ABN Amro Investment Solutions Has $6.78 Million Stake in The Charles Schwab Corporation $SCHW

ABN Amro Investment Solutions lessened its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 12.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 71,006 shares of the financial services provider’s stock after selling 10,284 shares during the period. ABN Amro Investment Solutions’ holdings in Charles Schwab were worth $6,779,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. boosted its position in shares of Charles Schwab by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 151,182,081 shares of the financial services provider’s stock worth $13,793,853,000 after purchasing an additional 2,786,829 shares in the last quarter. State Street Corp increased its position in 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 buying an additional 531,329 shares in the last quarter. Geode Capital Management LLC raised its stake in Charles Schwab by 2.9% during the 2nd quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock worth $3,399,181,000 after buying an additional 1,038,376 shares during the period. Franklin Resources Inc. boosted its holdings in Charles Schwab by 2.8% in the second quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock worth $2,740,479,000 after acquiring an additional 815,625 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its holdings in Charles Schwab by 1.0% in 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 acquiring an additional 211,527 shares in the last quarter. 84.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on SCHW shares. Citizens Jmp upped their target price on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. JPMorgan Chase & Co. boosted their price target on shares of Charles Schwab from $119.00 to $121.00 and gave the company an “overweight” rating in a research note on Monday, October 20th. Raymond James Financial restated an “outperform” rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Wolfe Research set a $120.00 price objective on shares of Charles Schwab in a research note on Monday, January 12th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $115.65.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Zacks argues Schwab is a strong growth stock, citing recent revenue and earnings growth, attractive style scores and fundamentals that support a longer-term buy case. Here’s Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
• Positive Sentiment: Barron’s (syndicated to MSN) says recent AI fears have pressured financial stocks but presents a “case for buying now,” arguing Schwab’s fundamentals and margin recovery make the pullback an entry opportunity for investors. AI Fears Hit Charles Schwab and Other Financial Stocks. The Case for Buying Now.
• Positive Sentiment: Financial Advisor Magazine reports RIAs are increasing equity and performance-based comp; that trend can boost demand for custody/clearing and platform services Schwab offers, supporting recurring revenue. Successful RIAs Upping Equity, Performance-Based Compensation, Schwab Says
• Neutral Sentiment: Charles Schwab’s Liz Ann Sonders notes a market “rotation” is the new momentum trade; if flows favor financials, Schwab could benefit, but this is a cyclical rather than company-specific catalyst. ‘The new momentum trade is rotation’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Zacks compares SCHW vs HOOD for value investors—useful context on relative valuation but not an immediate catalyst for price action. SCHW vs. HOOD: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Zacks reports an “AI shockwave” after a new AI tax tool raised fears of fee compression and disruption across wealth management and brokerage firms, directly pressuring Schwab and peers. AI Shockwave: SCHW, LPLA & Others Slide on Disruption Fear
• Negative Sentiment: Coverage (Yahoo/LA Times) highlights industry-wide selling on AI disruption risk after Altruist’s new AI tax tool—investors fear lower advisory/broker fees if automation reduces paid services demand. Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James
• Negative Sentiment: Insider sale: Schwab’s chairman sold roughly $7.04M of stock, a near-term negative signal that may weigh on sentiment even if not uncommon at large firms. Insider Selling: Charles Schwab (NYSE:SCHW) Chairman Sells $7,038,334.50 in Stock

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $93.69 on Friday. The company has a market capitalization of $166.47 billion, a PE ratio of 20.10, a PEG ratio of 0.76 and a beta of 0.94. 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 stock’s 50 day moving average price is $100.72 and its 200-day moving average price is $96.67. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 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 had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the business posted $1.01 earnings per share. Charles Schwab’s revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a $0.32 dividend. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. Charles Schwab’s payout ratio is presently 23.18%.

Insider Activity at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at $2,285,640. This represents a 8.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 348,344 shares of company stock worth $36,259,555 in the last ninety days. Corporate insiders own 6.30% of the company’s stock.

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.