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 15.1484
  • Book/Share 1.7144
  • PB 61.2909
  • Debt/Equity 0.0918
  • CurrentRatio 9.2941
  • ROIC 14.0063

 

  • MktCap 190743248878.0
  • FreeCF/Share 5.465
  • PFCF 19.6967
  • PE 21.035
  • Debt/Assets 0.0734
  • DivYield 0.0103
  • ROE 0.2339

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 4
  • P/B Score 1
  • D/E Score 3

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

Looking for a Growth Stock? 3 Reasons Why Charles Schwab (SCHW) is a Solid Choice
SCHW
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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image for news Looking for a Growth Stock? 3 Reasons Why Charles Schwab (SCHW) is a Solid Choice
Charles Schwab CEO on Earnings, AI, Crypto & Market Volatility
SCHW
Published: February 04, 2026 by: Schwab Network
Sentiment: Neutral

Rick Wurster, president and CEO of @CharlesSchwab, joins The Watch List to discuss the company's latest earnings and what's ahead for clients. He talks about why Charles Schwab takes "no tradeoffs" for investors and explains how he balances client satisfaction with earnings growth.

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image for news Charles Schwab CEO on Earnings, AI, Crypto & Market Volatility
Charles Schwab CEO Rick Wurster on the state of investing: We're winning with the young investors
SCHW
Published: February 04, 2026 by: CNBC Television
Sentiment: Positive

Charles Schwab President and CEO Rick Wurster joins 'Squawk Box' to discuss the latest market rends, state of the investing, his thoughts on prediction markets, 2026 outlook, and more.

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image for news Charles Schwab CEO Rick Wurster on the state of investing: We're winning with the young investors
Here's Why The Charles Schwab Corporation (SCHW) is a Strong Value Stock
SCHW
Published: February 03, 2026 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
Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term
SCHW
Published: January 28, 2026 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 HOOD: Which Is the Better Value Stock Right Now?
HOOD, SCHW
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors with an interest in Financial - Investment Bank stocks have likely encountered both The Charles Schwab Corporation (SCHW) and Robinhood Markets, Inc. (HOOD). 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 HOOD: Which Is the Better Value Stock Right Now?
Charles Schwab Named #1 Overall Broker by StockBrokers.com
SCHW
Published: January 27, 2026 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab has been named the #1 Overall Broker in StockBrokers.com's 2026 Annual Awards for the second consecutive year. Now in its 16th year, the Stockbrokers.com awards are based on unbiased research across over 300 data-based variables and seven key categories including Range of Investments, Advanced Trading, Mobile Trading Apps, Research, Education, Ease of Use, and Overall, making it easier for traders and investors across all experience levels to cho.

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image for news Charles Schwab Named #1 Overall Broker by StockBrokers.com
SCHW vs. HOOD: Which Stock Is the Better Value Option?
HOOD, SCHW
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Financial - Investment Bank sector have probably already heard of The Charles Schwab Corporation (SCHW) and Robinhood Markets, Inc. (HOOD). But which of these two stocks offers value investors a better bang for their buck right now?

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image for news SCHW vs. HOOD: Which Stock Is the Better Value Option?
3 Reasons Why Charles Schwab (SCHW) Is a Great Growth Stock
SCHW
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Read More
image for news 3 Reasons Why Charles Schwab (SCHW) Is a Great Growth Stock
The Charles Schwab Corporation (SCHW) Is Up 3.64% in One Week: What You Should Know
SCHW
Published: January 23, 2026 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 Up 3.64% in One Week: What You Should Know
Charles Schwab (SCHW) Upgraded to Buy: Here's Why
SCHW
Published: January 23, 2026 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 Why
The Charles Schwab Corporation (SCHW) Hit a 52 Week High, Can the Run Continue?
SCHW
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

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image for news The Charles Schwab Corporation (SCHW) Hit a 52 Week High, Can the Run Continue?
The Charles Schwab Corporation (SCHW) Discusses Business Growth, Client Engagement and Strategic Initiatives in Winter Business Update Transcript
SCHW
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Neutral

The Charles Schwab Corporation (SCHW) Discusses Business Growth, Client Engagement and Strategic Initiatives in Winter Business Update Transcript

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image for news The Charles Schwab Corporation (SCHW) Discusses Business Growth, Client Engagement and Strategic Initiatives in Winter Business Update Transcript
Charles Schwab CEO on Q4 earnings
SCHW
Published: January 21, 2026 by: CNBC Television
Sentiment: Neutral

Rick Wurster, President and CEO of Charles Schwab, joins 'Money Movers' to discuss the company's latest earnings report, retirement investing, and more.

