Fund Update: New $121.6M $Q stock position opened by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INC has opened a new $121.6 million position in $Q stock, as revealed by a recent SEC 13F filing for the reporting period ending December 31, 2025. This fund update comes amidst significant institutional investor activity in $Q, with 665 institutions increasing their holdings, and diverse insider trading activity including both purchases and sales. Analysts also maintain primarily "buy" or "outperform" ratings for $Q, with a median price target of $105.0.
Charles Schwab Corporation Releases January 2026 Activity Report
Charles Schwab Corporation released its January 2026 Activity Report, detailing significant growth in client accounts, with 38.7 million active brokerage accounts, 5.8 million workplace plan participant accounts, and 2.2 million banking accounts. The company also reported total client assets reaching $12.15 trillion, a year-over-year increase, and highlighted its diversified services in wealth management, brokerage, banking, and asset management. Wall Street analysts maintain a positive outlook for SCHW, with price targets indicating expected stock price increases.
Schwab reports $27.8 billion in core net new assets for January
Charles Schwab Corporation reported attracting $27.8 billion in core net new assets in January 2026, consistent with typical seasonal patterns. The financial services giant saw total client assets reach $12.15 trillion, an 18% increase year-over-year, and opened 476,000 new brokerage accounts. This performance highlights Schwab's continued growth, strong financial standing, and potential upside according to valuation models, having maintained dividend payments for 38 consecutive years.
Schwab Reports Monthly Activity Highlights
The Charles Schwab Corporation released its Monthly Activity Report for January 2026, showcasing strong growth with $27.8 billion in core net new assets and total client assets reaching $12.15 trillion. The company reported a significant increase in new brokerage accounts and daily average trades, reflecting heightened investor engagement. Despite typical January seasonality, these figures represent substantial year-over-year gains.
Halliburton Company $HAL Shares Sold by Wealthfront Advisers LLC
Wealthfront Advisers LLC decreased its stake in Halliburton (HAL) by 20.1% in Q3 2026, selling 49,699 shares. Despite this, institutional ownership remains high at 85.23%, with other large managers like Vanguard and Invesco increasing their positions. Analysts maintain a "Moderate Buy" rating with a target price of $34.95, and the company recently beat EPS estimates and declared a quarterly dividend.
LSV Asset Management Has $76.78 Million Position in The Western Union Company $WU
LSV Asset Management decreased its stake in The Western Union Company (NYSE:WU) by 3.1% in the third quarter, reducing its holdings to 9,609,077 shares valued at $76.78 million. While institutional ownership remains high at 91.81%, with several firms increasing their positions, Western Union trades with a 9.6% dividend yield but faces a consensus "Reduce" rating and a target price below its current trading price.
Illinois Municipal Retirement Fund Raises Stake in Packaging Corporation of America $PKG
The Illinois Municipal Retirement Fund increased its stake in Packaging Corporation of America (PKG) by 13.4% to 51,570 shares, valued at $11.24 million. Other major institutions like Vanguard, State Street, BNY Mellon, and American Century also significantly boosted their holdings, bringing institutional ownership to nearly 90%. Despite reporting Q1 2026 revenue and EPS below consensus, the company's stock shows a 2.0% dividend yield and a strong market cap.
Bristol Myers Squibb Company $BMY Stock Holdings Lessened by Cibc World Market Inc.
Cibc World Market Inc. reduced its stake in Bristol Myers Squibb (BMY) by 11.7% in Q3, selling 35,340 shares but still holding 267,780 shares worth approximately $12.08 million. Despite missing EPS estimates, Bristol Myers Squibb's revenue slightly beat forecasts, and the company increased its quarterly dividend to $0.63, reflecting an annualized yield of 4.2%. Analysts currently rate BMY as a "Hold" with an average price target of $59.20.
Japan-Driven Rotation Lifts Schwab International Equity ETF into Developed Markets
The Schwab International Equity ETF is poised to benefit from a rotation away from U.S. shares towards overseas markets, driven by weak U.S. retail data and anticipated rate cuts by the Federal Reserve. The ETF focuses on developed markets outside the U.S., with Japan comprising the largest geographic exposure at 20.6% and contributing significantly to performance due to political stability. Its sector composition emphasizes financials and industrials, offering a lighter tilt away from U.S. tech and maintaining a remarkably low expense ratio of 0.03%.
