Fjarde AP Fonden Fourth Swedish National Pension Fund Decreases Stock Position in The Charles Schwab Corporation $SCHW

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 281,260 shares of the financial services provider’s stock after selling 5,200 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Charles Schwab were worth $26,852,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Princeton Global Asset Management LLC bought a new position in Charles Schwab during the second quarter valued at approximately $25,000. RMG Wealth Management LLC purchased a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $27,000. West Branch Capital LLC bought a new position in shares of Charles Schwab during the 3rd quarter valued at approximately $27,000. Hoese & Co LLP grew its holdings in shares of Charles Schwab by 131.6% in the second quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 200 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. bought a new stake in Charles Schwab in the second quarter worth $32,000. 84.38% of the stock is owned by institutional investors.

Charles Schwab Stock Up 0.7%

Shares of NYSE:SCHW opened at $102.66 on Friday. The firm has a market capitalization of $182.42 billion, a PE ratio of 24.04, a price-to-earnings-growth ratio of 0.71 and a beta of 0.94. The business has a 50 day simple moving average of $96.98 and a two-hundred day simple moving average of $95.40. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $104.76. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, October 16th. The financial services provider reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.25 by $0.06. Charles Schwab had a return on equity of 21.02% and a net margin of 35.93%.The firm had revenue of $6.38 billion for the quarter, compared to the consensus estimate of $5.93 billion. During the same period in the prior year, the business posted $0.71 earnings per share. The company’s revenue for the quarter was up 26.6% on a year-over-year basis. On average, equities analysts predict that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, November 28th. Shareholders of record on Friday, November 14th were paid a $0.27 dividend. The ex-dividend date was Friday, November 14th. This represents a $1.08 dividend on an annualized basis and a yield of 1.1%. Charles Schwab’s dividend payout ratio (DPR) is presently 25.29%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. UBS Group increased their price objective on shares of Charles Schwab from $119.00 to $123.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Barclays increased their price target on shares of Charles Schwab from $111.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. TD Cowen boosted their price objective on Charles Schwab from $134.00 to $135.00 and gave the stock a “buy” rating in a research note on Wednesday. Morgan Stanley raised their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Finally, Piper Sandler lifted their target price on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $112.24.

Key Charles Schwab News

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

• Positive Sentiment: Analysts expect robust trading activity and surging net interest revenue to lift Schwab’s Q4 earnings, supporting higher near-term revenue and profitability expectations. Robust Trading Activity, Growth in NIR to Aid Schwab’s Q4 Earnings
• Positive Sentiment: Street previews point to the right mix (trading volume + NIR) for an earnings beat next week, lifting investor confidence ahead of results. The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: TD Cowen raised its price target to $135 and maintains a Buy rating, implying meaningful upside and signaling stronger analyst conviction. TD Cowen raises price target to $135 (Benzinga)
• Positive Sentiment: Consensus analyst sentiment remains bullish (rated “Moderate Buy”) and at least one analyst expects the stock to rise, reinforcing demand into the print. The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Rating of “Moderate Buy” by Analysts Charles Schwab Stock Price Expected to Rise, Citizens Jmp Analyst Says
• Neutral Sentiment: Schwab announced expanded education programming and increased in-person/virtual events after record engagement in 2025—a client-retention and marketing positive but with indirect near-term revenue impact. Schwab Kicks Off 2026 With Expanded Education Experiences
• Neutral Sentiment: Longer-form previews offer deeper metric-level analysis beyond headline estimates—useful for modeling but not an immediate directional catalyst. Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Neutral Sentiment: Schwab Chief Strategist Liz Ann Sonders’ market commentary (video) highlights a broader market trade—contextual for beta/flow but not specific to Schwab’s fundamentals. Broadening out market trade has legs, says Charles Schwab’s Liz Ann Sonders

Insider Buying and Selling at Charles Schwab

In other news, insider Jonathan S. Beatty sold 2,000 shares of the business’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $102.01, for a total transaction of $204,020.00. Following the completion of the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,216,265.23. The trade was a 14.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company 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.