Sendero Wealth Management LLC Has $6.56 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Sendero Wealth Management LLC reduced its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 9.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,662 shares of the financial services provider’s stock after selling 6,638 shares during the period. Charles Schwab comprises 0.7% of Sendero Wealth Management LLC’s investment portfolio, making the stock its 25th largest holding. Sendero Wealth Management LLC’s holdings in Charles Schwab were worth $6,560,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. GoalVest Advisory LLC acquired a new stake in Charles Schwab during the 4th quarter worth approximately $28,000. West Branch Capital LLC acquired a new position in Charles Schwab in the 3rd quarter valued at approximately $27,000. Beacon Financial Strategies CORP acquired a new position in Charles Schwab in the 4th quarter valued at approximately $29,000. Newbridge Financial Services Group Inc. raised its stake in shares of Charles Schwab by 233.6% during the third quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 250 shares during the last quarter. Finally, Redmont Wealth Advisors LLC bought a new position in shares of Charles Schwab during the third quarter valued at $34,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on SCHW shares. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. UBS Group lifted their target price on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Morgan Stanley upped their price target on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Finally, Barclays increased their price target on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research note on Monday, January 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $115.95.

More Charles Schwab News

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor™ joint brokerage account for ages 13–17, featuring parental oversight and a $50 bonus for completing educational “homework”—a customer-acquisition effort aimed at building lifelong relationships and future AUM (assets under management). This broad press rollout (press release, Yahoo, MSN, USA Today coverage) highlights product innovation and distribution reach. Introducing the Schwab Teen Investor™ Account
• Neutral Sentiment: Analysts and previews ahead of Schwab’s upcoming quarterly report are in focus; preview coverage notes expectations and that the stock has underperformed year-to-date. Earnings results and guidance will likely have a bigger, direct impact on the share price than these previews. Charles Schwab’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Schwab research cited in market coverage finds bitcoin volatility has fallen as the asset matures—an example of Schwab’s market research outreach that can support product engagement but has limited immediate balance-sheet impact. Bitcoin Volatility Falls as Asset Matures, Charles Schwab Report Finds
• Negative Sentiment: Users reported intermittent outages and slow or unavailable functionality on Schwab.com and the mobile app; Schwab issued a statement acknowledging technical issues. Platform reliability incidents can hurt client trust, trading flow and short-term volumes. Customers Report Problems With Charles Schwab Platforms
• Negative Sentiment: Commentary raises questions about unsupervised teen brokerage accounts and potential risks around investor protection and parental oversight—an angle that could prompt regulatory or reputational scrutiny as the product scales. Investing Without Training Wheels: Are Unsupervised Teen Brokerage Accounts Really a Smart Idea?

Charles Schwab Stock Performance

Shares of SCHW stock opened at $94.53 on Friday. The company has a market cap of $165.64 billion, a price-to-earnings ratio of 20.29, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a 50 day moving average of $97.61 and a 200-day moving average of $96.24.

Charles Schwab (NYSE:SCHW) last released its earnings results 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. The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio (DPR) is currently 27.47%.

Insider Activity at Charles Schwab

In related news, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the transaction, the insider directly owned 35,992 shares of the company’s stock, valued at approximately $3,423,559.04. This represents a 30.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by insiders.

Charles Schwab Company 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.