Fintel reports that on January 22, 2025, Wells Fargo upgraded their outlook for Charles Schwab (WBAG:SCHW) from Equal-Weight to Overweight.
What is the Fund Sentiment?
There are 2,927 funds or institutions reporting positions in Charles Schwab. This is an decrease of 23 owner(s) or 0.78% in the last quarter. Average portfolio weight of all funds dedicated to SCHW is 0.31%, an increase of 46.06%. Total shares owned by institutions increased in the last three months by 1.86% to 1,759,739K shares.
What are Other Shareholders Doing?
Toronto Dominion Bank holds 185,425K shares representing 10.42% ownership of the company. In its prior filing, the firm reported owning 225,963K shares , representing a decrease of 21.86%. The firm decreased its portfolio allocation in SCHW by 20.46% over the last quarter.
Dodge & Cox holds 89,588K shares representing 5.03% ownership of the company. In its prior filing, the firm reported owning 85,787K shares , representing an increase of 4.24%. The firm decreased its portfolio allocation in SCHW by 13.46% over the last quarter.
Price T Rowe Associates holds 87,814K shares representing 4.93% ownership of the company. In its prior filing, the firm reported owning 85,194K shares , representing an increase of 2.98%. The firm decreased its portfolio allocation in SCHW by 12.78% over the last quarter.
DODGX - Dodge & Cox Stock Fund holds 60,346K shares representing 3.39% ownership of the company. In its prior filing, the firm reported owning 57,921K shares , representing an increase of 4.02%. The firm decreased its portfolio allocation in SCHW by 13.59% over the last quarter.
Jpmorgan Chase holds 48,307K shares representing 2.71% ownership of the company. In its prior filing, the firm reported owning 43,992K shares , representing an increase of 8.93%. The firm increased its portfolio allocation in SCHW by 906.54% over the last quarter.
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