The Charles Schwab Corporation $SCHW Stock Position Raised by QRG Capital Management Inc.

Posted by Dante Gardener on Jan 17th, 2026

QRG Capital Management Inc. boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 459.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 165,817 shares of the financial services provider’s stock after purchasing an additional 136,163 shares during the period. QRG Capital Management Inc.’s holdings in Charles Schwab were worth $15,831,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of SCHW. Princeton Global Asset Management LLC acquired a new position in Charles Schwab during the second quarter valued at $25,000. RMG Wealth Management LLC acquired a new position in Charles Schwab in the 2nd quarter valued at approximately $27,000. West Branch Capital LLC acquired a new stake in Charles Schwab during the third quarter valued at $27,000. Hoese & Co LLP grew its stake in Charles Schwab by 131.6% in 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. Finally, Mid American Wealth Advisory Group Inc. acquired a new position in Charles Schwab in the 2nd quarter worth about $32,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $103.83 on Friday. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $104.98. The company has a market cap of $184.50 billion, a P/E ratio of 24.32, a P/E/G ratio of 0.70 and a beta of 0.94. The business’s 50 day moving average is $97.15 and its two-hundred day moving average is $95.49. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47.

Charles Schwab (NYSE:SCHW – Get Free Report) last announced its quarterly earnings data on Thursday, October 16th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.06. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. The business had revenue of $6.38 billion for the quarter, compared to the consensus estimate of $5.93 billion. During the same quarter last year, the company posted $0.71 earnings per share. Charles Schwab’s quarterly revenue was up 26.6% on a year-over-year basis. On average, equities analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were issued a $0.27 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a yield of 1.0%. Charles Schwab’s dividend payout ratio is 25.29%.

Analysts Set New Price Targets

SCHW has been the subject of several recent research reports. UBS Group boosted their price target on Charles Schwab from $119.00 to $123.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. JPMorgan Chase & Co. lifted their target price on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Charles Schwab from $119.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. BMO Capital Markets began coverage on shares of Charles Schwab in a report on Friday, October 3rd. They set an “outperform” rating and a $110.00 price target on the stock. Finally, Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.45.

Get Our Latest Stock Report on Charles Schwab

Insider Transactions at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $102.01, for a total transaction of $204,020.00. Following the transaction, the insider owned 11,923 shares in the company, valued at approximately $1,216,265.23. The trade was a 14.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 6.30% of the stock is owned by corporate insiders.

Charles Schwab News Summary

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

Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Charles Schwab Profile

(Free Report)

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.