Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 5,200 Shares of The Charles Schwab Corporation $SCHW

Fjarde AP Fonden Fourth Swedish National Pension Fund lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 281,260 shares of the financial services provider’s stock after selling 5,200 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Charles Schwab were worth $26,852,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in Charles Schwab by 1.9% in the second quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after purchasing an additional 2,786,829 shares during the last quarter. State Street Corp boosted its stake in shares of Charles Schwab by 0.7% in the 2nd quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after buying an additional 531,329 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Charles Schwab by 2.9% in the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock worth $3,399,181,000 after acquiring an additional 1,038,376 shares during the period. Franklin Resources Inc. increased its position in Charles Schwab by 2.8% during the second quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock valued at $2,740,479,000 after acquiring an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC increased its position in Charles Schwab by 1.0% during the second quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock valued at $1,950,409,000 after acquiring an additional 211,527 shares during the last quarter. 84.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

SCHW has been the subject of a number of recent research reports. Raymond James Financial restated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Keefe, Bruyette & Woods boosted their target price on shares of Charles Schwab from $109.00 to $111.00 and gave the company an “outperform” rating in a research report on Friday, October 17th. Piper Sandler increased their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research report on Wednesday. Barclays lifted their price target on shares of Charles Schwab from $111.00 to $120.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Finally, Wolfe Research set a $120.00 target price on Charles Schwab in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $112.24.

More Charles Schwab News

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

• Positive Sentiment: Analysts expect robust trading activity and surging net interest revenue to lift Schwab’s Q4 earnings, supporting higher near-term revenue and profitability expectations. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Positive Sentiment: Street previews point to the right mix (trading volume + NIR) for an earnings beat next week, lifting investor confidence ahead of results. The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: TD Cowen raised its price target to $135 and maintains a Buy rating, implying meaningful upside and signaling stronger analyst conviction. TD Cowen raises price target to $135 (Benzinga)
• Positive Sentiment: Consensus analyst sentiment remains bullish (rated “Moderate Buy”) and at least one analyst expects the stock to rise, reinforcing demand into the print. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts Charles Schwab Stock Price Expected to Rise, Citizens Jmp Analyst Says
• Neutral Sentiment: Schwab announced expanded education programming and increased in-person/virtual events after record engagement in 2025—a client-retention and marketing positive but with indirect near-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Longer-form previews offer deeper metric-level analysis beyond headline estimates—useful for modeling but not an immediate directional catalyst. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab Chief Strategist Liz Ann Sonders’ market commentary (video) highlights a broader market trade—contextual for beta/flow but not specific to Schwab’s fundamentals. Broadening out market trade has legs, says Charles Schwab’s Liz Ann Sonders

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $98.00, for a total value of $301,056.00. Following the completion of the transaction, the insider directly owned 11,923 shares in the company, valued at $1,168,454. This represents a 20.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Stock Up 0.7%

SCHW opened at $102.66 on Friday. The stock has a market cap of $182.42 billion, a price-to-earnings ratio of 24.04, a price-to-earnings-growth ratio of 0.71 and a beta of 0.94. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The firm’s fifty day moving average is $96.98 and its 200 day moving average is $95.40. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $104.76.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 EPS for the quarter, beating analysts’ consensus estimates of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The business had revenue of $6.38 billion for the quarter, compared to analysts’ expectations of $5.93 billion. During the same period last year, the firm earned $0.71 earnings per share. The business’s quarterly revenue was up 26.6% on a year-over-year basis. On average, sell-side analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, November 28th. Investors of record on Friday, November 14th were paid a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Friday, November 14th. Charles Schwab’s dividend payout ratio (DPR) is 25.29%.

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.