Fisher Asset Management LLC Increases Stock Position in The Charles Schwab Corporation $SCHW

Fisher Asset Management LLC raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW) by 1.3% in the third quarter, Holdings Channel.com reports. The fund owned 21,646,588 shares of the financial services provider’s stock after purchasing an additional 269,898 shares during the period. Fisher Asset Management LLC’s holdings in Charles Schwab were worth $2,066,600,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. West Branch Capital LLC purchased a new stake in Charles Schwab in the third quarter valued at approximately $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of Charles Schwab during the third quarter worth $34,000. Evelyn Partners Asset Management Ltd acquired a new stake in shares of Charles Schwab in the second quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Charles Schwab in the 2nd quarter valued at $34,000. Finally, Steph & Co. raised its holdings in shares of Charles Schwab by 74.7% in the 3rd quarter. Steph & Co. now owns 386 shares of the financial services provider’s stock valued at $37,000 after buying an additional 165 shares during the period. 84.38% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Dennis Howard sold 27,903 shares of Charles Schwab stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $95.02, for a total value of $2,651,343.06. Following the transaction, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. This trade represents a 72.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $104.38, for a total value of $792,766.10. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 376,247 shares of company stock worth $38,910,898. Corporate insiders own 6.30% of the company’s stock.

Key Headlines Impacting Charles Schwab

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

Analyst Upgrades and Downgrades

SCHW has been the subject of several research reports. Barclays lifted their target price on Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. TD Cowen lifted their price objective on shares of Charles Schwab from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Truist Financial raised their price target on shares of Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $131.00 target price on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab Trading Down 2.5%

Shares of Charles Schwab stock opened at $95.09 on Monday. The company has a 50-day moving average of $100.36 and a two-hundred day moving average of $96.48. The stock has a market cap of $166.61 billion, a PE ratio of 20.40, a price-to-earnings-growth ratio of 0.77 and a beta of 0.93. The company has a current ratio of 0.62, a quick ratio of 0.62 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $107.50.

Charles Schwab (NYSE:SCHW) last announced its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business’s revenue for the quarter was up 18.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is currently 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.