Financial Enhancement Group LLC Takes $1.39 Million Position in The Charles Schwab Corporation $SCHW

Key Points

• Financial Enhancement Group LLC bought a new stake in The Charles Schwab Corporation of 13,609 shares worth about $1.39 million during the fourth quarter.
• Institutional ownership is high at roughly 84.38%, with large inflows from firms like Nordea (3,040,864 shares), while insiders sold about 413,568 shares (~$42.4 million) last quarter and now own 6.3%.
• Analysts and fundamentals show cautious optimism: the consensus is a "Moderate Buy" with an average target of $114.50, Schwab beat Q results (EPS $1.39 vs. $1.32; revenue $6.34B vs. $6.19B), set FY2026 EPS guidance of 5.70–5.80, and raised the quarterly dividend to $0.32 (1.3% yield).

Financial Enhancement Group LLC purchased a new stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 13,609 shares of the financial services provider's stock, valued at approximately $1,385,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. First National Trust Co boosted its position in shares of Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider's stock worth $8,518,000 after purchasing an additional 40,257 shares in the last quarter. Brookwood Investment Group LLC grew its stake in Charles Schwab by 192.6% during the 4th quarter. Brookwood Investment Group LLC now owns 12,236 shares of the financial services provider's stock worth $1,222,000 after buying an additional 8,054 shares during the last quarter. AE Wealth Management LLC grew its stake in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider's stock worth $9,531,000 after buying an additional 56,609 shares during the last quarter. Optimize Financial Inc purchased a new position in Charles Schwab during the 3rd quarter worth $467,000. Finally, Nordea Investment Management AB grew its stake in Charles Schwab by 11.2% during the 3rd quarter. Nordea Investment Management AB now owns 3,040,864 shares of the financial services provider's stock worth $291,436,000 after buying an additional 305,904 shares during the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on SCHW. Jefferies Financial Group dropped their target price on Charles Schwab from $122.00 to $118.00 and set a "buy" rating on the stock in a research note on Monday, April 6th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $131.00 target price on shares of Charles Schwab in a research note on Thursday, January 22nd. Citizens Jmp boosted their target price on Charles Schwab from $110.00 to $120.00 and gave the stock a "market outperform" rating in a research note on Monday, January 12th. Citigroup restated a "market outperform" rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Piper Sandler boosted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a research note on Wednesday, January 14th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $114.50.

Charles Schwab Stock Performance

Shares of SCHW opened at $96.77 on Tuesday. The stock has a 50-day moving average of $95.44 and a two-hundred day moving average of $96.37. The Charles Schwab Corporation has a one year low of $73.76 and a one year high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The stock has a market cap of $168.19 billion, a P/E ratio of 20.77, a P/E/G ratio of 0.79 and a beta of 0.90.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued 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. The company had revenue of $6.34 billion during the quarter, compared to analysts' expectations of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm's revenue was up 18.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a $0.32 dividend. This is a boost from Charles Schwab's previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab's payout ratio is presently 27.47%.

Insiders Place Their Bets

In other news, Director Christopher V. Dodds sold 11,825 shares of the business's stock in a transaction dated 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 of the company's stock, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Paul V. Woolway sold 15,884 shares of the business's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the transaction, the insider directly owned 35,992 shares of the company's stock, valued at approximately $3,423,559.04. This trade represents a 30.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by company insiders.

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.

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