American Century Companies Inc. Sells 303,072 Shares of The Charles Schwab Corporation $SCHW

American Century Companies Inc. decreased its stake in The Charles Schwab Corporation (NYSE:SCHW) by 10.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,722,654 shares of the financial services provider’s stock after selling 303,072 shares during the period. American Century Companies Inc.’s holdings in Charles Schwab were worth $259,932,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in shares of Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider’s stock worth $14,471,840,000 after purchasing an additional 403,133 shares during the period. State Street Corp increased its position in Charles Schwab by 0.7% in the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider’s stock worth $6,611,672,000 after buying an additional 531,329 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Charles Schwab by 2.9% in the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider’s stock valued at $3,399,181,000 after buying an additional 1,038,376 shares during the period. Franklin Resources Inc. lifted its position in shares of Charles Schwab by 2.8% during the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider’s stock valued at $2,740,479,000 after buying an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of Charles Schwab by 1.0% during the 2nd quarter. Fisher Asset Management LLC now owns 21,376,690 shares of the financial services provider’s stock valued at $1,950,409,000 after buying an additional 211,527 shares during the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Charles Schwab Price Performance

NYSE:SCHW opened at $95.09 on Friday. The Charles Schwab Corporation has a 52-week low of $65.88 and a 52-week high of $107.50. The stock has a fifty day moving average of $100.36 and a 200 day moving average of $96.47. 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 firm has a market capitalization of $166.61 billion, a price-to-earnings ratio of 20.40, a P/E/G ratio of 0.77 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating 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 company’s revenue was up 18.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts expect that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were given a dividend of $0.32 per share. The ex-dividend date was Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is presently 27.47%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on SCHW. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. Truist Financial lifted their target price on shares of Charles Schwab from $120.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. TD Cowen boosted 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. Bank of America raised their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a report on Wednesday, December 10th. Finally, Citizens Jmp boosted their target price 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. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Key Charles Schwab News

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

• Positive Sentiment: High-profile bullish commentary and takeaways that support valuation — Jim Cramer called SCHW a “steal,” arguing AI disruption is minimal for Schwab, which can underpin investor confidence. Jim Cramer on Charles Schwab
• Positive Sentiment: Analyst/coverage pieces note SCHW’s outperformance versus the financial services sector and highlight its strong fundamentals (recent quarter beat and FY2026 EPS outlook), which can support longer-term buying interest. SCHW Outperforming Analysis
• Positive Sentiment: MarketBeat/others argue recent AI-driven selling in financials is overblown and Schwab is among names likely to withstand AI disruption — a narrative that can attract value-oriented buyers after declines. AI Panic Hits Wall Street
• Neutral Sentiment: Local real-estate moves: Schwab has signed for space at 425 Market in San Francisco as it adjusts its Bay Area footprint — a corporate real-estate shift that is more operational/PR-related than a material financial event. Schwab Moves to 425 Market
• Negative Sentiment: Insider selling: Director/insider Dennis Howard disclosed a large sale (~27,903 shares) that reduced his holding substantially—such transactions can be read negatively by the market even if they’re for personal/liquidity reasons. Insider Sale Filing
• Negative Sentiment: Retail caution: Schwab’s own commentary and CNBC coverage note a decline in bullishness among retail traders and fading AI optimism — weaker retail activity or sentiment can pressure trading volumes and sentiment-sensitive names. Retail Traders Grow More Cautious

Insiders Place Their Bets

In related news, Chairman Walter W. Bettinger sold 162,462 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $103.90, for a total value of $16,879,801.80. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $54,999,049.40. The trade was a 23.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Dennis Howard sold 27,903 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at approximately $994,859.40. This represents a 72.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 376,247 shares of company stock worth $38,910,898. 6.30% of the stock is owned by corporate insiders.

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.