Hosking Partners LLP Sells 18,971 Shares of The Charles Schwab Corporation $SCHW

Hosking Partners LLP trimmed its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 6.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 256,119 shares of the financial services provider’s stock after selling 18,971 shares during the quarter. Hosking Partners LLP’s holdings in Charles Schwab were worth $25,033,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Sowell Financial Services LLC lifted its position in shares of Charles Schwab by 98.7% during the third quarter. Sowell Financial Services LLC now owns 27,029 shares of the financial services provider’s stock worth $2,642,000 after purchasing an additional 13,429 shares in the last quarter. Physician Wealth Advisors Inc. grew its stake in shares of Charles Schwab by 126.0% during the third quarter. Physician Wealth Advisors Inc. now owns 730 shares of the financial services provider’s stock valued at $71,000 after purchasing an additional 407 shares during the last quarter. Pinnacle Associates Ltd. increased its holdings in shares of Charles Schwab by 0.6% in the third quarter. Pinnacle Associates Ltd. now owns 25,891 shares of the financial services provider’s stock valued at $2,531,000 after purchasing an additional 142 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of Charles Schwab by 14.2% in the third quarter. Nisa Investment Advisors LLC now owns 433,286 shares of the financial services provider’s stock valued at $42,349,000 after purchasing an additional 53,929 shares in the last quarter. Finally, Integrated Advisors Network LLC increased its holdings in shares of Charles Schwab by 8.6% in the third quarter. Integrated Advisors Network LLC now owns 79,967 shares of the financial services provider’s stock valued at $7,816,000 after purchasing an additional 6,330 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab’s record-revenue narrative and recent earnings strength support the bullish case. The company previously reported year-over-year revenue growth, a quarterly EPS beat, and strong profitability, while coverage continues to highlight its scale and valuation. Charles Schwab reports record revenue
• Positive Sentiment: Morgan Stanley reduced its price target from $141 to $132 but maintained an “overweight” rating, still implying significant upside from current levels. The target reduction is a headwind, but the continued bullish rating may reassure investors.
• Positive Sentiment: Schwab Asset Management is promoting a new international bond index and related ETF focused on investment-grade developed-market debt. The product could broaden Schwab’s asset-management offerings and attract additional client assets. Introduction to the Schwab International Bond ETF
• Positive Sentiment: Commentary from Schwab strategist Liz Ann Sonders that market rotation is favoring quality over highly leveraged artificial-intelligence exposure could benefit a diversified, established financial platform such as Schwab. Market rotation favors quality over AI leverage
• Neutral Sentiment: Schwab’s mention in coverage about Avalanche’s institutional and real-world-asset potential may indicate broader digital-asset engagement, but it does not appear to represent a material new revenue catalyst. Charles Schwab and Avalanche
• Neutral Sentiment: Reports on the Charles Schwab Cup golf playoffs and related coverage are primarily sponsorship and brand news, with little direct effect on SCHW’s near-term earnings. 2026 Charles Schwab Cup Playoffs schedule
• Negative Sentiment: BMO issued a pessimistic forecast, adding to pressure from Deutsche Bank’s reduction of its price target to $125. While the targets remain above the current quotation, downward revisions can weigh on sentiment. Deutsche Bank cuts Schwab target
• Negative Sentiment: Schwab and other banks are restricting external AI agents from taking actions in customer accounts because of fraud, liability, and security concerns. The safeguards reduce near-term operational risk but could delay potential automation benefits. Banks restrict AI agents

Charles Schwab Stock Performance

Charles Schwab stock opened at $91.65 on Thursday. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $114.53. The company has a market cap of $158.49 billion, a PE ratio of 14.83, a PEG ratio of 0.81 and a beta of 0.79. The company’s 50-day moving average is $103.44 and its two-hundred day moving average is $98.13.

Charles Schwab (NYSE:SCHW) last issued its quarterly earnings results on Thursday, October 15th. The financial services provider reported $1.69 EPS for the quarter, topping the consensus estimate of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The company had revenue of $7.17 billion during the quarter, compared to analysts’ expectations of $7.18 billion. During the same quarter in the previous year, the company earned $1.31 EPS. Charles Schwab’s revenue was up 16.9% on a year-over-year basis. Equities analysts anticipate that The Charles Schwab Corporation will post 6.42 earnings per share for the current year.

Analyst Ratings Changes

SCHW has been the topic of several research reports. Argus upped their price objective on Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Bank of America increased their price objective on Charles Schwab from $91.00 to $95.00 and gave the company an “underperform” rating in a research report on Monday, October 5th. TD Cowen lifted their target price on Charles Schwab from $128.00 to $129.00 and gave the company a “buy” rating in a research note on Monday, October 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $117.00 target price (down from $122.00) on shares of Charles Schwab in a research note on Friday, October 16th. Finally, Wolfe Research restated an “outperform” rating and set a $127.00 target price (up from $123.00) on shares of Charles Schwab in a research report on Tuesday, July 21st. Eighteen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $120.18.

Insider Buying and Selling at Charles Schwab

In other Charles Schwab news, Director Paula A. Sneed sold 5,263 shares of Charles Schwab stock in a transaction on Friday, August 7th. The shares were sold at an average price of $107.15, for a total transaction of $563,930.45. Following the completion of the sale, the director owned 91,711 shares of the company’s stock, valued at approximately $9,826,833.65. The trade was a 5.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Dennis Howard sold 28,000 shares of Charles Schwab stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $105.01, for a total transaction of $2,940,280.00. Following the sale, the insider directly owned 10,470 shares of the company’s stock, valued at $1,099,454.70. This represents a 72.78% decrease in their position. 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. Over the last ninety days, insiders have sold 632,577 shares of company stock valued at $68,214,123. 6.30% of the stock is currently owned by corporate insiders.

Charles Schwab Company Profile

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.