The Charles Schwab Corporation (SCHW)
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Start Your Free Trial NowKey Metrics & Ratings
- symbol SCHW
- Rev/Share 14.421
- Book/Share 27.2488
- PB 3.362
- Debt/Equity 0.8055
- CurrentRatio 0.5168
- ROIC 0.0646
- MktCap 166452621700.0
- FreeCF/Share 5.388
- PFCF 17.0023
- PE 25.6519
- Debt/Assets 0.0862
- DivYield 0.0141
- ROE 0.1373
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 2
- DCF Score 4
- P/B Score 2
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| 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
Robust Trading Activity and Rates to Aid Schwab's Q2 Earnings
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive
SCHW's Q2 earnings likely surged on strong trading activity, higher rates and rising asset management fees.
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What Analyst Projections for Key Metrics Reveal About Charles Schwab (SCHW) Q2 Earnings
Published: July 15, 2025 by: Zacks Investment Research
Sentiment: Neutral
Evaluate the expected performance of Charles Schwab (SCHW) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
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Charles Schwab: Shares Are Getting Lofty As Earnings Near
Published: July 14, 2025 by: Seeking Alpha
Sentiment: Positive
Charles Schwab continues to deliver strong growth in client assets, brokerage accounts, and profitability, reaching all-time highs in several key metrics. Analysts expect significant year-over-year increases in revenue and earnings, driven by higher net interest income, asset management fees, and trading revenue. Despite operational strength, the stock's recent outperformance and valuation near decade-highs make it less attractive for new buyers at current levels.
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What Makes The Charles Schwab Corporation (SCHW) a Strong Momentum Stock: Buy Now?
Published: July 11, 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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Which Brokerage Stock Will Lead Tomorrow: Robinhood or Schwab?
Published: July 11, 2025 by: Zacks Investment Research
Sentiment: Neutral
HOOD's crypto push and rapid growth clash with SCHW's scale and stability? Let's find out which brokerage stock may lead the next wave of finance.
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The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth
Published: July 11, 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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Schwab Stock Touches 52-Week High: Is This the Right Time to Buy SCHW?
Published: July 08, 2025 by: Zacks Investment Research
Sentiment: Positive
SCHW just hit a 52-week high. Does the stock still have upside as volatility and asset growth boost its outlook?
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Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors
Published: July 08, 2025 by: Business Wire
Sentiment: Neutral
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers. Schwab's INTF offering now includes AB, Akre, Alger, AMG, American Beacon, Artisan, Baron, Buffalo, Carillon, Cliffwater, Federated, Gabelli, Harding Loevner, Hartford, Jensen, John Hancock, Lazard,.
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I Am Feasting On These Bargain Dividends; Up To 9% Yields
Published: July 04, 2025 by: Seeking Alpha
Sentiment: Positive
A balanced diet is a prerequisite for healthy living. Even healthy items must be consumed in moderation. A diversified stream of income is essential for a sustainable, stress-free retirement through economic uncertainties. We discuss our top bargain picks that pay qualified dividends.
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Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
Published: July 03, 2025 by: Zacks Investment Research
Sentiment: Positive
Charles Schwab (SCHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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5 Top S&P 500 Finance Stocks Outperforming the Index in 1H25
Published: July 02, 2025 by: Zacks Investment Research
Sentiment: Positive
Five financial services stocks -- COIN, WRB, NTRS, GS and SCHW -- outpace the S&P 500 in 1H25 on strong fundamentals and strategic shifts.
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U.S. energy markets will take most of the hit from geopolitical tensions: Charles Schwab's Gordon
Published: June 20, 2025 by: CNBC Television
Sentiment: Neutral
Kevin Gordon, Charles Schwab, joins 'Closing Bell Overtime' with reaction to comments from SF Fed President Mary Daly.
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Schwab's Total Client Assets Rise Y/Y in May, Stock Down 1.3%
Published: June 16, 2025 by: Zacks Investment Research
Sentiment: Negative
Schwab's total client assets hit $10.35T in May, rising 12.4% year over year, but shares dip 1.3% after the monthly report.
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Final Trades: QXO, Evercore, Charles Schwab and the XLE
Published: June 11, 2025 by: CNBC Television
Sentiment: Positive
The Investment Committee give you their top stocks to watch for the second half.
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US Financial Firms Mull Over Crypto Expansion, Seek Regulatory Clarity
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Positive
Large financial firms like BAC, MS and SCHW eye crypto moves amid easing rules but seek clearer guidance before deeper expansion into digital assets.
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Charles Schwab's Liz Ann Sonders: Companies are experimenting with pricing
Published: May 30, 2025 by: CNBC Television
Sentiment: Neutral
Liz Ann Sonders, chief investment strategist at Charles Schwab, joins CNBC's 'Squawk on the Street' to discuss outlooks on markets, how to position, and more.
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Charles Schwab Recognized as Best Investing Platform Overall by U.S. News
Published: May 22, 2025 by: Business Wire
Sentiment: Neutral
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2025 U.S. News Money Awards – the third year in a row Schwab has received the best ranking overall from U.S. News. Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Companies were selected for the list by the U.S. News editorial team on the.