Assetmark Inc. Buys 155,007 Shares of The Charles Schwab Corporation $SCHW
Assetmark Inc. increased its stake in The Charles Schwab Corporation by 21.6% in the third quarter, acquiring an additional 155,007 shares, bringing its total holdings to 873,197 shares valued at approximately $83.36 million. Charles Schwab reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. Despite notable institutional buying, insider selling activity was observed, and concerns about AI disruption in the wealth management sector have created some negative sentiment around the stock.
IGSB Offers Broader Bond Exposure Than SCHO
This article compares two short-term bond ETFs, IGSB and SCHO, highlighting their differences in risk, yield, and portfolio composition. While SCHO focuses on U.S. Treasuries for maximum safety and a lower expense ratio, IGSB diversifies into thousands of investment-grade corporate bonds, offering a slightly higher yield and potential returns. The comparison helps investors decide which ETF aligns better with their needs for stability or diversification, particularly considering economic outlooks.
AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
Major wealth management and brokerage stocks, including Charles Schwab (SCHW) and LPL Financial (LPLA), have recently experienced significant declines. This downturn is attributed to investor fears about AI's disruptive potential in traditional financial services, particularly after a fintech startup, Altruist, launched an AI-powered tax planning tool. The market is reassessing who benefits from AI versus who might be displaced, leading to concerns about eroded fee margins and disrupted business models in the wealth advisory sector.
Renaissance Loads Up on Netflix, Lam Research, ServiceNow — Smart Money Signals Shift
Hedge fund Renaissance Group significantly increased its holdings in Netflix, Lam Research, and ServiceNow, signaling a strategic shift towards streaming, AI infrastructure, and enterprise software. Beyond tech, Renaissance also made new investments in healthcare, financial services, and commodities, indicating a broader diversification across sectors. These moves suggest that institutional investors are focusing on high-growth tech enablers and expanding into new opportunities.
Comcast Corporation $CMCSA Stock Position Lifted by Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co increased its stake in Comcast Corporation (NASDAQ:CMCSA) by 8.8% during the third quarter, bringing their total holdings to 613,694 shares valued at $19.28 million. Institutional investors now own 84.32% of Comcast's stock. The company reported strong quarterly earnings, beating EPS expectations, and declared a quarterly dividend of $0.33, resulting in a 4.1% dividend yield.
ING Groep NV Boosts Stock Position in The Charles Schwab Corporation $SCHW
ING Groep NV significantly increased its stake in The Charles Schwab Corporation by 888.4% during the third quarter, acquiring an additional 133,005 shares. This move is part of broader institutional investor activity, with several other major firms also adjusting their holdings in Charles Schwab. The company recently reported strong quarterly earnings, exceeding analyst expectations, and announced an increase in its quarterly dividend, signaling management's confidence in its cash flow.
Wealthfront Advisers LLC Reduces Stake in Molina Healthcare, Inc $MOH
Wealthfront Advisers LLC decreased its holdings in Molina Healthcare, Inc. by 20.2% in the third quarter of 2025, selling 9,687 shares and retaining 38,368 shares valued at approximately $7.34 million. This reduction comes as Molina Healthcare reported a significant quarterly EPS miss of ($2.75) against an expected $0.43, despite revenue exceeding estimates. The stock currently has a consensus "Hold" rating from analysts with an average price target of $164.79, trading substantially below its 12-month high.
Madison Asset Management LLC Invests $1.53 Million in Sysco Corporation $SYY
Madison Asset Management LLC has initiated a new position in Sysco Corporation, investing approximately $1.53 million in the company during the third quarter. This move is part of broader institutional investor activity, with several other major firms also adjusting their stakes in Sysco. The article also details recent stock performance, earnings, insider transactions, and analyst ratings for Sysco.
