The Charles Schwab Corporation $SCHW Shares Purchased by Russell Investments Group Ltd.

Key Points

• Russell Investments raised its stake in The Charles Schwab Corporation by 11.6% in Q3, adding 188,251 shares to hold 1,815,901 shares (about 0.10%) valued at roughly $173.6 million, as part of broad institutional ownership of 84.38%.
• Schwab reported stronger-than-expected results and momentum—Q (Jan) EPS $1.39 vs. $1.32 expected, revenue $6.34B, total client assets rose to $12.2 trillion (~18% YoY), the company set FY2026 guidance of $5.70–$5.80 EPS and raised its quarterly dividend to $0.32.
• Despite solid fundamentals, insiders have been selling shares recently (415,568 shares worth about $42.6M in the last 90 days), a development markets sometimes view as a near-term negative signal.

Russell Investments Group Ltd. raised its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 11.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,815,901 shares of the financial services provider's stock after acquiring an additional 188,251 shares during the period. Russell Investments Group Ltd. owned approximately 0.10% of Charles Schwab worth $173,582,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Charles Schwab by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 151,585,214 shares of the financial services provider's stock valued at $14,471,840,000 after purchasing an additional 403,133 shares during the last quarter. State Street Corp raised its stake in shares of Charles Schwab by 0.7% during the second quarter. State Street Corp now owns 72,464,619 shares of the financial services provider's stock worth $6,611,672,000 after purchasing an additional 531,329 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Charles Schwab by 2.9% during the second quarter. Geode Capital Management LLC now owns 37,381,183 shares of the financial services provider's stock worth $3,399,181,000 after purchasing an additional 1,038,376 shares during the period. Franklin Resources Inc. grew its position in Charles Schwab by 2.8% in the 2nd quarter. Franklin Resources Inc. now owns 30,035,937 shares of the financial services provider's stock valued at $2,740,479,000 after buying an additional 815,625 shares during the last quarter. Finally, Fisher Asset Management LLC grew its position in Charles Schwab by 1.3% in the 3rd quarter. Fisher Asset Management LLC now owns 21,646,588 shares of the financial services provider's stock valued at $2,066,600,000 after buying an additional 269,898 shares during the last quarter. 84.38% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Charles Schwab

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%

NYSE:SCHW opened at $95.20 on Monday. The Charles Schwab Corporation has a 1 year low of $65.88 and a 1 year 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 stock has a fifty day moving average price of $99.75 and a two-hundred day moving average price of $96.45. The stock has a market capitalization of $166.81 billion, a price-to-earnings ratio of 20.43, a PEG ratio of 0.77 and a beta of 0.93.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its quarterly earnings results on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share for the quarter, topping analysts' consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion for the quarter, compared to analysts' expectations of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 21.97%. The business's revenue for the quarter was up 18.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, sell-side 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. Investors of record on Friday, February 13th were issued a dividend of $0.32 per share. This is an increase from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Friday, February 13th. Charles Schwab's payout ratio is presently 27.47%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on SCHW. Raymond James Financial restated an "outperform" rating and set a $114.00 price objective on shares of Charles Schwab in a research report on Monday, January 5th. TD Cowen lifted their target price on shares of Charles Schwab from $135.00 to $138.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. Bank of America boosted their price target on shares of Charles Schwab from $88.00 to $91.00 and gave the stock an "underperform" rating in a research note on Wednesday, December 10th. Citigroup reiterated a "market outperform" rating on shares of Charles Schwab in a research note on Monday, January 12th. Finally, Weiss Ratings restated a "hold (c+)" rating on shares of Charles Schwab in a research report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $115.95.

Insider Activity at Charles Schwab

In other Charles Schwab news, Director Christopher V. Dodds sold 11,825 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $104.55, for a total value of $1,236,303.75. Following the completion of the transaction, the director directly owned 449,406 shares of the company's stock, valued at approximately $46,985,397.30. This trade represents a 2.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, General Counsel Peter J. Morgan III sold 7,595 shares of Charles Schwab stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $104.38, for a total transaction of $792,766.10. The SEC filing for this sale provides additional information. Insiders sold a total of 415,568 shares of company stock valued at $42,639,058 in the last ninety days. Company insiders own 6.30% of the company's stock.

Charles Schwab 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.

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