Quantbot Technologies LP Cuts Position in The Charles Schwab Corporation $SCHW

Quantbot Technologies LP reduced its position in The Charles Schwab Corporation (NYSE:SCHW) by 90.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,902 shares of the financial services provider’s stock after selling 67,811 shares during the period. Quantbot Technologies LP’s holdings in Charles Schwab were worth $659,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Federated Hermes Inc. increased its stake in shares of Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after buying an additional 173,577 shares during the last quarter. First National Trust Co boosted its stake in Charles Schwab by 82.2% during the 3rd quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after acquiring an additional 40,257 shares during the last quarter. AE Wealth Management LLC grew its holdings in Charles Schwab by 131.0% during the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock worth $9,531,000 after acquiring an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. acquired a new position in Charles Schwab during the 2nd quarter worth $246,000. Finally, Optimize Financial Inc bought a new stake in shares of Charles Schwab in the 3rd quarter worth about $467,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Buying and Selling

In other news, Director Christopher V. Dodds sold 11,825 shares of the firm’s 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 transaction, the director directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 415,568 shares of company stock valued at $42,639,058. Company insiders own 6.30% of the company’s stock.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of recent analyst reports. Morgan Stanley upped their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, December 22nd. Raymond James Financial reissued an “outperform” rating and issued a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Weiss Ratings restated a “hold (c+)” rating on shares of Charles Schwab in a research note on Thursday, January 22nd. TD Cowen lifted their target price on Charles Schwab from $135.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $131.00 price target on shares of Charles Schwab in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $115.95.

Charles Schwab News Summary

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 Price Performance

Shares of SCHW opened at $95.20 on Friday. The Charles Schwab Corporation has a 12 month low of $65.88 and a 12 month high of $107.50. 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 stock has a fifty day moving average price of $99.75 and a 200 day moving average price of $96.45. The company has a market cap of $166.81 billion, a P/E ratio of 20.43, a PEG ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The firm had revenue of $6.34 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the firm earned $1.01 EPS. Charles Schwab’s quarterly revenue was up 18.9% on a year-over-year basis. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were given a $0.32 dividend. The ex-dividend date was Friday, February 13th. This represents a $1.28 annualized dividend and a yield of 1.3%. This is an increase from Charles Schwab’s previous quarterly dividend of $0.27. Charles Schwab’s payout ratio is 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.