The Charles Schwab Corporation (SCHW)

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

Automate Your Wheel Strategy on SCHW

With Tiblio's Option Bot, you can configure your own wheel strategy including SCHW - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

Key Metrics & Ratings

  • symbol SCHW
  • Rev/Share 12.4799
  • Book/Share 27.2427
  • PB 3.5694
  • Debt/Equity 0.5711
  • CurrentRatio 13.8344
  • ROIC 0.0307

 

  • MktCap 176511992800.0
  • FreeCF/Share 4.3418
  • PFCF 22.3744
  • PE 24.2599
  • Debt/Assets 0.0669
  • DivYield 0.0109
  • ROE 0.1497

 

  • 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
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

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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
image for news The Charles Schwab Corporation (SCHW) is a Great Momentum Stock: Should You Buy?
All You Need to Know About Charles Schwab (SCHW) Rating Upgrade to Strong Buy
SCHW
Published: July 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Read More
image for news All You Need to Know About Charles Schwab (SCHW) Rating Upgrade to Strong Buy
Earnings Estimates Moving Higher for Charles Schwab (SCHW): Time to Buy?
SCHW
Published: July 22, 2025 by: Zacks Investment Research
Sentiment: Positive

The Charles Schwab Corporation (SCHW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Read More
image for news Earnings Estimates Moving Higher for Charles Schwab (SCHW): Time to Buy?
Schwab Expands 24-Hour Trading to 1,100 Securities
SCHW
Published: July 21, 2025 by: Investopedia
Sentiment: Positive

The rush to attract the global investor at all hours of the day is on.

Read More
image for news Schwab Expands 24-Hour Trading to 1,100 Securities
Charles Schwab: A Buy At All-Time Highs
SCHW
Published: July 21, 2025 by: Seeking Alpha
Sentiment: Positive

Charles Schwab delivered strong Q2 results, beating estimates on both revenue and earnings, driven by high interest rates and market volatility. The brokerage saw impressive asset growth, with core net new assets up 31% year-over-year, supporting platform expansion and earnings growth. Despite reaching all-time highs, Schwab trades at a reasonable valuation and is expected to deliver industry-leading EPS growth of 25% annually.

Read More
image for news Charles Schwab: A Buy At All-Time Highs
These 5 S&P 500 Stocks Show New Highs On Declining Relative Strength
BLK, GENI, MMM, RTX, SCHW
Published: July 19, 2025 by: Forbes
Sentiment: Neutral

The S&P 500 on Friday hit another new high – it was brief as sellers showed up and the index closed lower by .01%. July has been a month of new highs.

Read More
image for news These 5 S&P 500 Stocks Show New Highs On Declining Relative Strength
Charles Schwab CEO Rick Wurster: We'll launch bitcoin and ether sometime soon
SCHW
Published: July 18, 2025 by: CNBC Television
Sentiment: Positive

Charles Schwab CEO Rick Wurster on Friday said clients want to bring their crypto assets to the financial services giant, and that the company plans on launching bitcoin and ether services "sometime soon."

Read More
image for news Charles Schwab CEO Rick Wurster: We'll launch bitcoin and ether sometime soon
Markets Await Consumer Sentiment Reading
AXP, MMM, SCHW
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Neutral

Pre-market futures are up again as a very eventful trading week winds to a close. The Dow is currently +0.12%, the S&P 500 is +0.09% and the Nasdaq +0.16% at this hour.

Read More
image for news Markets Await Consumer Sentiment Reading
Charles Schwab CEO: Advisor and retail channels are both sources of growth
SCHW
Published: July 18, 2025 by: CNBC Television
Sentiment: Positive

Rick Wurster, Charles Schwab CEO, joins 'Money Movers' to discuss the company's earnings, what's contributing to growth and the impact of crypto.

Read More
image for news Charles Schwab CEO: Advisor and retail channels are both sources of growth
Charles Schwab Tops Profit and Revenue Estimates, and Shares Hit Record High
SCHW
Published: July 18, 2025 by: Investopedia
Sentiment: Positive

Charles Schwab (SCHW) shares traded at an all-time high when the discount broker and investment firm reported better-than-expected results on higher trading fees and net interest income.

