Andra AP fonden Acquires 66,100 Shares of The Charles Schwab Corporation $SCHW

Andra AP fonden grew its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 141.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 112,903 shares of the financial services provider’s stock after acquiring an additional 66,100 shares during the quarter. Andra AP fonden’s holdings in Charles Schwab were worth $10,779,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. ZWJ Investment Counsel Inc. grew its holdings in shares of Charles Schwab by 4.6% during the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after purchasing an additional 106 shares during the last quarter. Bryn Mawr Trust Advisors LLC boosted its position in Charles Schwab by 2.0% in the second quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock valued at $501,000 after buying an additional 107 shares in the last quarter. Nicolet Bankshares Inc. grew its stake in shares of Charles Schwab by 0.8% during the second quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock worth $1,191,000 after buying an additional 107 shares during the last quarter. First PREMIER Bank increased its holdings in shares of Charles Schwab by 23.8% during the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after buying an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. lifted its stake in shares of Charles Schwab by 0.3% in the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock valued at $3,220,000 after acquiring an additional 107 shares during the last quarter. Institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

In other news, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.25, for a total value of $7,038,334.50. Following the completion of the sale, the chairman owned 529,346 shares in the company, valued at $55,184,320.50. This represents a 11.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the transaction, the insider owned 21,768 shares in the company, valued at approximately $2,285,640. This trade represents a 8.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 376,247 shares of company stock worth $38,910,898 in the last three months. 6.30% of the stock is owned by corporate insiders.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Wall Street Analysts Forecast Growth

SCHW has been the topic of a number of research reports. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research report on Monday, January 12th. Citizens Jmp boosted their price target on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a report on Monday, January 12th. Truist Financial upped their price objective on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, UBS Group boosted their price objective on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $115.95.

Charles Schwab Trading Down 2.5%

SCHW opened at $95.09 on Friday. The Charles Schwab Corporation has a fifty-two week low of $65.88 and a fifty-two week high of $107.50. The firm has a market capitalization of $166.61 billion, a PE ratio of 20.40, a P/E/G ratio of 0.78 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 company’s 50-day moving average is $100.36 and its 200 day moving average is $96.49.

Charles Schwab (NYSE:SCHW) last released its quarterly 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. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.Charles Schwab’s revenue for the quarter was up 18.9% compared to the same quarter last year. 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. As a group, research analysts predict 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 declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.3%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 27.47%.

Charles Schwab Company 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.