The Charles Schwab Corporation $SCHW Stake Lessened by Tran Capital Management L.P.

Tran Capital Management L.P. cut its stake in The Charles Schwab Corporation (NYSE:SCHW) by 7.6% during the 4th quarter, HoldingsChannel reports. The fund owned 148,984 shares of the financial services provider’s stock after selling 12,274 shares during the period. Charles Schwab comprises 1.8% of Tran Capital Management L.P.’s portfolio, making the stock its 21st largest position. Tran Capital Management L.P.’s holdings in Charles Schwab were worth $14,885,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Lantz Financial LLC increased its position in shares of Charles Schwab by 3.1% in the 4th quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider’s stock worth $324,000 after purchasing an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC lifted its position in shares of Charles Schwab by 0.5% during the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider’s stock worth $2,294,000 after purchasing an additional 105 shares during the last quarter. ZWJ Investment Counsel Inc. lifted its position in shares of Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after purchasing an additional 106 shares during the last quarter. First PREMIER Bank grew its stake in Charles Schwab by 23.8% in the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. increased its holdings in Charles Schwab by 0.3% in the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after buying an additional 107 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Schwab plans to launch spot Bitcoin and Ethereum trading in H1 2026 via a “Schwab Crypto” offering and its Premier Bank platform; rollout will be phased (employees → invited clients → public). Investors view this as a material new product that could drive trading revenue, attract younger/digital-native clients, and keep Schwab competitive with other incumbents entering crypto. Schwab plans spot bitcoin, ether trading launch in first half of 2026 $12 trillion Charles Schwab expected to debut spot Bitcoin, Ethereum trading this quarter
• Positive Sentiment: Multiple outlets confirm the direct crypto trading service (“Schwab Crypto”) will enable clients to buy/sell BTC and ETH directly — a capability that can increase client engagement and generate fee/interest income over time. Charles Schwab To Offer Direct Bitcoin, Ethereum Trading With ‘Schwab Crypto’ Account
• Positive Sentiment: Schwab-backed EDX Markets applied for a national trust bank charter — a sign of Schwab’s broader investments in crypto infrastructure that could support institutional flows and ecosystem services over time. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Neutral Sentiment: Product & customer expansion initiatives continue: Schwab launched a Teen Investor account (targeting 13–17-year-olds) and remains acquisitive (e.g., Forge Global buy). These moves help long-term client acquisition but are gradual in revenue impact. Assessing Charles Schwab’s (SCHW) Valuation After Launch Of The Schwab Teen Investor Account
• Neutral Sentiment: Corporate philanthropy and hiring moves (foundation grants; former CISO moving to industry) are operational/PR items that don’t materially move near-term earnings. Charles Schwab Foundation Commits $2 Million to Expand Access to Financial Education Through New Schwab Moneywise Momentum Grants
• Negative Sentiment: Truist cut its price target on SCHW to $120, and at least one analyst reduced coverage recently — analyst downgrades/target cuts can pressure sentiment and explain idiosyncratic weakness earlier in the week. Truist Financial Lowers Charles Schwab (NYSE:SCHW) Price Target to $120.00 Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Macro/regional risk: a Bank of America note warns that retail brokers could see lower client engagement and organic growth amid fallout from the Middle East conflict — a headwind for fee and trading volumes if client activity falls. Retail Brokers Could See Lower Engagement, Organic Growth Amid Fallout From Middle East Conflict, BofA Says

Charles Schwab Stock Up 0.2%

SCHW stock opened at $93.95 on Friday. The stock has a market cap of $163.29 billion, a PE ratio of 20.16, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90. The firm’s 50-day simple moving average is $96.46 and its 200 day simple moving average is $96.28. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two 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.

Charles Schwab (NYSE:SCHW) last announced 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. 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 the consensus estimate of $6.19 billion. During the same quarter in the previous year, the business earned $1.01 EPS. The firm’s revenue for the quarter was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 27.47%.

Insider Buying and Selling

In related news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction 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 transaction, the director 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 can be accessed through the SEC website. Also, insider Paul V. Woolway sold 6,126 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total value of $579,580.86. Following the sale, the insider owned 29,866 shares in the company, valued at approximately $2,825,622.26. The trade was a 17.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 413,568 shares of company stock worth $42,435,038. Company insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. TD Cowen boosted their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Citizens Jmp increased their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Finally, UBS Group boosted their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus price target of $115.84.

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.