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The bond market is in the driver seat for the equity market, says Charles Schwab's Liz Ann Sonders
Published: May 21, 2025 by: CNBC Television
Sentiment: Neutral
Liz Ann Sonders, Charles Schwab chief investment strategist, joins 'The Exchange' to discuss the U.S. deficit, the equity market and more.
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Is Robinhood The Next Charles Schwab?
Published: May 20, 2025 by: Seeking Alpha
Sentiment: Positive
Robinhood's transformation into a $50B fintech leader is driven by rapid product expansion, strong revenue growth, and a resilient founding CEO. Strategic moves into banking, wealth management (Strategies & Cortex), and crypto (WonderFi acquisition) position Robinhood as the Schwab for millennials. Competition from Webull and eToro, plus rapid product expansion, are key risks, but Robinhood's product innovation remains a core strength.
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Schwab Shares Gain 1.1% as Total Client Assets Rise in April
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Neutral
SCHW reports an increase in total client assets in April 2025 on the back of volatile markets.
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Why The Charles Schwab Corporation (SCHW) is a Top Momentum Stock for the Long-Term
Published: May 14, 2025 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Fed's first interest rate cut this year may happen in the fourth quarter: Charles Schwab
Published: May 07, 2025 by: CNBC International TV
Sentiment: Positive
Kevin Gordon of Charles Schwab shares his view on the Fed's rate cut trajectory this year, AI's impact on American jobs, and the U.S.-China rivalry.
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Charles Schwab CEO: What young investors should do in a down market
Published: May 02, 2025 by: Yahoo Finance
Sentiment: Neutral
Charles Schwab CEO: What young investors should do in a down market You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. There are many days to celebrate various things nowadays, from the invention of the hot dog to pets.
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Preferred Stocks To Sell (Part 2): Charles Schwab's SCHW.PR.D
Published: May 01, 2025 by: Seeking Alpha
Sentiment: Neutral
Schwab's 5.95% Dep Shares Non-Cumul Perpetual Preferred Stock Series D (SCHW-D) is overvalued, trading around PAR with a 6% yield and no appreciation potential. SCHW-D poses downside risk amid potential fixed-income selloffs, making it a "Sell" candidate compared to senior debt and exchange-traded peers with better yields. Despite strong company fundamentals and stable credit ratings, SCHW-D's current valuation and yield spread offer limited upside and higher risk.
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Charles Schwab CEO says investors are 'de-risking' and diversifying
Published: May 01, 2025 by: Reuters
Sentiment: Negative
Investors have responded to the market turmoil throughout April by dialing down the level of risk they are taking and making some shifts in their asset allocation in favor of bonds and non-U.S. stocks, says Charles Schwab CEO Rick Wurster.
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Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors
Published: May 01, 2025 by: Business Wire
Sentiment: Neutral
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab announced the launch of the inaugural National Investing Day, which aims to raise awareness about the power of long-term investing.
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Thousands of Charles Schwab Employees Volunteer to Serve Nearly 350 Nonprofits Nationwide
Published: April 28, 2025 by: Business Wire
Sentiment: Neutral
WESTLAKE, Texas--(BUSINESS WIRE)--Continuing an over two decade-long tradition of bringing together employees to volunteer in their local communities, Charles Schwab will again host Schwab Volunteer Week across the country. Taking place April 28-May 9, this year's event will focus on serving nearly 350 nonprofits across the U.S. through more than 10,000 volunteer opportunities. Designed to be flexible and accessible, Schwab Volunteer Week offers a variety of in-person, on-site, and virtual volu.
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Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
Published: April 21, 2025 by: Seeking Alpha
Sentiment: Positive
Charles Schwab reported over $2.0B in quarterly profits in Q1'25, with a net profit margin exceeding 40%, driven by strong market activity. The firm attracted $137.7B in core net new assets in Q1, showing a 20% increase quarter-over-quarter, bolstering future earnings growth. Charles Schwab is growing its business and demonstrating a strong ability to consistently grow its asset base.
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The Charles Schwab Corporation (SCHW) 2025 Spring Business Update Conference Call (Transcript)
Published: April 17, 2025 by: Seeking Alpha
Sentiment: Neutral
The Charles Schwab Corporation (NYSE:SCHW ) 2025 Spring Business Update Conference Call April 17, 2025 8:30 AM ET Company Participants Jeff Edwards - Head of IR Rick Wurster - President and CEO Mike Verdeschi - CFO Conference Call Participants Steven Chubak - Wolfe Research Dan Fannon - Jefferies Ken Worthington - JPMorgan Bill Katz - TD Cowen Kyle Voigt - KBW Devin Ryan - Citizens Bank Ben Budish - Barclays Ben Rubin - UBS Mike Brown - Wells Fargo Securities David Smith - Truist Jeff Edwards Good morning, everyone, and welcome to Schwab's 2025 Spring Business Update. This is Jeff …
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Charles Schwab CEO Rick Wurster: We've seen strong engagement from clients
Published: April 17, 2025 by: CNBC Television
Sentiment: Positive
Rick Wurster, Charles Schwab CEO, joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings, the state of the consumer, and more.
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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