AE Wealth Management LLC Increases Stake in The Charles Schwab Corporation $SCHW

AE Wealth Management LLC grew its position in The Charles Schwab Corporation (NYSE:SCHW) by 131.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 99,832 shares of the financial services provider’s stock after acquiring an additional 56,609 shares during the period. AE Wealth Management LLC’s holdings in Charles Schwab were worth $9,531,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Charles Schwab during the 2nd quarter worth approximately $1,889,858,000. Brown Advisory Inc. boosted its stake in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares in the last quarter. Primecap Management Co. CA grew its holdings in Charles Schwab by 35.9% during the second quarter. Primecap Management Co. CA now owns 19,034,806 shares of the financial services provider’s stock worth $1,736,736,000 after acquiring an additional 5,032,728 shares during the period. Bank of New York Mellon Corp raised its position in Charles Schwab by 28.3% in the second quarter. Bank of New York Mellon Corp now owns 14,182,132 shares of the financial services provider’s stock worth $1,293,978,000 after acquiring an additional 3,125,179 shares in the last quarter. Finally, Vanguard Group Inc. lifted 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 valued at $13,793,853,000 after acquiring an additional 2,786,829 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

Key Charles Schwab News

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

• Positive Sentiment: Board approved a 19% increase in the quarterly common dividend to $0.32 per share (annualized yield ~1.2%); ex-dividend date and payout schedule were announced — signals strong free cash flow and management confidence in capital returns. Schwab Declares 19% Increase in Quarterly Common Stock Dividend
• Positive Sentiment: Market reaction: analysts and coverage noted the dividend boost and Schwab’s strong 2025 results, and the stock rallied on the news — suggests investors view the payout increase and recent earnings/guidance as supportive of valuation. Charles Schwab Stock (SCHW) Rises as Company Increases Dividend 19%
• Positive Sentiment: Executive/organizational changes: Schwab is consolidating wealth, banking and technology operations — the CIO will lead a new tech & operations unit and Neesha Hathi was tapped to run combined wealth and banking operations. These moves target integration, cross-selling and operating leverage. Charles Schwab taps CIO to lead new tech, operations unit Schwab Taps Neesha Hathi for New Role
• Neutral Sentiment: Leadership transition at Charles Schwab Bank: long-time bank CEO Paul Woolway is retiring and a successor was named — manageable succession but worth watching for any near-term execution risks at the bank. Charles Schwab Bank CEO Paul Woolway to Retire
• Neutral Sentiment: Macro/flow note: reporting on IRS timing of tax refunds is in the news — larger or earlier-than-expected refunds can affect retail deposit and brokerage flows seasonally, but the impact on Schwab is indirect and uncertain. Here’s when you’ll get your tax refund from the IRS

Charles Schwab Stock Up 0.5%

SCHW stock opened at $103.96 on Friday. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The company’s 50 day simple moving average is $99.03 and its 200-day simple moving average is $96.26. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $105.81. The firm has a market capitalization of $184.73 billion, a PE ratio of 22.31, a P/E/G ratio of 0.84 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted 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. 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 22.07% and a net margin of 37.01%.Charles Schwab’s revenue was up 18.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be paid a dividend of $0.32 per share. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.2%. Charles Schwab’s dividend payout ratio is 23.18%.

Analyst Ratings Changes

A number of research firms have recently weighed in on SCHW. The Goldman Sachs Group reaffirmed a “buy” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. TD Cowen upped their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Wolfe Research set a $120.00 price target on Charles Schwab in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. raised their price objective on Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab presently has an average rating of “Moderate Buy” and an average target price of $115.65.

Insider Buying and Selling

In related news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the completion of the transaction, the insider owned 21,768 shares of the company’s stock, valued at approximately $2,285,640. The trade was a 8.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last three months, insiders sold 7,072 shares of company stock worth $715,076. 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.