The Charles Schwab Corporation $SCHW Holdings Raised by Americana Partners LLC

Americana Partners LLC increased its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 155.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 171,834 shares of the financial services provider’s stock after buying an additional 104,655 shares during the period. Americana Partners LLC’s holdings in Charles Schwab were worth $16,795,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHW. Bank of New York Mellon Corp grew its holdings in Charles Schwab by 22.9% during the 1st quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock worth $1,518,913,000 after acquiring an additional 3,009,884 shares during the period. Bank of America Corp DE lifted its stake in shares of Charles Schwab by 3.5% in the 1st quarter. Bank of America Corp DE now owns 15,623,030 shares of the financial services provider’s stock valued at $1,468,252,000 after purchasing an additional 530,191 shares during the period. Flossbach Von Storch SE acquired a new position in shares of Charles Schwab in the 2nd quarter valued at about $987,930,000. Dimensional Fund Advisors LP boosted its position in shares of Charles Schwab by 1.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,742,934 shares of the financial services provider’s stock valued at $539,705,000 after purchasing an additional 60,979 shares in the last quarter. Finally, Provident Trust Co. boosted its position in shares of Charles Schwab by 0.4% during the 2nd quarter. Provident Trust Co. now owns 3,716,441 shares of the financial services provider’s stock valued at $342,916,000 after purchasing an additional 13,616 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Shares of SCHW opened at $88.01 on Friday. The Charles Schwab Corporation has a one year low of $83.96 and a one year high of $114.53. The company has a market cap of $152.20 billion, a PE ratio of 15.02, a P/E/G ratio of 0.80 and a beta of 0.79. The stock has a 50-day moving average of $100.52 and a 200-day moving average of $97.67. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share 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 firm’s revenue for the quarter was up 16.9% on a year-over-year basis. During the same period in the prior year, the business earned $1.31 EPS. On average, equities research analysts predict that The Charles Schwab Corporation will post 6.41 EPS for the current fiscal year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be issued a dividend of $0.32 per share. The ex-dividend date is Friday, November 13th. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. Charles Schwab’s payout ratio is currently 21.84%.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab executives said artificial intelligence is moving from experimentation into practical uses, including operational efficiency, financial planning and new ways to engage clients. The firm is integrating Anthropic’s Claude for Financial Advisors and investing in AI-related partnerships, which could strengthen its competitive position with independent advisors. Schwab Says AI Is Past Experiments
• Positive Sentiment: CEO Rick Wurster outlined plans to expand Schwab’s role in IPO access for retail investors, while the asset-management division is considering additional active fixed-income and dividend ETFs. These initiatives could support customer engagement, asset gathering and fee growth. Schwab CEO Sees a Bigger Role for Retail Investors in IPOs
• Positive Sentiment: Schwab plans to deepen bank-like capabilities for registered investment advisors, potentially helping it attract large wirehouse teams and expand custody relationships. Schwab to Push on Bank Capabilities for RIAs
• Neutral Sentiment: Schwab’s advisor survey showed RIAs are prioritizing new clients and referrals as organic growth becomes more difficult. The findings support demand for Schwab’s platform but also highlight a tougher environment for advisor-driven asset growth. Schwab’s 2026 Independent Advisor Outlook Study
• Negative Sentiment: Evercore ISI lowered its price target to $98 from $104, signaling more cautious expectations even though the revised target remains above recent trading levels. Evercore ISI Adjusts Price Target
• Negative Sentiment: Management and strategists warned that sticky inflation, tariffs, geopolitical risks and uncertainty surrounding the AI trade could keep markets volatile. Schwab is also emphasizing safeguards against unauthorized AI agents, underscoring regulatory and operational risks as adoption accelerates. Schwab CEO Says Firm Is Blocking Rogue AI Agents

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. The Goldman Sachs Group reaffirmed a “buy” rating and set a $117.00 target price (down from $122.00) on shares of Charles Schwab in a research note on Friday, October 16th. Jefferies Financial Group set a $120.00 price target on Charles Schwab in a research note on Friday, October 16th. Rothschild & Co Redburn increased their price target on Charles Schwab from $114.00 to $120.00 and gave the stock a “neutral” rating in a report on Monday, September 21st. Evercore set a $98.00 price objective on shares of Charles Schwab in a research report on Wednesday. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $145.00 price objective (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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $119.91.

Insider Activity at Charles Schwab

In related news, insider Nigel J. Murtagh sold 24,778 shares of Charles Schwab stock in a transaction on Monday, August 10th. The shares were sold at an average price of $109.01, for a total value of $2,701,049.78. Following the completion of the sale, the insider owned 57,972 shares of the company’s stock, valued at approximately $6,319,527.72. This trade represents a 29.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan S. Beatty sold 1,000 shares of the business’s stock in a transaction 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 sale, the insider owned 10,738 shares of the company’s stock, valued at $1,195,461.54. This trade represents a 8.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 285,734 shares of company stock valued at $32,073,309 over the last three months. 6.30% of the stock is currently owned by company insiders.

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.