The Charles Schwab Corporation (SCHW)

US — Financial Services Sector
Peers: MS  GS  RIOT  MARA  APLD  BLK  USB  COF 

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Key Metrics & Ratings

  • symbol SCHW
  • Rev/Share 16.2602
  • Book/Share 22.3721
  • PB 4.2392
  • Debt/Equity 0.688
  • CurrentRatio 12.3919
  • ROIC 0.0875

 

  • MktCap 172155398412.0
  • FreeCF/Share -0.9911
  • PFCF -96.1762
  • PE 20.8042
  • Debt/Assets 0.0662
  • DivYield 0.0112
  • ROE 0.1754

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • 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
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 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
The Charles Schwab Corporation (SCHW) Discusses Strategic and Financial Performance in Fall Business Update Transcript
SCHW
Published: October 16, 2025 by: Seeking Alpha
Sentiment: Neutral

The Charles Schwab Corporation (NYSE:SCHW ) Discusses Strategic and Financial Performance in Fall Business Update October 16, 2025 8:30 AM EDT Company Participants Lauren Gaspar Richard Wurster - CEO, President & Director Michael Verdeschi - MD & Chief Financial Officer Conference Call Participants Benjamin Budish - Barclays Bank PLC, Research Division Alexander Blostein - Goldman Sachs Group, Inc., Research Division Kenneth Worthington - JPMorgan Chase & Co, Research Division Brennan Hawken - BMO Capital Markets Equity Research Daniel Fannon - Jefferies LLC, Research Division Brian Bedell - Deutsche Bank AG, Research Division William Katz - TD Cowen, Research Division Kyle …

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image for news The Charles Schwab Corporation (SCHW) Discusses Strategic and Financial Performance in Fall Business Update Transcript
Schwab Shares Rise as Q3 Earnings Beat Estimates on Trading & NIR
SCHW
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's Q3 earnings surge 70% year over year, fueled by higher trading revenues, solid asset management and record client assets.

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image for news Schwab Shares Rise as Q3 Earnings Beat Estimates on Trading & NIR
Charles Schwab (SCHW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
SCHW
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Charles Schwab (SCHW) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Charles Schwab (SCHW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Charles Schwab sees record Q3 earnings, revenue on client assets, trading activity
SCHW
Published: October 16, 2025 by: Proactive Investors
Sentiment: Positive

Charles Schwab Corp (NYSE:SCHW) on Thursday reported record financial results for its third quarter 2025, exceeding Wall Street estimates as the company's client assets continue to climb and trading activity surged. The brokerage firm posted adjusted earnings for the quarter of $1.31 per share, surpassing the $1.25 consensus estimate from analysts polled by FactSet.

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image for news Charles Schwab sees record Q3 earnings, revenue on client assets, trading activity
The Charles Schwab Corporation (SCHW) Q3 Earnings and Revenues Beat Estimates
SCHW
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Positive

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $1.31 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $0.77 per share a year ago.

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image for news The Charles Schwab Corporation (SCHW) Q3 Earnings and Revenues Beat Estimates
Charles Schwab Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
SCHW
Published: October 15, 2025 by: Benzinga
Sentiment: Neutral

The Charles Schwab Corporation (NYSE:SCHW) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 16.

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image for news Charles Schwab Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Unveiling Charles Schwab (SCHW) Q3 Outlook: Wall Street Estimates for Key Metrics
SCHW
Published: October 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Beyond analysts' top-and-bottom-line estimates for Charles Schwab (SCHW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.

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image for news Unveiling Charles Schwab (SCHW) Q3 Outlook: Wall Street Estimates for Key Metrics
Strong Trading Activity & Rates to Drive Schwab's Q3 Earnings
SCHW
Published: October 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Strong trading volumes, steady rates and robust asset management are expected to have supported Schwab's Q3 earnings and revenues.

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image for news Strong Trading Activity & Rates to Drive Schwab's Q3 Earnings
Robinhood or Schwab: Which Brokerage Stock Is the Better Buy Now?
HOOD, SCHW
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Neutral

As the investing landscape evolves at breakneck speed, two online brokerages, Robinhood Markets HOOD and Charles Schwab SCHW, stand at the forefront of a financial transformation, offering retail investors access to stock and ETF trading. Further, both are competing for market share in the digital investing and wealth management space.

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image for news Robinhood or Schwab: Which Brokerage Stock Is the Better Buy Now?
The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?
SCHW
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?
Schwab's Liquidity Cushion: Does it Make Capital Returns Sustainable?
SCHW
Published: October 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Liquidity of $32.2B powers Schwab's $20B buyback and dividend increases, supporting sustainable shareholder returns.

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image for news Schwab's Liquidity Cushion: Does it Make Capital Returns Sustainable?
4 Stocks Set to Benefit From the PDT Rule Change
HOOD, IBKR, SCHW, TSLA
Published: September 30, 2025 by: MarketBeat
Sentiment: Positive

The Financial Industry Regulatory Authority (FINRA) recently voted to overhaul the Pattern Day Trading (PDT) rule, which required a $25,000 minimum account balance to execute four or more same-day trades in five business days. The new rule, pending final approval by the SEC, would shift to a standard intraday margin framework.

