The Charles Schwab Corporation $SCHW Shares Sold by Cooke & Bieler LP

Cooke & Bieler LP lowered its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW) by 45.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 372,462 shares of the financial services provider’s stock after selling 313,182 shares during the quarter. Cooke & Bieler LP’s holdings in Charles Schwab were worth $36,404,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Axxcess Wealth Management LLC grew its holdings in shares of Charles Schwab by 19.2% in the third quarter. Axxcess Wealth Management LLC now owns 13,699 shares of the financial services provider’s stock worth $1,339,000 after purchasing an additional 2,202 shares during the last quarter. Sowell Financial Services LLC increased its stake in Charles Schwab by 98.7% in the 3rd quarter. Sowell Financial Services LLC now owns 27,029 shares of the financial services provider’s stock worth $2,642,000 after buying an additional 13,429 shares during the period. Physician Wealth Advisors Inc. lifted its holdings in Charles Schwab by 126.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 730 shares of the financial services provider’s stock valued at $71,000 after buying an additional 407 shares in the last quarter. Pinnacle Associates Ltd. lifted its holdings in Charles Schwab by 0.6% during the 3rd quarter. Pinnacle Associates Ltd. now owns 25,891 shares of the financial services provider’s stock valued at $2,531,000 after buying an additional 142 shares in the last quarter. Finally, Nisa Investment Advisors LLC lifted its holdings in Charles Schwab by 14.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 433,286 shares of the financial services provider’s stock valued at $42,349,000 after buying an additional 53,929 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Insider Transactions at Charles Schwab

In other news, Director Paula Sneed sold 5,263 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $107.15, for a total value of $563,930.45. Following the completion of the sale, the director owned 91,711 shares of the company’s stock, valued at approximately $9,826,833.65. This represents a 5.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jonathan Beatty sold 1,000 shares of Charles Schwab stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the transaction, the insider directly owned 10,738 shares in the company, valued at approximately $1,195,461.54. The trade was a 8.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 632,577 shares of company stock valued at $68,214,123 over the last three months. 6.30% of the stock is currently owned by corporate insiders.

Key Charles Schwab News

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Wall Street Analysts Forecast Growth

Several research firms have issued reports on SCHW. Argus boosted their price objective on shares of Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Piper Sandler dropped their target price on shares of Charles Schwab from $118.00 to $100.00 and set a “neutral” rating on the stock in a research note on Friday, October 2nd. Wolfe Research reaffirmed an “outperform” rating and set a $127.00 target price (up from $123.00) on shares of Charles Schwab in a research report on Tuesday, July 21st. Keefe, Bruyette & Woods reaffirmed an “outperform” rating and set a $111.00 target price (up from $109.00) on shares of Charles Schwab in a research report on Friday, October 16th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $145.00 price target (up from $137.00) on shares of Charles Schwab in a research note on Thursday, October 15th. Eighteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $120.18.

Charles Schwab Price Performance

Shares of SCHW stock opened at $91.65 on Thursday. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $114.53. The stock has a market capitalization of $158.49 billion, a price-to-earnings ratio of 15.64, a P/E/G ratio of 0.81 and a beta of 0.79. The stock has a fifty day simple moving average of $103.44 and a two-hundred day simple moving average of $98.13. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.03. The business had revenue of $7.17 billion for the quarter, compared to the consensus estimate of $7.18 billion. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The business’s revenue was up 16.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.31 EPS. On average, analysts predict that The Charles Schwab Corporation will post 6.42 EPS for the current fiscal year.

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.