The Charles Schwab Corporation (SCHW)

US — Financial Services Sector
Peers: GS  RIOT  JEF  GHL    MARA  HUT  CLSK  BTBT  BITF  NCPL  TOP 

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 14.421
  • Book/Share 27.2488
  • PB 3.2104
  • Debt/Equity 0.8055
  • CurrentRatio 0.5168
  • ROIC 0.0646

 

  • MktCap 158948535600.0
  • FreeCF/Share 5.388
  • PFCF 16.2358
  • PE 24.4955
  • Debt/Assets 0.0862
  • DivYield 0.0119
  • ROE 0.1373

 

  • 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 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

US Financial Firms Mull Over Crypto Expansion, Seek Regulatory Clarity
BAC, MS, SCHW
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.

Read More
image for news US Financial Firms Mull Over Crypto Expansion, Seek Regulatory Clarity
Charles Schwab's Liz Ann Sonders: Companies are experimenting with pricing
SCHW
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.

Read More
image for news Charles Schwab's Liz Ann Sonders: Companies are experimenting with pricing
Charles Schwab Recognized as Best Investing Platform Overall by U.S. News
SCHW
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.

Read More
image for news Charles Schwab Recognized as Best Investing Platform Overall by U.S. News
The bond market is in the driver seat for the equity market, says Charles Schwab's Liz Ann Sonders
SCHW
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.

Read More
image for news The bond market is in the driver seat for the equity market, says Charles Schwab's Liz Ann Sonders
Is Robinhood The Next Charles Schwab?
HOOD, SCHW
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.

Read More
image for news Is Robinhood The Next Charles Schwab?
Schwab Shares Gain 1.1% as Total Client Assets Rise in April
SCHW
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.

Read More
image for news Schwab Shares Gain 1.1% as Total Client Assets Rise in April
Why The Charles Schwab Corporation (SCHW) is a Top Momentum Stock for the Long-Term
SCHW
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.

Read More
image for news Why The Charles Schwab Corporation (SCHW) is a Top Momentum Stock for the Long-Term
Fed's first interest rate cut this year may happen in the fourth quarter: Charles Schwab
SCHW
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.

Read More
image for news Fed's first interest rate cut this year may happen in the fourth quarter: Charles Schwab
Charles Schwab CEO: What young investors should do in a down market
SCHW
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.

Read More
image for news Charles Schwab CEO: What young investors should do in a down market
Preferred Stocks To Sell (Part 2): Charles Schwab's SCHW.PR.D
SCHW
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.

Read More
image for news Preferred Stocks To Sell (Part 2): Charles Schwab's SCHW.PR.D
Charles Schwab CEO says investors are 'de-risking' and diversifying
SCHW
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.

Read More
image for news Charles Schwab CEO says investors are 'de-risking' and diversifying
Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors
SCHW
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.

Read More
image for news Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors
Thousands of Charles Schwab Employees Volunteer to Serve Nearly 350 Nonprofits Nationwide
SCHW
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.

Read More
image for news Thousands of Charles Schwab Employees Volunteer to Serve Nearly 350 Nonprofits Nationwide
Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
SCHW
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.

Read More
image for news Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
The Charles Schwab Corporation (SCHW) 2025 Spring Business Update Conference Call (Transcript)
SCHW
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 …

Read More
image for news The Charles Schwab Corporation (SCHW) 2025 Spring Business Update Conference Call (Transcript)
Charles Schwab CEO Rick Wurster: We've seen strong engagement from clients
SCHW
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.

Read More
image for news Charles Schwab CEO Rick Wurster: We've seen strong engagement from clients
Schwab's Q1 Earnings and Revenues Beat Estimates, Stock Gains
SCHW
Published: April 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Higher revenues driven by net interest revenues and solid asset management performance support SCHW's Q1 earnings.

Read More
image for news Schwab's Q1 Earnings and Revenues Beat Estimates, Stock Gains
High Market Volatility and Rates to Aid Schwab's Q1 Earnings
SCHW
Published: April 14, 2025 by: Zacks Investment Research
Sentiment: Negative

High trading revenues, NIR and asset management & administration fees are likely to have aided SCHW's first-quarter 2025 earnings amid elevated expenses.

