Russell Investments Group Ltd. Increases Stock Holdings in The Charles Schwab Corporation $SCHW

Russell Investments Group Ltd. lifted its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 11.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,815,901 shares of the financial services provider’s stock after acquiring an additional 188,251 shares during the period. Russell Investments Group Ltd.’s holdings in Charles Schwab were worth $173,582,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in SCHW. West Branch Capital LLC acquired a new stake in Charles Schwab in the 3rd quarter valued at about $27,000. Evelyn Partners Asset Management Ltd acquired a new position in Charles Schwab during the second quarter worth about $33,000. Howard Hughes Medical Institute purchased a new stake in shares of Charles Schwab in the second quarter valued at about $34,000. Redmont Wealth Advisors LLC acquired a new stake in Charles Schwab during the 3rd quarter valued at $34,000. Finally, FSA Wealth Management LLC purchased a new stake in Charles Schwab in the 2nd quarter worth approximately $36,000. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Charles Schwab

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 Charles Schwab stock opened at $95.20 on Monday. The business’s fifty day moving average price is $99.75 and its 200 day moving average price is $96.45. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. 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 stock has a market capitalization 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 released its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The company had revenue of $6.34 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period last year, the business posted $1.01 EPS. The company’s quarterly revenue was up 18.9% compared to the same quarter last year. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, research analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were issued a $0.32 dividend. The ex-dividend date 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 yield of 1.3%. Charles Schwab’s payout ratio is 27.47%.

Insider Activity at Charles Schwab

In other news, insider Paul V. Woolway sold 6,126 shares of the stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the completion of the sale, the insider owned 29,866 shares of the company’s stock, valued at $2,825,622.26. This represents a 17.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman Walter W. Bettinger sold 67,514 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the completion of the transaction, the chairman directly owned 529,346 shares in the company, valued at approximately $55,184,320.50. This represents a 11.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 415,568 shares of company stock valued at $42,639,058 over the last quarter. Company insiders own 6.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Barclays increased their price target on Charles Schwab from $125.00 to $126.00 and gave the stock an “overweight” rating in a research note on Monday, January 26th. Piper Sandler upped their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Bank of America upped their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the company an “underperform” rating in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $115.95.

About Charles Schwab

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.