Montrusco Bolton Investments 13F: New $68M Stake in SCHW

Montrusco Bolton Investments opened a new position in The Charles Schwab Corporation (NYSE: SCHW), acquiring 695,062 shares worth about $67.9 million. The portfolio move came to light in a regulatory filing submitted to the SEC on October 13, 2026. Because 13F filings look backward at holdings from the previous quarter, this disclosure outlines past positioning and may not match the investor's current share count today.

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 $12.36 billion. Vanguard Capital Management LLC cut its stake by 1,029,414 shares, leaving it with 107,329,957 shares valued at roughly $9.87 billion. Dodge & Cox Inc. lifted its position by 1,965,085 shares to hold 76,968,323 shares worth about $7.08 billion. State Street Corporation added 407,493 shares for a total of 73,174,188 shares valued at about $6.73 billion. Meanwhile, JPMorgan Chase & Co. reduced its holdings by 24,678,590 shares, finishing with 49,165,186 shares worth roughly $4.52 billion.

The Charles Schwab Corporation Stock Down 5.2%

The stock recently traded around $91.77 per share. That puts the shares below both their 50-day and 200-day moving averages.

Recent Earnings

The Charles Schwab Corporation posted trailing-twelve-month revenue of $26.03 billion and earnings of $5.49 per share. The company generated a net profit margin of 38.8% and a return on equity of 20.3% over the same period, showing solid operational efficiency in its wealth management and brokerage divisions.

Dividend

Investors receive an annual dividend yield of 1.33%, backed by a payout ratio of 21.5%.

Insider Buying and Selling at The Charles Schwab Corporation

Company insiders executed share sales during recent periods. Neesha Hathi sold shares in transactions during September and October 2026.

Analysts Set New Price Targets

Financial firms updated their views on the stock following recent market moves. Barclays maintains an Overweight rating with a price target of $115.00. UBS keeps a Buy rating with a target of $109.00. Wells Fargo maintains an Equal-Weight rating with a price target of $103.00. JP Morgan holds an Overweight rating with a target of $147.00, while Evercore ISI Group maintains an In-Line rating with a target of $104.00. Across Wall Street, the consensus leans toward a buy recommendation.

About The Charles Schwab Corporation

Headquartered in Westlake, Texas, The Charles Schwab Corporation operates through its subsidiaries as a savings and loan holding company. It delivers wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual and institutional clients across the United States and abroad.

Bottom Line

Institutional interest in Charles Schwab remains active as large money managers reallocate capital across the financial sector. Market watchers will keep an eye on upcoming regulatory reports and corporate updates to gauge how shifting interest rates and market volumes affect brokerage earnings. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.