201,680 The Charles Schwab Corporation $SCHW Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. trimmed its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 21.6% in the third quarter, Holdings Channel.com reports. The firm owned 733,429 shares of the financial services provider’s stock after selling 201,680 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Charles Schwab were worth $71,685,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. USS Investment Management Ltd grew its stake in shares of Charles Schwab by 4.6% during the first quarter. USS Investment Management Ltd now owns 288,035 shares of the financial services provider’s stock valued at $27,068,000 after acquiring an additional 12,789 shares in the last quarter. Whittier Trust Co. increased its position in shares of Charles Schwab by 3.9% during the first quarter. Whittier Trust Co. now owns 384,881 shares of the financial services provider’s stock worth $35,790,000 after acquiring an additional 14,538 shares during the last quarter. Financial Advisory Partners LLC purchased a new stake in shares of Charles Schwab during the first quarter worth about $3,199,000. Patriot Financial Group Insurance Agency LLC lifted its stake in shares of Charles Schwab by 112.0% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 89,498 shares of the financial services provider’s stock worth $8,411,000 after acquiring an additional 47,281 shares in the last quarter. Finally, First Citizens Bank & Trust Co. lifted its stake in shares of Charles Schwab by 102.3% in the third quarter. First Citizens Bank & Trust Co. now owns 33,750 shares of the financial services provider’s stock worth $3,299,000 after acquiring an additional 17,068 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In related news, Director Paula Sneed sold 5,263 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $107.15, for a total value of $563,930.45. Following the completion of the sale, the director directly owned 91,711 shares of the company’s stock, valued at $9,826,833.65. The trade was a 5.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Chairman Walter Bettinger sold 192,488 shares of the company’s stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $103.90, for a total value of $19,999,503.20. Following the sale, the chairman owned 529,346 shares in the company, valued at $54,999,049.40. The trade was a 26.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 632,577 shares of company stock valued at $68,214,123 over the last ninety days. 6.30% of the stock is currently owned by company insiders.

Charles Schwab Price Performance

Shares of SCHW stock opened at $91.46 on Friday. The firm has a fifty day moving average of $103.07 and a two-hundred day moving average of $98.11. The firm has a market cap of $158.17 billion, a P/E ratio of 14.95, a P/E/G ratio of 0.81 and a beta of 0.79. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $114.53. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64.

Charles Schwab (NYSE:SCHW) last issued its earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. The business had revenue of $7.17 billion for the quarter, compared to analyst estimates of $7.18 billion. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The company’s revenue for the quarter was up 16.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.31 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 6.42 earnings per share for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be paid a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, November 13th. Charles Schwab’s dividend payout ratio (DPR) is 21.84%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on SCHW. Truist Financial set a $115.00 price target on Charles Schwab in a report on Friday, October 16th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a report on Friday, October 16th. Keefe, Bruyette & Woods reaffirmed an “outperform” rating and issued a $111.00 target price (up from $109.00) on shares of Charles Schwab in a research report on Friday, October 16th. Weiss Ratings raised Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, September 10th. Finally, Piper Sandler reduced their target price on Charles Schwab from $118.00 to $100.00 and set a “neutral” rating for the company in a research note on Friday, October 2nd. Eighteen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Charles Schwab currently has an average rating of “Moderate Buy” and a consensus price target of $120.18.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab’s board declared a regular quarterly dividend of $0.32 per common share, reinforcing the company’s shareholder-return strategy. Preferred-stock dividends were also declared. Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends
• Positive Sentiment: The company opened two new Portland-area branches, expanding local client access and potentially supporting asset gathering and adviser relationships. Schwab opens two new Portland branches to expand local access
• Positive Sentiment: Schwab Asset Management is promoting a new international bond ETF based on an ICE-developed index, broadening its product lineup and exposure to fixed-income demand. ETF Central: An Introduction to the Schwab International Bond ETF
• Neutral Sentiment: Schwab is hosting IMPACT 2026, where RIA executives will discuss growth and client service. The event supports industry engagement but has limited immediate earnings impact. Zoe Financial CEO to Speak at Charles Schwab IMPACT 2026
• Neutral Sentiment: Coverage about the Charles Schwab Cup golf playoffs and Schwab’s $30 million investment in a Montana ranch/private golf club is primarily sponsorship or personal-investment news, with little direct effect on corporate fundamentals. Race to Phoenix: 2026 Charles Schwab Cup Playoffs
• Negative Sentiment: Morgan Stanley cut its SCHW price target from $141 to $132, although it retained an Overweight rating. The reduction may weigh on sentiment despite the analyst’s continued bullish view. Morgan Stanley stock recommendations
• Negative Sentiment: BMO Capital Markets issued a pessimistic forecast for Charles Schwab, adding to concerns about valuation and the outlook for future growth. BMO Capital Markets Issues Pessimistic Forecast for Charles Schwab

Charles Schwab Profile

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.