Read More
image for news High Market Volatility and Rates to Aid Schwab's Q1 Earnings
Charles Schwab (SCHW) Surges 7.6%: Is This an Indication of Further Gains?
SCHW
Published: April 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Charles Schwab (SCHW) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Read More
image for news Charles Schwab (SCHW) Surges 7.6%: Is This an Indication of Further Gains?
Here's Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
SCHW
Published: April 07, 2025 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 Here's Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
Charles Schwab Stock: Trading Up in a Down Market
SCHW
Published: April 04, 2025 by: MarketBeat
Sentiment: Negative

The Charles Schwab Co. NYSE: SCHW has evolved and grown from a tiny retail discount stockbroker on Wall Street in the financial services sector that gained prominence for its flat commission trades in the early 1990s to a retail financial services powerhouse with $10.28 trillion in assets in 2025. Despite the rough market backdrop plagued by recession risk and tariff fears, with the S&P 500 index trading down 5.2%, Schwab's stock is trading up 5.1% year-to-date (YTD) as of March 28, 2025.

Read More
image for news Charles Schwab Stock: Trading Up in a Down Market
Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
SCHW
Published: April 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.

Read More
image for news Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?
Charles Schwab Stock Upgraded on Growth Potential
SCHW
Published: April 02, 2025 by: Schaeffers Research
Sentiment: Positive

Citigroup this morning upgraded bank stock Charles Schwab Corp (NYSE:SCHW) to "buy" from "neutral," with a price-target hike to $102 from $85.

Read More
image for news Charles Schwab Stock Upgraded on Growth Potential
Schwab Announces Its Spring Business Update
SCHW
Published: March 27, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Spring Business Update for institutional investors in April.

Read More
image for news Schwab Announces Its Spring Business Update
SCHW vs. MKTX: Which Stock Is the Better Value Option?
MKTX, SCHW
Published: March 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors interested in stocks from the Financial - Investment Bank sector have probably already heard of The Charles Schwab Corporation (SCHW) and MarketAxess (MKTX). But which of these two companies is the best option for those looking for undervalued stocks?

Read More
image for news SCHW vs. MKTX: Which Stock Is the Better Value Option?
Here's Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
SCHW
Published: March 20, 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.

Read More
image for news Here's Why The Charles Schwab Corporation (SCHW) is a Strong Growth Stock
Schwab Stock Up 4.9% as February Core NNA Rises on Market Volatility
SCHW
Published: March 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

SCHW's core NNA balance surges in February 2025. This is likely to support the company's financials over time.

Read More
image for news Schwab Stock Up 4.9% as February Core NNA Rises on Market Volatility
Schwab Reports Monthly Activity Highlights
SCHW
Published: March 14, 2025 by: Business Wire
Sentiment: Neutral

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report for the month of February 2025.

Read More
image for news Schwab Reports Monthly Activity Highlights
Bullish Signal Has Never Failed This Bank Stock
SCHW
Published: March 10, 2025 by: Schaeffers Research
Sentiment: Positive

Charles Schwab Corp (NYSE:SCHW) is tumbling alongside other major bank stocks , as economic uncertainty and persistent selling pressure weigh on the financial sector.

Read More
image for news Bullish Signal Has Never Failed This Bank Stock
Is Charles Schwab (SCHW) Stock Outpacing Its Finance Peers This Year?
SCHW
Published: March 07, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how The Charles Schwab Corporation (SCHW) and BB Seguridade Participacoes SA (BBSEY) have performed compared to their sector so far this year.

Read More
image for news Is Charles Schwab (SCHW) Stock Outpacing Its Finance Peers This Year?

About The Charles Schwab Corporation (SCHW)

  • IPO Date 1987-09-22
  • Website https://www.schwab.com
  • Industry Financial - Capital Markets
  • CEO Mr. Richard Andrew Wurster C.F.A., CFA, 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.