KBC Group NV Has $113.97 Million Position in The Charles Schwab Corporation $SCHW

KBC Group NV lessened its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,140,723 shares of the financial services provider’s stock after selling 9,482 shares during the period. KBC Group NV’s holdings in Charles Schwab were worth $113,969,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Primecap Management Co. CA increased its stake in Charles Schwab by 11.4% in the third quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider’s stock valued at $2,024,841,000 after acquiring an additional 2,174,381 shares during the last quarter. Mondrian Investment Partners LTD acquired a new stake in shares of Charles Schwab in the 3rd quarter valued at $169,104,000. First Trust Advisors LP boosted its holdings in shares of Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider’s stock valued at $210,637,000 after purchasing an additional 1,644,503 shares in the last quarter. Danske Bank A S bought a new position in shares of Charles Schwab in the 3rd quarter valued at $142,594,000. Finally, Amundi raised its holdings in shares of Charles Schwab by 21.6% during the 3rd quarter. Amundi now owns 6,982,838 shares of the financial services provider’s stock worth $656,387,000 after buying an additional 1,238,813 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Insider Activity at Charles Schwab

In other news, 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 transaction of $16,879,801.80. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at $54,999,049.40. This trade represents a 23.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Christopher V. Dodds sold 11,825 shares of the company’s stock in a transaction that occurred 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 sale, the director owned 449,406 shares in the company, valued at $46,985,397.30. The trade was a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 454,865 shares of company stock valued at $46,523,441 over the last ninety days. Insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

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

• Positive Sentiment: Schwab will open a new branch in Bee Cave, TX (former Schmidt Family Barbecue site), expanding its retail footprint in a growing suburban market — a move that can help deposit gathering and local client acquisition. Former Schmidt Family Barbecue site to become Charles Schwab in Bee Cave
• Positive Sentiment: Schwab launched Schwab Teen Investor, letting ages 13–17 trade without parental approval — a product aimed at early relationship-building that could boost future retail activity and lifetime customer value. Teen Investors and Wall Street: What to Know
• Neutral Sentiment: Schwab is scheduled to report Q1 earnings before the open — investors will focus on net interest margin, client asset flows, trading revenue, and management’s FY guidance (FY26 EPS range has been a key watch). Expectations and any guidance shifts should drive near-term stock moves. Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect
• Neutral Sentiment: Schwab is promoting National Investing Day and publishing retirement planning content (e.g., Roth conversion strategies). These marketing and advisory efforts support client engagement and fee-based advisory growth but are gradual, long-term positives rather than immediate catalysts. Charles Schwab Invites the Industry to Come Together for National Investing Day
• Neutral Sentiment: Schwab’s retirement planning materials (Roth conversion guidance highlighted by partners like SmartAsset) increase product stickiness for affluent clients but are unlikely to move the stock alone. How to Maximize a Roth Conversion With Proven Strategies
• Negative Sentiment: Elevated put-option buying on SCHW signals that some traders are positioning for a near-term pullback or hedging ahead of earnings — this can amplify downside volatility around the report. Traders Purchase High Volume of Charles Schwab Put Options (NYSE:SCHW)
• Negative Sentiment: Analysts and commentary note YTD weakness tied to AI-related fears and competitive pressures; investor concern about how technology shifts and competition affect margins and client flows could weigh on sentiment if management doesn’t reassure on strategy. Ahead of Earnings, What Do Analysts Think about Charles Schwab (SCHW) Stock?

Analysts Set New Price Targets

Several brokerages recently weighed in on SCHW. Jefferies Financial Group dropped their price objective on Charles Schwab from $122.00 to $118.00 and set a “buy” rating for the company in a research report on Monday, April 6th. Keefe, Bruyette & Woods started coverage on Charles Schwab in a research note on Wednesday, April 8th. They set an “outperform” rating and a $110.00 target price for the company. TD Cowen reissued a “buy” rating on shares of Charles Schwab in a report on Thursday, April 9th. Weiss Ratings upgraded shares of Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Finally, Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $114.50.

Charles Schwab Price Performance

Shares of NYSE:SCHW opened at $100.33 on Thursday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The Charles Schwab Corporation has a 52 week low of $73.76 and a 52 week high of $107.50. The firm has a market cap of $174.38 billion, a PE ratio of 21.53, a price-to-earnings-growth ratio of 0.81 and a beta of 0.90. The firm’s fifty day moving average is $95.27 and its 200-day moving average is $96.42.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the business posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Sell-side analysts predict that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The business 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. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab’s payout ratio is currently 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.