The Charles Schwab Corporation $SCHW Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 3.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 743,003 shares of the financial services provider’s stock after selling 28,116 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Charles Schwab were worth $75,467,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brown Advisory Inc. raised its holdings in shares of Charles Schwab by 88.4% in the second quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider’s stock valued at $1,109,687,000 after buying an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA increased its position in Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after acquiring an additional 2,174,381 shares during the period. Mondrian Investment Partners LTD purchased a new stake in Charles Schwab during the 3rd quarter valued at approximately $169,104,000. First Trust Advisors LP lifted its holdings in shares of Charles Schwab by 292.7% during the third quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock worth $210,637,000 after purchasing an additional 1,644,503 shares during the period. Finally, Danske Bank A S acquired a new stake in shares of Charles Schwab during the third quarter worth $142,594,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insiders Place Their Bets

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $104.38, for a total transaction of $792,766.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the business’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 sale, the director owned 449,406 shares in the company, valued at $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 413,568 shares of company stock valued at $42,435,038. Company insiders own 6.30% of the company’s stock.

Charles Schwab Trading Up 0.9%

Shares of SCHW opened at $93.92 on Wednesday. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The firm has a market capitalization of $163.24 billion, a P/E ratio of 20.15, a PEG ratio of 0.75 and a beta of 0.93. The firm’s 50-day moving average is $97.02 and its two-hundred day moving average is $96.27.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results 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. The company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period last year, the firm earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a $0.32 dividend. This represents a $1.28 annualized dividend and a yield of 1.4%. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s dividend payout ratio is currently 27.47%.

Key Charles Schwab News

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor account (ages 13–17), a joint brokerage for teens and guardians that can help onboarding younger clients and grow long‑term assets under management. Charles Schwab (SCHW) Launches Teen Investor Accounts
• Positive Sentiment: Practical details for parents and investors on the Teen Investor account were published (account mechanics, custodial/guardian roles), helping adoption clarity and reducing friction for new retail customers. 7 things to know about Schwab’s new brokerage account for teenagers
• Positive Sentiment: Analysts maintain a constructive view: the firm was given an average “Moderate Buy” rating, which supports demand from institutional investors and funds that track analyst sentiment. The Charles Schwab Corporation (NYSE:SCHW) Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Feature pieces and buy‑side commentary are highlighting SCHW as a durable wealth‑management leader and a long‑term buy in a down market, which can drive retail/institutional interest. Charles Schwab Stock: How To Find & Own America’s Greatest Opportunities
• Positive Sentiment: Analyses describing Schwab as a leader in wealth‑management growth add to the narrative of steady AUM and fee income expansion. What Makes The Charles Schwab Corporation (SCHW) a Leader in Wealth Management Growth?
• Neutral Sentiment: Liz Ann Sonders (Schwab’s chief strategist) told CNBC the market shows many oversold technical conditions — commentary that frames current weakness as a buying opportunity but is more macro than company‑specific. Watch CNBC’s full interview with Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Multiple outlets amplified Sonders’ view that current technicals “look a little bit like the 90s,” which may support sentiment-driven trading but is not direct revenue news for Schwab. ‘Oversold technical market conditions look a little bit like the 90s’ – Charles Schwab’s Liz Ann Sonders
• Neutral Sentiment: Comparisons of Fidelity vs. Schwab continue to circulate; these pieces discuss features and cost/experience tradeoffs but don’t signal immediate competitive displacement. Fidelity vs. Schwab: Which brokerage is better in 2026?

Wall Street Analysts Forecast Growth

SCHW has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 price objective on shares of Charles Schwab in a research note on Thursday, January 22nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Morgan Stanley boosted their target price on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Truist Financial increased their target price on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Wolfe Research set a $120.00 price target on Charles Schwab in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

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.