Read More
image for news Charles Schwab Tops Profit and Revenue Estimates, and Shares Hit Record High
Charles Schwab: Another Strong Quarter Makes Shares Run To All-Time High
SCHW
Published: July 18, 2025 by: Seeking Alpha
Sentiment: Positive

Charles Schwab delivered strong Q2 earnings, beating analyst estimates on both revenue and EPS, with revenue up nearly 25% and EPS up over 50%. The company has outperformed the market significantly over the past year, returning 44% versus the market's ~10%. Despite the impressive performance and strong brand, shares remain attractively valued, supporting a continued bullish outlook.

Read More
image for news Charles Schwab: Another Strong Quarter Makes Shares Run To All-Time High
Pre-Markets Higher on Positive Q2 Earnings, Homebuilding Data
AXP, MMM, SCHW
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

3M and Chas Schwab shares are up this morning on solid Q2 beats, while Housing Starts and Building Permits data improves.

Read More
image for news Pre-Markets Higher on Positive Q2 Earnings, Homebuilding Data
Charles Schwab Stock Hits Record High on Upbeat Results
SCHW
Published: July 18, 2025 by: Schaeffers Research
Sentiment: Positive

Bank stock Charles Schwab Corp (NYSE:SCHW) is trading at record highs this morning, up 4.6% at $97.50 at last glance, after the company's better-than-expected second-quarter results.

Read More
image for news Charles Schwab Stock Hits Record High on Upbeat Results
Schwab Stock Gains as Q2 Earnings Beat Estimates on Trading & NIR
SCHW
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

SCHW shares rise on Q2 earnings beat, fueled by strong trading, asset management and record $10.76T client assets.

Read More
image for news Schwab Stock Gains as Q2 Earnings Beat Estimates on Trading & NIR
Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
SCHW
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Charles Schwab (SCHW) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Read More
image for news Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The Charles Schwab Corporation (SCHW) Q2 Earnings and Revenues Beat Estimates
SCHW
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $0.73 per share a year ago.

Read More
image for news The Charles Schwab Corporation (SCHW) Q2 Earnings and Revenues Beat Estimates
Charles Schwab profit surges on trading boom, asset growth
SCHW
Published: July 18, 2025 by: Reuters
Sentiment: Positive

U.S. brokerage firm Charles Schwab said on Friday its profit rose nearly 60% in the second quarter, driven by robust trading activity and increased asset management fees.

Read More
image for news Charles Schwab profit surges on trading boom, asset growth
Schwab Earnings Preview: Cheap On A PEG Basis, Can The Stock Break Out Of This 3-Year Consolidation?
SCHW
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Neutral

Analyst consensus is expecting $1.10 in earnings per share on $5.73 billion in revenue for expected y-o-y growth of 51% and 22%. When SCHW peaked in early '22, it was trading at 40x earnings, for what was expected to be 20% y-o-y EPS growth, while today SCHW is trading at 20x for an expected EPS growth rate in '25 of 37% on revenue growth of 15%. With Schwab's merger/acquisition of TD Ameritrade now behind it, Schwab's investment thesis returns to a “fundamental” one.

Read More
image for news Schwab Earnings Preview: Cheap On A PEG Basis, Can The Stock Break Out Of This 3-Year Consolidation?
Robust Trading Activity and Rates to Aid Schwab's Q2 Earnings
SCHW
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.

Read More
image for news Robust Trading Activity and Rates to Aid Schwab's Q2 Earnings
What Analyst Projections for Key Metrics Reveal About Charles Schwab (SCHW) Q2 Earnings
SCHW
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.

Read More
image for news What Analyst Projections for Key Metrics Reveal About Charles Schwab (SCHW) Q2 Earnings
Charles Schwab: Shares Are Getting Lofty As Earnings Near
SCHW
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.

Read More
image for news Charles Schwab: Shares Are Getting Lofty As Earnings Near
What Makes The Charles Schwab Corporation (SCHW) a Strong Momentum Stock: Buy Now?
SCHW
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.

Read More
image for news What Makes The Charles Schwab Corporation (SCHW) a Strong Momentum Stock: Buy Now?

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.