Rockland Trust Co. Boosts Stake in The Charles Schwab Corporation $SCHW

Rockland Trust Co. grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 2.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 269,972 shares of the financial services provider’s stock after acquiring an additional 6,741 shares during the period. Charles Schwab comprises about 1.1% of Rockland Trust Co.’s investment portfolio, making the stock its 26th biggest holding. Rockland Trust Co.’s holdings in Charles Schwab were worth $26,973,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of SCHW. West Branch Capital LLC purchased a new position in Charles Schwab in the third quarter valued at about $27,000. GoalVest Advisory LLC purchased a new stake in Charles Schwab during the 4th quarter worth approximately $28,000. Beacon Financial Strategies CORP acquired a new position in shares of Charles Schwab in the 4th quarter valued at approximately $29,000. Howard Hughes Medical Institute acquired a new position in shares of Charles Schwab in the 2nd quarter valued at approximately $34,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of Charles Schwab during the 3rd quarter valued at approximately $34,000. 84.38% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on SCHW shares. Raymond James Financial reissued an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research report on Monday, January 5th. Bank of America upped their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. TD Cowen raised their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Key Charles Schwab News

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor account (ages 13–17), a joint brokerage for teens and guardians that can help onboarding younger clients and grow long‑term assets under management. Charles Schwab (SCHW) Launches Teen Investor Accounts
• Positive Sentiment: Practical details for parents and investors on the Teen Investor account were published (account mechanics, custodial/guardian roles), helping adoption clarity and reducing friction for new retail customers. 7 things to know about Schwab’s new brokerage account for teenagers
• Positive Sentiment: Analysts maintain a constructive view: the firm was given an average “Moderate Buy” rating, which supports demand from institutional investors and funds that track analyst sentiment. The Charles Schwab Corporation (NYSE:SCHW) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Feature pieces and buy‑side commentary are highlighting SCHW as a durable wealth‑management leader and a long‑term buy in a down market, which can drive retail/institutional interest. Charles Schwab Stock: How To Find & Own America’s Greatest Opportunities
• Positive Sentiment: Analyses describing Schwab as a leader in wealth‑management growth add to the narrative of steady AUM and fee income expansion. What Makes The Charles Schwab Corporation (SCHW) a Leader in Wealth Management Growth?
• Neutral Sentiment: Liz Ann Sonders (Schwab’s chief strategist) told CNBC the market shows many oversold technical conditions — commentary that frames current weakness as a buying opportunity but is more macro than company‑specific. Watch CNBC’s full interview with Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Multiple outlets amplified Sonders’ view that current technicals “look a little bit like the 90s,” which may support sentiment-driven trading but is not direct revenue news for Schwab. ‘Oversold technical market conditions look a little bit like the 90s’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Comparisons of Fidelity vs. Schwab continue to circulate; these pieces discuss features and cost/experience tradeoffs but don’t signal immediate competitive displacement. Fidelity vs. Schwab: Which brokerage is better in 2026?

Charles Schwab Stock Performance

Shares of SCHW opened at $93.92 on Wednesday. The business’s fifty day moving average price is $97.02 and its 200 day moving average price is $96.27. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50. The stock has a market capitalization of $163.24 billion, a PE ratio of 20.15, a price-to-earnings-growth ratio of 0.75 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62.

Charles Schwab (NYSE:SCHW) last released its earnings results 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. The firm had revenue of $6.34 billion during 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%. The firm’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 27.47%.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction that occurred on 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 completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at $55,184,320.50. The trade was a 11.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Nigel J. Murtagh sold 7,203 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the transaction, the insider directly owned 57,972 shares of the company’s stock, valued at $5,484,730.92. This trade represents a 11.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is owned by company insiders.

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.