The Charles Schwab Corporation (SCHW)

US — Financial Services Sector
Peers: BLK  BAC  MUFG  GS  MS  BX  HOOD  C 

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Key Metrics & Ratings

  • symbol SCHW
  • Rev/Share 16.2602
  • Book/Share 22.3721
  • PB 4.5543
  • Debt/Equity 0.688
  • CurrentRatio 12.3919
  • ROIC 0.0706

 

  • MktCap 185338378286.0
  • FreeCF/Share -0.9911
  • PFCF -103.541
  • PE 22.3507
  • Debt/Assets 0.0662
  • DivYield 0.0106
  • ROE 0.1754

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 4
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed SCHW UBS -- Buy -- $119 Dec. 11, 2025
Initiation SCHW BMO Capital Markets -- Outperform -- $110 Oct. 3, 2025
Upgrade SCHW Redburn Atlantic Sell Neutral -- $82 June 9, 2025
Upgrade SCHW Goldman Neutral Buy -- $100 April 25, 2025
Upgrade SCHW Morgan Stanley Equal Weight Overweight -- $76 April 8, 2025
Upgrade SCHW Citigroup Neutral Buy -- $102 April 2, 2025
Upgrade SCHW TD Cowen Hold Buy $88 $103 Feb. 18, 2025
Upgrade SCHW Wells Fargo Equal Weight Overweight $89 $93 Jan. 22, 2025
Upgrade SCHW Barclays Equal Weight Overweight $74 $95 Dec. 9, 2024
Initiation SCHW Wells Fargo -- Equal Weight -- $70 Sept. 12, 2024

News

Charles Schwab to Match U.S. Government's $1,000 Contribution to Trump Accounts for Employees' Children
SCHW
Published: December 23, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation (Schwab) today announced it will match the U.S. government's one-time $1,000 contribution to eligible newborn children of Schwab's U.S. employees, providing an additional $1,000 per eligible child. The children's saving account program, known as “Trump Accounts,” was signed into law by President Trump and provides a $1,000 pilot contribution from the U.S. Treasury into a tax-advantaged account for eligible children born in the U.S.

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image for news Charles Schwab to Match U.S. Government's $1,000 Contribution to Trump Accounts for Employees' Children
Here's Why The Charles Schwab Corporation (SCHW) is a Strong Momentum Stock
SCHW
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Here's Why The Charles Schwab Corporation (SCHW) is a Strong Momentum Stock
Are You Looking for a Top Momentum Pick? Why The Charles Schwab Corporation (SCHW) is a Great Choice
SCHW
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Does The Charles Schwab Corporation (SCHW) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Are You Looking for a Top Momentum Pick? Why The Charles Schwab Corporation (SCHW) is a Great Choice
SCHW or MKTX: Which Is the Better Value Stock Right Now?
MKTX, SCHW
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors looking for stocks in the Financial - Investment Bank sector might want to consider either The Charles Schwab Corporation (SCHW) or MarketAxess (MKTX). But which of these two stocks is more attractive to value investors?

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image for news SCHW or MKTX: Which Is the Better Value Stock Right Now?
Is Charles Schwab (SCHW) Stock Outpacing Its Finance Peers This Year?
SCHW
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how The Charles Schwab Corporation (SCHW) and CB Financial Services (CBFV) have performed compared to their sector so far this year.

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image for news Is Charles Schwab (SCHW) Stock Outpacing Its Finance Peers This Year?
3 Brokerage Stocks Up More Than 20% in 2025 to Watch for Next Year
HOOD, IBKR, SCHW
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

HOOD leads a brokerage rally in 2025, followed by SCHW and IBKR, as digital trading, rising volumes and new accounts push stocks up.

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image for news 3 Brokerage Stocks Up More Than 20% in 2025 to Watch for Next Year
Economy to remain K-shaped in 2026, says Charles Schwab's Sonders
SCHW
Published: December 16, 2025 by: CNBC Television
Sentiment: Neutral

CNBC's "The Exchange" team discusses what may be next for markets and the U.S. economy in 2026 with Liz Ann Sonders, chief investment strategist at Charles Schwab.

