Commerzbank Aktiengesellschaft FI Raises Holdings in The Charles Schwab Corporation $SCHW

Posted by George Bondi on May 16th, 2026

Commerzbank Aktiengesellschaft FI lifted its position in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 218.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 55,092 shares of the financial services provider’s stock after buying an additional 37,807 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Charles Schwab were worth $5,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHW. Convergence Investment Partners LLC lifted its position in Charles Schwab by 21.2% during the fourth quarter. Convergence Investment Partners LLC now owns 25,356 shares of the financial services provider’s stock valued at $2,533,000 after purchasing an additional 4,438 shares in the last quarter. Phoenix Financial Ltd. lifted its position in Charles Schwab by 3.3% during the fourth quarter. Phoenix Financial Ltd. now owns 3,762 shares of the financial services provider’s stock valued at $376,000 after purchasing an additional 119 shares in the last quarter. AustralianSuper Pty Ltd lifted its position in Charles Schwab by 26.7% during the fourth quarter. AustralianSuper Pty Ltd now owns 1,361,669 shares of the financial services provider’s stock valued at $136,044,000 after purchasing an additional 287,159 shares in the last quarter. Thrivent Financial for Lutherans lifted its position in Charles Schwab by 5.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 2,614,587 shares of the financial services provider’s stock valued at $261,259,000 after purchasing an additional 138,266 shares in the last quarter. Finally, Avantax Planning Partners Inc. lifted its position in Charles Schwab by 8.5% during the fourth quarter. Avantax Planning Partners Inc. now owns 4,850 shares of the financial services provider’s stock valued at $485,000 after purchasing an additional 379 shares in the last quarter. 84.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Charles Schwab

In other news, insider Paul V. Woolway sold 7,941 shares of Charles Schwab stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.00, for a total value of $794,100.00. Following the sale, the insider directly owned 29,866 shares of the company’s stock, valued at approximately $2,986,600. The trade was a 21.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frank C. Herringer sold 2,520 shares of Charles Schwab stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $90.60, for a total value of $228,312.00. Following the completion of the sale, the director directly owned 177,508 shares in the company, valued at $16,082,224.80. This trade represents a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 126,924 shares of company stock valued at $12,268,634. 6.30% of the stock is owned by company insiders.

Charles Schwab Price Performance

NYSE:SCHW opened at $90.87 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.62 and a debt-to-equity ratio of 0.48. The business’s 50-day simple moving average is $93.01 and its two-hundred day simple moving average is $95.96. The stock has a market cap of $158.04 billion, a PE ratio of 18.03, a P/E/G ratio of 0.70 and a beta of 0.80. The Charles Schwab Corporation has a 52 week low of $85.76 and a 52 week high of $107.50.

Charles Schwab (NYSE:SCHW – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. The business had revenue of $6.48 billion for the quarter, compared to analysts’ expectations of $6.39 billion. Charles Schwab had a return on equity of 23.05% and a net margin of 37.99%.The business’s quarterly revenue was up 15.8% on a year-over-year basis. During the same period last year, the firm earned $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. As a group, analysts forecast that The Charles Schwab Corporation will post 5.99 EPS for the current fiscal year.

Charles Schwab Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Friday, May 8th will be issued a $0.32 dividend. This represents a $1.28 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 8th. Charles Schwab’s payout ratio is 25.40%.

Charles Schwab News Roundup

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

Positive Sentiment: Barclays lifted its price target on Charles Schwab (SCHW) to $127 from $117 and reiterated an Overweight rating after the company’s fiscal 2026 revenue and expense guidance topped expectations. Barclays Hikes Charles Schwab Price Target to $127: 2026 Guidance Crushes Street Expectations
Positive Sentiment: Schwab raised its 2026 outlook and said it expects mid-teen EPS growth over time, supported by client growth, platform monetization, and balance-sheet flexibility. SCHW Ups 2026 Outlook, Targets Mid-Teen EPS Growth Through the Cycle
Positive Sentiment: The company highlighted strong operating trends, including record daily average trades and record client margin loan balances in April, reinforcing the view that retail activity remains healthy. Charles Schwab daily average trades, client margin loan balances reach records in April
Positive Sentiment: Schwab also unveiled AI initiatives and a crypto rollout aimed at broadening engagement and improving efficiency, which could support longer-term growth and margins. Schwab Crypto Launch Tests Client Engagement And Revenue Mix For Charles Schwab

Analysts Set New Price Targets

SCHW has been the topic of several analyst reports. Weiss Ratings upgraded Charles Schwab from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. TD Cowen lifted their target price on Charles Schwab from $108.00 to $109.00 and gave the company a “buy” rating in a research report on Friday. Morgan Stanley lowered their target price on Charles Schwab from $135.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, April 17th. Piper Sandler lifted their target price on Charles Schwab from $103.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday. Finally, UBS Group lowered their target price on Charles Schwab from $125.00 to $119.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.24.

View Our Latest Report on Charles Schwab

Charles Schwab Company Profile

(Free Report)

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.