iA Global Asset Management Inc. Buys 16,646 Shares of The Charles Schwab Corporation $SCHW

iA Global Asset Management Inc. boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 20.7% in the third quarter, HoldingsChannel reports. The firm owned 97,214 shares of the financial services provider’s stock after acquiring an additional 16,646 shares during the period. iA Global Asset Management Inc.’s holdings in Charles Schwab were worth $9,281,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of SCHW. Brighton Jones LLC increased its stake in Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after purchasing an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Charles Schwab by 21.6% during the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after purchasing an additional 809 shares during the last quarter. Accurate Wealth Management LLC grew its stake in shares of Charles Schwab by 59.9% in the second quarter. Accurate Wealth Management LLC now owns 5,538 shares of the financial services provider’s stock valued at $515,000 after buying an additional 2,075 shares in the last quarter. Mather Group LLC. grew its position in shares of Charles Schwab by 7.3% in the 2nd quarter. Mather Group LLC. now owns 6,638 shares of the financial services provider’s stock valued at $606,000 after acquiring an additional 453 shares during the period. Finally, McAdam LLC acquired a new position in Charles Schwab during the second quarter worth approximately $217,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider owned 11,923 shares of the company’s stock, valued at $1,168,454. This trade represents a 20.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders have sold a total of 7,072 shares of company stock valued at $715,076 over the last quarter. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Charles Schwab stock opened at $102.24 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The company has a market cap of $181.68 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 0.86 and a beta of 0.94. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. The business’s 50 day simple moving average is $97.83 and its 200 day simple moving average is $95.87.

Charles Schwab (NYSE:SCHW) last posted 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. The firm 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%.The business’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Key Stories Impacting Charles Schwab

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)

Analyst Ratings Changes

A number of research analysts have commented on SCHW shares. Wolfe Research set a $120.00 price objective on Charles Schwab in a report on Monday, January 12th. Citizens Jmp increased their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. JPMorgan Chase & Co. raised their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Finally, UBS Group lifted their price objective on Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $115.60.

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.