The Charles Schwab Corporation $SCHW Shares Bought by Pinnacle Financial Partners Inc

Pinnacle Financial Partners Inc raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.7% in the third quarter, Holdings Channel.com reports. The fund owned 95,607 shares of the financial services provider’s stock after acquiring an additional 9,244 shares during the quarter. Pinnacle Financial Partners Inc’s holdings in Charles Schwab were worth $9,128,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Federated Hermes Inc. grew its holdings in shares of Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after buying an additional 173,577 shares in the last quarter. Vanguard Personalized Indexing Management LLC boosted its position in Charles Schwab by 26.8% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 190,538 shares of the financial services provider’s stock worth $17,387,000 after acquiring an additional 40,275 shares during the last quarter. Figure 8 Investment Strategies LLC acquired a new stake in Charles Schwab in the 2nd quarter valued at about $924,000. PFG Investments LLC raised its holdings in Charles Schwab by 10.2% in the 2nd quarter. PFG Investments LLC now owns 5,951 shares of the financial services provider’s stock valued at $543,000 after acquiring an additional 550 shares during the last quarter. Finally, W.H. Cornerstone Investments Inc. purchased a new position in Charles Schwab in the 2nd quarter worth approximately $246,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab Price Performance

Charles Schwab stock opened at $103.83 on Friday. The company’s 50 day simple moving average is $97.15 and its 200-day simple moving average is $95.52. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $104.98. The company has a market capitalization of $184.50 billion, a price-to-earnings ratio of 24.32, a price-to-earnings-growth ratio of 0.71 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, October 16th. The financial services provider reported $1.31 earnings per share for the quarter, topping analysts’ consensus estimates of $1.25 by $0.06. The firm had revenue of $6.38 billion during the quarter, compared to analysts’ expectations of $5.93 billion. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. The firm’s quarterly revenue was up 26.6% on a year-over-year basis. During the same quarter last year, the company posted $0.71 EPS. As a group, equities research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Stockholders of record on Friday, November 14th were paid a $0.27 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.0%. Charles Schwab’s payout ratio is presently 25.29%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on SCHW shares. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. BMO Capital Markets started coverage on Charles Schwab in a research note on Friday, October 3rd. They issued an “outperform” rating and a $110.00 target price for the company. Cowen reiterated a “buy” rating on shares of Charles Schwab in a report on Wednesday. JPMorgan Chase & Co. upped their price objective on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a report on Monday, October 20th. Finally, UBS Group lifted their target price on shares of Charles Schwab from $119.00 to $123.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus price target of $114.45.

More Charles Schwab News

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

• Positive Sentiment: Schwab shares reached an all-time high, signaling strong market momentum and investor confidence as sentiment around the stock turns more bullish. Charles Schwab stock hits all-time high at 104.77 USD
• Positive Sentiment: TD Cowen raised its price target to $135, a sizable upside signal that can drive buying interest from momentum and value-oriented investors. TD Cowen Boosts Charles Schwab (NYSE:SCHW) Price Target to $135.00
• Positive Sentiment: Analysts’ consensus is “Moderate Buy,” supporting continued institutional interest and providing a baseline for further upward revisions. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Analysts expect Schwab’s Q4 results (reporting Jan. 21) to be aided by robust trading volumes and rising net interest revenue (NIR), which would materially boost revenues and profitability. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Neutral Sentiment: Previews urge investors to look past headline EPS — monitoring net interest margin, client cash levels and active accounts will be key to judge whether growth is sustainable. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab expanded its investor education offerings (more events, programming), which supports client engagement and long-term retention but has a modest short-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Zacks highlights Schwab as a long-term value pick based on style scores and valuation metrics — useful for buy-and-hold investors but not an immediate catalyst. Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
• Neutral Sentiment: A retrospective piece on 10-year returns highlights Schwab’s long-term performance; interesting for sentiment but not a direct price driver. Here’s how much a $1000 investment in the Charles Schwab Corporation made 10 years ago would be worth today

Insider Activity

In related news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $102.01, for a total transaction of $204,020.00. Following the transaction, the insider owned 11,923 shares of the company’s stock, valued at approximately $1,216,265.23. This represents a 14.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 6.30% of the company’s stock.

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.