Danske Bank A S acquired a new stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,581,766 shares of the financial services provider’s stock, valued at approximately $145,950,000. Danske Bank A S owned about 0.09% of Charles Schwab at the end of the most recent quarter.
A number of other institutional investors have also bought and sold shares of SCHW. Geode Capital Management LLC increased its stake in Charles Schwab by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 37,667,640 shares of the financial services provider’s stock worth $3,747,646,000 after acquiring an additional 98,242 shares during the last quarter. Juno Financial Group LLC acquired a new position in shares of Charles Schwab in the 4th quarter valued at $2,591,000. Swiss Life Asset Management Ltd lifted its stake in shares of Charles Schwab by 4.2% in the 4th quarter. Swiss Life Asset Management Ltd now owns 407,179 shares of the financial services provider’s stock valued at $40,681,000 after purchasing an additional 16,482 shares during the last quarter. Directional Asset Management purchased a new position in shares of Charles Schwab during the 4th quarter worth $1,409,000. Finally, Eurizon Capital SGR S.p.A. acquired a new stake in shares of Charles Schwab during the 4th quarter worth about $35,233,000. 84.38% of the stock is owned by hedge funds and other institutional investors.
Charles Schwab Stock Performance
NYSE SCHW opened at $111.63 on Wednesday. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64. The company has a market cap of $193.05 billion, a P/E ratio of 20.30, a P/E/G ratio of 0.85 and a beta of 0.76. The stock has a 50-day moving average of $100.32 and a two-hundred day moving average of $95.95. The Charles Schwab Corporation has a 1-year low of $83.96 and a 1-year high of $112.20.
Charles Schwab Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Friday, August 14th will be paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Friday, August 14th. Charles Schwab’s dividend payout ratio is presently 23.27%.
Analysts Set New Price Targets
A number of equities research analysts have weighed in on SCHW shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Compass Point began coverage on shares of Charles Schwab in a report on Monday, August 3rd. They issued a “buy” rating and a $135.00 price objective on the stock. Argus increased their price objective on shares of Charles Schwab from $108.00 to $114.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Morgan Stanley lifted their target price on shares of Charles Schwab from $133.00 to $136.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Finally, Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $121.17.
Check Out Our Latest Stock Report on Charles Schwab
Key Stories Impacting Charles Schwab
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?
Insider Activity at Charles Schwab
In other Charles Schwab news, Director Paula A. Sneed sold 5,263 shares of the stock in a transaction that occurred 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 sale, the director directly owned 91,711 shares in the company, valued at $9,826,833.65. This represents a 5.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Jonathan S. Beatty sold 1,000 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $111.33, for a total transaction of $111,330.00. Following the completion of the transaction, the insider owned 10,738 shares of the company’s stock, valued at approximately $1,195,461.54. This trade represents a 8.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 398,984 shares of company stock worth $41,699,569 over the last 90 days. 6.30% of the stock is currently owned by corporate insiders.
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.
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