Triad Wealth Partners LLC Takes $1.32 Million Position in The Charles Schwab Corporation $SCHW

Key Points

• Triad Wealth Partners opened a new position in The Charles Schwab Corporation in Q4, buying 13,227 shares valued at about $1.32 million; overall, institutional investors own roughly 84.38% of the stock.
• Charles Schwab beat Q4 expectations (EPS $1.39 vs. $1.32 est., revenue $6.34B vs. $6.19B), set FY2026 guidance of 5.700–5.800 EPS, and raised its quarterly dividend to $0.32 (1.3% yield).
• Schwab launched direct spot trading of Bitcoin and Ethereum for brokerage clients, and analysts maintain a consensus of "Moderate Buy" with a $115.15 price target, supporting recent buying interest.

Triad Wealth Partners LLC purchased a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 13,227 shares of the financial services provider's stock, valued at approximately $1,321,000.

Other hedge funds also recently made changes to their positions in the company. Piscataqua Savings Bank bought a new stake in shares of Charles Schwab during the 4th quarter worth $26,000. West Branch Capital LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth $27,000. GoalVest Advisory LLC bought a new stake in shares of Charles Schwab during the 4th quarter worth $28,000. Beacon Financial Strategies CORP bought a new stake in shares of Charles Schwab during the 4th quarter worth $29,000. Finally, Redmont Wealth Advisors LLC bought a new stake in shares of Charles Schwab during the 3rd quarter worth $34,000. 84.38% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Keefe, Bruyette & Woods assumed coverage on shares of Charles Schwab in a report on Wednesday. They set an "outperform" rating and a $110.00 price objective for the company. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $131.00 price objective on shares of Charles Schwab in a report on Thursday, January 22nd. Jefferies Financial Group dropped their price objective on shares of Charles Schwab from $122.00 to $118.00 and set a "buy" rating for the company in a report on Monday. Piper Sandler lifted their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a "neutral" rating in a report on Wednesday, January 14th. Finally, Barclays dropped their price objective on shares of Charles Schwab from $126.00 to $117.00 and set an "overweight" rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $115.15.

Charles Schwab News Roundup

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

• Positive Sentiment: Multiple brokerages and analysts refreshed coverage with bullish stances or high price targets, underpinning investor demand (examples: Keefe, Bruyette & Woods started coverage with an outperform rating and $110 PT; Truist reiterated a $122 PT). These notes help explain buying interest and recent upward moves. Analyst Coverage and Targets
• Positive Sentiment: Schwab launched direct spot trading of Bitcoin and Ethereum for brokerage clients (phased rollout, waitlist). Direct crypto trading expands revenue/engagement opportunities beyond ETFs and futures and likely attracted near-term trading optimism. Charles Schwab Expands Into Direct Crypto Trading And Client Engagement
• Positive Sentiment: Coverage and analyst initiation stories helped drive a sharp one-day bump in the stock recently; that market reaction shows how much the stock is influenced by fresh sell-side attention. Why Charles Schwab Stock Bumped Nearly 4% Higher Today
• Neutral Sentiment: Research pieces highlight Schwab as attractive (e.g., “3 Reasons We Love This Stock”) and Zacks flags conditions consistent with a potential earnings beat — both supportive but not guaranteed to change fundamentals immediately. Charles Schwab (SCHW): 3 Reasons We Love This Stock
• Neutral Sentiment: UBS and Barclays trimmed price targets (UBS $125→$119; Barclays $126→$117) but kept buy/overweight views — a mixed signal: slightly lower upside estimates but continued analyst support. Price Target Changes
• Neutral Sentiment: Schwab published research on crypto allocation scenarios showing bitcoin weights up to ~22% in some diversified portfolios — enhances Schwab’s positioning as a thought leader in wealth allocation but is long-term in nature. Charles Schwab Identifies 2 Crypto Allocation Approaches
• Negative Sentiment: A FINRA arbitration awarded consumer damages related to EFT Act violations — a regulatory/legal cost that can raise concern about compliance risks and potential future payouts. FINRA Arbitrator Awards Consumer Damages
• Negative Sentiment: Local branch pullbacks (e.g., downtown Portland closure) and negative local press highlight operational downsizing and reputational headlines in some markets. Charles Schwab to close downtown Portland branch
• Negative Sentiment: Some firms (e.g., Jefferies) have issued cautious or pessimistic forecasts, which can pressure sentiment if echoed by further downgrades. Jefferies Pessimistic Forecast

Charles Schwab Stock Performance

Charles Schwab stock opened at $97.34 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $169.18 billion, a PE ratio of 20.89, a P/E/G ratio of 0.80 and a beta of 0.90. The firm has a fifty day simple moving average of $95.79 and a two-hundred day simple moving average of $96.31. The Charles Schwab Corporation has a twelve month low of $71.23 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the firm posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a $0.32 dividend. This is a boost from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. 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 company's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares of the company's stock, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman Walter W. Bettinger sold 67,514 shares of the company's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the transaction, the chairman directly owned 529,346 shares of the company's stock, valued at approximately $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 413,568 shares of company stock valued at $42,435,038 over the last three months. 6.30% of the stock is currently owned by company insiders.

About Charles Schwab

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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