Janus Henderson Group (NYSE:JHG) Rating Increased to Strong-Buy at Zacks Research
Zacks Research has upgraded Janus Henderson Group (NYSE:JHG) from a "hold" to a "strong-buy" rating. This upgrade follows several other recent research reports on the company, contributing to an average analyst rating of "Moderate Buy" with an average price target of $47.67. The company recently reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue.
Caisse Des Depots ET Consignations Sells 21,113 Shares of Bristol Myers Squibb Company $BMY
Caisse Des Depots ET Consignations reduced its stake in Bristol Myers Squibb by 36.7% in the third quarter, selling 21,113 shares and now holding 36,374 shares worth approximately $1.64 million. Despite this, other major investors like Vanguard, Charles Schwab, and Geode increased their positions, and Norges Bank initiated a significant stake, bringing institutional and hedge fund ownership to about 76.41%. Bristol Myers Squibb recently reported mixed earnings, missing EPS estimates but slightly beating revenue, while also raising its quarterly dividend and providing FY2026 EPS guidance.
Caprock Group LLC Purchases Shares of 8,500 Thermo Fisher Scientific Inc. $TMO
Caprock Group LLC recently acquired 8,500 shares of Thermo Fisher Scientific Inc. (NYSE:TMO) for approximately $4.19 million during the third quarter. This article details significant institutional investments, with Vanguard Group Inc. and Norges Bank among major holders, and outlines recent analyst ratings, including a "Moderate Buy" consensus. Additionally, it covers Thermo Fisher Scientific's recent earnings beat, a $5 billion share repurchase plan, and insider stock sales.
Atria Investments Inc Has $15.08 Million Stock Position in Merck & Co., Inc. $MRK
Atria Investments Inc. recently reduced its stake in Merck & Co., Inc. (NYSE:MRK) by 5.1% in the third quarter, bringing its total holdings to 179,649 shares valued at $15.08 million. Despite this trimming by Atria, several other institutional investors increased their positions in Merck, and analysts generally rate the stock as "Hold" with an average target price of $120.93. Merck also reported strong quarterly earnings, beating estimates and announcing a quarterly dividend of $0.85 per share.
AI Wealth Tools Test Charles Schwab’s Advisory Model And Valuation
The launch of an AI-powered tax planning platform by Altruist has led to a selloff in wealth management stocks, raising concerns for firms like Charles Schwab (NYSE:SCHW). Investors are questioning how deeply AI tools can automate advisory tasks, particularly in tax planning and client interactions. This development puts pressure on Charles Schwab to adapt its advisory model and integrate or compete with these new technological capabilities.
ARKO Corp. Announces Pricing of ARKO Petroleum Corp. Initial Public Offering at $18.00 per Share
ARKO Corp. announced the pricing of the initial public offering (IPO) for its subsidiary, ARKO Petroleum Corp. (APC), at $18.00 per share. APC will offer 11,111,111 shares of Class A common stock and begin trading on Nasdaq under the symbol "APC" on February 12, 2026. Following the IPO, ARKO Corp. will retain a significant 75.9% economic interest and 94.0% voting power in APC.
Charles Schwab Isn’t Worried About AI. CEO Rick Wurster Explains How It Is Using It Now.
Shares of Charles Schwab and other wealth management companies recently experienced a selloff due to concerns about the disruptive potential of AI in the industry, particularly following the announcement of a new AI-enabled tax planning tool. However, Charles Schwab CEO Rick Wurster asserts that incumbents like Schwab are actively leveraging AI to enhance business agility and efficiency, rather than being threatened by it. He explains how the company is currently using AI to benefit its operations.
Charles Schwab Isn’t Worried About AI. CEO Rick Wurster Explains How It Is Using It Now.
Charles Schwab CEO Rick Wurster explains that the wealth management industry is not worried about AI and instead plans to leverage it. Despite a recent AI-related selloff in wealth management stocks prompted by a new AI tax planning tool from Altruist, Wurster asserts that established companies like Charles Schwab are already integrating AI to enhance efficiency and agility in their operations. This suggests a strategic embrace of AI rather than viewing it solely as a threat.
Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James
Altruist's launch of an AI-powered tax tool on its Hazel platform caused a selloff in the stocks of major wealth management firms like LPL Financial, Raymond James, and Charles Schwab. While some experts believe the market reaction was an overreaction, they acknowledge that AI tools will change how advisors work and could impact fees. Others argue that the human element of financial advice, driven by emotions and personal goals, cannot be fully replaced by AI.
Guarantor: JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is issuing $535,000 Uncapped Dual Directional Buffered Return Enhanced Notes, fully guaranteed by JPMorgan Chase & Co. These notes are linked to the performance of the Dow Jones Industrial Average, Nasdaq-100 Index, and S&P 500 Index, maturing on February 14, 2029. Investors seeking leveraged appreciation or buffered depreciation are targeted, though they risk losing up to 80% of their principal.
Toronto-Dominion Bank (TSE:TD) Price Target Cut to C$128.00 by Analysts at Jefferies Financial Group
Jefferies Financial Group has reduced its price target for Toronto-Dominion Bank (TSE:TD) to C$128.00 from C$130.00, implying a potential downside of 3.56% from its current price. Despite this, the stock maintains a "Moderate Buy" consensus rating with an average target price of C$129.50, and other analysts have recently raised their targets or ratings. The bank reported C$2.18 EPS on C$16.03 billion revenue last quarter and currently trades at C$132.72 with a market capitalization of C$222.54 billion.
Ex-Dividend Reminder: Business First Bancshares, Charles Schwab and Truist Financial
Business First Bancshares (BFST), The Charles Schwab Corporation (SCHW), and Truist Financial Corp (TFC) are set to trade ex-dividend on February 13, 2026, for their upcoming quarterly dividends. These companies will pay dividends of $0.15, $0.32, and $0.52 respectively, with corresponding stock price adjustments expected on the ex-dividend date. The article provides historical dividend data and estimated annualized yields for each company.
Wealth stocks dropped on fears AI is coming for them next. Morgan Stanley and others say buy the dip
Wealth management stocks recently fell due to concerns that new AI tools could disrupt their fee structures and competitive dynamics. However, analysts from Morgan Stanley, Deutsche Bank, and TD Cowen suggest that the sell-off is "overdone" and presents a buying opportunity, emphasizing that AI is more of an opportunity for productivity gains and enhanced client experience rather than a threat. They argue that financial advisors are well-positioned to benefit from AI and a growing demand for advisory services, with several firms already integrating AI into their operations.
The AI Reckoning: A Deep-Dive into LPL Financial (LPLA) Amidst a New Technological Frontier
LPL Financial (LPLA) experienced an 8.3% stock price plunge following the launch of an AI-powered tax-planning tool by fintech challenger Altruist Corp., highlighting "displacement anxiety" among investors regarding AI's impact on wealth management. The article examines LPL's historical background, business model, financial performance, and strategy to integrate AI while facing competition from both traditional giants and fintech disruptors. It concludes that LPL's future success depends on its ability to leverage AI as an advisor "superpower" rather than a replacement, maintaining advisor recruitment, and stabilizing advisory fees.
Investors' Optimism is Fueling The Charles Schwab Corporation's (SCHW) Performance
Baron Partners Fund highlighted The Charles Schwab Corporation (NYSE: SCHW) in its Q4 2025 investor letter, noting the company's efforts to improve funding costs and strengthening net new asset trends. Investors are reportedly rewarding Schwab's improving fundamentals and upward estimates, expecting a return to double-digit earnings growth. The fund believes Schwab holds a dominant position in retail brokerage and has the capacity to drive earnings growth through both organic expansion and enhanced funding efficiency.
Skylands Capital LLC Acquires 12,850 Shares of The Charles Schwab Corporation $SCHW
Skylands Capital LLC increased its stake in The Charles Schwab Corporation by 87.4% during the third quarter, purchasing an additional 12,850 shares and bringing its total ownership to 27,550 shares valued at $2.63 million. This comes amidst other institutional investors also adjusting their positions in SCHW. However, the article also notes recent insider selling by Charles Schwab executives and discusses a mixed sentiment among analysts and market commentators, partly due to concerns about new AI products posing a threat to wealth management margins.
