The Charles Schwab Corporation $SCHW Position Raised by Rockland Trust Co.

Rockland Trust Co. grew its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 2.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 269,972 shares of the financial services provider’s stock after purchasing an additional 6,741 shares during the quarter. Charles Schwab accounts for about 1.1% of Rockland Trust Co.’s holdings, making the stock its 26th biggest holding. Rockland Trust Co.’s holdings in Charles Schwab were worth $26,973,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of SCHW. West Branch Capital LLC bought a new stake in Charles Schwab in the 3rd quarter valued at about $27,000. GoalVest Advisory LLC acquired a new position in Charles Schwab during the 4th quarter valued at about $28,000. Beacon Financial Strategies CORP bought a new position in Charles Schwab in the 4th quarter worth about $29,000. Howard Hughes Medical Institute acquired a new stake in shares of Charles Schwab in the second quarter valued at approximately $34,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of Charles Schwab in the third quarter valued at approximately $34,000. Institutional investors own 84.38% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Citizens Jmp raised their target price on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research report on Monday, January 12th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Morgan Stanley boosted their price target on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, TD Cowen raised their price target on Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Activity

In other Charles Schwab news, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the completion of the sale, the insider directly owned 35,992 shares of the company’s stock, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 413,568 shares of company stock valued at $42,435,038 over the last quarter. Insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $93.92 on Wednesday. The stock has a market cap of $163.24 billion, a price-to-earnings ratio of 20.15, a PEG ratio of 0.75 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The stock’s 50 day moving average price is $97.02 and its 200 day moving average price is $96.27.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period last year, the company posted $1.01 EPS. The firm’s quarterly revenue 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 research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor account (ages 13–17), a joint brokerage for teens and guardians that can help onboarding younger clients and grow long‑term assets under management. Charles Schwab (SCHW) Launches Teen Investor Accounts
• Positive Sentiment: Practical details for parents and investors on the Teen Investor account were published (account mechanics, custodial/guardian roles), helping adoption clarity and reducing friction for new retail customers. 7 things to know about Schwab’s new brokerage account for teenagers
• Positive Sentiment: Analysts maintain a constructive view: the firm was given an average “Moderate Buy” rating, which supports demand from institutional investors and funds that track analyst sentiment. The Charles Schwab Corporation (NYSE:SCHW) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Feature pieces and buy‑side commentary are highlighting SCHW as a durable wealth‑management leader and a long‑term buy in a down market, which can drive retail/institutional interest. Charles Schwab Stock: How To Find & Own America’s Greatest Opportunities
• Positive Sentiment: Analyses describing Schwab as a leader in wealth‑management growth add to the narrative of steady AUM and fee income expansion. What Makes The Charles Schwab Corporation (SCHW) a Leader in Wealth Management Growth?
• Neutral Sentiment: Liz Ann Sonders (Schwab’s chief strategist) told CNBC the market shows many oversold technical conditions — commentary that frames current weakness as a buying opportunity but is more macro than company‑specific. Watch CNBC’s full interview with Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Multiple outlets amplified Sonders’ view that current technicals “look a little bit like the 90s,” which may support sentiment-driven trading but is not direct revenue news for Schwab. ‘Oversold technical market conditions look a little bit like the 90s’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Comparisons of Fidelity vs. Schwab continue to circulate; these pieces discuss features and cost/experience tradeoffs but don’t signal immediate competitive displacement. Fidelity vs. Schwab: Which brokerage is better in 2026?

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.