Dimensional Fund Advisors LP Boosts Stake in The Charles Schwab Corporation $SCHW

Key Points

• Dimensional Fund Advisors LP increased its stake in The Charles Schwab Corporation by 4.2% in Q3 to 5,747,273 shares, worth about $548.7 million and representing roughly 0.32% of the company.
• Schwab completed a $660 million all‑cash acquisition of Forge Global, reported quarterly revenue and EPS above expectations, set FY2026 guidance of $5.70–$5.80 EPS, and raised its quarterly dividend to $0.32 (≈1.3% yield).
• Insider selling has been significant recently, with insiders disposing of 398,257 shares worth about $41.0 million in the last 90 days; company insiders now own about 6.3% of the stock.

Dimensional Fund Advisors LP boosted its position in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 4.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,747,273 shares of the financial services provider's stock after buying an additional 229,172 shares during the period. Dimensional Fund Advisors LP owned approximately 0.32% of Charles Schwab worth $548,747,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in SCHW. Federated Hermes Inc. lifted its position in Charles Schwab by 2,112.7% in the second quarter. Federated Hermes Inc. now owns 181,793 shares of the financial services provider's stock worth $16,587,000 after buying an additional 173,577 shares during the last quarter. First National Trust Co raised its stake in shares of Charles Schwab by 82.2% in the third quarter. First National Trust Co now owns 89,224 shares of the financial services provider's stock valued at $8,518,000 after acquiring an additional 40,257 shares during the period. AE Wealth Management LLC lifted its holdings in shares of Charles Schwab by 131.0% in the 3rd quarter. AE Wealth Management LLC now owns 99,832 shares of the financial services provider's stock worth $9,531,000 after acquiring an additional 56,609 shares during the last quarter. W.H. Cornerstone Investments Inc. purchased a new position in shares of Charles Schwab during the 2nd quarter worth about $246,000. Finally, Optimize Financial Inc purchased a new position in shares of Charles Schwab during the 3rd quarter worth about $467,000. Institutional investors own 84.38% of the company's stock.

Insider Buying and Selling at Charles Schwab

In other news, insider Dennis Howard sold 27,903 shares of the business's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total value of $2,651,343.06. Following the completion of the sale, the insider owned 10,470 shares in the company, valued at approximately $994,859.40. The trade was a 72.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $104.55, for a total transaction of $1,236,303.75. Following the transaction, the director owned 449,406 shares in the company, valued at approximately $46,985,397.30. This represents a 2.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 398,257 shares of company stock worth $41,001,365. 6.30% of the stock is currently owned by company insiders.

Trending Headlines about Charles Schwab

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

• Positive Sentiment: Schwab completed its $660M, all‑cash acquisition of Forge Global, adding a private‑markets platform that expands access to pre‑IPO and alternative investments for retail, RIA and UHNW clients — supports fee diversification and cross‑sell potential. Schwab Completes Forge Global Buyout
• Positive Sentiment: Analyst and fundamentals support: brokers have raised targets and highlighted stronger net interest income prospects and solid Q4 results, underpinning earnings power as deposit mix and rates evolve. SCHW Projects Strong Net Interest Income Growth
• Positive Sentiment: Management engagement: Schwab scheduled an Institutional Investor Day for May 14, which could give management a forum to detail integration plans (Forge), capital allocation and longer‑term guidance — potential near‑term catalyst if new detail is provided. Schwab Announces Its Institutional Investor Day
• Neutral Sentiment: Market commentary: Liz Ann Sonders (Schwab) says the “momentum trade is rotation now,” offering macro context but not an immediate company‑specific catalyst. Momentum trade is rotation now, says Liz Ann Sonders
• Neutral Sentiment: Local expansion and branch/office moves (South Florida, SF presence) signal continued footprint growth; strategic but not immediately earnings‑accretive. Charles Schwab’s local leader talks South Florida expansion
• Negative Sentiment: AI disruption fears and social‑media driven selloff have pressured the stock recently, with commentary about AI platforms threatening traditional wealth management amplifying volatility and prompting some traders to sell. Opinions on AI Disruption Fears
• Negative Sentiment: Insider selling continues to draw attention: a recent sale by Paul Woolway (and other disclosed insider sales) is raising short‑term caution among some investors despite management saying sales are routine. Charles Schwab Insider Sells 6,126 Shares

Analysts Set New Price Targets

A number of analysts recently weighed in on SCHW shares. Bank of America increased their price objective on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an "underperform" rating in a research report on Wednesday, December 10th. Citigroup reissued a "market outperform" rating on shares of Charles Schwab in a research note on Monday, January 12th. Citizens Jmp boosted their price objective on Charles Schwab from $110.00 to $120.00 and gave the company a "market outperform" rating in a report on Monday, January 12th. Morgan Stanley upped their price objective on Charles Schwab from $139.00 to $148.00 and gave the company an "overweight" rating in a research report on Monday, December 22nd. Finally, Raymond James Financial reiterated an "outperform" rating and set a $114.00 target price on shares of Charles Schwab in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Charles Schwab presently has a consensus rating of "Moderate Buy" and an average price target of $115.95.

Charles Schwab Trading Up 0.8%

SCHW opened at $96.04 on Thursday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.52. The stock's fifty day moving average is $100.01 and its two-hundred day moving average is $96.46. The company has a market capitalization of $168.28 billion, a P/E ratio of 20.61, a PEG ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a 52 week low of $65.88 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share 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 analysts' expectations of $6.19 billion. Charles Schwab had a return on equity of 21.97% and a net margin of 37.01%.The business's revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current year.

Charles Schwab Increases Dividend

The firm also recently announced 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. This represents a $1.28 annualized dividend and a yield of 1.3%. The ex-dividend date was Friday, February 13th. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. Charles Schwab's dividend payout ratio (DPR) is currently 27.47%.

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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