Mirae Asset Global Investments Co. Ltd. Makes New Investment in The Charles Schwab Corporation $SCHW

Mirae Asset Global Investments Co. Ltd. bought a new position in The Charles Schwab Corporation (NYSE:SCHW) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 469,528 shares of the financial services provider’s stock, valued at approximately $45,892,000.

Other hedge funds have also recently bought and sold shares of the company. Flossbach Von Storch SE bought a new position in shares of Charles Schwab in the second quarter valued at approximately $987,930,000. 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 valued at $1,518,913,000 after buying an additional 3,009,884 shares in the last quarter. Danske Bank A S bought a new position in shares of Charles Schwab in the second quarter worth $145,950,000. Assenagon Asset Management S.A. raised its stake in Charles Schwab by 67.6% in the third quarter. Assenagon Asset Management S.A. now owns 2,923,270 shares of the financial services provider’s stock valued at $285,720,000 after purchasing an additional 1,179,312 shares in the last quarter. Finally, Healthcare of Ontario Pension Plan Trust Fund grew its position in Charles Schwab by 63.4% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 2,786,512 shares of the financial services provider’s stock worth $261,876,000 after acquiring an additional 1,081,382 shares in the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Charles Schwab

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

Insider Buying and Selling

In related news, insider Dennis Howard sold 2,198 shares of Charles Schwab stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $110.00, for a total transaction of $241,780.00. Following the completion of the transaction, the insider directly owned 6,980 shares of the company’s stock, valued at $767,800. This trade represents a 23.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Nigel Murtagh sold 24,778 shares of Charles Schwab stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $109.01, for a total transaction of $2,701,049.78. Following the transaction, the insider directly 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 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. Insiders sold 285,734 shares of company stock worth $32,073,309 over the last 90 days. Corporate insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of SCHW stock opened at $88.01 on Monday. The stock has a market cap of $152.20 billion, a price-to-earnings ratio of 15.02, a PEG ratio of 0.78 and a beta of 0.79. The business’s fifty day moving average is $100.52 and its 200 day moving average is $97.67. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $114.53. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.52.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Thursday, October 15th. The financial services provider reported $1.69 EPS for the quarter, beating the consensus estimate of $1.66 by $0.03. Charles Schwab had a return on equity of 25.79% and a net margin of 39.33%. The business had revenue of $7.17 billion during the quarter, compared to analyst estimates of $7.18 billion. During the same quarter last year, the firm posted $1.31 earnings per share. The company’s revenue for the quarter was up 16.9% on a year-over-year basis. Research analysts expect that The Charles Schwab Corporation will post 6.41 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be paid a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, November 13th. Charles Schwab’s dividend payout ratio (DPR) is presently 21.84%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Weiss Ratings upgraded Charles Schwab from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, September 10th. Truist Financial set a $115.00 price target on shares of Charles Schwab in a report on Friday, October 16th. Bank of America upped their price objective on shares of Charles Schwab from $91.00 to $95.00 and gave the stock an “underperform” rating in a report on Monday, October 5th. UBS Group decreased their price objective on shares of Charles Schwab from $113.00 to $109.00 and set a “buy” rating for the company in a report on Friday, October 16th. Finally, Barclays cut their target price on shares of Charles Schwab from $118.00 to $115.00 and set an “overweight” rating on the stock in a research note on Friday, October 16th. Eighteen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average target price of $119.91.

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.