Fisher Asset Management LLC Raises Stock Position in The Charles Schwab Corporation $SCHW

Fisher Asset Management LLC grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 1.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,646,588 shares of the financial services provider’s stock after acquiring an additional 269,898 shares during the period. Fisher Asset Management LLC owned about 1.22% of Charles Schwab worth $2,066,600,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in Charles Schwab by 380.5% in the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares during the period. United Bank lifted its stake in Charles Schwab by 7.1% in the second quarter. United Bank now owns 16,053 shares of the financial services provider’s stock worth $1,465,000 after purchasing an additional 1,070 shares during the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Charles Schwab by 13.6% in the second quarter. Hantz Financial Services Inc. now owns 1,338 shares of the financial services provider’s stock worth $122,000 after buying an additional 160 shares during the period. Finally, Lifeworks Advisors LLC bought a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $220,000. Institutional investors own 84.38% of the company’s stock.

Key Headlines 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

Charles Schwab Stock Down 2.5%

SCHW stock opened at $95.09 on Monday. The stock has a market capitalization of $166.61 billion, a PE ratio of 20.40, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a 50 day moving average of $100.36 and a 200 day moving average of $96.48.

Charles Schwab (NYSE:SCHW) last released 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 21.97%. During the same quarter last year, the firm earned $1.01 EPS. The company’s revenue for the quarter was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 27.47%.

Analysts Set New Price Targets

Several equities analysts have commented on SCHW shares. Wolfe Research set a $120.00 price objective on Charles Schwab in a research report on Monday, January 12th. Piper Sandler upped their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Barclays boosted their price objective on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Finally, UBS Group raised their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $115.95.

Insider Buying and Selling

In other news, Director Christopher V. Dodds sold 11,825 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the sale, the director directly owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Dennis Howard sold 27,903 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider owned 10,470 shares in the company, valued at $994,859.40. This trade represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 376,247 shares of company stock valued at $38,910,898 in the last 90 days. Corporate insiders own 6.30% of the company’s stock.

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.