Sendero Wealth Management LLC Sells 6,638 Shares of The Charles Schwab Corporation $SCHW

Sendero Wealth Management LLC reduced its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 9.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,662 shares of the financial services provider’s stock after selling 6,638 shares during the quarter. Charles Schwab accounts for about 0.7% of Sendero Wealth Management LLC’s holdings, making the stock its 25th biggest position. Sendero Wealth Management LLC’s holdings in Charles Schwab were worth $6,560,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Stablepoint Partners LLC boosted its stake in Charles Schwab by 0.9% during the 4th quarter. Stablepoint Partners LLC now owns 12,349 shares of the financial services provider’s stock valued at $1,234,000 after purchasing an additional 112 shares during the last quarter. Stableford Capital II LLC lifted its holdings in shares of Charles Schwab by 9.3% in the fourth quarter. Stableford Capital II LLC now owns 38,137 shares of the financial services provider’s stock valued at $3,810,000 after purchasing an additional 3,254 shares in the last quarter. Roberts Wealth Advisors LLC lifted its holdings in shares of Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock valued at $2,294,000 after purchasing an additional 105 shares in the last quarter. Harrington Investments INC boosted its position in shares of Charles Schwab by 0.7% during the fourth quarter. Harrington Investments INC now owns 56,657 shares of the financial services provider’s stock valued at $5,661,000 after buying an additional 384 shares during the last quarter. Finally, Ferguson Wellman Capital Management Inc. grew its holdings in Charles Schwab by 6,690.4% during the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 330,283 shares of the financial services provider’s stock worth $32,999,000 after buying an additional 325,419 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor™ joint brokerage account for ages 13–17, featuring parental oversight and a $50 bonus for completing educational “homework”—a customer-acquisition effort aimed at building lifelong relationships and future AUM (assets under management). This broad press rollout (press release, Yahoo, MSN, USA Today coverage) highlights product innovation and distribution reach. Introducing the Schwab Teen Investor™ Account
• Neutral Sentiment: Analysts and previews ahead of Schwab’s upcoming quarterly report are in focus; preview coverage notes expectations and that the stock has underperformed year-to-date. Earnings results and guidance will likely have a bigger, direct impact on the share price than these previews. Charles Schwab’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Schwab research cited in market coverage finds bitcoin volatility has fallen as the asset matures—an example of Schwab’s market research outreach that can support product engagement but has limited immediate balance-sheet impact. Bitcoin Volatility Falls as Asset Matures, Charles Schwab Report Finds
• Negative Sentiment: Users reported intermittent outages and slow or unavailable functionality on Schwab.com and the mobile app; Schwab issued a statement acknowledging technical issues. Platform reliability incidents can hurt client trust, trading flow and short-term volumes. Customers Report Problems With Charles Schwab Platforms
• Negative Sentiment: Commentary raises questions about unsupervised teen brokerage accounts and potential risks around investor protection and parental oversight—an angle that could prompt regulatory or reputational scrutiny as the product scales. Investing Without Training Wheels: Are Unsupervised Teen Brokerage Accounts Really a Smart Idea?

Charles Schwab Trading Down 0.5%

Shares of SCHW stock opened at $94.53 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market cap of $165.64 billion, a P/E ratio of 20.29, a PEG ratio of 0.77 and a beta of 0.93. The company has a 50 day moving average of $97.61 and a 200-day moving average of $96.24. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data 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. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the business earned $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. Sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is currently 27.47%.

Insider Buying and Selling

In other news, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the completion of the transaction, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Paul V. Woolway sold 6,126 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at approximately $2,825,622.26. This trade represents a 17.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 413,568 shares of company stock worth $42,435,038 in the last quarter. 6.30% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

SCHW has been the topic of several recent analyst reports. TD Cowen raised their price objective on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Bank of America upped their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. Piper Sandler increased their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Citizens Jmp boosted their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

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.