Syquant Capital Sas Acquires Shares of 525,000 The Charles Schwab Corporation $SCHW

Syquant Capital Sas bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 525,000 shares of the financial services provider’s stock, valued at approximately $52,453,000. Charles Schwab comprises approximately 6.4% of Syquant Capital Sas’ holdings, making the stock its 8th largest holding.

Several other hedge funds have also made changes to their positions in SCHW. Norges Bank purchased a new position in shares of Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. raised 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 valued at $1,109,687,000 after acquiring an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA lifted its position in Charles Schwab by 11.4% during the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after acquiring an additional 2,174,381 shares during the period. Mondrian Investment Partners LTD purchased a new position in shares of Charles Schwab in the 3rd quarter valued at approximately $169,104,000. Finally, First Trust Advisors LP grew its stake in shares of Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares during the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Analysts Set New Price Targets

SCHW has been the topic of a number of recent research reports. Bank of America upped their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday. Piper Sandler boosted their price objective on shares of Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a research report on Monday, January 12th. Finally, Citizens Jmp raised their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $94.53 on Friday. 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 stock has a 50 day simple moving average of $97.61 and a 200-day simple moving average of $96.24. The company has a market cap of $165.64 billion, a price-to-earnings ratio of 20.29, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. 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 quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The firm had revenue of $6.34 billion for the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a dividend of $0.32 per share. This is a boost 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 dividend yield of 1.4%. Charles Schwab’s dividend payout ratio is currently 27.47%.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor™ joint brokerage account for ages 13–17, featuring parental oversight and a $50 bonus for completing educational “homework”—a customer-acquisition effort aimed at building lifelong relationships and future AUM (assets under management). This broad press rollout (press release, Yahoo, MSN, USA Today coverage) highlights product innovation and distribution reach. Introducing the Schwab Teen Investor™ Account
• Neutral Sentiment: Analysts and previews ahead of Schwab’s upcoming quarterly report are in focus; preview coverage notes expectations and that the stock has underperformed year-to-date. Earnings results and guidance will likely have a bigger, direct impact on the share price than these previews. Charles Schwab’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Schwab research cited in market coverage finds bitcoin volatility has fallen as the asset matures—an example of Schwab’s market research outreach that can support product engagement but has limited immediate balance-sheet impact. Bitcoin Volatility Falls as Asset Matures, Charles Schwab Report Finds
• Negative Sentiment: Users reported intermittent outages and slow or unavailable functionality on Schwab.com and the mobile app; Schwab issued a statement acknowledging technical issues. Platform reliability incidents can hurt client trust, trading flow and short-term volumes. Customers Report Problems With Charles Schwab Platforms
• Negative Sentiment: Commentary raises questions about unsupervised teen brokerage accounts and potential risks around investor protection and parental oversight—an angle that could prompt regulatory or reputational scrutiny as the product scales. Investing Without Training Wheels: Are Unsupervised Teen Brokerage Accounts Really a Smart Idea?

Insider Buying and Selling at Charles Schwab

In related news, insider Dennis Howard sold 27,903 shares of the business’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 sale, the insider owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. The trade was a 72.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s 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 transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 413,568 shares of company stock worth $42,435,038. Company 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.