Flossbach Von Storch SE Purchases 51,181 Shares of The Charles Schwab Corporation $SCHW

Flossbach Von Storch SE lifted its position in The Charles Schwab Corporation (NYSE:SCHW) by 0.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,631,352 shares of the financial services provider’s stock after purchasing an additional 51,181 shares during the quarter. Charles Schwab comprises about 4.0% of Flossbach Von Storch SE’s holdings, making the stock its 7th biggest holding. Flossbach Von Storch SE’s holdings in Charles Schwab were worth $1,014,975,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of SCHW. Princeton Global Asset Management LLC acquired a new stake in shares of Charles Schwab during the 2nd quarter worth approximately $25,000. RMG Wealth Management LLC purchased a new position in Charles Schwab in the second quarter worth approximately $27,000. West Branch Capital LLC acquired a new stake in Charles Schwab during the third quarter worth $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Charles Schwab in the second quarter valued at $32,000. Finally, Hoese & Co LLP lifted its stake in shares of Charles Schwab by 131.6% in the 2nd quarter. Hoese & Co LLP now owns 352 shares of the financial services provider’s stock valued at $32,000 after purchasing an additional 200 shares during the last quarter. 84.38% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of the stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider directly owned 11,923 shares of the company’s stock, valued at approximately $1,168,454. This represents a 20.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. In the last ninety days, insiders have sold 7,072 shares of company stock worth $715,076. Insiders own 6.30% of the company’s stock.

Charles Schwab Price Performance

Shares of NYSE SCHW opened at $103.49 on Thursday. The stock’s 50-day moving average is $98.50 and its two-hundred day moving average is $96.13. The company has a debt-to-equity ratio of 0.47, a current ratio of 0.58 and a quick ratio of 0.58. The company has a market cap of $183.90 billion, a price-to-earnings ratio of 22.21, a price-to-earnings-growth ratio of 0.84 and a beta of 0.94. The Charles Schwab Corporation has a 1-year low of $65.88 and a 1-year high of $105.81.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 EPS for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to the consensus estimate of $6.19 billion. Charles Schwab had a return on equity of 22.07% and a net margin of 37.01%.The business’s revenue for the quarter was up 18.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.01 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Analysts forecast that The Charles Schwab Corporation will post 4.22 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

SCHW has been the topic of a number of research analyst reports. BMO Capital Markets started coverage on Charles Schwab in a research report on Friday, October 3rd. They issued an “outperform” rating and a $110.00 target price on the stock. Raymond James Financial reissued an “outperform” rating and set a $114.00 target price on shares of Charles Schwab in a research note on Monday, January 5th. Piper Sandler raised their target price on Charles Schwab from $100.00 to $105.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. JMP Securities reiterated a “market outperform” rating and set a $110.00 price target on shares of Charles Schwab in a research note on Friday, October 17th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $131.00 price target on shares of Charles Schwab in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $115.65.

Charles Schwab Company 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.