The Charles Schwab Corporation $SCHW Shares Acquired by World Investment Advisors

World Investment Advisors raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 6.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 184,953 shares of the financial services provider’s stock after buying an additional 11,136 shares during the period. World Investment Advisors’ holdings in Charles Schwab were worth $18,479,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHW. Dogwood Wealth Management LLC lifted its stake in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 123 shares during the last quarter. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab during the 4th quarter worth $26,000. West Branch Capital LLC acquired a new position in shares of Charles Schwab in the 3rd quarter worth $27,000. GoalVest Advisory LLC acquired a new position in shares of Charles Schwab in the 4th quarter worth $28,000. Finally, Beacon Financial Strategies CORP acquired a new stake in shares of Charles Schwab during the fourth quarter worth $29,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This represents a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Dennis Howard sold 10,108 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total value of $956,216.80. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $990,462. This trade represents a 49.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 413,568 shares of company stock valued at $42,435,038 in the last three months. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Trading Up 0.2%

NYSE:SCHW opened at $93.95 on Friday. The company has a market capitalization of $163.29 billion, a P/E ratio of 20.16, a P/E/G ratio of 0.78 and a beta of 0.90. The stock’s 50 day moving average price is $96.46 and its 200 day moving average price is $96.28. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its 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. The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company’s revenue was up 18.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research 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 disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was 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 presently 27.47%.

Key Charles Schwab News

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

Analyst Ratings Changes

A number of research firms recently commented on SCHW. Citizens Jmp raised their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. Bank of America raised their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. Barclays upped their price objective 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. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. Finally, Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $115.84.

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.