The Charles Schwab Corporation (SCHW)

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

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 16.2602
  • Book/Share 22.3721
  • PB 4.1082
  • Debt/Equity 0.688
  • CurrentRatio 12.3919
  • ROIC 0.0706

 

  • MktCap 167184712418.0
  • FreeCF/Share -0.9911
  • PFCF -93.3993
  • PE 20.1615
  • Debt/Assets 0.0662
  • DivYield 0.0118
  • ROE 0.1754

 

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

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

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.

Read More
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.

Read More
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.

Read More
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%.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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 …

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

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

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.