Dynamic Technology Lab Private Ltd Sells 14,275 Shares of The Charles Schwab Corporation $SCHW

Dynamic Technology Lab Private Ltd cut its position in The Charles Schwab Corporation (NYSE:SCHW) by 53.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,335 shares of the financial services provider’s stock after selling 14,275 shares during the period. Dynamic Technology Lab Private Ltd’s holdings in Charles Schwab were worth $1,178,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. West Branch Capital LLC bought a new stake in shares of Charles Schwab in the 3rd quarter valued at $27,000. Evelyn Partners Asset Management Ltd bought a new position in Charles Schwab during the second quarter worth about $33,000. Howard Hughes Medical Institute bought a new position in Charles Schwab during the second quarter worth about $34,000. Redmont Wealth Advisors LLC acquired a new position in Charles Schwab in the third quarter valued at about $34,000. Finally, FSA Wealth Management LLC acquired a new position in Charles Schwab in the second quarter valued at about $36,000. 84.38% of the stock is owned by institutional investors.

Charles Schwab Stock Performance

Shares of Charles Schwab stock opened at $95.20 on Monday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market cap of $166.81 billion, a price-to-earnings ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The stock’s 50-day moving average is $99.75 and its 200-day moving average is $96.45. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period last year, the company earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

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

Key Charles Schwab News

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Truist Financial raised their price target on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Finally, Citizens Jmp lifted their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a research note on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Insider Buying and Selling

In other Charles Schwab news, insider Paul V. Woolway sold 6,126 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total transaction of $579,580.86. Following the sale, the insider directly owned 29,866 shares of the company’s stock, valued at $2,825,622.26. The trade was a 17.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were 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 owned 449,406 shares of the company’s stock, valued at $46,985,397.30. The trade was a 2.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 415,568 shares of company stock valued at $42,639,058 over the last ninety days. Insiders own 6.30% of the company’s stock.

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.