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image for news Charles Schwab CEO on Q4 earnings
Charles Schwab Remains A Reliable Long-Term Winner
SCHW
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Positive

The Charles Schwab Corporation has surged over 30% since March 2025, driven by margin expansion, Ameritrade synergies, and robust asset growth. Q4 results show record revenues, 50%+ pre-tax margins, and accelerating client asset inflows, positioning SCHW among industry leaders. SCHW trades at a premium of 18x forward earnings, justified by superior growth, margins, and client retention, but upside is now more moderate.

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image for news Charles Schwab Remains A Reliable Long-Term Winner
Schwab's Q4 Earnings Beat Estimates on Trading & NIR, Shares Down
SCHW
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

SCHW's Q4 earnings and revenue beat estimates on trading and NIR strength, but shares dip on rising expenses.

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image for news Schwab's Q4 Earnings Beat Estimates on Trading & NIR, Shares Down
Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
SCHW
Published: January 16, 2026 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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image for news Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
Robust Trading Activity, Growth in NIR to Aid Schwab's Q4 Earnings
SCHW
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

Robust trading activity and surging net interest revenues are expected to lift SCHW's fourth-quarter earnings when it reports results on Jan. 21.

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image for news Robust Trading Activity, Growth in NIR to Aid Schwab's Q4 Earnings
Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
SCHW
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Neutral

Get a deeper insight into the potential performance of Charles Schwab (SCHW) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

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image for news Charles Schwab (SCHW) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth
SCHW
Published: January 14, 2026 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) Reports Next Week: Wall Street Expects Earnings Growth
The Charles Schwab Corporation (SCHW) is a Top-Ranked Growth Stock: Should You Buy?
SCHW
Published: January 12, 2026 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 The Charles Schwab Corporation (SCHW) is a Top-Ranked Growth Stock: Should You Buy?
Robinhood vs. Schwab: Chase Potential or Stick With Profitability?
HOOD, SCHW
Published: January 08, 2026 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. Both are competing for market share in the digital investing and wealth management space.

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image for news Robinhood vs. Schwab: Chase Potential or Stick With Profitability?
Why Charles Schwab (SCHW) is Poised to Beat Earnings Estimates Again
SCHW
Published: January 06, 2026 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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image for news Why Charles Schwab (SCHW) is Poised to Beat Earnings Estimates Again
Oil prices could fall sharply in late 2026 into 2027, says Charles Schwab's Sonders
BNO, DBO, GUSH, IEO, OIH, OIL, PXJ, SCHW, UCO, USO, XOP
Published: January 05, 2026 by: CNBC Television
Sentiment: Negative

CNBC's "Power Lunch" team discusses the setup for stocks in 2026, what investors should, the market reaction to the U.S. military action in Venezuela and more with Liz Ann Sonders, chief investment strategist at Charles Schwab.

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image for news Oil prices could fall sharply in late 2026 into 2027, says Charles Schwab's Sonders
Will the Fed Cut or Pause? These Finance Stocks Can Win Either Way
BAC, PRU, SCHW
Published: December 31, 2025 by: MarketBeat
Sentiment: Positive

Will they or won't they? Stocks have moved higher in the last quarter of 2025 as the Federal Reserve started to cut interest rates.

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image for news Will the Fed Cut or Pause? These Finance Stocks Can Win Either Way
Schwab Shares Keep Seeing Rare Bullish Inflow Signals
SCHW
Published: December 31, 2025 by: FXEmpire
Sentiment: Positive

Financial firm Charles Schwab Corp. (SCHW) up 1,174% since first big outlier signal in 1998.

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image for news Schwab Shares Keep Seeing Rare Bullish Inflow Signals
Why The Charles Schwab Corporation (SCHW) is a Top Value Stock for the Long-Term
SCHW
Published: December 31, 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
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.

Read More
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.

Read More
image for news Are You Looking for a Top Momentum Pick? Why The Charles Schwab Corporation (SCHW) is a Great Choice

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.