VELA Investment Management LLC Has $1.41 Million Stock Position in The Charles Schwab Corporation $SCHW

VELA Investment Management LLC cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 36.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,785 shares of the financial services provider’s stock after selling 8,411 shares during the quarter. VELA Investment Management LLC’s holdings in Charles Schwab were worth $1,412,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of SCHW. Avidian Wealth Enterprises LLC grew its position in shares of Charles Schwab by 10.5% in the third quarter. Avidian Wealth Enterprises LLC now owns 5,984 shares of the financial services provider’s stock valued at $571,000 after purchasing an additional 570 shares during the last quarter. Osborne Partners Capital Management LLC boosted its stake in Charles Schwab by 2.5% during the 3rd quarter. Osborne Partners Capital Management LLC now owns 8,848 shares of the financial services provider’s stock valued at $845,000 after purchasing an additional 214 shares during the period. Rakuten Investment Management Inc. bought a new stake in Charles Schwab during the 3rd quarter valued at approximately $2,022,000. Cornerstone Wealth Group LLC grew its holdings in Charles Schwab by 13.2% in the 3rd quarter. Cornerstone Wealth Group LLC now owns 3,732 shares of the financial services provider’s stock valued at $356,000 after buying an additional 435 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its position in Charles Schwab by 2.0% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 1,186,146 shares of the financial services provider’s stock worth $113,241,000 after buying an additional 23,364 shares during the period. Institutional investors own 84.38% of the company’s stock.

Charles Schwab News Roundup

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

• Positive Sentiment: Management raised FY‑2026 EPS and revenue guidance well above Street consensus (EPS 5.70–5.80 vs. ~5.37 consensus; revenue ~$26.2–26.4B vs. ~$25.5B), a clear catalyst for upside as it signals stronger forward profitability. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Q4 results showed EPS of $1.39 and revenue of $6.34B, beating consensus on the top and bottom lines and reflecting strong trading volumes and net new assets — supports the narrative of robust client activity and higher interest income. The Charles Schwab Corporation (SCHW) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management flagged strategic growth initiatives — including plans to expand RIA lending capabilities — which could increase fee and interest revenue over time and improve client retention. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: CEO and management interviews / winter business update provided color on client engagement and strategy but contained no major surprises — useful for modeling execution risk but not an immediate price driver. Winter Business Update Transcript
• Neutral Sentiment: Schwab made a charitable gift to support a university financial‑planning clinic — positive for reputation/ESG but unlikely to move near‑term fundamentals. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Negative Sentiment: Some coverage flagged net‑revenue and expense items that fell short of expectations or raised concerns about rising costs, creating mixed market reaction and intraday selling pressure despite the strong guidance and beats. Schwab Net Revenue Misses Estimates Amid Strong Year for Markets

Charles Schwab Price Performance

Shares of SCHW stock opened at $101.84 on Thursday. The stock’s fifty day simple moving average is $97.50 and its 200 day simple moving average is $95.75. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $104.98. The firm has a market cap of $180.96 billion, a price-to-earnings ratio of 23.85, a P/E/G ratio of 0.69 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.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings data 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 21.02% and a net margin of 35.93%.The company had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period last year, the business earned $1.01 earnings per share. The business’s 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. On average, analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on SCHW shares. Morgan Stanley increased their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft increased their target price on shares of Charles Schwab from $119.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, October 17th. JMP Securities restated a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. Keefe, Bruyette & Woods raised their price objective on Charles Schwab from $109.00 to $111.00 and gave the stock an “outperform” rating in a research report on Friday, October 17th. Finally, Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.70.

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total transaction of $301,056.00. Following the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 6.30% of the stock is currently owned by company insiders.

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.