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

Allspring Global Investments Holdings LLC trimmed its position in The Charles Schwab Corporation (NYSE:SCHW) by 3.6% during the fourth quarter, Holdings Channel.com reports. 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 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of SCHW. Brown Advisory Inc. raised its position 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 lifted its stake in shares of Charles Schwab by 11.4% during the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock worth $2,024,841,000 after purchasing an additional 2,174,381 shares during the period. Mondrian Investment Partners LTD acquired a new stake in shares of Charles Schwab during the third quarter worth $169,104,000. First Trust Advisors LP boosted 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 last quarter. Finally, Danske Bank A S purchased a new stake in shares of Charles Schwab in the third quarter valued at $142,594,000. 84.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

SCHW has been the topic of several recent analyst reports. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a report on Thursday, January 22nd. TD Cowen upped their price target on shares of Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Barclays increased their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Finally, Bank of America boosted their price target on Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have given 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 an average target price of $115.95.

Insider Transactions at Charles Schwab

In other news, Director Christopher V. Dodds sold 11,825 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were 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 of the company’s stock, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 SEC filing for this sale provides additional information. Insiders have sold a total of 413,568 shares of company stock valued at $42,435,038 in the last three months. 6.30% of the stock is currently owned by company insiders.

Key Headlines Impacting Charles Schwab

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?

Charles Schwab Stock Performance

Charles Schwab stock opened at $93.92 on Wednesday. The stock’s 50 day moving average price is $97.02 and its 200 day moving average price is $96.27. The firm has a market capitalization of $163.24 billion, a PE ratio of 20.15, a price-to-earnings-growth ratio of 0.75 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. 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 issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate 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%. Charles Schwab’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same quarter last year, the company 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 fiscal year.

Charles Schwab Increases Dividend

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

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.