The Charles Schwab Corporation $SCHW Shares Acquired by Trivium Point Advisory LLC

Trivium Point Advisory LLC lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 13.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,999 shares of the financial services provider’s stock after acquiring an additional 5,894 shares during the period. Trivium Point Advisory LLC’s holdings in Charles Schwab were worth $4,773,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in SCHW. West Branch Capital LLC acquired a new stake in Charles Schwab during the 3rd quarter worth $27,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Charles Schwab in the third quarter valued at about $34,000. Evelyn Partners Asset Management Ltd purchased a new position in shares of Charles Schwab in the second quarter worth about $33,000. Howard Hughes Medical Institute acquired a new position in Charles Schwab during the second quarter worth about $34,000. Finally, Steph & Co. boosted its position in Charles Schwab by 74.7% during the third quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock worth $37,000 after acquiring an additional 165 shares during the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 67,514 shares of Charles Schwab stock in a transaction that occurred on Friday, February 6th. The shares were 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 owned 529,346 shares in the company, valued at approximately $55,184,320.50. The trade was a 11.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the sale, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 376,247 shares of company stock valued at $38,910,898. 6.30% of the stock is owned by company insiders.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Charles Schwab Stock Performance

Shares of SCHW stock opened at $95.09 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The firm has a market cap of $166.61 billion, a P/E ratio of 20.40, a P/E/G ratio of 0.78 and a beta of 0.94. The firm’s 50 day moving average price is $100.36 and its 200-day moving average price is $96.49. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last announced 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. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.During the same period last year, the business earned $1.01 EPS. The company’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, equities research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. 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 research note on Thursday, January 22nd. Wolfe Research set a $120.00 price target on Charles Schwab in a research report on Monday, January 12th. Citizens Jmp increased their price target on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Truist Financial raised their target price on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

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.