The Charles Schwab Corporation $SCHW Position Boosted by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 18.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 370,337 shares of the financial services provider’s stock after purchasing an additional 58,450 shares during the period. Charles Schwab makes up approximately 0.5% of Crossmark Global Holdings Inc.’s holdings, making the stock its 29th biggest position. Crossmark Global Holdings Inc.’s holdings in Charles Schwab were worth $35,356,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SCHW. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth $27,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab during the second quarter worth $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Charles Schwab during the second quarter valued at $34,000. Redmont Wealth Advisors LLC acquired a new position in shares of Charles Schwab in the 3rd quarter valued at $34,000. Finally, FSA Wealth Management LLC acquired a new position in shares of Charles Schwab in the 2nd quarter valued at $36,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

More Charles Schwab News

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

• Positive Sentiment: Schwab completed its $660M, all‑cash acquisition of Forge Global, adding a private‑markets platform that expands access to pre‑IPO and alternative investments for retail, RIA and UHNW clients — supports fee diversification and cross‑sell potential. Schwab Completes Forge Global Buyout
• Positive Sentiment: Analyst and fundamentals support: brokers have raised targets and highlighted stronger net interest income prospects and solid Q4 results, underpinning earnings power as deposit mix and rates evolve. SCHW Projects Strong Net Interest Income Growth
• Positive Sentiment: Management engagement: Schwab scheduled an Institutional Investor Day for May 14, which could give management a forum to detail integration plans (Forge), capital allocation and longer‑term guidance — potential near‑term catalyst if new detail is provided. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Market commentary: Liz Ann Sonders (Schwab) says the “momentum trade is rotation now,” offering macro context but not an immediate company‑specific catalyst. Momentum trade is rotation now, says Liz Ann Sonders
• Neutral Sentiment: Local expansion and branch/office moves (South Florida, SF presence) signal continued footprint growth; strategic but not immediately earnings‑accretive. Charles Schwab’s local leader talks South Florida expansion
• Negative Sentiment: AI disruption fears and social‑media driven selloff have pressured the stock recently, with commentary about AI platforms threatening traditional wealth management amplifying volatility and prompting some traders to sell. Opinions on AI Disruption Fears
• Negative Sentiment: Insider selling continues to draw attention: a recent sale by Paul Woolway (and other disclosed insider sales) is raising short‑term caution among some investors despite management saying sales are routine. Charles Schwab Insider Sells 6,126 Shares

Analyst Upgrades and Downgrades

SCHW has been the topic of several recent analyst reports. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Bank of America lifted their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Piper Sandler upped their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Citizens Jmp raised their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. Finally, Truist Financial boosted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $115.95.

Insider Buying and Selling

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the sale, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. This trade represents a 2.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.25, for a total value of $7,038,334.50. Following the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 398,257 shares of company stock valued at $41,001,365 in the last quarter. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Up 0.8%

Shares of Charles Schwab stock opened at $96.04 on Thursday. The firm has a market cap of $168.28 billion, a price-to-earnings ratio of 20.61, a P/E/G ratio of 0.77 and a beta of 0.93. The stock has a 50-day simple moving average of $100.01 and a 200-day simple moving average of $96.46. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. The company had revenue of $6.34 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s payout ratio is 27.47%.

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.