Charles Schwab Trust 13F: New $459K Stake in COLM

Charles Schwab Trust opened a new position in Columbia Sportswear Company (COLM) by acquiring 8,000 shares valued at about $459,280 in its latest Form 13F filing on October 15, 2026. This marks a significant entry for the fund, which previously did not hold any shares in the company.

What Changed in Charles Schwab Trust's Columbia Sportswear Position

The trust's new position consists of 8,000 shares, reflecting a notable start in their investment strategy in Columbia Sportswear. This is the first stake for Charles Schwab Trust in this company, and no percent change is applicable since it is a new buy.

Other Institutional Activity in Columbia Sportswear

Several other institutional investors have also made moves regarding Columbia Sportswear. Blackrock Inc. reduced its holdings by 24,360 shares, ending with 2,461,397 shares valued at about $148.1 million. Dimensional Fund Advisors LP increased its stake by 198,501 shares, totaling 2,421,358 shares worth approximately $145.7 million. AQR Capital Management, LLC added 29,794 shares, bringing its total to 1,880,377 shares valued at about $113.1 million. JPMorgan Chase & Co. slightly increased its holdings by 21,109 shares, ending with 1,300,413 shares valued at roughly $78.2 million, while Vanguard Portfolio Management LLC decreased its stake by 116,169 shares, totaling 1,034,019 shares worth about $62.2 million.

Columbia Sportswear Company Stock Down 1.1%

Columbia Sportswear shares recently traded around $60.16, which is above its 50-day moving average by 4.5% and above the 200-day average by 1.1%. However, the stock is about 12.9% below its 52-week high of $69.06. Analysts have set a mean price target of about $69.83, indicating there may be some potential upside.

Recent Earnings

In its most recent earnings report, Columbia Sportswear reported trailing twelve-month revenue of approximately $3.41 billion and a net income margin of 6%. The company has a return on equity of 12.7%. The next earnings report is scheduled for October 29, 2026.

Dividend

Columbia Sportswear pays an annual dividend of $1.20 per share, resulting in a yield of 1.97%, with a payout ratio of 31.3%.

Insider Buying and Selling at Columbia Sportswear Company

At Columbia Sportswear, several insiders have sold shares. On May 4, 2026, Director Sabrina Louise Simmons sold 1,329 shares at an average price of $61.24, totaling about $81,388. Director Ronald E Nelson sold 4,080 shares on May 27, 2026, for about $276,522 at a price of $67.78. Chief Financial Officer Jim A Swanson also sold 4,000 shares on the same day, valued at approximately $267,000. Additionally, Director Stephen E Babson sold 4,150 shares on May 28, 2026, for about $281,992 at a price of $67.95.

Analysts Set New Price Targets

On July 22, 2026, Citigroup maintained a Neutral rating on Columbia Sportswear with a price target of $68. On July 31, 2026, Stifel maintained a Buy rating with a $67 target, while BTIG reiterated its Buy rating and target of $80. The current consensus among analysts is to hold the stock, with six opinions suggesting a target mean price of $69.83.

About Columbia Sportswear

Columbia Sportswear Company, based in Portland, Oregon, designs and distributes outdoor and active lifestyle products. The company focuses on apparel, accessories, and equipment for various outdoor activities, making it a recognized name in the consumer cyclical sector.

Bottom Line

Watch for Columbia Sportswear's upcoming earnings report on October 29, 2026. The recent activities by Charles Schwab Trust and other institutions highlight a shift in investor interest. Note that the positions reported may not represent current holdings as of the filing date.