Charles Schwab

SCHW

Market cap $170B

Overview Fund Activity

93.54 USD

-0.40

0.43%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

93.70

+0.16

0.17%

1 day

-0.43%

5 days

1.48%

1 month

-5.22%

3 months

5.69%

6 months

26.03%

Year to date

26.68%

1 year

51.51%

5 years

161.8%

10 years

209.43%

About: Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

Employees: 32,100

Financials Capital Markets

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 11 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

139% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 100

17% more capital invested

Capital invested by funds: $117B [Q1] → $137B (+$19.5B) [Q2]

15% more funds holding in top 10

Funds holding in top 10: 87 [Q1] → 100 (+13) [Q2]

13% more repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 765

11% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $1.94B

5% more funds holding

Funds holding: 2,000 [Q1] → 2,109 (+109) [Q2]

0.38% more ownership

Funds ownership: 82.31% [Q1] → 82.69% (+0.38%) [Q2]

See Fund Rankings

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$84

-10% downside

Avg. target

$106

14% upside

High target

$131

40% upside

11 analyst ratings

8 positive

73%

2 neutral

18%

1 negative

9%

Truist Securities David Smith	$112	Buy Maintained	15 Aug 2025
Morgan Stanley Michael Cyprys	$131	Overweight Maintained	29 Jul 2025
Citigroup Christopher Allen	$110	Buy Maintained	21 Jul 2025
Barclays Benjamin Budish	$113	Overweight Maintained	21 Jul 2025
JMP Securities Devin Ryan	$110	Market Outperform Maintained	21 Jul 2025
B of A Securities Craig Siegenthaler	$84	Underperform Maintained	21 Jul 2025
Keefe, Bruyette & Woods Kyle Voigt	$108	Outperform Maintained	21 Jul 2025
Citizens Capital Markets Devin Ryan	$110	Market Perform Maintained	21 Jul 2025
Piper Sandler Patrick Moley	$92	Neutral Maintained	15 Jul 2025
Wells Fargo Michael Brown	$102	Overweight Maintained	11 Jul 2025
Raymond James Patrick O'Shaughnessy	$99	Outperform Maintained	9 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about SCHW published over the past 30 days

Schwab Trading Activity Index™: STAX Score Continues Climb Amid August Enthusiasm

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 43.69 in August, up from its score of 41.79 in July. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. The reading for the four-week period ending August 24, 2025, ranks.

Schwab Trading Activity Index™: STAX Score Continues Climb Amid August Enthusiasm

Top 3 Financial Stocks That May Jump In September

The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.

Top 3 Financial Stocks That May Jump In September

Institutions Are Snapping Up These 2 Financial Stocks—Should You?

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.

Institutions Are Snapping Up These 2 Financial Stocks—Should You?

Investors Business Daily

Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse.

Top funds have poured money into AI stocks Nvidia and Palantir, but they also keep scooping up shares of Charles Schwab stock.

Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse.

Charles Schwab Can Cash In On The Great Wealth Transfer

Charles Schwab stands to benefit from the Great Wealth Transfer as Millennials and Gen Z inherit significant assets from Baby Boomers. Schwab's solid fundamentals—high revenue growth, net income margin, and increasing brokerage accounts—justify its premium valuation despite some volatility. The biggest risk is the uncertainty around the actual size and timing of the wealth transfer, which could impact Schwab's growth potential.

Charles Schwab Can Cash In On The Great Wealth Transfer

Zacks Investment Research

SCHW vs. IBKR: Which Online Broker is Poised for More Upside?

Schwab leverages its massive asset base and trusted platform to deliver long-term value while Interactive Brokers is a dominant, tech-driven brokerage.

SCHW vs. IBKR: Which Online Broker is Poised for More Upside?

Zacks Investment Research

Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?

SCHW's client assets hit $10.96 trillion in July 2025, fueled by market gains and rising client engagement.

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

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.

Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025

Jim Cramer names his top 5 stock picks, dismisses dot-com style meltdown

Former hedge fund manager and CNBC's Mad Money host Jim Cramer has dismissed fears that the stock market might be heading for another Dot-com style meltdown.

Jim Cramer names his top 5 stock picks, dismisses dot-com style meltdown

Investors Business Daily

How This Dot-Com Stock Became A 300%-Plus Winner For William O'Neil

IBD's Mike Webster studies past William O'Neil trade in Charles Schwab stock from 1999. Mike also explains why investors should be studying stocks from that period now more than ever.

How This Dot-Com Stock Became A 300%-Plus Winner For William O'Neil

See News Rankings

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