LGT Fund Management Co Ltd. Raises Holdings in The Charles Schwab Corporation $SCHW

LGT Fund Management Co Ltd. boosted its position in The Charles Schwab Corporation (NYSE:SCHW) by 68.7% in the 3rd quarter, Holdings Channel reports. The firm owned 30,577 shares of the financial services provider’s stock after acquiring an additional 12,448 shares during the quarter. LGT Fund Management Co Ltd.’s holdings in Charles Schwab were worth $2,821,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Charles Schwab by 380.5% in the fourth quarter. Brighton Jones LLC now owns 24,240 shares of the financial services provider’s stock worth $1,794,000 after buying an additional 19,195 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Charles Schwab by 21.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,553 shares of the financial services provider’s stock valued at $415,000 after acquiring an additional 809 shares in the last quarter. United Bank raised its holdings in Charles Schwab by 7.1% in the 2nd quarter. United Bank now owns 16,053 shares of the financial services provider’s stock valued at $1,465,000 after acquiring an additional 1,070 shares during the last quarter. Golden State Wealth Management LLC raised its holdings in Charles Schwab by 386.2% in the 2nd quarter. Golden State Wealth Management LLC now owns 705 shares of the financial services provider’s stock valued at $64,000 after acquiring an additional 560 shares during the last quarter. Finally, Bryn Mawr Trust Advisors LLC lifted its stake in Charles Schwab by 2.0% in the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after purchasing an additional 107 shares in the last quarter. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab completed its acquisition of Forge Global, integrating a private-markets trading platform that could open new fee and trading revenue streams by giving retail and advisor clients access to pre-IPO and other private-company shares. Charles Schwab Acquisition Of Forge Opens New Path To Private Markets
• Positive Sentiment: Monthly business metrics remain robust: total client assets rose to $12.2T (Jan 2026), up ~18% YoY, with strong net new assets and account growth — supportive for fee income and deposit balances over the medium term. Charles Schwab (SCHW) Sees High-Teen Growth in Total Client Assets
• Positive Sentiment: Schwab’s India unit leased ~345,000 sq ft of office space in Hyderabad — a sign of on-the-ground expansion in a lower-cost engineering and operations hub that may support product development and global growth initiatives. Charles Schwab’s India arm leases office space in Hyderabad
• Neutral Sentiment: Analysts collectively rate SCHW a “Moderate Buy” — implying general confidence but not a flurry of aggressive upgrades that would drive immediate outsized share gains. The Charles Schwab Corporation Receives Consensus Rating of “Moderate Buy”
• Neutral Sentiment: Market pieces on peer weakness (e.g., Robinhood’s pullback) and Schwab commentary about momentum vs. value rotation highlight sector flows that can move brokerage stocks independently of company fundamentals. These narratives can temporarily weigh on SCHW despite solid fundamentals. Robinhood Fell 40% in 3 Months—Warning Sign or Buy-the-Dip Setup? Momentum trade is rotation now, says Charles Schwab’s Liz Ann Sonders
• Negative Sentiment: Insider selling: two executives disclosed notable share sales in early March (Dennis Howard and Nigel J. Murtagh). Even when driven by personal liquidity needs, such filings can be read by the market as a near-term negative signal. Dennis Howard SEC Form 4 Nigel J. Murtagh SEC Form 4

Charles Schwab Stock Down 0.2%

Shares of NYSE SCHW opened at $95.20 on Monday. The company has a market capitalization of $166.81 billion, a P/E ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.62 and a quick ratio of 0.62. The company has a 50 day simple moving average of $99.75 and a 200-day simple moving average of $96.45. 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 released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The firm 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 21.97% and a net margin of 37.01%.The firm’s quarterly revenue was up 18.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities research analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 13th were paid a $0.32 dividend. 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. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio is currently 27.47%.

Insiders Place Their Bets

In other news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares in the company, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman Walter W. Bettinger sold 162,462 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $103.90, for a total value of $16,879,801.80. Following the sale, the chairman directly owned 529,346 shares of the company’s stock, valued at $54,999,049.40. The trade was a 23.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 415,568 shares of company stock worth $42,639,058. Corporate insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

SCHW has been the subject of a number of analyst reports. Truist Financial upped their price target on Charles Schwab from $120.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Bank of America lifted their price objective on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. UBS Group boosted their price objective on Charles Schwab from $123.00 to $125.00 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 report on Thursday, January 22nd. Finally, Raymond James Financial reiterated an “outperform” rating and set a $114.00 price target 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab currently has a consensus rating of “Moderate Buy” and a consensus price target of $115.95.

About Charles Schwab

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.