Greatmark Investment Partners Inc. Lowers Position in The Charles Schwab Corporation $SCHW

Greatmark Investment Partners Inc. decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 1.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 338,520 shares of the financial services provider’s stock after selling 5,272 shares during the period. Charles Schwab comprises 3.9% of Greatmark Investment Partners Inc.’s holdings, making the stock its 7th biggest position. Greatmark Investment Partners Inc.’s holdings in Charles Schwab were worth $32,319,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Princeton Global Asset Management LLC acquired a new stake in shares of Charles Schwab in the second quarter valued at approximately $25,000. RMG Wealth Management LLC acquired a new position in Charles Schwab in the 2nd quarter valued at $27,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the 3rd quarter valued at $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Charles Schwab during the 2nd quarter worth $32,000. Finally, Hoese & Co LLP grew its holdings in shares of Charles Schwab by 131.6% during the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock worth $32,000 after purchasing an additional 200 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the sale, the insider directly owned 21,768 shares in the company, valued at approximately $2,285,640. The trade was a 8.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold 7,072 shares of company stock worth $715,076 over the last quarter. Company insiders own 6.30% of the company’s stock.

Charles Schwab Stock Performance

NYSE SCHW opened at $102.24 on Friday. The firm’s fifty day moving average price is $97.83 and its two-hundred day moving average price is $95.90. The stock has a market cap of $181.68 billion, a PE ratio of 21.94, a PEG ratio of 0.84 and a beta of 0.94. 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 Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $105.81.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data 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 company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.Charles Schwab’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. Piper Sandler boosted their price target on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Truist Financial boosted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday. JMP Securities reaffirmed a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a report on Friday, October 17th. Morgan Stanley increased their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, TD Cowen lifted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $115.60.

Key Charles Schwab News

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

• Positive Sentiment: Company raised FY?2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52?week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52?Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

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.