The Charles Schwab Corporation $SCHW Stock Bought by International Assets Investment Management LLC

Key Points

• International Assets Investment Management LLC increased its Charles Schwab position by 880.5% in the third quarter, reaching 100,000 shares valued at approximately $9.8 million. Institutional investors collectively own 84.38% of SCHW.
• Charles Schwab reported quarterly EPS of $1.69, exceeding estimates by $0.03, while revenue rose 16.9% year over year to $7.17 billion. The company also declared a quarterly dividend of $0.32 per share, equivalent to a 1.5% annual yield.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $119.91, although Evercore recently lowered its target to $98. Schwab is pursuing growth through artificial intelligence, retail IPO access, expanded ETF offerings and enhanced bank capabilities for advisors.

International Assets Investment Management LLC boosted its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 880.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 100,000 shares of the financial services provider's stock after purchasing an additional 89,801 shares during the period. International Assets Investment Management LLC's holdings in Charles Schwab were worth $9,774,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Compass Financial Management LLC acquired a new position in Charles Schwab during the second quarter worth approximately $27,000. Scarborough Advisors LLC bought a new stake in Charles Schwab in the first quarter valued at approximately $29,000. Main Street Group LTD acquired a new stake in shares of Charles Schwab in the first quarter valued at approximately $33,000. Mascoma Wealth Management LLC lifted its position in shares of Charles Schwab by 71.6% in the third quarter. Mascoma Wealth Management LLC now owns 374 shares of the financial services provider's stock valued at $37,000 after buying an additional 156 shares during the last quarter. Finally, GK Wealth Management LLC acquired a new stake in shares of Charles Schwab in the third quarter valued at approximately $41,000. Institutional investors own 84.38% of the company's stock.

Key Charles Schwab News

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

• Positive Sentiment: Schwab executives said artificial intelligence is moving from experimentation into practical uses, including operational efficiency, financial planning and new ways to engage clients. The firm is integrating Anthropic’s Claude for Financial Advisors and investing in AI-related partnerships, which could strengthen its competitive position with independent advisors. Schwab Says AI Is Past Experiments
• Positive Sentiment: CEO Rick Wurster outlined plans to expand Schwab’s role in IPO access for retail investors, while the asset-management division is considering additional active fixed-income and dividend ETFs. These initiatives could support customer engagement, asset gathering and fee growth. Schwab CEO Sees a Bigger Role for Retail Investors in IPOs
• Positive Sentiment: Schwab plans to deepen bank-like capabilities for registered investment advisors, potentially helping it attract large wirehouse teams and expand custody relationships. Schwab to Push on Bank Capabilities for RIAs
• Neutral Sentiment: Schwab’s advisor survey showed RIAs are prioritizing new clients and referrals as organic growth becomes more difficult. The findings support demand for Schwab’s platform but also highlight a tougher environment for advisor-driven asset growth. Schwab’s 2026 Independent Advisor Outlook Study
• Negative Sentiment: Evercore ISI lowered its price target to $98 from $104, signaling more cautious expectations even though the revised target remains above recent trading levels. Evercore ISI Adjusts Price Target
• Negative Sentiment: Management and strategists warned that sticky inflation, tariffs, geopolitical risks and uncertainty surrounding the AI trade could keep markets volatile. Schwab is also emphasizing safeguards against unauthorized AI agents, underscoring regulatory and operational risks as adoption accelerates. Schwab CEO Says Firm Is Blocking Rogue AI Agents

Charles Schwab Stock Performance

Charles Schwab stock opened at $88.01 on Friday. The business has a 50 day moving average of $100.52 and a 200-day moving average of $97.67. The company has a market capitalization of $152.20 billion, a P/E ratio of 15.02, a P/E/G ratio of 0.78 and a beta of 0.79. The Charles Schwab Corporation has a 1 year low of $83.96 and a 1 year high of $114.53. The company has a debt-to-equity ratio of 0.52, a current ratio of 0.64 and a quick ratio of 0.64.

Charles Schwab (NYSE:SCHW - Get Free Report) last posted its earnings results on Thursday, October 15th. The financial services provider reported $1.69 earnings per share for the quarter, topping analysts' consensus estimates of $1.66 by $0.03. Charles Schwab had a net margin of 39.33% and a return on equity of 25.79%. The firm had revenue of $7.17 billion for the quarter, compared to analyst estimates of $7.18 billion. During the same period in the previous year, the firm posted $1.31 EPS. The company's revenue for the quarter was up 16.9% compared to the same quarter last year. On average, equities research analysts predict that The Charles Schwab Corporation will post 6.41 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, November 13th will be issued a dividend of $0.32 per share. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, November 13th. Charles Schwab's payout ratio is 21.84%.

Wall Street Analyst Weigh In

SCHW has been the topic of a number of research analyst reports. Argus increased their price target on Charles Schwab from $108.00 to $114.00 and gave the company a "buy" rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. decreased their price objective on Charles Schwab from $150.00 to $147.00 and set an "overweight" rating on the stock in a report on Friday, October 16th. Wolfe Research reaffirmed an "outperform" rating and set a $127.00 target price (up from $123.00) on shares of Charles Schwab in a report on Tuesday, July 21st. BMO Capital Markets dropped their price target on Charles Schwab from $105.00 to $97.00 and set a "market perform" rating for the company in a research note on Monday, October 19th. Finally, Evercore set a $98.00 target price on Charles Schwab in a research note on Wednesday. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Charles Schwab presently has a consensus rating of "Moderate Buy" and an average target price of $119.91.

Insider Activity at Charles Schwab

In related news, insider Jonathan Beatty sold 1,000 shares of the business's stock in a transaction on Monday, August 17th. The shares were sold at an average price of $111.33, for a total value of $111,330.00. Following the sale, the insider owned 10,738 shares of the company's stock, valued at $1,195,461.54. The trade was a 8.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Paula Sneed sold 5,263 shares of the stock in a transaction on Friday, August 7th. The shares were sold at an average price of $107.15, for a total value of $563,930.45. Following the completion of the sale, the director owned 91,711 shares of the company's stock, valued at $9,826,833.65. The trade was a 5.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 285,734 shares of company stock valued at $32,073,309 in the last quarter. Insiders own 6.30% of the company's stock.

Charles Schwab Company Profile

The Charles Schwab Corporation NYSE: SCHW is a financial services company that provides investment, wealth management, banking and related services to individual investors, financial professionals and institutional clients. Through its brokerage business, Schwab offers trading and custody services for stocks, exchange-traded funds, mutual funds, options, fixed-income securities and other investments, along with retirement accounts and investment research tools.

The company also provides advisory and wealth management services, including managed portfolios, financial planning and support for registered investment advisors.

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