The Charles Schwab Corporation $SCHW Shares Sold by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC decreased its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 9.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 822,313 shares of the financial services provider’s stock after selling 82,006 shares during the quarter. Charles Schwab accounts for about 1.7% of Clarkston Capital Partners LLC’s holdings, making the stock its 21st biggest holding. Clarkston Capital Partners LLC’s holdings in Charles Schwab were worth $78,506,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. ZWJ Investment Counsel Inc. boosted its position in Charles Schwab by 4.6% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after buying an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC grew its stake in shares of 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 worth $501,000 after acquiring an additional 107 shares in the last quarter. Nicolet Bankshares Inc. increased its position 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 acquiring an additional 107 shares during the period. First PREMIER Bank raised its stake in shares of Charles Schwab by 23.8% in the third quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock valued at $53,000 after acquiring an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. raised its stake in shares of Charles Schwab by 0.3% in the third 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 in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the sale, the chairman owned 529,346 shares of the company’s stock, valued at approximately $55,184,320.50. This trade represents a 11.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Dennis Howard sold 10,108 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total transaction of $956,216.80. Following the sale, the insider owned 10,470 shares of the company’s stock, valued at $990,462. This represents a 49.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 415,568 shares of company stock valued at $42,639,058 over the last 90 days. Insiders own 6.30% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on SCHW. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. Morgan Stanley increased their price target on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research report on Monday, December 22nd. Piper Sandler lifted their price objective on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Raymond James Financial reissued an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Finally, Citizens Jmp upped their target price on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research note on Monday, January 12th. One 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, Charles Schwab presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

Charles Schwab Stock Performance

NYSE:SCHW opened at $95.20 on Monday. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. 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 capitalization of $166.81 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The business’s fifty day moving average price is $99.75 and its 200 day moving average price is $96.45.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings results 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 company 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 revenue for the quarter was up 18.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, sell-side analysts anticipate 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 announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Charles Schwab News Summary

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

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.