Fort Washington Investment Advisors Inc. OH Has $250.49 Million Stock Position in The Charles Schwab Corporation $SCHW

Key Points

• Fort Washington Investment Advisors increased its stake in Charles Schwab by 0.5% to 2,507,197 shares worth $250.49 million, making SCHW its 14th largest holding and about 1.3% of the fund's portfolio.
• Charles Schwab beat quarterly expectations with EPS $1.39 vs. $1.32 and revenue of $6.34 billion (up 18.9%), set FY2026 guidance of 5.700–5.800 EPS, and raised its quarterly dividend to $0.32 ($1.28 annual; 1.4% yield).
• Other big moves include Norges Bank's new ~$1.89 billion position and heavy insider selling (413,568 shares worth ~$42.4 million over three months), while institutional investors own about 84.38% of the stock.

Fort Washington Investment Advisors Inc. OH lifted its stake in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,507,197 shares of the financial services provider's stock after purchasing an additional 11,751 shares during the period. Charles Schwab accounts for approximately 1.3% of Fort Washington Investment Advisors Inc. OH's holdings, making the stock its 14th largest holding. Fort Washington Investment Advisors Inc. OH owned about 0.14% of Charles Schwab worth $250,494,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Norges Bank bought a new position in Charles Schwab during the second quarter worth about $1,889,858,000. Brown Advisory Inc. increased its stake in shares of Charles Schwab by 88.4% in the 2nd quarter. Brown Advisory Inc. now owns 12,162,260 shares of the financial services provider's stock valued at $1,109,687,000 after acquiring an additional 5,708,208 shares during the last quarter. Primecap Management Co. CA increased its stake in shares of Charles Schwab by 11.4% in the 3rd quarter. Primecap Management Co. CA now owns 21,209,187 shares of the financial services provider's stock valued at $2,024,841,000 after acquiring an additional 2,174,381 shares during the last quarter. Mondrian Investment Partners LTD acquired a new stake in shares of Charles Schwab in the 3rd quarter valued at approximately $169,104,000. Finally, First Trust Advisors LP raised its position in shares of Charles Schwab by 292.7% in the 3rd quarter. First Trust Advisors LP now owns 2,206,320 shares of the financial services provider's stock valued at $210,637,000 after acquiring an additional 1,644,503 shares during the period. 84.38% of the stock is owned by institutional investors and hedge funds.

Charles Schwab Stock Performance

Shares of SCHW opened at $94.53 on Friday. The firm has a market cap of $165.64 billion, a P/E ratio of 20.29, a PEG ratio of 0.77 and a beta of 0.93. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.62 and a current ratio of 0.62. The firm's 50 day moving average price is $97.61 and its two-hundred day moving average price is $96.24.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The company had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. The firm's revenue was up 18.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Charles Schwab Increases Dividend

The company 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 is a boost from Charles Schwab's previous quarterly dividend of $0.27. The ex-dividend date was Friday, February 13th. This represents a $1.28 dividend on an annualized basis and a yield of 1.4%. Charles Schwab's dividend payout ratio is currently 27.47%.

Insider Transactions at Charles Schwab

In related news, insider Dennis Howard sold 10,108 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $94.60, for a total transaction of $956,216.80. Following the completion of the transaction, the insider directly owned 10,470 shares in the company, valued at approximately $990,462. This trade represents a 49.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Paul V. Woolway sold 6,126 shares of Charles Schwab stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $94.61, for a total value of $579,580.86. Following the completion of the sale, the insider directly owned 29,866 shares in the company, valued at approximately $2,825,622.26. This represents a 17.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 413,568 shares of company stock worth $42,435,038. 6.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on SCHW shares. Raymond James Financial restated an "outperform" rating and set a $114.00 price objective on shares of Charles Schwab in a report on Monday, January 5th. Morgan Stanley increased their target price on shares of Charles Schwab from $139.00 to $148.00 and gave the stock an "overweight" rating in a report on Monday, December 22nd. Wolfe Research set a $120.00 price target on shares of Charles Schwab in a report on Monday, January 12th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $131.00 price objective on shares of Charles Schwab in a research report on Thursday, January 22nd. Finally, Citizens Jmp raised their price objective on Charles Schwab from $110.00 to $120.00 and gave the stock a "market outperform" rating in a research note on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $115.95.

Charles Schwab News Summary

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

• Positive Sentiment: Schwab launched the Schwab Teen Investor™ joint brokerage account for ages 13–17, featuring parental oversight and a $50 bonus for completing educational "homework"—a customer-acquisition effort aimed at building lifelong relationships and future AUM (assets under management). This broad press rollout (press release, Yahoo, MSN, USA Today coverage) highlights product innovation and distribution reach. Introducing the Schwab Teen Investor™ Account
• Neutral Sentiment: Analysts and previews ahead of Schwab’s upcoming quarterly report are in focus; preview coverage notes expectations and that the stock has underperformed year-to-date. Earnings results and guidance will likely have a bigger, direct impact on the share price than these previews. Charles Schwab’s Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Schwab research cited in market coverage finds bitcoin volatility has fallen as the asset matures—an example of Schwab’s market research outreach that can support product engagement but has limited immediate balance-sheet impact. Bitcoin Volatility Falls as Asset Matures, Charles Schwab Report Finds
• Negative Sentiment: Users reported intermittent outages and slow or unavailable functionality on Schwab.com and the mobile app; Schwab issued a statement acknowledging technical issues. Platform reliability incidents can hurt client trust, trading flow and short-term volumes. Customers Report Problems With Charles Schwab Platforms
• Negative Sentiment: Commentary raises questions about unsupervised teen brokerage accounts and potential risks around investor protection and parental oversight—an angle that could prompt regulatory or reputational scrutiny as the product scales. Investing Without Training Wheels: Are Unsupervised Teen Brokerage Accounts Really a Smart Idea?

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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