The Charles Schwab Corporation $SCHW Shares Sold by Blair William & Co. IL

Key Points

• Blair William & Co. IL trimmed its stake in The Charles Schwab Corporation by 5.0% in Q3, selling 37,294 shares and leaving it with 715,405 shares valued at about $68.3 million.
• Notable insider selling: Chairman Walter Bettinger sold 67,514 shares for roughly $7.04 million, and insiders have sold 415,568 shares (~$42.6 million) in the past 90 days while still owning 6.30% of the company.
• Company fundamentals remain strong: Schwab closed its acquisition of Forge Global, reported robust metrics (total client assets $12.2T, ~18% YoY growth), beat Q results, raised FY2026 EPS guidance (5.70–5.80) and increased the quarterly dividend to $0.32.

Blair William & Co. IL reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 5.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 715,405 shares of the financial services provider's stock after selling 37,294 shares during the quarter. Blair William & Co. IL's holdings in Charles Schwab were worth $68,300,000 as of its most recent filing with the Securities and Exchange Commission.

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

Charles Schwab News Summary

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

Insider Activity

In other Charles Schwab news, Chairman Walter W. Bettinger sold 67,514 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $104.25, for a total transaction of $7,038,334.50. Following the transaction, the chairman owned 529,346 shares of the company's stock, valued at $55,184,320.50. This represents a 11.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Nigel J. Murtagh sold 7,203 shares of the firm's stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $94.61, for a total value of $681,475.83. Following the sale, the insider owned 57,972 shares in the company, valued at $5,484,730.92. This trade represents a 11.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 415,568 shares of company stock valued at $42,639,058 in the last 90 days. Insiders own 6.30% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SCHW. TD Cowen raised their price target on Charles Schwab from $135.00 to $138.00 and gave the company a "buy" rating in a research report on Thursday, January 22nd. Piper Sandler raised their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the company a "neutral" rating in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Charles Schwab in a report on Thursday, January 22nd. UBS Group increased their price target on shares of Charles Schwab from $123.00 to $125.00 and gave the company a "buy" rating in a research report on Thursday, January 22nd. Finally, Wolfe Research set a $120.00 price objective on Charles Schwab in a research report on Monday, January 12th. One 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. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $115.95.

Charles Schwab Trading Down 0.2%

Shares of SCHW stock opened at $95.20 on Friday. The company 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. 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 firm has a 50-day moving average price of $99.75 and a 200 day moving average price of $96.45. The Charles Schwab Corporation has a twelve month low of $65.88 and a twelve month high of $107.50.

Charles Schwab (NYSE:SCHW - Get Free Report) last released its quarterly earnings results 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. The company 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 firm's revenue for the quarter was up 18.9% compared to the same quarter last year. During the same period last year, the company earned $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts forecast that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Charles Schwab Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 13th were paid a dividend of $0.32 per share. The ex-dividend date of this dividend was Friday, February 13th. This is a positive change from Charles Schwab's previous quarterly dividend of $0.27. This represents a $1.28 annualized dividend and a dividend yield of 1.3%. Charles Schwab's payout ratio is currently 27.47%.

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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