Yousif Capital Management LLC Has $18.77 Million Stock Holdings in The Charles Schwab Corporation $SCHW

Yousif Capital Management LLC cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 6.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 185,816 shares of the financial services provider’s stock after selling 13,242 shares during the period. Yousif Capital Management LLC’s holdings in Charles Schwab were worth $18,766,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Piscataqua Savings Bank acquired a new stake in Charles Schwab in the fourth quarter worth $26,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab during the fourth quarter worth $28,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the third quarter worth $27,000. Beacon Financial Strategies CORP bought a new stake in shares of Charles Schwab during the fourth quarter worth $29,000. Finally, Newbridge Financial Services Group Inc. increased its position in shares of Charles Schwab by 233.6% during the third quarter. Newbridge Financial Services Group Inc. now owns 357 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 250 shares in the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on SCHW shares. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Barclays increased their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Weiss Ratings raised shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Finally, UBS Group increased their price objective 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. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab Stock Up 0.3%

Charles Schwab stock opened at $93.30 on Wednesday. The company has a market cap of $162.16 billion, a P/E ratio of 20.02, a price-to-earnings-growth ratio of 0.78 and a beta of 0.90. The Charles Schwab Corporation has a 1-year low of $67.60 and a 1-year high of $107.50. The company has a fifty day simple moving average of $96.05 and a 200 day simple moving average of $96.30. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52.

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 analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate 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 last year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts anticipate 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 announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is 27.47%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab is launching direct spot Bitcoin and Ether trading via Schwab Crypto (phased rollout, client waitlist). This materially expands Schwab’s product set beyond ETFs/futures and could boost brokerage trading volumes, client engagement and fee opportunities if adoption is strong. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Positive Sentiment: Truist reiterated a $122 price target for SCHW, citing strong revenue growth drivers and sustained asset momentum — a bullish signal from a major sell-side shop that supports upside vs. current levels. Here’s What Truist Thinks About Charles Schwab Corporation (SCHW)
• Neutral Sentiment: Jefferies trimmed its price target from $122 to $118 but kept a Buy rating — still projecting meaningful upside, though the cut signals slightly reduced near-term conviction. Analysts’ revisions could influence short-term flows but maintain a positive fundamental view. Jefferies Lowers Price Target on Schwab
• Neutral Sentiment: Schwab’s proprietary STAX trading activity index fell to 56.04 in March (steepest monthly drop since May 2025), indicating softer retail trading activity that could pressure transaction-related revenue if the trend continues. Schwab Trading Activity Index™: STAX Score Sees Steepest Monthly Drop Since May 2025
• Negative Sentiment: Regulatory/legal headwind: a FINRA arbitrator awarded consumer damages and fees against Schwab for alleged Electronic Funds Transfer Act violations — a reminder of litigation/operational risk that could drive legal expense and reputational impact. FINRA Arbitrator Awards Consumer Damages and Fees Against Charles Schwab
• Negative Sentiment: Operational/real-estate note: Schwab is exiting its downtown Portland office, joining other firms leaving difficult city corridors — a small expense/relocation item but potentially indicative of broader workplace/real-estate adjustments. Schwab Bails on Downtown Portland, Morrison Street Left Holding the Bag

Insiders Place Their Bets

In related news, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the transaction, the chairman owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. This trade represents a 23.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The SEC filing for this sale provides additional information. Insiders have sold 413,568 shares of company stock valued at $42,435,038 in the last quarter. Company insiders own 6.30% of the company’s stock.

Charles Schwab Company 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.