Danske Bank A S Purchases Shares of 1,581,766 The Charles Schwab Corporation $SCHW

Danske Bank A S bought a new position in shares of The Charles Schwab Corporation (NYSE:SCHW) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,581,766 shares of the financial services provider’s stock, valued at approximately $145,950,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Wealthfront Advisers LLC purchased a new stake in Charles Schwab in the 2nd quarter valued at $390,000. Global Strategic Investment Solutions LLC purchased a new position in Charles Schwab during the 2nd quarter worth $612,000. Meeder Advisory Services Inc. acquired a new position in Charles Schwab in the second quarter valued at $321,000. BlackRock Inc. acquired a new position in Charles Schwab in the second quarter valued at $861,475,000. Finally, Deutsche Bank AG purchased a new stake in shares of Charles Schwab in the second quarter valued at about $62,723,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Up 1.0%

Shares of NYSE:SCHW opened at $111.63 on Wednesday. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week high of $112.20. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52. The firm’s 50-day simple moving average is $100.32 and its 200-day simple moving average is $95.95. The company has a market cap of $193.05 billion, a price-to-earnings ratio of 20.30, a PEG ratio of 0.85 and a beta of 0.76.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.56 by $0.06. The firm had revenue of $7.07 billion during the quarter, compared to analysts’ expectations of $6.90 billion. Charles Schwab had a net margin of 38.79% and a return on equity of 24.53%. The firm’s revenue for the quarter was up 20.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.14 earnings per share. As a group, equities research analysts predict that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Friday, August 14th will be paid a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio is 23.27%.

Insider Buying and Selling at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 6,952 shares of the firm’s stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $102.03, for a total value of $709,312.56. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, insider Dennis Howard sold 28,000 shares of Charles Schwab stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $105.01, for a total value of $2,940,280.00. Following the completion of the sale, the insider owned 10,470 shares in the company, valued at approximately $1,099,454.70. This trade represents a 72.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 398,984 shares of company stock worth $41,699,569. 6.30% of the stock is currently owned by company insiders.

Key Charles Schwab News

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

• Positive Sentiment: Schwab reported July client assets of $13.04 trillion, up 19% year over year. Higher net new assets and trading activity could support revenue growth and reinforce the company’s operating momentum. SCHW’s July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal?
• Positive Sentiment: The company is seeking a director to build its long-short separately managed account platform. Expanding into tax-aware strategies could attract wealthy clients seeking diversification without immediately realizing large capital gains, potentially creating new fee revenue. Schwab on the Hunt for Long-Short Strategies Director
• Neutral Sentiment: Schwab strategists Kevin Gordon and Liz Ann Sonders discussed the relatively modest move in bond yields and the effects of higher yields on markets. The commentary provides market context but does not indicate a material change to Schwab’s outlook. The move in bond yields has been modest, says Schwab’s Kevin Gordon Charles Schwab’s Liz Ann Sonders discusses how higher yields are impacting markets
• Neutral Sentiment: A report says tax-related investing strategies are creating concern for Schwab and Fidelity, while Schwab’s planned long-short SMA expansion reflects the industry’s response to demand for tax-efficient portfolio management. The Ultrawealthy Tax Maneuver That’s Spooking Schwab and Fidelity
• Negative Sentiment: Two insiders sold shares: Jonathan S. Beatty sold 1,000 shares for about $111,330, while Dennis Howard sold 2,198 shares for approximately $241,780 under a pre-arranged Rule 10b5-1 plan. The sales are relatively small but may add modest caution with SCHW near a record high. Jonathan Beatty SEC filing Insider Selling: Charles Schwab Insider Sells 2,198 Shares
• Negative Sentiment: Schwab’s launch of cash-settled single-stock futures could expand trading revenue, but uncertain adoption, liquidity concerns and the potential for outsized customer losses make the product a riskier growth initiative. Schwab’s Single Stock Futures: A Game Changer or Risky Bet?

Analyst Ratings Changes

SCHW has been the subject of several recent research reports. BMO Capital Markets downgraded shares of Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price for the company. in a research note on Monday, July 20th. Barclays boosted their price target on Charles Schwab from $122.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. UBS Group set a $135.00 price objective on Charles Schwab in a research report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Finally, Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Wednesday, July 22nd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and a consensus target price of $121.17.

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.