Snyder Capital Management L P Has $86.13 Million Holdings in The Charles Schwab Corporation $SCHW

Snyder Capital Management L P grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 42.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 902,154 shares of the financial services provider’s stock after purchasing an additional 270,508 shares during the quarter. Charles Schwab makes up approximately 1.6% of Snyder Capital Management L P’s holdings, making the stock its 19th biggest holding. Snyder Capital Management L P owned about 0.05% of Charles Schwab worth $86,129,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. IFG Advisory LLC grew its holdings in Charles Schwab by 0.8% during the 3rd quarter. IFG Advisory LLC now owns 33,780 shares of the financial services provider’s stock worth $3,225,000 after acquiring an additional 265 shares during the period. JT Stratford LLC grew its stake in shares of Charles Schwab by 20.7% during the third quarter. JT Stratford LLC now owns 17,071 shares of the financial services provider’s stock worth $1,630,000 after purchasing an additional 2,933 shares during the period. Dimensional Fund Advisors LP increased its holdings in Charles Schwab by 4.2% in the third quarter. Dimensional Fund Advisors LP now owns 5,747,273 shares of the financial services provider’s stock valued at $548,747,000 after purchasing an additional 229,172 shares during the last quarter. Laffer Tengler Investments Inc. lifted its stake in Charles Schwab by 4.4% in the third quarter. Laffer Tengler Investments Inc. now owns 4,202 shares of the financial services provider’s stock valued at $401,000 after buying an additional 177 shares during the period. Finally, Bellwether Advisors LLC boosted its holdings in Charles Schwab by 491.7% during the third quarter. Bellwether Advisors LLC now owns 13,983 shares of the financial services provider’s stock worth $1,335,000 after buying an additional 11,620 shares during the last quarter. 84.38% of the stock is owned by institutional investors.

Charles Schwab Trading Up 0.8%

SCHW opened at $96.04 on Thursday. The stock has a market capitalization of $168.28 billion, a P/E ratio of 20.61, a P/E/G ratio of 0.77 and a beta of 0.93. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The firm’s fifty day simple moving average is $100.01 and its 200 day simple moving average is $96.46.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. The firm had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter last year, the business posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

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

Key Charles Schwab News

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

• Positive Sentiment: Schwab reported total client assets of $12.2 trillion for January 2026 (up ~18% YoY), core net new assets of $27.8B and new brokerage accounts rising 10% to 476,000 — evidence of ongoing client acquisition and asset growth that supports long‑term revenue and fee potential. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab closed the all‑cash acquisition of Forge Global (~$660M), expanding its private‑markets offering and giving retail, RIA and UHNW clients access to pre‑IPO and alternative investments — a strategic revenue and cross‑sell catalyst. Schwab Completes Forge Global Buyout, Boosts Private Markets Offering
• Positive Sentiment: Analysts remain constructive (multiple firms raised price targets recently) and Schwab reiterated FY2026 guidance (5.700–5.800 EPS), supporting expectations for improving net interest income and earnings power.
• Positive Sentiment: Dividend was increased (most recent quarterly payout $0.32 vs. $0.27 prior), reinforcing a shareholder‑friendly capital return narrative. Charles Schwab stock (MarketBeat)
• Neutral Sentiment: Schwab scheduled an Institutional Investor Day for May 14 — useful for management to detail strategy and estimates but not an immediate earnings driver. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Regional expansion and office moves (South Florida, San Francisco follow‑ups) signal footprint growth and hiring but are not near‑term earnings catalysts. Charles Schwab’s local leader talks South Florida expansion
• Negative Sentiment: Insider selling has been reported (Paul Woolway sold multiple tranches recently), which can spook short‑term sentiment even if individual sales have benign explanations. Charles Schwab (NYSE:SCHW) Insider Sells 6,126 Shares
• Negative Sentiment: Social‑media driven AI disruption fears have pressured Schwab shares recently (commentary flagged a multi‑day pullback), creating volatile sentiment despite management’s message that Schwab is adopting AI to help advisors. Charles Schwab Stock (SCHW) Opinions on AI Disruption Fears

Wall Street Analysts Forecast Growth

SCHW has been the topic of a number of analyst reports. Citigroup reiterated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Bank of America upped their target price on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. Barclays lifted their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Weiss Ratings reissued a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, TD Cowen upped their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $115.95.

Insider Activity at Charles Schwab

In related news, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction on 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 transaction, the chairman 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the sale, the director 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 398,257 shares of company stock worth $41,001,365. 6.30% of the stock is currently owned by corporate insiders.

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.