APG Asset Management N.V. Acquires 35,000 Shares of The Charles Schwab Corporation $SCHW

APG Asset Management N.V. lifted its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,162,602 shares of the financial services provider’s stock after purchasing an additional 35,000 shares during the period. APG Asset Management N.V. owned 0.07% of Charles Schwab worth $110,994,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its position in shares of Charles Schwab by 0.3% in the third quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after buying an additional 403,133 shares during the last quarter. State Street Corp raised 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 valued at $6,611,672,000 after acquiring an additional 531,329 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Charles Schwab by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock valued at $3,399,181,000 after acquiring an additional 1,038,376 shares in the last quarter. Franklin Resources Inc. lifted its holdings in Charles Schwab by 2.8% in the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock worth $2,740,479,000 after purchasing an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC boosted 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 worth $1,950,409,000 after purchasing an additional 211,527 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on SCHW. TD Cowen boosted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. UBS Group boosted their target price on shares of Charles Schwab from $123.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Wolfe Research set a $120.00 price target on Charles Schwab in a research report on Monday, January 12th. Piper Sandler lifted their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Finally, Raymond James Financial restated an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $115.95.

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

Insider Buying and Selling at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 67,514 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.25, for a total value of $7,038,334.50. Following the sale, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. This represents a 11.31% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares of the company’s stock, valued at approximately $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 376,247 shares of company stock worth $38,910,898 in the last 90 days. 6.30% of the stock is currently owned by insiders.

Charles Schwab Trading Down 2.5%

Charles Schwab stock opened at $95.09 on Friday. The business has a 50 day moving average price of $100.36 and a two-hundred day moving average price of $96.47. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. The stock has a market cap of $166.61 billion, a price-to-earnings ratio of 20.40, a price-to-earnings-growth ratio of 0.77 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings data 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%.The company’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 27.47%.

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.