Mondrian Investment Partners 13F: Cuts SCHW Stake by $86M
Key Points
- Mondrian Investment Partners now holds 981,824 shares of The Charles Schwab Corporation, down from 1,858,141 shares, marking a 47.2% decrease.
- As of October 25, 2026, SCHW traded recently around $90.58, about equal to its closing price on the filing date.
- The Charles Schwab Corporation has a market cap of approximately $156.6 billion and a P/E ratio of 15.5.
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On October 23, 2026, Mondrian Investment Partners cut its position in The Charles Schwab Corporation (SCHW) by 876,317 shares, reducing its total holdings to 981,824 shares valued at about $95.96 million. This adjustment was disclosed in the fund's latest Form 13F filing with the SEC.
The reduction represents a 47.2% decrease in shares held by Mondrian. The firm now ranks lower in its portfolio, reflecting a smaller bet on Schwab as it shifts its investment focus.
SCHW
The Charles Schwab Corporation
Mondrian Investment Partners vs. the S&P 500
Hypothetical returns from Mondrian Investment Partners's disclosed trades, not real profit or advice. How we model this.
Where The Charles Schwab Corporation Fits in Mondrian Investment Partners' Portfolio
This position now accounts for a smaller percentage of Mondrian's total reported 13F value.
The Charles Schwab Corporation Stock Down 0.9%
As of October 25, 2026, SCHW traded recently around $90.58, which is about equal to its closing price on the filing date. The stock is below its 50-day moving average by 11.8% and down 20.9% from its 52-week high of $114.53.
Recent Earnings
The Charles Schwab Corporation reported trailing twelve-month revenue of approximately $27.06 billion and an EPS of $5.85. The next earnings report is expected on January 21, 2027.
Dividend
The company pays an annual dividend rate of $1.28, yielding about 1.41% based on recent prices, with a payout ratio of 21.5%.
Insider Buying and Selling at The Charles Schwab Corporation
Walter W Bettinger II, Chairman of the Board, sold 74,388 shares at an average price of $110.91 on August 28, 2026, totaling about $8.25 million. Neesha Hathi, an Officer, sold multiple smaller amounts of shares in late August and early October, with the most recent transaction being 5,000 shares at $97.80 for about $489,007 on October 1, 2026.
Analysts Set New Price Targets
On October 16, 2026, Barclays maintained an Overweight rating with a price target of $115.00, while UBS also maintained a Buy rating with a target of $109.00. The consensus rating for SCHW is a Buy, with a mean price target of approximately $117.59 from 22 analysts.
About The Charles Schwab Corporation
The Charles Schwab Corporation is a financial services company based in Westlake, TX. It offers a range of services including wealth management, securities brokerage, and banking. The recent position cut by Mondrian might indicate changing strategies in the competitive financial services landscape.
Bottom Line
Investors should watch for the upcoming earnings report on January 21, 2027, to gauge the company's performance. Additionally, further filings from Mondrian Investment Partners may reveal more about their evolving investment strategy.
Related Filing Alerts
Source: Mondrian Investment Partners's 13F filing on $SCHW (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts