Prevail Innovative Wealth Advisors LLC Takes $4.57 Million Position in The Charles Schwab Corporation $SCHW

Prevail Innovative Wealth Advisors LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 47,886 shares of the financial services provider’s stock, valued at approximately $4,572,000.

Several other institutional investors have also modified their holdings of SCHW. ZWJ Investment Counsel Inc. boosted 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 purchasing an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC lifted its position in Charles Schwab by 2.0% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after purchasing an additional 107 shares during the period. Nicolet Bankshares Inc. boosted its stake in Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after buying an additional 107 shares in the last quarter. First PREMIER Bank boosted its position in shares of Charles Schwab by 23.8% during the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after purchasing an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. boosted its position in shares of Charles Schwab by 0.3% during the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after purchasing an additional 107 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Piper Sandler boosted their target price 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. Bank of America raised their target price 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. Morgan Stanley lifted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. UBS Group upped their price target on Charles Schwab from $123.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Barclays increased their price objective on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $115.95.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Charles Schwab Stock Down 0.2%

Charles Schwab stock opened at $95.20 on Friday. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. 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 $166.81 billion, a PE ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93. The firm’s 50 day moving average price is $99.75 and its two-hundred day moving average price is $96.45.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) 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 company had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business posted $1.01 EPS. The company’s revenue for the quarter 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 predict that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal 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 given a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. Charles Schwab’s payout ratio is 27.47%.

Insider Activity

In other news, insider Paul V. Woolway sold 6,126 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total transaction of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares of the company’s stock, valued at $2,825,622.26. This trade represents a 17.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Nigel J. Murtagh sold 7,203 shares of Charles Schwab stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $681,475.83. Following the sale, the insider owned 57,972 shares of the company’s stock, valued at approximately $5,484,730.92. This represents a 11.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 415,568 shares of company stock valued at $42,639,058. 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.