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image for news Economy to remain K-shaped in 2026, says Charles Schwab's Sonders
SCHW Enhances Trading Platform: Can It Accelerate Client Asset Growth?
SCHW
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Schwab rolls out major upgrades across Schwab.com, Mobile and thinkorswim as retail trading surges and client assets keep climbing.

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image for news SCHW Enhances Trading Platform: Can It Accelerate Client Asset Growth?
Schwab Total Client Assets Rise Y/Y in November on Higher NNAs
SCHW
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW reports November client assets of $11.83T, up nearly 15% year over year, driven by strong investor engagement and higher net new assets.

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image for news Schwab Total Client Assets Rise Y/Y in November on Higher NNAs
Here's Why The Charles Schwab Corporation (SCHW) is a Strong Value Stock
SCHW
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Here's Why The Charles Schwab Corporation (SCHW) is a Strong Value Stock
Charles Schwab (SCHW) Upgraded to Buy: Here's What You Should Know
SCHW
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Charles Schwab (SCHW) Upgraded to Buy: Here's What You Should Know
Schwab Trading Activity Index™: STAX Score Continues Upswing for Sixth Consecutive Month
SCHW
Published: December 08, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 48.75 in November, up from its score of 48.12 in October. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. “'Buy the dip and sell the rip' continues to be something of a.

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image for news Schwab Trading Activity Index™: STAX Score Continues Upswing for Sixth Consecutive Month
The Smartest Dividend Stocks to Buy With $1,000 Right Now
AXP, SCHW, VZ
Published: December 08, 2025 by: The Motley Fool
Sentiment: Positive

Charles Schwab's entry into crypto hasn't been priced in yet. Verizon offers low volatility and high cash flow, but AI infrastructure needs may ignite growth.

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image for news The Smartest Dividend Stocks to Buy With $1,000 Right Now
Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term
SCHW
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Read More
image for news Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term
SCHW or MKTX: Which Is the Better Value Stock Right Now?
MKTX, SCHW
Published: December 02, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for stocks in the Financial - Investment Bank sector might want to consider either The Charles Schwab Corporation (SCHW) or MarketAxess (MKTX). But which of these two companies is the best option for those looking for undervalued stocks?

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image for news SCHW or MKTX: Which Is the Better Value Stock Right Now?
Is Charles Schwab (SCHW) Outperforming Other Finance Stocks This Year?
SCHW
Published: December 02, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how The Charles Schwab Corporation (SCHW) and Popular (BPOP) have performed compared to their sector so far this year.

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image for news Is Charles Schwab (SCHW) Outperforming Other Finance Stocks This Year?
SCHW to Feel the Heat as Vanguard Greenlights Crypto-Product Trading?
SCHW
Published: December 02, 2025 by: Zacks Investment Research
Sentiment: Positive

Vanguard's crypto shift trims Schwab's edge, but rising ETF activity may still play to SCHW's platform strengths.

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image for news SCHW to Feel the Heat as Vanguard Greenlights Crypto-Product Trading?
Global Trading Surge: Can IBKR Outpace Schwab's Scale Advantage?
IBKR, SCHW
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Interactive Brokers' tech edge, global expansion and rising trading activity fuel its long-term growth appeal.

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image for news Global Trading Surge: Can IBKR Outpace Schwab's Scale Advantage?
The Charles Schwab Corporation: Rate Cuts Are Not A Problem (Upgrade)
SCHW
Published: November 27, 2025 by: Seeking Alpha
Sentiment: Positive

The Charles Schwab Corporation is upgraded to a 'buy' rating, reflecting strong asset gathering and resilience amid Fed rate cuts. SCHW's acquisition of Forge Global strategically expands its private investment offerings, enhancing its competitive edge without materially impacting near-term earnings. Net new assets surged 80% year-over-year, margins remain best-in-class, and net interest margin is poised to surpass 3% by mid-2026.

