Charles SchwabSCHW
SCHW
$66.60
0.62%
Market Cap: 122B
0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 31 analysts
0
News positive %
of 42 articles
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
12% more repeat investments, than reductions
Existing positions increased: 743 | Existing positions reduced: 662
4% more capital invested
Capital invested by funds: $103B [Q4 2023] → $107B (+$4.07B) [Q1 2024]
1% less funds holding
Funds holding: 1,833 [Q4 2023] → 1,820 (-13) [Q1 2024]
7% less first-time investments, than exits
New positions opened: 168 | Existing positions closed: 181
11% less funds holding in top 10
Funds holding in top 10: 88 [Q4 2023] → 78 (-10) [Q1 2024]
29.77% less ownership
Funds ownership: 113.17% [Q4 2023] → 83.4% (-29.77%) [Q1 2024]
31% less call options, than puts
Call options by funds: $1.68B | Put options by funds: $2.44B
Research analyst outlook
31 Wall Street Analysts provided 1 year price forecasts over the past 6 months
Low target
$66
1%
downside
Avg. target
$79
18%
upside
High target
$92
38%
upside
31 analyst ratings
18 positive
58%
11 neutral
35%
2 negative
6%
JMP Securities Devin Ryan | 23%upside $82 | Market Outperform Maintained | 23 Jul 2024 |
JP Morgan Kenneth Worthington | 17%upside $78 | Overweight Maintained | 17 Jul 2024 |
Barclays Benjamin Budish | 2%upside $68 | Equal-Weight Maintained | 17 Jul 2024 |
Deutsche Bank Brian Bedell | 19%upside $79 | Buy Maintained | 17 Jul 2024 |
B of A Securities Craig Siegenthaler | 1%downside $66 | Underperform Maintained | 17 Jul 2024 |
Financial journalist opinion
Based on 42 articles about SCHW published over the past 30 days