Heck Capital Advisors 13F: New $2.3M Stake in SCHW

Heck Capital Advisors added a new investment in The Charles Schwab Corporation, according to a Form 13F filing with the SEC on October 14, 2026. The firm purchased 24,020 shares of the financial services company. The reported value of the stake reached $2,347,715. Because 13F filings are backward-looking, this report reflects holdings as of the close of the reporting period and may not represent the investor's current position today.

Inside Heck Capital Advisors's The Charles Schwab Corporation Trade

Heck Capital Advisors opened a brand-new position in the company during the period. The firm purchased 24,020 shares, taking a stake worth $2,347,715.

Other Institutional Activity in The Charles Schwab Corporation

Blackrock Inc. grew its holdings by 1,264,925 shares, ending with 134,414,949 shares worth about $12,360,798,586. Vanguard Capital Management LLC reduced its holdings by 1,029,414 shares, ending with 107,329,957 shares worth about $9,870,062,747. Dodge & Cox Inc. grew its holdings by 1,965,085 shares, ending with 76,968,323 shares worth about $7,078,006,912. State Street Corporation grew its holdings by 407,493 shares, ending with 73,174,188 shares worth about $6,729,098,261. JPMORGAN CHASE & CO reduced its holdings by 24,678,590 shares, ending with 49,165,186 shares worth about $4,521,230,459.

The Charles Schwab Corporation Stock Down 5.1%

The Charles Schwab Corporation shares recently traded around $91.86 as of October 16, 2026. The stock sits below its 50-day moving average and below its 200-day moving average. Shares trade below their 52-week high of $114.53 and above their 52-week low of $83.96.

Recent Earnings

The Charles Schwab Corporation generated $26,025,000,960 in trailing-twelve-month revenue with a net profit margin of 38.8%. The company reported trailing-twelve-month earnings of $5.49 per share alongside a return on equity of 20.3%.

Dividend

The Charles Schwab Corporation pays an annual dividend yielding 1.33% with a payout ratio of 21.5%.

Insider Buying and Selling at The Charles Schwab Corporation

Company officer Neesha Hathi sold 3,177 shares on September 1, 2026 at a price of $109.04 for a total value of $346,428. Neesha Hathi later sold 5,000 shares on October 1, 2026 at a price of $97.80 for a total value of $489,007.

Analysts Set New Price Targets

On October 16, 2026, Barclays maintained the stock with an Overweight rating and a $115.00 price target. On the same date, UBS maintained the stock with a Buy rating and a $109.00 price target. Wells Fargo maintained the stock on October 16, 2026 with an Equal-Weight rating and a $103.00 price target. JP Morgan maintained the stock with an Overweight rating and a $147.00 price target on October 16, 2026. Evercore ISI Group maintained the stock with an In-Line rating and a $104.00 price target on October 16, 2026. The stock carries a consensus buy rating and a mean price target of $119.55 across 22 analyst opinions.

About The Charles Schwab Corporation

The Charles Schwab Corporation operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Institutional interest from firms like Heck Capital Advisors highlights ongoing portfolio adjustments in the financial sector.

Bottom Line

Investors should keep an eye on upcoming institutional filings and earnings reports to track how professional managers adjust their exposure. These disclosures provide a historical window into past portfolio moves rather than guarantees of current strategy.