The Charles Schwab Corporation (SCHW)

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

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Key Metrics & Ratings

  • symbol SCHW
  • Rev/Share 14.678
  • Book/Share 27.2157
  • PB 3.4539
  • Debt/Equity 0.7618
  • CurrentRatio 0.4932
  • ROIC 0.0744

 

  • MktCap 170630614200.0
  • FreeCF/Share 9.4551
  • PFCF 9.9319
  • PE 23.4516
  • Debt/Assets 0.0821
  • DivYield 0.0113
  • ROE 0.1497

 

  • 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

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.

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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.

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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 …

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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.

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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.

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image for news Is Charles Schwab (SCHW) Stock Outpacing Its Finance Peers This Year?
SCHW Stock Falls 10% in a Month: Is This a Perfect Buying Opportunity?
SCHW
Published: March 07, 2025 by: Zacks Investment Research
Sentiment: Negative

As Schwab shares show weakness, let's find out whether this is the right time to add it to your portfolio.

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image for news SCHW Stock Falls 10% in a Month: Is This a Perfect Buying Opportunity?
RJF or SCHW: Which Is the Better Value Stock Right Now?
RJF, SCHW
Published: March 04, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors looking for stocks in the Financial - Investment Bank sector might want to consider either Raymond James Financial, Inc. (RJF) or The Charles Schwab Corporation (SCHW). But which of these two stocks is more attractive to value investors?

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image for news RJF or SCHW: Which Is the Better Value Stock Right Now?
Charles Schwab: Breakout Moment With Strengthening Fundamentals And $5.6B Buybacks
SCHW
Published: March 04, 2025 by: Seeking Alpha
Sentiment: Positive

TD Bank's full exit from its 10.1% stake in Schwab removes a significant sentiment overhang, refocusing investor attention on SCHW's strengthening fundamentals. Schwab's January metrics show strong organic growth, with $30 billion in net new assets and 7.3 million daily average trades, exceeding analyst estimates. Analysts project ~30% annual EPS growth for 2025 and 2026, driven by net interest margin expansion, operating margin growth, and substantial share repurchases.

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image for news Charles Schwab: Breakout Moment With Strengthening Fundamentals And $5.6B Buybacks
Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term
SCHW
Published: March 04, 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 Why The Charles Schwab Corporation (SCHW) is a Top Growth Stock for the Long-Term
Schwab's January Core Net New Assets Rise Significantly Y/Y
SCHW
Published: February 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

SCHW's January core net new assets increase on the back of a rise in new brokerage accounts and total client assets.

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image for news Schwab's January Core Net New Assets Rise Significantly Y/Y
RJF vs. SCHW: Which Stock Should Value Investors Buy Now?
RJF, SCHW
Published: February 14, 2025 by: Zacks Investment Research
Sentiment: Positive

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

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image for news RJF vs. SCHW: Which Stock Should Value Investors Buy Now?
Schwab Reports Monthly Activity Highlights
SCHW
Published: February 14, 2025 by: Business Wire
Sentiment: Neutral

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

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image for news Schwab Reports Monthly Activity Highlights
Here's Why The Charles Schwab Corporation (SCHW) is a Great Momentum Stock to Buy
SCHW
Published: February 13, 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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image for news Here's Why The Charles Schwab Corporation (SCHW) is a Great Momentum Stock to Buy
RJF or SCHW: Which Is the Better Value Stock Right Now?
RJF, SCHW
Published: February 13, 2025 by: Zacks Investment Research
Sentiment: Positive

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

Read More
image for news RJF or SCHW: Which Is the Better Value Stock Right Now?
6 Stocks Poised to Benefit From a Trade War in Unexpected Ways
ALL, KMX, KR, NUE, REBN, SCHW
Published: February 13, 2025 by: MarketBeat
Sentiment: Neutral

President Trump put a 30-day pause on levying 25% tariffs on Canada and Mexico but proceeded to levy an additional 10% tariff on Chinese imports. Trump has also acknowledged that he would be levying tariffs on European imports in time.

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image for news 6 Stocks Poised to Benefit From a Trade War in Unexpected Ways
TD to Exit Remaining Stake in Schwab Amid Strategic Review
SCHW, TD
Published: February 12, 2025 by: Zacks Investment Research
Sentiment: Positive

The Toronto-Dominion Bank agrees to sell its 10.1% stake in Schwab to pursue strategic review plans. The deal is expected to be accretive to the bank's earnings.

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image for news TD to Exit Remaining Stake in Schwab Amid Strategic Review
Schwab is buying back a chunk of its stock as TD sells its 10% stake
SCHW
Published: February 10, 2025 by: Market Watch
Sentiment: Neutral

Even after buying the $1.5 billion in stock, Schwab will still have $7.2 billion remaining under its existing stock-buyback program.

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image for news Schwab is buying back a chunk of its stock as TD sells its 10% stake

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.