Cresset Asset Management LLC Has $37.37 Million Stake in The Charles Schwab Corporation $SCHW

Cresset Asset Management LLC boosted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 2.7% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 391,471 shares of the financial services provider’s stock after acquiring an additional 10,150 shares during the quarter. Cresset Asset Management LLC’s holdings in Charles Schwab were worth $37,374,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHW. West Branch Capital LLC bought a new position in shares of Charles Schwab in the third quarter valued at $27,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab in the 2nd quarter worth about $33,000. Howard Hughes Medical Institute bought a new position in Charles Schwab in the 2nd quarter valued at about $34,000. Redmont Wealth Advisors LLC bought a new position in Charles Schwab in the 3rd quarter valued at about $34,000. Finally, FSA Wealth Management LLC acquired a new position in Charles Schwab during the 2nd quarter valued at about $36,000. 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 completed its acquisition of Forge Global, adding a private-markets platform that gives clients access to pre-IPO shares and alternatives — a strategic move to broaden product offering and client wallet share. Charles Schwab Acquisition Of Forge Global Expands Private Market Story
• Positive Sentiment: Multiple releases confirm the Forge deal is closed and integrated messaging is beginning; this positions Schwab to cross-sell alternatives to retail and RIA clients, which could support fee revenue and client retention long term. Charles Schwab Completes Acquisition of Forge Global
• Positive Sentiment: Analyst optimism: Truist raised its price target on SCHW (to $122) and highlighted stronger net interest income expectations, supporting a bullish view on earnings power as rates and deposit mix evolve. The Charles Schwab Corporation (SCHW) Projects Strong Net Interest Income Growth
• Neutral Sentiment: Local and real-estate moves: Schwab’s regional expansion in South Florida and a new San Francisco office (post-HQ move to Westlake) signal continued branch/market growth and talent footprint adjustment — strategic but not immediately earnings-accretive. Charles Schwab’s local leader talks South Florida expansion
• Neutral Sentiment: Industry benchmarking coverage summarizes Q4 results for investment banking & brokerage peers, placing Schwab’s quarter in context — useful for relative valuation but not a direct new catalyst. Investment Banking & Brokerage Stocks Q4 Results: Benchmarking Charles Schwab (NYSE:SCHW)
• Neutral Sentiment: Mention in dividend/growth stock lists and other outlets highlights SCHW as a dividend/growth candidate — supportive long-term narrative but not an immediate price driver. Top 15 High-Growth Dividend Stocks For March 2026

Insiders Place Their Bets

In other news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction on Friday, February 6th. The stock was 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 owned 449,406 shares in the company, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the sale, the insider owned 10,470 shares in the company, valued at $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 398,257 shares of company stock valued at $41,001,365. Company insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

SCHW opened at $95.16 on Wednesday. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The firm has a 50-day moving average of $100.13 and a 200 day moving average of $96.46. 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 firm has a market cap of $166.74 billion, a P/E ratio of 20.42, a PEG ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last released its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the company earned $1.01 earnings per share. The company’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 27.47%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Truist Financial raised their target price on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. UBS Group raised their price objective on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Citizens Jmp upped their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. TD Cowen increased their target price 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. Finally, Bank of America boosted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $115.95.

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.