The Charles Schwab Corporation $SCHW Holdings Decreased by Boyd Watterson Asset Management LLC OH

Boyd Watterson Asset Management LLC OH reduced its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 74.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,623 shares of the financial services provider’s stock after selling 36,536 shares during the period. Boyd Watterson Asset Management LLC OH’s holdings in Charles Schwab were worth $1,205,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in Charles Schwab by 380.5% during the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after acquiring an additional 19,195 shares during the period. Sivia Capital Partners LLC raised its position in shares of Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the period. Venturi Wealth Management LLC acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $245,000. Clear Creek Financial Management LLC bought a new stake in shares of Charles Schwab in the 2nd quarter worth approximately $228,000. Finally, Coordinated Financial Services Inc. acquired a new position in Charles Schwab during the 2nd quarter valued at approximately $265,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

More Charles Schwab News

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.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on SCHW shares. Bank of America raised their target price on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Morgan Stanley increased their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a report on Monday, December 22nd. Barclays boosted their target price on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Citizens Jmp lifted their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.65.

Insider Buying and Selling

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Chairman Walter W. Bettinger sold 94,948 shares of Charles Schwab stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $104.25, for a total value of $9,898,329.00. Following the completion of the transaction, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. The trade was a 15.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 272,077 shares of company stock worth $28,285,973. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 3.1%

Shares of Charles Schwab stock opened at $105.15 on Friday. The business has a fifty day simple moving average of $100.26 and a 200-day simple moving average of $96.62. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81. 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 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) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS 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 firm had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the business earned $1.01 earnings per share. Charles Schwab’s revenue for the quarter 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. On average, equities analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The firm also recently announced 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 is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 23.18%.

Charles Schwab Company 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.