SCHW stock icon

Charles Schwab
SCHW

$73.34
0.88%
 

About: Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.

Employees: 33,000

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 29 analysts
0
News positive %
of 14 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

29 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$64
13%
downside
Avg. target
$78
6%
upside
High target
$92
25%
upside

29 analyst ratings

16 positive
55%
12 neutral
41%
negative
3%
Keefe, Bruyette & Woods
Kyle Voigt
4%upside
$76
Market Perform
Maintained
17 Jun 2024
JP Morgan
Kenneth Worthington
10%upside
$81
Overweight
Maintained
31 May 2024
JMP Securities
Devin Ryan
9%upside
$80
Market Outperform
Reiterated
28 May 2024
Deutsche Bank
Brian Bedell
13%upside
$83
Buy
Maintained
23 May 2024
TD Cowen
Bill Kirk
20%upside
$88
Buy
Maintained
23 May 2024

Financial journalist opinion

Based on 14 articles about SCHW published over the past 30 days