The Charles Schwab Corporation $SCHW Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC cut its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 12.5% in the 3rd quarter, Holdings Channel reports. The firm owned 2,330,400 shares of the financial services provider’s stock after selling 334,258 shares during the quarter. Charles Schwab comprises approximately 0.9% of Kovitz Investment Group Partners LLC’s holdings, making the stock its 21st biggest position. Kovitz Investment Group Partners LLC’s holdings in Charles Schwab were worth $222,483,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of SCHW. West Branch Capital LLC bought a new position in Charles Schwab in the 3rd quarter worth about $27,000. Redmont Wealth Advisors LLC acquired a new position in Charles Schwab during the third quarter worth about $34,000. Evelyn Partners Asset Management Ltd acquired a new position in shares of Charles Schwab in the 2nd quarter worth approximately $33,000. Howard Hughes Medical Institute acquired a new position in Charles Schwab in the second quarter worth approximately $34,000. Finally, Steph & Co. raised its position in shares of Charles Schwab by 74.7% during the third quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock worth $37,000 after purchasing an additional 165 shares during the period. Institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction on 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 transaction, the director owned 449,406 shares in the company, valued at $46,985,397.30. This represents a 2.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The SEC filing for this sale provides additional information. Insiders sold a total of 348,344 shares of company stock worth $36,259,555 in the last ninety days. Insiders own 6.30% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

• Positive Sentiment: Zacks highlights Schwab as a top-ranked value stock, reinforcing buy-the-dip narratives and valuation-based interest from value investors. The Charles Schwab Corporation (SCHW) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: PowerX Optimizer released an update that includes a Charles Schwab integration — a distribution/partner signal that can help drive client acquisition and platform stickiness. PowerX Optimizer Releases Version 3.7.0 Featuring WealthOS Goals Financial Freedom Tool and Charles Schwab Integration
• Positive Sentiment: Local commercial real estate news shows Schwab filling office space (South End lease), a sign of stable corporate operations and footprint expansion. South End tower nears full occupancy as investment giant inks big lease
• Neutral Sentiment: Brokerage roundups and “best apps” lists include Schwab in comparisons for beginners — positive for brand and customer inflows but not an immediate catalyst. What’s the Best Brokerage for Beginners Now? My Pick for February 2026 6 best investing and trading apps for beginners
• Neutral Sentiment: Charles Schwab strategists note inflation risks (Liz Ann Sonders), a macro comment investors monitor for potential margin and rate impacts. ‘Wouldn’t rule out’ inflation reigniting due to tariffs, labor costs – Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: AI-driven tax/planning tool Hazel triggered investor fears that robo/AI offerings could displace traditional advisors; wealth-management incumbents including Schwab have seen notable share weakness after that news. Week’s Best: This Is Hazel, the AI Tool That Rocked Markets
• Negative Sentiment: Multiple outlets report Charles Schwab wired ~$27.7M related to Jeffrey Epstein’s attempted property purchase days before his 2019 arrest — a reputational/legal headline that can pressure the stock while investors assess regulatory or litigation risk. How Schwab moved $27.7M in payments for Epstein days before his arrest
• Negative Sentiment: Zacks piece explaining the ~9–10% decline since the last earnings report summarizes sell-side rotation and investor concerns about growth vs. disruption — provides context for ongoing weakness. Why Is Charles Schwab (SCHW) Down 9.8% Since Last Earnings Report?

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $93.97 on Friday. The firm has a market cap of $166.98 billion, a price-to-earnings ratio of 20.17, a P/E/G ratio of 0.76 and a beta of 0.94. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50. 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 business has a fifty day simple moving average of $100.57 and a 200 day simple moving average of $96.56.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the company posted $1.01 earnings per share. The business’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 27.47%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on SCHW. Bank of America lifted their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Citizens Jmp raised their target price on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Truist Financial increased their price objective on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Wolfe Research set a $120.00 price objective on Charles Schwab in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab 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.