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image for news The Charles Schwab Corporation: Rate Cuts Are Not A Problem (Upgrade)
Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
SCHW
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Read More
image for news Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
The Charles Schwab Corporation (SCHW) is a Top-Ranked Growth Stock: Should You Buy?
SCHW
Published: November 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Read More
image for news The Charles Schwab Corporation (SCHW) is a Top-Ranked Growth Stock: Should You Buy?
Finimize and Charles Schwab to Deliver Educational Investment Content to International Investors
SCHW
Published: November 18, 2025 by: Business Wire
Sentiment: Neutral

LONDON--(BUSINESS WIRE)--Financial information platform Finimize today announced a strategic collaboration with Charles Schwab to deliver educational investment content to international retail investors looking to access US markets. The initiative combines Finimize's expertise in engaging modern investors with Charles Schwab's trusted investment guidance. The collaboration will deliver customised educational content guides and webinars to Finimize's community of over 1.1 million retail investor.

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image for news Finimize and Charles Schwab to Deliver Educational Investment Content to International Investors
Schwab Total Client Assets Rise Y/Y in October on Higher NNAs
SCHW
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's October report shows client assets climbing on strong net new assets as brokerage accounts and interest-earning assets expand.

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image for news Schwab Total Client Assets Rise Y/Y in October on Higher NNAs
The New 4% Rule? How Dividend ETFs Are Rewriting Retirement Math
DIVO, JEPI, SCHD, SCHW, SPY
Published: November 10, 2025 by: 24/7 Wall Street
Sentiment: Positive

For as long as many of us can remember, the very best method for understanding how much you can or should spend during retirement has been guided by the 4% rule.

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image for news The New 4% Rule? How Dividend ETFs Are Rewriting Retirement Math
Schwab to Buy Forge Global to Boost Private Markets Offering, Stock Up
SCHW
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's $660M Forge Global buyout accelerates its private markets strategy amid rising investor demand for pre-IPO access, with shares up 1.7%.

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image for news Schwab to Buy Forge Global to Boost Private Markets Offering, Stock Up
Charles Schwab Joins Wall Street's Push Into Private Assets With Forge Global Deal
FRGE, SCHW
Published: November 06, 2025 by: WSJ
Sentiment: Positive

The brokerage firm's wealthy customers will be able to invest directly in private companies.

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image for news Charles Schwab Joins Wall Street's Push Into Private Assets With Forge Global Deal
Charles Schwab Provides 1+ Million Meals and Nonprofit Grants During Annual Season of Giving
SCHW
Published: October 29, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Provides 1+ Million Meals and Nonprofit Grants During Annual Season of Giving.

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image for news Charles Schwab Provides 1+ Million Meals and Nonprofit Grants During Annual Season of Giving
Charles Schwab signals strong momentum into Q4: Deutsche Bank
DB, SCHW
Published: October 17, 2025 by: Proactive Investors
Sentiment: Positive

Charles Schwab Corp (NYSE:SCHW)'s third-quarter earnings set a positive tone for the fourth quarter by exceeding analyst expectations fueled by robust trading revenue, asset management fees, and net interest income. The US brokerage and wealth management firm posted adjusted earnings per share of $1.31 for the third quarter, above the $1.26 forecast by Deutsche Bank and the $1.24 consensus estimate.

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image for news Charles Schwab signals strong momentum into Q4: Deutsche Bank
Schwab Tops Q3 Expectations on Record Revenues, Favorable Backdrop
SCHW
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW delivers record Q3 revenues and a 70% earnings surge, fueled by robust trading, asset inflows and higher net interest revenues.

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image for news Schwab Tops Q3 Expectations on Record Revenues, Favorable Backdrop
Charles Schwab CEO Rick Wurster on Q3 results: We continue to deliver for our clients
SCHW
Published: October 17, 2025 by: CNBC Television
Sentiment: Positive

Charles Schwab president and CEO Rick Wurster joins 'Squawk Box' to discuss the company's quarterly earnings results, what's behind the record quarter, surge in retail investing, demand for alternative investments, and more.

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image for news Charles Schwab CEO Rick Wurster on Q3 results: We continue to deliver for our clients

About The Charles Schwab Corporation (SCHW)

  • IPO Date 1987-09-22
  • Website https://www.schwab.com
  • Industry Financial - Capital Markets
  • CEO Richard Andrew Wurster
  • Employees 32100

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.