Rhumbline Advisers Decreases Position in The Charles Schwab Corporation $SCHW
Rhumbline Advisers reduced its stake in The Charles Schwab Corporation by 0.8% in Q3 2025, selling over 23,000 shares, although it still holds a significant position. Despite Schwab reporting an earnings beat and raising its dividend, the stock fell due to fears surrounding new AI wealth-management tools potentially compressing margins across the sector. Insider selling activity was observed, while institutional ownership remains high.
Charles Schwab stock price sinks about 7.5% as Altruist’s Hazel AI tax tool spooks brokers
Charles Schwab's stock price dropped significantly after Altruist introduced an AI-powered tax planning tool, raising concerns that automation could disrupt advisory roles in the brokerage industry. Other brokerages like LPL Financial, Raymond James, and Morgan Stanley also saw declines. This development comes despite Schwab reporting an increase in retail trading activity in January, highlighting the market's sensitivity to technological advancements in financial services.
Charles Schwab co-chairman Bettinger sells $7.04m in shares
Charles Schwab Co-Chairman Walter W. Bettinger sold 67,514 shares of the company's common stock for $7.04 million on February 6, 2026, while also exercising options to acquire an equal number of shares for $2.90 million. This transaction reduced his indirectly held shares and follows other company news, including a dividend increase, leadership changes, and raised price targets from UBS and Truist Securities.
VIOO ETF Price Forecast: Can Vanguard’s Small-Cap 600 Keep Climbing Above $122?
The VIOO ETF, tracking the S&P SmallCap 600, is currently trading at the top of its 52-week range around $122, driven by expectations of rate cuts, easing tariffs, and a rotation from mega-caps. The article argues that VIOO offers a structural advantage due to its profitability screen, a valuation discount compared to large caps, and favorable macro conditions for small-cap growth. It recommends a bullish stance on the ETF for a multi-year horizon, despite inherent small-cap volatility risks.
Charles Schwab (NYSE:SCHW) Director Sells $1,236,303.75 in Stock
Charles Schwab (NYSE:SCHW) Director Christopher Dodds sold 11,825 shares for $1,236,303.75 on February 6th, reducing his stake by 2.56%. This sale occurred shortly before the stock experienced a significant 7.4% decline, attributed to investor concerns about how new AI tools might impact wealth management margins. Despite the sell-off, Schwab's fundamentals remain strong, with recent earnings beating estimates and an increased quarterly dividend.
SCHQ Offers Pure Treasury Focus While SPLB Yields More
This article compares two long-duration bond ETFs, SCHQ (Schwab Long-Term U.S. Treasury ETF) and SPLB (State Street SPDR Portfolio Long Term Corporate Bond ETF). SCHQ focuses on U.S. Treasury bonds with a lower expense ratio, while SPLB invests in investment-grade corporate bonds, offering a higher dividend yield and stronger one-year return. The article concludes that SPLB may be a better play for 2026 due to its higher yield and broad diversification, especially with the prospect of lower interest rates.
Acadia Realty Trust (AKR) Misses Q4 EPS by 4c
Acadia Realty Trust (AKR) reported Q4 EPS of $0.04, missing the analyst estimate of $0.08 by $0.04. The company's revenue for the quarter was $104.77 million, surpassing the consensus estimate of $89.6 million.
Why Charles Schwab (SCHW) Shares Are Sliding Today
Shares of Charles Schwab (SCHW) fell by 6.9% today due to concerns sparked by a new AI-powered tax planning tool launched by Altruist, a financial software provider. This development has triggered worries about AI's potential to disrupt traditional wealth management business models, causing a selloff in several related stocks. Investors are reacting to the perceived competitive threat posed by this new technology in the financial services sector.
Why Raymond James (RJF) Shares Are Sliding Today
Shares of financial services firm Raymond James Financial (NYSE:RJF) dropped 8.8% following concerns that new AI tools could disrupt the traditional financial advisory business. This widespread selloff in financial services stocks was triggered by Altruist's launch of an AI-powered planning tool, sparking fears that AI could replace human financial advisors. The market reaction indicates growing anxiety about the future of established financial business models due to advancing technology.
