Cibc World Market Inc. Sells 118,312 Shares of The Charles Schwab Corporation $SCHW

Cibc World Market Inc. lowered its position in The Charles Schwab Corporation (NYSE:SCHW) by 30.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 266,174 shares of the financial services provider’s stock after selling 118,312 shares during the quarter. Cibc World Market Inc.’s holdings in Charles Schwab were worth $25,412,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHW. Brighton Jones LLC boosted its position in shares of Charles Schwab by 380.5% during the 4th quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Charles Schwab by 21.6% in the second quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock worth $415,000 after purchasing an additional 809 shares during the last quarter. Concurrent Investment Advisors LLC raised its stake in Charles Schwab by 18.1% in the second quarter. Concurrent Investment Advisors LLC now owns 18,168 shares of the financial services provider’s stock valued at $1,658,000 after purchasing an additional 2,780 shares in the last quarter. Vest Financial LLC lifted its position in Charles Schwab by 42.2% during the second quarter. Vest Financial LLC now owns 21,112 shares of the financial services provider’s stock valued at $1,926,000 after purchasing an additional 6,267 shares during the last quarter. Finally, Cornerstone Wealth Group LLC grew its stake in Charles Schwab by 22.4% in the 2nd quarter. Cornerstone Wealth Group LLC now owns 3,297 shares of the financial services provider’s stock worth $301,000 after buying an additional 604 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab posted an earnings beat, revenue growth and set FY‑2026 EPS guidance, underscoring continued profitability and margin strength. MarketBeat Earnings & Stats
• Positive Sentiment: The firm announced a higher quarterly dividend (raising the payout), which supports income investors and signals management confidence in cash flow. MarketBeat: Dividend News
• Positive Sentiment: Recent investor optimism and momentum pushed SCHW to fresh highs earlier this week, showing demand that could help stabilize the stock if AI fears subside. Yahoo: Investors’ Optimism
• Neutral Sentiment: CEO Rick Wurster is publicly downplaying AI risk and describing current uses of AI at Schwab, which may reassure some investors but hasn’t yet reversed the market reaction. MSN: CEO on AI
• Neutral Sentiment: Wurster reiterated that AI will augment, not replace, wealth managers in a Bloomberg interview — helpful context but short‑term market reaction remains driven by competitive headlines. Bloomberg Interview
• Negative Sentiment: The immediate catalyst for today’s decline: a new AI product from fintech firms (cited across outlets) sparked fears of fee compression and client flows away from traditional wealth managers, triggering a sectorwide sell‑off that hit Schwab. FT: Brokerage shares slide
• Negative Sentiment: High‑profile insider sales (Chairman Walter Bettinger and Director Christopher Dodds sold large blocks at ~$104) are being highlighted in the press and can amplify negative sentiment even if buys/sells follow personal liquidity plans. SEC Form 4 (Bettinger)
• Negative Sentiment: A former Schwab employee was found guilty of fraud and identity theft — a reputational/operational item to monitor, though it appears isolated and unlikely to drive long‑term fundamentals. Yahoo: Ex‑employee guilty

Charles Schwab Stock Down 3.7%

Shares of NYSE:SCHW opened at $95.54 on Thursday. The stock’s 50-day moving average is $100.73 and its 200 day moving average is $96.72. The company has a market cap of $169.76 billion, a PE ratio of 20.50, a P/E/G ratio of 0.80 and a beta of 0.94. 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 Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business 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. Sell-side analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be given a $0.32 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio is 23.18%.

Wall Street Analysts Forecast Growth

SCHW has been the topic of several research reports. Truist Financial raised their price objective on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their price target on Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. Piper Sandler increased their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Bank of America raised their price objective on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab has a consensus rating of “Moderate Buy” and a consensus target price of $115.65.

Insider Activity at Charles Schwab

In other Charles Schwab news, insider Jonathan S. Beatty sold 2,000 shares of the firm’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 sale, the insider directly owned 21,768 shares in the company, valued at $2,285,640. This trade represents a 8.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 348,344 shares of company stock valued at $36,259,555. 6.30% of the stock is currently owned by company insiders.

Charles Schwab 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.