The Charles Schwab Corporation $SCHW Shares Purchased by Vinva Investment Management Ltd

Vinva Investment Management Ltd boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 10.2% in the 3rd quarter, HoldingsChannel reports. The fund owned 126,545 shares of the financial services provider’s stock after acquiring an additional 11,664 shares during the period. Vinva Investment Management Ltd’s holdings in Charles Schwab were worth $12,261,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Federated Hermes Inc. boosted its position in Charles Schwab by 2,112.7% during the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider’s stock worth $16,587,000 after purchasing an additional 173,577 shares in the last quarter. First National Trust Co increased its position in shares of Charles Schwab by 82.2% in the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider’s stock valued at $8,518,000 after buying an additional 40,257 shares in the last quarter. AE Wealth Management LLC increased its position in shares of Charles Schwab by 131.0% in the third quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider’s stock valued at $9,531,000 after buying an additional 56,609 shares in the last quarter. W.H. Cornerstone Investments Inc. acquired a new position in shares of Charles Schwab during the 2nd quarter worth $246,000. Finally, Optimize Financial Inc purchased 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 Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of Charles Schwab stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director owned 449,406 shares of the company’s stock, valued at $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Dennis Howard sold 10,108 shares of Charles Schwab stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $94.60, for a total transaction of $956,216.80. Following the completion of the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at $990,462. This trade represents a 49.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 415,568 shares of company stock worth $42,639,058. 6.30% of the stock is currently owned by insiders.

Charles Schwab Stock Performance

Shares of SCHW stock opened at $95.20 on Friday. 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 company has a market cap of $166.81 billion, a PE ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93. The company’s fifty day simple moving average is $99.75 and its 200-day simple moving average is $96.45. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW) last released its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The firm had revenue of $6.34 billion during 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%.Charles Schwab’s quarterly revenue was up 18.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, equities research analysts anticipate that The Charles Schwab Corporation will post 4.22 EPS for the current year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a dividend of $0.32 per share. The ex-dividend date of this dividend 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 dividend payout ratio (DPR) is 27.47%.

Analyst Ratings Changes

Several analysts have recently commented on SCHW shares. Barclays increased their price target on shares of Charles Schwab from $125.00 to $126.00 and gave the company an “overweight” rating in a research report on Monday, January 26th. Citizens Jmp lifted their price objective on Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Morgan Stanley increased their target price on Charles Schwab from $139.00 to $148.00 and gave the company an “overweight” rating in a report on Monday, December 22nd. Bank of America raised their price target on Charles Schwab from $88.00 to $91.00 and gave the stock an “underperform” rating in a research report on Wednesday, December 10th. Finally, Piper Sandler boosted their price target on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently 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: 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 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.