North Star Asset Management Inc. Sells 8,378 Shares of The Charles Schwab Corporation $SCHW

North Star Asset Management Inc. lowered its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 492,375 shares of the financial services provider’s stock after selling 8,378 shares during the quarter. Charles Schwab makes up approximately 1.9% of North Star Asset Management Inc.’s holdings, making the stock its 10th biggest holding. North Star Asset Management Inc.’s holdings in Charles Schwab were worth $47,007,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC raised its position in Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after buying an additional 809 shares during the period. United Bank raised its position in shares of Charles Schwab by 7.1% during the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after acquiring an additional 1,070 shares during the last quarter. AlphaQuest LLC raised its position in shares of Charles Schwab by 1,131.5% during the second quarter. AlphaQuest LLC now owns 6,884 shares of the financial services provider’s stock worth $628,000 after acquiring an additional 6,325 shares during the last quarter. Finally, Focus Partners Advisor Solutions LLC lifted its stake in shares of Charles Schwab by 22.6% during the second quarter. Focus Partners Advisor Solutions LLC now owns 11,986 shares of the financial services provider’s stock valued at $1,093,000 after acquiring an additional 2,212 shares during the period. 84.38% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Bank of America lifted their price objective on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Truist Financial lifted their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Citizens Jmp increased their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. One equities 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 given a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Insiders Place Their Bets

In other news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the insider owned 21,768 shares in the company, valued at $2,285,640. The trade was a 8.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction that occurred 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 sale, the director 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 348,344 shares of company stock worth $36,259,555. 6.30% of the stock is owned by corporate insiders.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Analysts/market pieces argue Schwab’s core business (asset management fees, client cash interest) is largely insulated from niche AI tax tools; notes of strong 2025 revenue, solid guidance for 2026, expanding margins and technical support helped calm sellers.
• Positive Sentiment: Positive product narrative: coverage recommending Schwab ETFs as buyable, reinforcing demand for Schwab’s low-cost ETF platform and supporting fee-based growth. The 3 Schwab ETFs to Buy Before March
• Neutral Sentiment: Sector analysis from Fitch/industry pieces argue recent AI-driven selloffs may be overblown — the disruption thesis is real but near-term displacement risk is uncertain, supporting a buy-the-dip view for large, diversified wealth managers like Schwab. What AI stock selloffs may get wrong in wealth management
• Neutral Sentiment: Macro comment: Schwab’s Liz Ann Sonders highlighted ongoing tariff uncertainty — a reminder of macro risks that can affect markets broadly but not Schwab-specific revenue drivers. Tariff uncertainty is still ‘very much ahead of us,’ says Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Tax policy update: coverage noting U.S. tax-law changes could reduce some tax liabilities for clients this filing season — marginally relevant to brokerage activity and advisor workloads. The Taxman Still Cometh, But May Take Away Less
• Negative Sentiment: Compliance/reputational risk: reporting shows Schwab processed substantial transfers tied to Jeffrey Epstein before his 2019 arrest; the firm says it later flagged and closed accounts and conducted internal reviews — investors view this as a reputational and regulatory overhang. Charles Schwab’s Epstein Disclosures Put Compliance And Investor Trust In Focus
• Negative Sentiment: AI-triggered sector selloff: small fintechs rolling out AI tax tools (e.g., Altruist’s Hazel) sparked broad, short-term selling across wealth managers — Schwab was caught in the crossfire despite limited direct exposure to tax-processing features. Altruist CEO Jason Wenk Talks AI After ‘Unusual’ Wall Street Selloff

Charles Schwab Stock Performance

Shares of NYSE:SCHW opened at $93.27 on Wednesday. The firm’s 50 day simple moving average is $100.46 and its 200 day simple moving average is $96.51. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The company has a market capitalization of $165.74 billion, a price-to-earnings ratio of 20.02, a P/E/G ratio of 0.75 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. The firm had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The business’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 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts forecast 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. Investors of record on Friday, February 13th will be paid 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 a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is 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.