GSA Capital Partners LLP Trims Position in The Charles Schwab Corporation $SCHW

GSA Capital Partners LLP decreased its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 91.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,242 shares of the financial services provider’s stock after selling 34,838 shares during the period. GSA Capital Partners LLP’s holdings in Charles Schwab were worth $310,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. West Branch Capital LLC acquired a new stake in Charles Schwab during the 3rd quarter worth approximately $27,000. Evelyn Partners Asset Management Ltd purchased a new position in Charles Schwab in the 2nd quarter valued at $33,000. Howard Hughes Medical Institute acquired a new position in Charles Schwab in the 2nd quarter valued at $34,000. FSA Wealth Management LLC purchased a new position in Charles Schwab during the 2nd quarter worth $36,000. Finally, Loomis Sayles & Co. L P acquired a new stake in shares of Charles Schwab in the 2nd quarter worth $36,000. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insiders Place Their Bets

In other news, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the transaction, the chairman directly owned 529,346 shares of the company’s stock, valued at $55,184,320.50. This trade represents a 11.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jonathan S. Beatty sold 2,000 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $105.00, for a total value of $210,000.00. Following the sale, the insider owned 21,768 shares in the company, valued at approximately $2,285,640. This trade represents a 8.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 376,247 shares of company stock valued at $38,910,898. Corporate insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. Bank of America boosted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research note on Wednesday, December 10th. TD Cowen increased their target price on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. Morgan Stanley increased their price objective on Charles Schwab from $139.00 to $148.00 and gave the stock an “overweight” rating in a research report on Monday, December 22nd. Finally, Raymond James Financial reissued an “outperform” rating and issued a $114.00 target price on shares of Charles Schwab in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab News Roundup

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

Charles Schwab Stock Performance

Shares of SCHW stock opened at $95.09 on Friday. The stock has a fifty day moving average price of $100.36 and a 200 day moving average price of $96.49. 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 cap of $166.61 billion, a PE ratio of 20.40, a P/E/G ratio of 0.78 and a beta of 0.94. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year high of $107.50.

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

Charles Schwab Increases Dividend

The firm also recently declared 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 dividend yield of 1.3%. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab’s payout ratio is currently 27.47%.

Charles Schwab 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.