Korea Investment CORP Has $136.39 Million Stake in The Charles Schwab Corporation $SCHW

Korea Investment CORP grew its holdings in The Charles Schwab Corporation (NYSE:SCHW) by 19.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,428,604 shares of the financial services provider’s stock after purchasing an additional 230,108 shares during the quarter. Korea Investment CORP owned about 0.08% of Charles Schwab worth $136,389,000 as of its most recent filing with the SEC.

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

Insider Activity at Charles Schwab

In other news, General Counsel Peter J. Morgan III sold 7,595 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total value of $792,766.10. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Paul V. Woolway sold 15,884 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $95.12, for a total transaction of $1,510,886.08. Following the completion of the sale, the insider directly owned 35,992 shares in the company, valued at approximately $3,423,559.04. The trade was a 30.62% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 415,568 shares of company stock valued at $42,639,058. Insiders own 6.30% of the company’s stock.

Charles Schwab News Roundup

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 Trading Down 0.2%

SCHW stock opened at $95.20 on Friday. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year 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 business’s 50 day moving average is $99.75 and its 200-day moving average is $96.45. The firm has a market cap of $166.81 billion, a P/E ratio of 20.43, a P/E/G ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW) last posted its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping the consensus estimate of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.Charles Schwab’s revenue was up 18.9% on a year-over-year basis. During the same quarter last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Equities analysts anticipate that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 13th were issued a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a boost from Charles Schwab’s previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.3%. Charles Schwab’s dividend payout ratio (DPR) is 27.47%.

Analyst Ratings Changes

Several brokerages have recently weighed in on SCHW. Piper Sandler lifted their price objective on Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Citigroup restated a “market outperform” rating on shares of Charles Schwab in a research note on Monday, January 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Charles Schwab in a research report on Thursday, January 22nd. Raymond James Financial reiterated an “outperform” rating and set a $114.00 price target on shares of Charles Schwab in a research note on Monday, January 5th. Finally, Citizens Jmp boosted their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the company a “market outperform” rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $115.95.

Charles Schwab Company Profile

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.