HF Advisory Group LLC Raises Stock Position in The Charles Schwab Corporation $SCHW

HF Advisory Group LLC grew its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 470.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 211,910 shares of the financial services provider’s stock after buying an additional 174,748 shares during the quarter. Charles Schwab makes up approximately 0.8% of HF Advisory Group LLC’s portfolio, making the stock its 19th largest holding. HF Advisory Group LLC’s holdings in Charles Schwab were worth $21,172,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of SCHW. Piscataqua Savings Bank acquired a new position in Charles Schwab in the 4th quarter valued at about $26,000. GoalVest Advisory LLC purchased a new stake in shares of Charles Schwab during the 4th quarter worth approximately $28,000. West Branch Capital LLC acquired a new stake in Charles Schwab in the third quarter valued at $27,000. Beacon Financial Strategies CORP purchased a new position in Charles Schwab during the 4th quarter valued at about $29,000. Finally, Newbridge Financial Services Group Inc. raised its position in shares of Charles Schwab by 233.6% during the 3rd quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock worth $34,000 after purchasing an additional 250 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Charles Schwab

In related news, Director Christopher V. Dodds sold 11,825 shares of the business’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 value of $1,236,303.75. Following the completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Paul V. Woolway sold 6,126 shares of Charles Schwab stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the transaction, the insider owned 29,866 shares in the company, valued at $2,825,622.26. This trade represents a 17.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 413,568 shares of company stock worth $42,435,038 in the last 90 days. Insiders own 6.30% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Raymond James Financial restated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Morgan Stanley raised their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $115.84.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab-backed EDX Markets applied for an OCC national trust bank charter to form EDX Trust, N.A. in Chicago — a step that could expand Schwab’s footprint in crypto custody/settlement through an affiliated venue if approved, supporting long-term revenue diversification. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Positive Sentiment: Schwab launched the Schwab Teen Investor account (13–17) with educational incentives and a $50 fractional-share reward — a customer-acquisition initiative that can boost long-term AUM and client lifetime value. How Investors May Respond To Charles Schwab (SCHW) Teen Accounts With Education-Tied Fractional Share Rewards
• Neutral Sentiment: Analysts continue to flag Schwab’s sensitivity to interest-rate moves; monitoring net interest margin and deposit/loan dynamics remains key to near-term performance. What I’m Watching With Charles Schwab (SCHW) To See If They Beat The Market
• Neutral Sentiment: Market commentary from Schwab’s Liz Ann Sonders highlights oversold technical conditions — a macro view that could support eventual flows but isn’t an immediate company-specific catalyst. Watch CNBC’s full interview with Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Several outlets are re-examining Schwab’s valuation after a strong multi-year run; this discussion can raise volatility as investors reassess upside vs. already-priced growth. Is It Time To Reassess Charles Schwab (SCHW) After Its Strong Multi Year Share Price Run
• Negative Sentiment: An analyst cut his price target on Schwab, cited by coverage explaining the stock’s intraday weakness; analyst downgrades/target trims are pressuring sentiment. Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Truist trimmed its price target slightly (from $122 to $120) despite maintaining a Buy — the small cut contributes to cautious positioning among investors. Benzinga
• Negative Sentiment: Shares are trading lower with above-average volume (roughly ~16M vs. ~8.4M average), suggesting active selling/rotation rather than a quiet pullback. Volume & Trade Context

Charles Schwab Stock Performance

NYSE:SCHW opened at $92.30 on Thursday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market cap of $160.43 billion, a price-to-earnings ratio of 19.81, a price-to-earnings-growth ratio of 0.76 and a beta of 0.93. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The company has a 50-day moving average of $96.83 and a 200-day moving average of $96.24.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal 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 is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.4%. 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.