The Charles Schwab Corporation $SCHW Shares Bought by Raiffeisen Bank International AG

Raiffeisen Bank International AG lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 99.2% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 63,127 shares of the financial services provider’s stock after buying an additional 31,442 shares during the period. Raiffeisen Bank International AG’s holdings in Charles Schwab were worth $5,716,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Charles Schwab during the fourth quarter worth about $1,994,189,000. Flossbach Von Storch SE acquired a new stake in Charles Schwab in the 2nd quarter valued at about $987,930,000. Bank of New York Mellon Corp boosted its position in shares of Charles Schwab by 22.9% during the 1st quarter. Bank of New York Mellon Corp now owns 16,162,082 shares of the financial services provider’s stock valued at $1,518,913,000 after purchasing an additional 3,009,884 shares in the last quarter. Primecap Management Co. CA boosted its position in shares of Charles Schwab by 9.7% during the 4th quarter. Primecap Management Co. CA now owns 23,276,071 shares of the financial services provider’s stock valued at $2,325,512,000 after purchasing an additional 2,066,884 shares in the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Charles Schwab by 716.5% in the 4th quarter. Focus Partners Wealth now owns 2,101,463 shares of the financial services provider’s stock worth $209,948,000 after purchasing an additional 1,844,095 shares in the last quarter. Institutional investors and hedge funds own 84.38% of the company’s stock.

Charles Schwab Stock Performance

Charles Schwab stock opened at $110.40 on Friday. The firm’s 50 day simple moving average is $104.85 and its 200-day simple moving average is $96.69. The company has a market cap of $190.92 billion, a P/E ratio of 20.07, a price-to-earnings-growth ratio of 0.94 and a beta of 0.76. The Charles Schwab Corporation has a fifty-two week low of $83.96 and a fifty-two week 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) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.56 by $0.06. Charles Schwab had a return on equity of 24.53% and a net margin of 38.79%.The firm had revenue of $7.07 billion during the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the prior year, the business earned $1.14 EPS. The business’s revenue for the quarter was up 20.9% on a year-over-year basis. As a group, equities research analysts predict that The Charles Schwab Corporation will post 6.46 EPS for the current year.

Charles Schwab Announces Dividend

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

Insiders Place Their Bets

In related news, insider Dennis Howard sold 2,198 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $110.00, for a total transaction of $241,780.00. Following the completion of the sale, the insider directly owned 6,980 shares in the company, valued at approximately $767,800. This trade represents a 23.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jonathan Beatty sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $111.33, for a total transaction of $111,330.00. Following the transaction, the insider directly owned 10,738 shares in the company, valued at $1,195,461.54. The trade was a 8.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 649,582 shares of company stock valued at $69,948,015 over the last ninety days. Insiders own 6.30% of the company’s stock.

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?

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. BMO Capital Markets cut shares of Charles Schwab from an “outperform” rating to a “market perform” rating and set a $105.00 target price for the company. in a report on Monday, July 20th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Charles Schwab in a report on Wednesday, July 22nd. Argus increased their price objective on Charles Schwab from $108.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Morgan Stanley raised 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, Wolfe Research restated an “outperform” rating and issued a $127.00 target price on shares of Charles Schwab in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $121.17.

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.