Ascent Group LLC Grows Position in The Charles Schwab Corporation $SCHW

Ascent Group LLC boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 5.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 125,027 shares of the financial services provider’s stock after acquiring an additional 7,014 shares during the period. Ascent Group LLC’s holdings in Charles Schwab were worth $12,491,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of SCHW. Piscataqua Savings Bank acquired a new position in Charles Schwab in the fourth quarter valued at $26,000. West Branch Capital LLC acquired a new stake in shares of Charles Schwab during the third quarter worth about $27,000. GoalVest Advisory LLC acquired a new stake in shares of Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP purchased a new stake in shares of Charles Schwab in the 4th quarter valued at about $29,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Charles Schwab in the 2nd quarter valued at about $34,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, insider Paul V. Woolway sold 6,126 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the transaction, the insider owned 29,866 shares of the company’s stock, valued at approximately $2,825,622.26. This trade represents a 17.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Nigel J. Murtagh sold 7,203 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $681,475.83. Following the sale, the insider directly owned 57,972 shares of the company’s stock, valued at approximately $5,484,730.92. This trade represents a 11.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 413,568 shares of company stock valued at $42,435,038 over the last three months. Insiders own 6.30% of the company’s stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

Charles Schwab Stock Performance

NYSE:SCHW opened at $93.95 on Friday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $163.29 billion, a P/E ratio of 20.16, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90. The firm has a 50-day moving average price of $96.46 and a two-hundred day moving average price of $96.28. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced 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. The firm had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Piper Sandler raised their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Citizens Jmp upped their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Morgan Stanley increased their price target 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. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Finally, Wolfe Research set a $120.00 target price on shares of Charles Schwab in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average target price of $115.84.

About Charles Schwab

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.