Wealth Management: Investors Should Maintain Exposure Despite AI Wobble
Shares in wealth management firms experienced a significant drop due to fears of disruption from artificial intelligence, spurred by the launch of an AI-enabled tax planning tool. Despite this "AI wobble," Morningstar believes the disruptive risk is often overstated, drawing parallels to the limited impact of robo-advice. The article advises investors to maintain exposure to the sector, identifying several firms as potentially undervalued, with LPL Financial Holdings Inc. as their top pick.
Why LPL Financial (LPLA) Shares Are Trading Lower Today
LPL Financial (LPLA) shares dropped by 9.8% today due to growing concerns about AI-driven disruption in the wealth management industry. The selloff was triggered by a startup introducing AI-enabled tax planning features, leading to fears that such innovation could automate tasks traditionally handled by human advisors. Despite this, the company previously reported strong Q3 results, surpassing analyst expectations with significant increases in earnings, revenue, and assets under management.
Why Is Charles Schwab Stock Diving More Than 8% Today?
Shares of Charles Schwab (SCHW) fell over 8% today, becoming the top trending stock on Stocktwits, after Altruist launched a new AI-powered tax planning tool for advisors. This development has caused investor concern regarding Schwab's advisory practice, with other financial services stocks like Raymond James and Stifel Financial also experiencing declines. Despite missing revenue estimates, Schwab's latest Q4 earnings showed a significant increase in adjusted profit.
Wealth Manager Stocks Sink as New AI Tool Sparks Disruption Fear
Wealth management stocks, including Charles Schwab and Raymond James, experienced a significant selloff after a new AI tool for tax strategies was unveiled. Investors fear that automated advice from AI could disrupt the traditional financial advisory business model, leading to fee compression and market share shifts. This follows similar market reactions in the software and insurance brokerage industries to new AI applications.
Newell Brands Inc. (NASDAQ:NWL) Plans Quarterly Dividend of $0.07
Newell Brands Inc. (NASDAQ:NWL) has announced a quarterly dividend of $0.07 per share, payable on March 13th to shareholders of record on February 27th, representing an annualized yield of 6.4%. Despite a slight decrease in its dividend payment over the last three years, the company's payout ratio of 37.8% and expected EPS of $0.86 next year suggest the dividend is sustainable. Shares of NWL opened lower at $4.34, and the company reported Q4 EPS of $0.18 on $1.90 billion revenue, with Q1 guidance set between -$0.12 and -$0.08.
Needham reiterates Buy rating on Upwork stock, maintains $25 target
Needham has reiterated its Buy rating on Upwork Inc. (NASDAQ:UPWK) stock and maintained a $25 price target after the company's fourth-quarter earnings report, citing a 32% upside from the current price. The firm expects Upwork to benefit from growth drivers such as the scaling of its Business Plus tier, increased spending from high-value clients, a new enterprise platform launch, and growth in AI categories. Despite some mixed analyst reactions to Upwork's Q4 2025 results, Needham remains optimistic about its financial flexibility due to impressive gross profit margins and significant AI-related annual spend.
T. Rowe Price Rewards Shareholders With a 2.4% Dividend Increase
T. Rowe Price Group, Inc. (TROW) announced a 2.4% increase in its quarterly dividend to $1.30 per share, marking its 40th consecutive year of dividend raises. The company also continues an active share repurchase program and maintains a strong balance sheet. Other financial firms like Hancock Whitney Corporation and The Charles Schwab Corporation have also increased their dividends recently.
Midwest Trust Co Purchases 24,910 Shares of Merck & Co., Inc. $MRK
Midwest Trust Co increased its stake in Merck & Co., Inc. (NYSE:MRK) by 3.4%, acquiring an additional 24,910 shares, bringing its total holdings to 759,124 shares valued at approximately $63.7 million. Merck recently exceeded quarterly earnings and revenue estimates and set FY 2026 guidance, while also announcing a quarterly dividend of $0.85 per share. Despite institutional buying, insider selling has occurred, and analysts maintain a consensus "Hold" rating for the stock.
