The Charles Schwab Corporation $SCHW Shares Sold by GSA Capital Partners LLP

GSA Capital Partners LLP cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 91.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,242 shares of the financial services provider’s stock after selling 34,838 shares during the quarter. GSA Capital Partners LLP’s holdings in Charles Schwab were worth $310,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of SCHW. Norges Bank acquired a new stake in shares of Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. increased its stake in Charles Schwab by 88.4% during the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock worth $1,109,687,000 after buying an additional 5,708,208 shares during the period. Primecap Management Co. CA lifted its holdings in Charles Schwab by 35.9% during the 2nd quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after buying an additional 5,032,728 shares in the last quarter. Bank of New York Mellon Corp boosted its position in Charles Schwab by 28.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock valued at $1,293,978,000 after buying an additional 3,125,179 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Charles Schwab by 1.9% in the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after acquiring an additional 2,786,829 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Insider Activity at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the sale, the director owned 449,406 shares in the company, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman Walter W. Bettinger sold 162,462 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at approximately $54,999,049.40. This trade represents a 23.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 376,247 shares of company stock valued at $38,910,898. Corporate insiders own 6.30% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on SCHW shares. Citizens Jmp increased their price objective on Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. Truist Financial upped their price target on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research note on Monday, January 5th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Morgan Stanley lifted their price target on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research note on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $115.95.

Charles Schwab Price Performance

SCHW stock opened at $95.09 on Friday. The business has a 50 day moving average price of $100.36 and a 200 day moving average price of $96.49. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The stock has a market cap of $166.61 billion, a price-to-earnings ratio of 20.40, a PEG ratio of 0.78 and a beta of 0.94. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. Charles Schwab’s revenue was up 18.9% on a year-over-year basis. During the same period last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were paid a $0.32 dividend. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, February 13th. Charles Schwab’s payout ratio is currently 27.47%.

About Charles Schwab

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.