38,821 The Charles Schwab Corporation $SCHW Shares Purchased by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 143.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,912 shares of the financial services provider’s stock after purchasing an additional 38,821 shares during the period. Charles Schwab comprises 0.8% of Greenup Street Wealth Management LLC’s holdings, making the stock its 23rd largest holding. Greenup Street Wealth Management LLC’s holdings in Charles Schwab were worth $6,442,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Peoples Bank KS boosted its stake in shares of Charles Schwab by 2.7% in the second quarter. Peoples Bank KS now owns 4,331 shares of the financial services provider’s stock valued at $400,000 after buying an additional 113 shares during the period. Crumly & Associates Inc. increased its stake in Charles Schwab by 1.1% during the 2nd quarter. Crumly & Associates Inc. now owns 10,479 shares of the financial services provider’s stock worth $967,000 after acquiring an additional 115 shares during the period. Cypress Capital Group increased its stake in Charles Schwab by 4.2% during the 1st quarter. Cypress Capital Group now owns 2,945 shares of the financial services provider’s stock worth $277,000 after acquiring an additional 118 shares during the period. Capital Management Associates Inc increased its stake in Charles Schwab by 2.8% during the 3rd quarter. Capital Management Associates Inc now owns 4,429 shares of the financial services provider’s stock worth $433,000 after acquiring an additional 120 shares during the period. Finally, Klingman & Associates LLC raised its holdings in Charles Schwab by 1.5% in the 1st quarter. Klingman & Associates LLC now owns 8,417 shares of the financial services provider’s stock valued at $791,000 after acquiring an additional 125 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab executives said artificial intelligence is moving from experimentation into practical uses, including operational efficiency, financial planning and new ways to engage clients. The firm is integrating Anthropic’s Claude for Financial Advisors and investing in AI-related partnerships, which could strengthen its competitive position with independent advisors. Schwab Says AI Is Past Experiments
• Positive Sentiment: CEO Rick Wurster outlined plans to expand Schwab’s role in IPO access for retail investors, while the asset-management division is considering additional active fixed-income and dividend ETFs. These initiatives could support customer engagement, asset gathering and fee growth. Schwab CEO Sees a Bigger Role for Retail Investors in IPOs
• Positive Sentiment: Schwab plans to deepen bank-like capabilities for registered investment advisors, potentially helping it attract large wirehouse teams and expand custody relationships. Schwab to Push on Bank Capabilities for RIAs
• Neutral Sentiment: Schwab’s advisor survey showed RIAs are prioritizing new clients and referrals as organic growth becomes more difficult. The findings support demand for Schwab’s platform but also highlight a tougher environment for advisor-driven asset growth. Schwab’s 2026 Independent Advisor Outlook Study
• Negative Sentiment: Evercore ISI lowered its price target to $98 from $104, signaling more cautious expectations even though the revised target remains above recent trading levels. Evercore ISI Adjusts Price Target
• Negative Sentiment: Management and strategists warned that sticky inflation, tariffs, geopolitical risks and uncertainty surrounding the AI trade could keep markets volatile. Schwab is also emphasizing safeguards against unauthorized AI agents, underscoring regulatory and operational risks as adoption accelerates. Schwab CEO Says Firm Is Blocking Rogue AI Agents

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Jefferies Financial Group set a $120.00 target price on Charles Schwab in a research report on Friday, October 16th. Evercore set a $98.00 target price on Charles Schwab in a report on Wednesday. Citigroup reaffirmed a “market outperform” rating on shares of Charles Schwab in a research report on Friday, October 16th. Compass Point increased their price objective on shares of Charles Schwab from $135.00 to $136.00 and gave the stock a “buy” rating in a research note on Tuesday, October 6th. Finally, Barclays reduced their price objective on shares of Charles Schwab from $118.00 to $115.00 and set an “overweight” rating on the stock in a research note on Friday, October 16th. Eighteen equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $119.91.

Insiders Place Their Bets

In related news, insider Dennis Howard sold 2,198 shares of the firm’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $110.00, for a total value of $241,780.00. Following the sale, the insider directly owned 6,980 shares of the company’s stock, valued at $767,800. This trade represents a 23.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paula Sneed sold 5,263 shares of Charles Schwab stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $107.15, for a total value of $563,930.45. Following the completion of the transaction, the director owned 91,711 shares in the company, valued at approximately $9,826,833.65. This represents a 5.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 285,734 shares of company stock valued at $32,073,309 over the last ninety days. 6.30% of the stock is owned by insiders.

Charles Schwab Stock Down 1.6%

NYSE SCHW opened at $88.01 on Friday. The business has a fifty day moving average price of $100.52 and a two-hundred day moving average price of $97.67. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $114.53. The stock has a market capitalization of $152.20 billion, a PE ratio of 15.02, a PEG ratio of 0.80 and a beta of 0.79.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The firm had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. During the same quarter last year, the business posted $1.31 EPS. The company’s revenue was up 16.9% compared to the same quarter last year. Equities analysts expect that The Charles Schwab Corporation will post 6.41 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, November 13th. Charles Schwab’s dividend payout ratio is currently 21.84%.

Charles Schwab Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.