Modera Wealth Management LLC Has $14.25 Million Stock Position in The Charles Schwab Corporation $SCHW

Modera Wealth Management LLC reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 149,245 shares of the financial services provider’s stock after selling 5,112 shares during the quarter. Modera Wealth Management LLC’s holdings in Charles Schwab were worth $14,248,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Norges Bank acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $1,889,858,000. Brown Advisory Inc. lifted its position in Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after purchasing an additional 5,708,208 shares during the period. Primecap Management Co. CA boosted its stake in Charles Schwab by 35.9% during 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 buying an additional 5,032,728 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in Charles Schwab by 28.3% during the second 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 in the last quarter. Finally, Vanguard Group Inc. increased its holdings in 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 valued at $13,793,853,000 after buying an additional 2,786,829 shares during the period. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on SCHW shares. BMO Capital Markets assumed coverage on shares of Charles Schwab in a research report on Friday, October 3rd. They set an “outperform” rating and a $110.00 target price on the stock. JPMorgan Chase & Co. increased their target price on Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Citizens Jmp upped their price target 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. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $115.60.

Insider Buying and Selling

In other news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 7,072 shares of company stock valued at $715,076. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Price Performance

Shares of SCHW stock opened at $102.24 on Friday. The stock’s fifty day moving average is $97.83 and its 200-day moving average is $95.87. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $105.81. The stock has a market capitalization of $181.68 billion, a PE ratio of 21.94, a PEG ratio of 0.86 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the company posted $1.01 EPS. The company’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab News Summary

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

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

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.