The Charles Schwab Corporation $SCHW Position Reduced by Boyd Watterson Asset Management LLC OH

Boyd Watterson Asset Management LLC OH reduced its position in The Charles Schwab Corporation (NYSE:SCHW) by 74.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 12,623 shares of the financial services provider’s stock after selling 36,536 shares during the quarter. Boyd Watterson Asset Management LLC OH’s holdings in Charles Schwab were worth $1,205,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in SCHW. Norges Bank purchased a new position in Charles Schwab during the 2nd quarter worth approximately $1,889,858,000. Brown Advisory Inc. boosted its position in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after buying an additional 5,708,208 shares during the period. Primecap Management Co. CA grew its holdings in shares of Charles Schwab by 35.9% during the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock valued at $1,736,736,000 after buying an additional 5,032,728 shares in the last quarter. Bank of New York Mellon Corp raised its position in Charles Schwab by 28.3% during the second quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock valued at $1,293,978,000 after buying an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. raised its position in Charles Schwab by 1.9% during the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock valued at $13,793,853,000 after buying an additional 2,786,829 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Piper Sandler raised their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. TD Cowen boosted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Morgan Stanley increased their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. upped their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $115.65.

Charles Schwab News Roundup

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

• Positive Sentiment: Q4 results beat estimates and management set FY‑2026 EPS guidance of $5.70–$5.80, supporting earnings growth and multiple expansion narratives. Read More.
• Positive Sentiment: Schwab announced a higher quarterly dividend ($0.32 vs. $0.27 prior), a signal of cash generation and shareholder return that can help investor sentiment. Read More.
• Positive Sentiment: Several bullish write‑ups highlight valuation upside and durable fee/asset growth — these pieces can attract investors looking for multiple expansion and long‑term account growth. Read More. Read More.
• Positive Sentiment: CEO Rick Wurster’s comments that Schwab is “winning” with Gen Z (by avoiding gamified trading) support the narrative of sustainable, high‑quality new‑account growth and recurring fee income. Read More.
• Neutral Sentiment: CEO interviews on prediction markets and crypto indicate product/education initiatives that could broaden services but have no immediate earnings impact. Read More.
• Neutral Sentiment: Industry item: Dynasty Financial Partners got new backing from Fortress — relevant to the RIA channel but peripheral to Schwab’s core brokerage economics. Read More.
• Neutral Sentiment: Minor insider sale: an officer (Peter Morgan III) sold ~7.6k shares — immaterial by itself but worth noting alongside larger insider activity. Read More.
• Negative Sentiment: Significant insider selling by Chairman Walter Bettinger: ~257k shares sold across Feb. 3–4 (two filings, ~>$26M at ≈$104/share). Large insider sales can create near‑term supply and be interpreted as profit‑taking or portfolio rebalancing, pressuring sentiment. Read More.

Insider Activity at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total transaction of $301,056.00. Following the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This represents a 20.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 272,077 shares of company stock valued at $28,285,973. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

Shares of SCHW opened at $105.15 on Friday. The firm has a market cap of $186.85 billion, a price-to-earnings ratio of 22.56, a price-to-earnings-growth ratio of 0.85 and a beta of 0.94. The company’s fifty day moving average is $100.26 and its 200-day moving average is $96.62. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the company posted $1.01 earnings per share. Charles Schwab’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 23.18%.

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.