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image for news 4 Stocks Set to Benefit From the PDT Rule Change
Schwab Seeks to Provide Retail Investors Access to Private Companies
SCHW
Published: September 25, 2025 by: Zacks Investment Research
Sentiment: Neutral

SCHW is exploring ways for retail investors to buy into private companies like Stripe and OpenAI.

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image for news Schwab Seeks to Provide Retail Investors Access to Private Companies
Schwab Seeks to Win Retail Investors by Expanding Branch Network
SCHW
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW is expanding its branch network with 16 new offices, 25 relocations and more than 400 hires to deepen client relationships.

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image for news Schwab Seeks to Win Retail Investors by Expanding Branch Network
Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth
SCHW
Published: September 17, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today revealed details of a significant expansion of its branch network, underscoring the firm's commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships, and service. Schwab currently operates nearly 400 branches across the United States – locations that play a critical role in serving clients as well as driving client and asset growth for the firm. Schwab is adding 16 new b.

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image for news Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth
Schwab's Client Assets Up 15.3% Y/Y in August 2025: What's Driving It?
SCHW
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's client assets climb to $11.23T in August, fueled by strong asset gathering, client engagement and market gains.

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image for news Schwab's Client Assets Up 15.3% Y/Y in August 2025: What's Driving It?
Ongoing inflation is more important than a Fed rate cut, says Charles Schwab's Kathy Jones
SCHW
Published: September 15, 2025 by: CNBC Television
Sentiment: Neutral

Kathy Jones, Charles Schwab chief fixed income strategist, joins 'Power Lunch' to discuss Jones expectations for the Federal Reserve and bond markets.

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image for news Ongoing inflation is more important than a Fed rate cut, says Charles Schwab's Kathy Jones
Institutions Are Snapping Up These 2 Financial Stocks—Should You?
KKR, SCHW
Published: September 05, 2025 by: MarketBeat
Sentiment: Positive

Individual investors are always looking for hints as to where stocks are heading next. Some use fundamental analysis to look for strong earnings growth, reasonable valuations, and manageable debt loads.

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image for news Institutions Are Snapping Up These 2 Financial Stocks—Should You?
SCHW vs. IBKR: Which Online Broker is Poised for More Upside?
IBKR, SCHW
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

Schwab leverages its massive asset base and trusted platform to deliver long-term value while Interactive Brokers is a dominant, tech-driven brokerage.

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image for news SCHW vs. IBKR: Which Online Broker is Poised for More Upside?
'Buy the dip' exists but downside may not yet be sufficient, says Charles Schwab's Liz Ann Sonders
SCHW
Published: August 20, 2025 by: CNBC Television
Sentiment: Neutral

Liz Ann Sonders, Charles Schwab, joins 'Closing Bell' to discuss the rotation out of tech stocks, if investors should 'buy the dip' and much more.

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image for news 'Buy the dip' exists but downside may not yet be sufficient, says Charles Schwab's Liz Ann Sonders
Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?
SCHW
Published: August 18, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's client assets hit $10.96 trillion in July 2025, fueled by market gains and rising client engagement.

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image for news Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?
Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025
SCHW
Published: August 18, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--Today, Schwab Advisor Services, in partnership with Charles Schwab Foundation, announced the 15 recipients of its 2025 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its fifth year, the initiative is committed to broadening pathways into the advisory profession by alleviating financial roadblocks and equipping emerging leaders with meaningful, high-impact learning experiences. Following an expansion of the RIATA Student Scholarsh.

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image for news Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025
Schwab Gains 31.9% YTD: Should You Buy the Stock Right Now?
SCHW
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's 31.9% YTD rally, rising NIM, record client assets and strong ROE fuel bullish analyst sentiment despite premium valuation.

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image for news Schwab Gains 31.9% YTD: Should You Buy the Stock Right Now?
Will Reduction in High-Cost Funding Balance Aid Schwab's 2025 NIR?
SCHW
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW's steep 70% reduction in costly funding balances boosts NIR, with 2025 growth projected amid higher rates and lending gains.

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image for news Will Reduction in High-Cost Funding Balance Aid Schwab's 2025 NIR?
Insider report: The stocks with the biggest recent sales by executives include United Airlines, Charles Schwab and NXP Semiconductors
NXPI, SCHW, UAL
Published: August 04, 2025 by: CNBC
Sentiment: Negative

Executives and officers at United Airlines, Charles Schwab, NXP Semiconductors and Celsius Holdings were among company insiders who filed some notable stock sales with the U.S. Securities and Exchange Commission last week. Moves by execs may be followed by investors who are trying to gain insight on the companies.

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image for news Insider report: The stocks with the biggest recent sales by executives include United Airlines, Charles Schwab and NXP Semiconductors
Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued
SCHW
Published: July 30, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab, a leader in investing and trading with $10.76 trillion in total client assets, today announced the findings of its Q3 2025 Trader Sentiment Survey which revealed a notable rebound in market optimism among traders. Bullishness has doubled since last quarter, with 57% of traders now expressing a positive market outlook – the highest level since the survey was established in 2022. At the same time, recession fears have steeply declined, with only 3.

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image for news Bullish Sentiment Rebounds Even as More Than Half of Traders Believe the Market is Over-Valued
The Charles Schwab Corporation (SCHW) is a Great Momentum Stock: Should You Buy?
SCHW
Published: July 28, 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 The Charles Schwab Corporation (SCHW) is a Great Momentum Stock: Should You Buy?

About The Charles Schwab Corporation (SCHW)

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