risks (Liz Ann Sonders), a macro comment investors monitor for potential margin and rate impacts. ‘Wouldn’t rule out’ inflation reigniting due to tariffs, labor costs – Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: AI-driven tax/planning tool Hazel triggered investor fears that robo/AI offerings could displace traditional advisors; wealth-management incumbents including Schwab have seen notable share weakness after that news. Week’s Best: This Is Hazel, the AI Tool That Rocked Markets
• Negative Sentiment: Multiple outlets report Charles Schwab wired ~$27.7M related to Jeffrey Epstein’s attempted property purchase days before his 2019 arrest — a reputational/legal headline that can pressure the stock while investors assess regulatory or litigation risk. How Schwab moved $27.7M in payments for Epstein days before his arrest
• Negative Sentiment: Zacks piece explaining the ~9–10% decline since the last earnings report summarizes sell-side rotation and investor concerns about growth vs. disruption — provides context for ongoing weakness. Why Is Charles Schwab (SCHW) Down 9.8% Since Last Earnings Report?

Insider Buying and Selling at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction dated 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 directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total value of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. This represents a 23.48% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 348,344 shares of company stock valued at $36,259,555. Company insiders own 6.30% of the company’s stock.

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.