45,370 Shares in The Charles Schwab Corporation $SCHW Purchased by Leelyn Smith LLC

Leelyn Smith LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 45,370 shares of the financial services provider’s stock, valued at approximately $4,331,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after buying an additional 19,195 shares during the period. Sivia Capital Partners LLC boosted its holdings in Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after purchasing an additional 809 shares during the period. U.S. Capital Wealth Advisors LLC grew its stake in Charles Schwab by 6.2% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 11,742 shares of the financial services provider’s stock worth $1,071,000 after purchasing an additional 686 shares in the last quarter. CHICAGO TRUST Co NA purchased a new stake in Charles Schwab during the 2nd quarter worth about $299,000. Finally, Fifth Third Bancorp raised its position in Charles Schwab by 11.0% in the 2nd quarter. Fifth Third Bancorp now owns 158,051 shares of the financial services provider’s stock valued at $14,421,000 after purchasing an additional 15,690 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab reported record full‑year and Q4 2025 results with revenue and net income up; management highlighted rising client activity and net new assets — a core reason sentiment is positive. Schwab Delivers Record 2025 Results as Asset Growth, Trading Activity, and Revenues Surge
• Positive Sentiment: Q4 EPS beat consensus ($1.39 vs ~$1.32) and quarterly revenue topped estimates, underscoring stronger trading revenue and net interest income. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.70–$5.80 (above Street consensus ~5.37) and gave higher revenue guidance — a major catalyst supporting the rally. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Assets under custody/administration reached roughly $11.9T and trading volumes jumped ~31%, showing meaningful client engagement that drives fee, trading and interest income. Charles Schwab Hits $11.9 Trillion In Assets, Trading Volumes Jump 31%
• Positive Sentiment: TD Cowen boosted its price target to $138 and reiterated a Buy rating, providing additional analyst support for upside. Benzinga
• Positive Sentiment: Schwab plans to expand RIA lending capabilities — a strategic initiative that could grow fee and lending income over time. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: Corporate philanthropy and outreach: Schwab funded the Aggie Financial Planning Clinic — positive PR but not material to near‑term earnings. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Neutral Sentiment: Management commentary and the CEO interview expand on strategic priorities; useful for long‑term investors but not a discrete earnings catalyst. Charles Schwab CEO on Q4 earnings
• Negative Sentiment: Some outlets noted net‑revenue nuances and higher operating expenses that dented parts of the results, creating headline risk and short‑term volatility. Schwab Net Revenue Misses Estimates
• Negative Sentiment: Several reports highlighted that rising expenses trimmed some of the earnings beat, which could temper margin optimism and lead to short‑term profit‑taking. Q4 Earnings Beat — Shares Down on Expenses

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. Bank of America boosted their price objective on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. JMP Securities reiterated a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. Truist Financial boosted their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday. Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a report on Monday, January 12th. Finally, Morgan Stanley lifted their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $115.60.

Insider Transactions at Charles Schwab

In related news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total transaction of $301,056.00. Following the transaction, the insider owned 11,923 shares in the company, valued at $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 6.30% of the stock is owned by corporate insiders.

Charles Schwab Trading Up 2.2%

NYSE SCHW opened at $104.07 on Friday. The firm’s fifty day moving average price is $97.68 and its 200 day moving average price is $95.81. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. 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 company has a market capitalization of $184.93 billion, a price-to-earnings ratio of 22.33, a price-to-earnings-growth ratio of 0.69 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) 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 company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the firm posted $1.01 earnings per share. Charles Schwab’s revenue for the quarter 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, sell-side analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

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.