VELA Investment Management LLC Has $1.41 Million Stock Position in The Charles Schwab Corporation $SCHW

VELA Investment Management LLC lessened its stake in The Charles Schwab Corporation (NYSE:SCHW) by 36.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,785 shares of the financial services provider’s stock after selling 8,411 shares during the quarter. VELA Investment Management LLC’s holdings in Charles Schwab were worth $1,412,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of SCHW. ZWJ Investment Counsel Inc. raised its position in Charles Schwab by 4.6% in the 3rd 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. Bryn Mawr Trust Advisors LLC increased its stake in shares of Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after buying an additional 107 shares during the period. Nicolet Bankshares Inc. raised its position in shares of Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after acquiring an additional 107 shares during the last quarter. First PREMIER Bank lifted its stake in shares of Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 107 shares during the period. Finally, Harfst & Associates Inc. boosted 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 acquiring an additional 107 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Charles Schwab News Roundup

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

• Positive Sentiment: Management raised FY?2026 EPS and revenue guidance well above Street consensus (EPS 5.70–5.80 vs. ~5.37 consensus; revenue ~$26.2–26.4B vs. ~$25.5B), a clear catalyst for upside as it signals stronger forward profitability. Schwab Reports Record 4Q and Full Year 2025 Results
• Positive Sentiment: Q4 results showed EPS of $1.39 and revenue of $6.34B, beating consensus on the top and bottom lines and reflecting strong trading volumes and net new assets — supports the narrative of robust client activity and higher interest income. The Charles Schwab Corporation (SCHW) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management flagged strategic growth initiatives — including plans to expand RIA lending capabilities — which could increase fee and interest revenue over time and improve client retention. Schwab Plans to Ramp Up, Expand RIA Lending Capabilities
• Neutral Sentiment: CEO and management interviews / winter business update provided color on client engagement and strategy but contained no major surprises — useful for modeling execution risk but not an immediate price driver. Winter Business Update Transcript
• Neutral Sentiment: Schwab made a charitable gift to support a university financial?planning clinic — positive for reputation/ESG but unlikely to move near?term fundamentals. Charles Schwab financial gift to help Aggie Financial Planning Clinic open doors in 2026
• Negative Sentiment: Some coverage flagged net?revenue and expense items that fell short of expectations or raised concerns about rising costs, creating mixed market reaction and intraday selling pressure despite the strong guidance and beats. Schwab Net Revenue Misses Estimates Amid Strong Year for Markets

Insiders Place Their Bets

In other news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider owned 11,923 shares in the company, valued at $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on SCHW shares. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Bank of America boosted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. Keefe, Bruyette & Woods increased their price objective on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research note on Wednesday, October 8th. Finally, Wolfe Research set a $120.00 target price on shares of Charles Schwab in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.70.

Charles Schwab Price Performance

Shares of SCHW stock opened at $101.84 on Thursday. The firm has a market capitalization of $180.96 billion, a price-to-earnings ratio of 23.85, a price-to-earnings-growth ratio of 0.69 and a beta of 0.94. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $104.98. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The firm has a fifty day moving average of $97.50 and a 200-day moving average of $95.75.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The company had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $1.01 earnings per share. Charles Schwab’s 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. On average, equities research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

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.