Strs Ohio Grows Stock Holdings in The Charles Schwab Corporation $SCHW

Strs Ohio grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 18.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,142,319 shares of the financial services provider’s stock after acquiring an additional 174,886 shares during the period. Strs Ohio owned about 0.06% of Charles Schwab worth $109,057,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Federated Hermes Inc. lifted its holdings in Charles Schwab by 2,112.7% in the 2nd quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after buying an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC lifted its position in shares of Charles Schwab by 26.8% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after purchasing an additional 40,275 shares during the last quarter. Figure 8 Investment Strategies LLC acquired a new position in Charles Schwab in the second quarter worth about $924,000. PFG Investments LLC grew its position in shares of Charles Schwab by 10.2% in the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock worth $543,000 after acquiring an additional 550 shares in the last quarter. Finally, W.H. Cornerstone Investments Inc. acquired a new stake in Charles Schwab during the second quarter worth about $246,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Charles Schwab

In related news, insider Jonathan S. Beatty sold 2,000 shares of Charles Schwab stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $102.01, for a total value of $204,020.00. Following the transaction, the insider owned 11,923 shares in the company, valued at $1,216,265.23. This trade represents a 14.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on SCHW. Wolfe Research set a $120.00 price target on Charles Schwab in a research report on Monday, January 12th. Morgan Stanley raised their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. JMP Securities reaffirmed a “market outperform” rating and set a $110.00 target price on shares of Charles Schwab in a research report on Friday, October 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a research note on Thursday. Finally, UBS Group raised their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $115.60.

Key Charles Schwab News

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

Charles Schwab Trading Up 2.2%

Charles Schwab stock opened at $104.07 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. The company’s fifty day simple moving average is $97.68 and its 200-day simple moving average is $95.81. The stock has a market cap of $184.93 billion, a P/E ratio of 22.33, a P/E/G 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 business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the business earned $1.01 EPS. Charles Schwab’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. As a group, sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 EPS 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.