Clearstead Advisors LLC Grows Stock Position in The Charles Schwab Corporation $SCHW

Clearstead Advisors LLC lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 2.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 241,123 shares of the financial services provider’s stock after acquiring an additional 6,460 shares during the period. Clearstead Advisors LLC’s holdings in Charles Schwab were worth $23,020,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Charles Schwab by 0.3% during the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after buying an additional 403,133 shares in the last quarter. State Street Corp boosted its position in Charles Schwab by 0.7% during the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after acquiring an additional 531,329 shares during the last quarter. Geode Capital Management LLC grew its stake in Charles Schwab by 2.9% during the 2nd quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock valued at $3,399,181,000 after acquiring an additional 1,038,376 shares in the last quarter. Franklin Resources Inc. raised its holdings in Charles Schwab by 2.8% in the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock valued at $2,740,479,000 after acquiring an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its stake in Charles Schwab by 1.0% in the 2nd quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock worth $1,950,409,000 after purchasing an additional 211,527 shares in the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The SEC filing for this sale provides additional information. Insiders have sold 348,344 shares of company stock valued at $36,259,555 over the last three months. 6.30% of the stock is currently owned by company insiders.

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?

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. TD Cowen upped their price target on 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 restated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Truist Financial lifted their price target on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. 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. Finally, Citizens Jmp raised their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Charles Schwab Stock Up 0.1%

Shares of NYSE:SCHW opened at $93.97 on Monday. The company has a market capitalization of $166.98 billion, a price-to-earnings ratio of 20.17, a PEG ratio of 0.76 and a beta of 0.94. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The business has a 50-day moving average price of $100.57 and a 200 day moving average price of $96.56. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share 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 22.07%. The company had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $1.01 earnings per share. Charles Schwab’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. Sell-side analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

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

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.