HF Advisory Group LLC Boosts Position in The Charles Schwab Corporation $SCHW

Key Points

• HF Advisory Group LLC boosted its stake in Charles Schwab by 470.2% in Q4 to 211,910 shares (worth ~$21.17M), making SCHW about 0.8% of HF Advisory's holdings and its 19th-largest position.
• Company insiders sold heavily — insiders disposed of 413,568 shares worth roughly $42.4M in the last quarter (notable sales by Dennis Howard and Paul V. Woolway), leaving insiders with 6.30% ownership.
• Operational and shareholder update: Schwab beat Q results (EPS $1.39 vs. $1.32 est., revenue $6.34B vs. $6.19B), set FY2026 guidance of 5.70–5.80 EPS, and raised the quarterly dividend to $0.32 ($1.28 annualized, ~1.4% yield).

HF Advisory Group LLC grew its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 470.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 211,910 shares of the financial services provider's stock after purchasing an additional 174,748 shares during the quarter. Charles Schwab comprises about 0.8% of HF Advisory Group LLC's holdings, making the stock its 19th biggest holding. HF Advisory Group LLC's holdings in Charles Schwab were worth $21,172,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in SCHW. Lantz Financial LLC raised its stake in Charles Schwab by 3.1% during the fourth quarter. Lantz Financial LLC now owns 3,243 shares of the financial services provider's stock valued at $324,000 after buying an additional 99 shares during the last quarter. Roberts Wealth Advisors LLC grew its stake in shares of Charles Schwab by 0.5% in the fourth quarter. Roberts Wealth Advisors LLC now owns 22,961 shares of the financial services provider's stock worth $2,294,000 after acquiring an additional 105 shares during the period. ZWJ Investment Counsel Inc. raised its stake in Charles Schwab by 4.6% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider's stock valued at $228,000 after buying an additional 106 shares during the last quarter. Nicolet Bankshares Inc. boosted its position in Charles Schwab by 0.8% in the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider's stock worth $1,191,000 after purchasing an additional 107 shares during the last quarter. Finally, First PREMIER Bank boosted its holdings in shares of 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 buying an additional 107 shares during the last quarter. Institutional investors own 84.38% of the company's stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab-backed EDX Markets applied for an OCC national trust bank charter to form EDX Trust, N.A. in Chicago — a step that could expand Schwab’s footprint in crypto custody/settlement through an affiliated venue if approved, supporting long-term revenue diversification. Charles Schwab-Backed EDX Markets Applies for National Trust Bank Charter With OCC
• Positive Sentiment: Schwab launched the Schwab Teen Investor account (13–17) with educational incentives and a $50 fractional-share reward — a customer-acquisition initiative that can boost long-term AUM and client lifetime value. How Investors May Respond To Charles Schwab (SCHW) Teen Accounts With Education-Tied Fractional Share Rewards
• Neutral Sentiment: Analysts continue to flag Schwab’s sensitivity to interest-rate moves; monitoring net interest margin and deposit/loan dynamics remains key to near-term performance. What I'm Watching With Charles Schwab (SCHW) To See If They Beat The Market
• Neutral Sentiment: Market commentary from Schwab’s Liz Ann Sonders highlights oversold technical conditions — a macro view that could support eventual flows but isn’t an immediate company-specific catalyst. Watch CNBC's full interview with Charles Schwab's Liz Ann Sonders
• Neutral Sentiment: Several outlets are re-examining Schwab’s valuation after a strong multi-year run; this discussion can raise volatility as investors reassess upside vs. already-priced growth. Is It Time To Reassess Charles Schwab (SCHW) After Its Strong Multi Year Share Price Run
• Negative Sentiment: An analyst cut his price target on Schwab, cited by coverage explaining the stock’s intraday weakness; analyst downgrades/target trims are pressuring sentiment. Why Charles Schwab Stock Slumped on Wednesday
• Negative Sentiment: Truist trimmed its price target slightly (from $122 to $120) despite maintaining a Buy — the small cut contributes to cautious positioning among investors. Benzinga
• Negative Sentiment: Shares are trading lower with above-average volume (roughly ~16M vs. ~8.4M average), suggesting active selling/rotation rather than a quiet pullback. Volume & Trade Context

Wall Street Analyst Weigh In

SCHW has been the topic of a number of analyst reports. Weiss Ratings raised Charles Schwab from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Barclays lifted their price objective on Charles Schwab from $125.00 to $126.00 and gave the stock an "overweight" rating in a research note on Monday, January 26th. TD Cowen increased their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. UBS Group lifted their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a "buy" rating in a research note on Thursday, January 22nd. Finally, Bank of America increased their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an "underperform" rating in a report on Wednesday, December 10th. 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 assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $115.84.

Insider Transactions at Charles Schwab

In related news, insider Dennis Howard sold 27,903 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Paul V. Woolway sold 15,884 shares of Charles Schwab stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the sale, the insider owned 35,992 shares of the company's stock, valued at approximately $3,423,559.04. This represents a 30.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 413,568 shares of company stock valued at $42,435,038. Company insiders own 6.30% of the company's stock.

Charles Schwab Trading Down 1.8%

NYSE:SCHW opened at $92.30 on Thursday. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a fifty day simple moving average of $96.83 and a 200-day simple moving average of $96.24. The company has a market capitalization of $160.43 billion, a P/E ratio of 19.81, a PEG ratio of 0.76 and a beta of 0.93. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm had revenue of $6.34 billion during the quarter, compared to analysts' expectations of $6.19 billion. During the same quarter last year, the company posted $1.01 earnings per share. The firm'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 anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.4%. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio is currently 27.47%.

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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