Whelan Financial Boosts Holdings in The Charles Schwab Corporation $SCHW

Whelan Financial lifted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 80.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 14,007 shares of the financial services provider’s stock after purchasing an additional 6,226 shares during the period. Charles Schwab comprises about 0.4% of Whelan Financial’s investment portfolio, making the stock its 26th biggest position. Whelan Financial’s holdings in Charles Schwab were worth $1,337,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Charles Schwab in the 2nd quarter valued at about $1,889,858,000. Brown Advisory Inc. raised its holdings in Charles Schwab by 88.4% during the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA grew its stake in shares of Charles Schwab by 35.9% in the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after purchasing an additional 5,032,728 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in Charles Schwab by 28.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after buying an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. grew its position in shares of Charles Schwab by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after buying an additional 2,786,829 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $102.01, for a total value of $204,020.00. Following the completion of the transaction, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,216,265.23. The trade was a 14.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
• Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
• Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
• Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Charles Schwab from $119.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Keefe, Bruyette & Woods lifted their target price on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. UBS Group boosted their price target on shares of Charles Schwab from $119.00 to $123.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Friday, October 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.45.

Charles Schwab Trading Up 1.0%

NYSE:SCHW opened at $103.83 on Monday. The firm has a market capitalization of $184.50 billion, a P/E ratio of 24.32, a PEG ratio of 0.71 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. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $104.98. The company’s 50-day simple moving average is $97.15 and its 200 day simple moving average is $95.55.

Charles Schwab (NYSE:SCHW) last released its earnings results on Thursday, October 16th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.25 by $0.06. The firm had revenue of $6.38 billion during the quarter, compared to analyst estimates of $5.93 billion. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. The business’s revenue was up 26.6% on a year-over-year basis. During the same period last year, the business earned $0.71 earnings per share. As a group, analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, November 14th. Charles Schwab’s dividend payout ratio is 25.29%.

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.