The Charles Schwab Corporation $SCHW Stock Position Lifted by Raiffeisen Bank International AG

Key Points

• Raiffeisen Bank International AG nearly doubled its Charles Schwab position in the second quarter, acquiring 31,442 additional shares for a total holding valued at approximately $5.7 million. Institutional investors and hedge funds collectively own 84.38% of SCHW.
• Charles Schwab reported quarterly EPS of $1.62, exceeding the $1.56 consensus estimate, while revenue rose 20.9% year over year to $7.07 billion. The company also maintains a quarterly dividend of $0.32, equivalent to a 1.2% annualized yield.
• Analysts remain broadly positive, with SCHW carrying a “Moderate Buy” consensus rating and an average price target of $121.17. However, insiders sold roughly 649,582 shares worth $69.9 million over the past 90 days, and the stock faces potential competitive and product-related pressures.

Raiffeisen Bank International AG grew its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 99.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,127 shares of the financial services provider's stock after acquiring an additional 31,442 shares during the quarter. Raiffeisen Bank International AG's holdings in Charles Schwab were worth $5,716,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in SCHW. Essex Financial Services Inc. lifted its position in shares of Charles Schwab by 0.8% in the 4th quarter. Essex Financial Services Inc. now owns 12,833 shares of the financial services provider's stock worth $1,282,000 after buying an additional 105 shares during the last quarter. Sheets Smith Wealth Management grew its position in shares of Charles Schwab by 0.7% during the 1st quarter. Sheets Smith Wealth Management now owns 14,521 shares of the financial services provider's stock valued at $1,365,000 after buying an additional 108 shares during the last quarter. Peoples Bank KS raised its stake in Charles Schwab by 2.7% during the second quarter. Peoples Bank KS now owns 4,331 shares of the financial services provider's stock worth $400,000 after acquiring an additional 113 shares during the period. Walter & Keenan Wealth Management LLC IN ADV raised its stake in Charles Schwab by 0.8% during the fourth quarter. Walter & Keenan Wealth Management LLC IN ADV now owns 14,559 shares of the financial services provider's stock worth $1,455,000 after acquiring an additional 114 shares during the period. Finally, Sweeney & Michel LLC lifted its holdings in Charles Schwab by 1.6% in the first quarter. Sweeney & Michel LLC now owns 7,333 shares of the financial services provider's stock worth $710,000 after acquiring an additional 115 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: Analyst commentary highlights Schwab’s diversification into wealth management, banking, lending and cryptocurrency as potential drivers of deeper client relationships, higher revenue per customer and a new phase of growth. Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase? Zacks analysis of Schwab’s growth phase
• Neutral Sentiment: Schwab is involved in an industry debate over how quickly the Securities and Exchange Commission should approve and standardize cryptocurrency ETFs. The outcome could affect product availability, fees and trading economics, but the near-term impact on SCHW is uncertain. Grayscale and A16z Fight Jane Street and Schwab Over Crypto ETF Speed
• Neutral Sentiment: Schwab’s tax specialists warned retirees about a less obvious required minimum distribution risk. The guidance may reinforce Schwab’s advisory role, although it is primarily educational rather than a direct earnings catalyst. Schwab’s tax expert flags a quiet RMD risk for retirees
• Negative Sentiment: Schwab has imposed stricter limits on tax-aware long-short accounts, reportedly reflecting growing risk concerns around the strategy. The move may reduce exposure to a potentially volatile product and could constrain related business activity, though it also limits risk. Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts
• Negative Sentiment: Chairman Walt Bettinger reportedly sold approximately $8.25 million of SCHW stock. Insider selling does not necessarily signal deteriorating fundamentals, but the sizable transaction can pressure sentiment. Charles Schwab Chairman Sells Stock
• Negative Sentiment: A report about an Oakland woman losing her savings to a Schwab impersonator could create reputational and fraud-related concerns, although the incident involves a scammer impersonating the company rather than an announced Schwab loss. Oakland woman’s savings drained by Schwab impersonator
• Negative Sentiment: Vanguard’s reported consideration of an Altruist transaction raises the possibility of a stronger technology-enabled competitor in brokerage and wealth management, potentially increasing pressure on Schwab’s pricing and client growth. Could Altruist deal turn Vanguard into the next Schwab?

Charles Schwab Stock Performance

SCHW opened at $110.40 on Friday. The business's 50 day moving average is $104.85 and its 200-day moving average is $96.69. The stock has a market cap of $190.92 billion, a PE ratio of 20.07, a price-to-earnings-growth ratio of 0.94 and a beta of 0.76. The company has a current ratio of 0.64, a quick ratio of 0.64 and a debt-to-equity ratio of 0.52. The Charles Schwab Corporation has a twelve month low of $83.96 and a twelve month high of $114.53.

Charles Schwab (NYSE:SCHW - Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.56 by $0.06. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The business had revenue of $7.07 billion during the quarter, compared to analyst estimates of $6.90 billion. During the same period in the prior year, the company posted $1.14 EPS. The business's revenue for the quarter was up 20.9% compared to the same quarter last year. On average, analysts predict that The Charles Schwab Corporation will post 6.46 earnings per share for the current year.

Charles Schwab Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 28th. Stockholders of record on Friday, August 14th were paid a $0.32 dividend. The ex-dividend date of this dividend was Friday, August 14th. This represents a $1.28 annualized dividend and a dividend yield of 1.2%. Charles Schwab's dividend payout ratio is presently 23.27%.

Analysts Set New Price Targets

SCHW has been the subject of several recent research reports. Wolfe Research reaffirmed an "outperform" rating and set a $127.00 target price on shares of Charles Schwab in a report on Tuesday, July 21st. BMO Capital Markets downgraded Charles Schwab from an "outperform" rating to a "market perform" rating and set a $105.00 price target on the stock. in a report on Monday, July 20th. UBS Group set a $135.00 price objective on Charles Schwab in a research report on Monday, August 3rd. Morgan Stanley upped their price objective on Charles Schwab from $133.00 to $136.00 and gave the stock an "overweight" rating in a research note on Monday, July 27th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Charles Schwab in a research report on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Charles Schwab has an average rating of "Moderate Buy" and a consensus price target of $121.17.

Insider Buying and Selling

In other news, General Counsel Peter Morgan, III sold 6,952 shares of the firm's stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $102.03, for a total transaction of $709,312.56. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Paula Sneed sold 5,263 shares of Charles Schwab stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $107.15, for a total transaction of $563,930.45. Following the sale, the director owned 91,711 shares in the company, valued at approximately $9,826,833.65. This represents a 5.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 649,582 shares of company stock valued at $69,948,015. Company insiders own 6.30% of the company's stock.

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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