MGO One Seven LLC Boosts Stock Position in The Charles Schwab Corporation $SCHW

13 Jan 2026, 07:56 by Renee Jackson · The Cerbat Gem

MGO One Seven LLC raised its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 16.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 54,633 shares of the financial services provider’s stock after buying an additional 7,713 shares during the period. MGO One Seven LLC’s holdings in Charles Schwab were worth $5,216,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHW. ZWJ Investment Counsel Inc. lifted its position in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after acquiring an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC grew its holdings 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 last quarter. Nicolet Bankshares Inc. grew its holdings in Charles Schwab by 0.8% in the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after purchasing an additional 107 shares during the last quarter. First PREMIER Bank increased its position in shares of Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. lifted its holdings 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 during the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity

In other news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider owned 11,923 shares in the company, valued at $1,168,454. This represents a 20.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 6.30% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

SCHW has been the subject of a number of recent analyst reports. Morgan Stanley raised their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Barclays upped their price objective on shares of Charles Schwab from $111.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. TD Cowen upped their price target on shares of Charles Schwab from $129.00 to $134.00 and gave the company a “buy” rating in a research note on Friday, October 17th. Finally, Cowen reaffirmed a “buy” rating on shares of Charles Schwab in a report on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average price target of $111.57.

Read Our Latest Report on Charles Schwab

Charles Schwab Stock Performance

Shares of NYSE SCHW opened at $101.95 on Tuesday. The company has a 50 day simple moving average of $96.51 and a two-hundred day simple moving average of $95.22. The stock has a market cap of $181.16 billion, a price-to-earnings ratio of 23.88, a PEG ratio of 0.70 and a beta of 0.94. 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 Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $104.76.

Charles Schwab (NYSE:SCHW – Get Free Report) last released 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. Charles Schwab had a net margin of 35.93% and a return on equity of 21.02%. The firm had revenue of $6.38 billion for the quarter, compared to analyst estimates of $5.93 billion. During the same quarter in the prior year, the business earned $0.71 earnings per share. The business’s quarterly revenue was up 26.6% compared to the same quarter last year. As a group, analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were paid a dividend of $0.27 per share. The ex-dividend date was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.1%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

About Charles Schwab

(Free Report)

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.