Baader Bank Aktiengesellschaft Acquires Shares of 6,096 The Charles Schwab Corporation $SCHW

Baader Bank Aktiengesellschaft bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 6,096 shares of the financial services provider’s stock, valued at approximately $581,000.

A number of other hedge funds have also recently made changes to their positions in SCHW. Federated Hermes Inc. boosted its holdings in Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock valued at $16,587,000 after purchasing an additional 173,577 shares during the last quarter. First National Trust Co lifted its holdings in shares of Charles Schwab by 82.2% in the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after buying an additional 40,257 shares during the period. AE Wealth Management LLC boosted its stake in shares of Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after buying an additional 56,609 shares during the last quarter. W.H. Cornerstone Investments Inc. acquired a new stake in Charles Schwab during the second quarter worth about $246,000. Finally, Optimize Financial Inc purchased a new position in Charles Schwab during the third quarter valued at approximately $467,000. 84.38% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction 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. This represents a 2.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the transaction, 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 SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 348,344 shares of company stock worth $36,259,555. Insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $95.54 on Thursday. 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 firm has a 50-day simple moving average of $100.73 and a 200-day simple moving average of $96.72. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50. The stock has a market capitalization of $169.76 billion, a price-to-earnings ratio of 20.50, a price-to-earnings-growth ratio of 0.80 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS 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 for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the firm earned $1.01 EPS. The company’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, 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 business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 13th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s dividend payout ratio (DPR) is 23.18%.

Key Headlines Impacting 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

Wall Street Analysts Forecast Growth

SCHW has been the topic of several recent research reports. Morgan Stanley upped their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Piper Sandler increased their price target on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Truist Financial raised their price target 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. Citizens Jmp lifted their price objective on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Charles Schwab from $119.00 to $121.00 and gave the stock an “overweight” rating in a research report on Monday, October 20th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.65.

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.