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) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 6,096 shares of the financial services provider’s stock, valued at approximately $581,000.

A number of other large investors have also modified their holdings of SCHW. Brighton Jones LLC lifted its holdings in Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock valued at $1,794,000 after acquiring an additional 19,195 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Charles Schwab by 21.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after purchasing an additional 809 shares in the last quarter. Concurrent Investment Advisors LLC lifted its stake in shares of Charles Schwab by 18.1% in the second quarter. Concurrent Investment Advisors LLC now owns 18,168 shares of the financial services provider’s stock valued at $1,658,000 after purchasing an additional 2,780 shares during the period. Vest Financial LLC boosted its holdings in Charles Schwab by 42.2% during the second quarter. Vest Financial LLC now owns 21,112 shares of the financial services provider’s stock worth $1,926,000 after buying an additional 6,267 shares in the last quarter. Finally, Cornerstone Wealth Group LLC grew its position in Charles Schwab by 22.4% during the second quarter. Cornerstone Wealth Group LLC now owns 3,297 shares of the financial services provider’s stock worth $301,000 after buying an additional 604 shares during the period. 84.38% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Charles Schwab

In other news, Chairman Walter W. Bettinger sold 162,462 shares of the stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total transaction of $16,879,801.80. Following the transaction, the chairman directly owned 529,346 shares in the company, valued at $54,999,049.40. This represents a 23.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Jonathan S. Beatty sold 2,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $105.00, for a total transaction of $210,000.00. Following the completion of the sale, the insider directly owned 21,768 shares in the company, valued at $2,285,640. This represents a 8.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 348,344 shares of company stock worth $36,259,555. 6.30% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research firms have recently issued reports on SCHW. TD Cowen lifted their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Truist Financial boosted their target price on Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. JMP Securities restated a “market outperform” rating and issued a $110.00 price target on shares of Charles Schwab in a research report on Friday, October 17th. Raymond James Financial reiterated an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. Finally, Bank of America increased their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $115.65.

Charles Schwab Stock Down 3.7%

SCHW stock opened at $95.54 on Thursday. The company has a 50 day moving average price of $100.73 and a two-hundred day moving average price of $96.72. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.58 and a current ratio of 0.58. The stock has a market capitalization of $169.76 billion, a P/E ratio of 20.50, a PEG ratio of 0.80 and a beta of 0.94. The Charles Schwab Corporation has a one year low of $65.88 and a one year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be issued a $0.32 dividend. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date is Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is presently 23.18%.

Key Stories 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

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.