LGT Fund Management Co Ltd. Boosts Holdings in The Charles Schwab Corporation $SCHW

LGT Fund Management Co Ltd. boosted its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 68.7% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 30,577 shares of the financial services provider’s stock after purchasing an additional 12,448 shares during the period. LGT Fund Management Co Ltd.’s holdings in Charles Schwab were worth $2,821,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. ZWJ Investment Counsel Inc. boosted its stake in shares of Charles Schwab by 4.6% in the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock worth $228,000 after buying an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC grew its holdings in Charles Schwab by 2.0% during the second quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after acquiring an additional 107 shares during the period. Nicolet Bankshares Inc. raised its position in Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after acquiring an additional 107 shares in the last quarter. First PREMIER Bank raised its position in Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. lifted its holdings in Charles Schwab by 0.3% in the third quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after acquiring an additional 107 shares during the period. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on SCHW shares. TD Cowen raised their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Truist Financial boosted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Bank of America increased their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Morgan Stanley lifted their price objective on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. One investment 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.95.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Insider Buying and Selling at Charles Schwab

In related news, 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 transaction of $16,879,801.80. Following the completion of the transaction, the chairman owned 529,346 shares in the company, valued at $54,999,049.40. This represents a 23.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Dennis Howard sold 27,903 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at $994,859.40. This represents a 72.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 415,568 shares of company stock valued at $42,639,058. Insiders own 6.30% of the company’s stock.

Charles Schwab Stock Down 0.2%

Charles Schwab stock opened at $95.20 on Monday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The stock has a market capitalization of $166.81 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The business has a 50 day simple moving average of $99.75 and a 200-day simple moving average of $96.45. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The firm had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $1.01 EPS. The business’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS 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 issued a dividend of $0.32 per share. 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. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s payout ratio is 27.47%.

Charles Schwab Company Profile

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.