Charles Schwab
SCHW
Market cap $160B

87.36 USD

-1.14

1.29%

At close Jun 13, 4:00 PM EDT

After hours

87.76

+0.40

0.46%

1 day

-1.29%

5 days

-1.05%

1 month

1.32%

3 months

18.84%

6 months

9.83%

Year to date

18.31%

1 year

19.04%

5 years

138.36%

10 years

164.33%

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 7,296 funds

0

Analysts bullish %

of 13 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

54% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 137

32% more repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 657

13% more funds holding in top 10

Funds holding in top 10: 77 [Q4 2024] → 87 (+10) [Q1 2025]

1% more funds holding

Funds holding: 1,953 [Q4 2024] → 1,982 (+29) [Q1 2025]

5% more capital invested

Capital invested by funds: $112B [Q4 2024] → $117B (+$5.2B) [Q1 2025]

2.09% less ownership

Funds ownership: 84.32% [Q4 2024] → 82.23% (-2.09%) [Q1 2025]

13% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.71B

See Fund Rankings

Research analyst outlook

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

Low target

$74

15%

downside

Avg. target

$92

6%

upside

High target

$113

29%

upside

13 analyst ratings

11 positive

85%

2 neutral

15%

0 negative

0%

Redburn Atlantic Charles Bendit	6%downside $82	Neutral Upgraded	9 Jun 2025
TD Securities Bill Katz	29%upside $113	Buy Maintained	20 May 2025
Truist Securities David Smith	11%upside $97	Buy Maintained	15 May 2025
Morgan Stanley Michael Cyprys	5%downside $83	Overweight Maintained	13 May 2025
Goldman Sachs Alexander Blostein	14%upside $100	Buy Upgraded	25 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about SCHW published over the past 30 days

Schwab Reports Monthly Activity Highlights

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

Schwab Reports Monthly Activity Highlights

CNBC Television

Final Trades: QXO, Evercore, Charles Schwab and the XLE

The Investment Committee give you their top stocks to watch for the second half.

Final Trades: QXO, Evercore, Charles Schwab and the XLE

Millennial Women Lean Into Investing: They Start Earlier, Invest Across More Asset Classes and Carry Greater Confidence Than Previous Generations

WESTLAKE, Texas--(BUSINESS WIRE)--Millennial women are getting started with investing nearly a decade earlier than Boomer women, according to a new generational analysis of data from Charles Schwab's 2025 Women Investors Survey. They are also investing in a broader and more complex range of asset classes, have greater confidence in their investment strategies, and are more likely to say they find investing fun and empowering than older generations. The survey of 1,200 American women investors w.

Millennial Women Lean Into Investing: They Start Earlier, Invest Across More Asset Classes and Carry Greater Confidence Than Previous Generations

Charles Schwab Gets Buy Rating Reaffirmed As It Grows Clients While Cutting Costs

I'm reaffirming my prior buy rating on Charles Schwab from fall 2024, after a modified and updated research approach considering new data. New client money growth, new loans, trading volume, and a diversified business model presents an appealing growth case for Schwab. Strong cashflow powering a proven dividend growth, and earnings driven by strong profit margins within its sector, are additional positives.

Charles Schwab Gets Buy Rating Reaffirmed As It Grows Clients While Cutting Costs

20 stocks bucking bad trends on Wall Street — what might be next for them?

Analysts have been cutting their estimates for companies' sales and profits, but there are always exceptions to trends.

20 stocks bucking bad trends on Wall Street — what might be next for them?

Schwab Asset Management Reduces Fees on Four Equity Index ETFs and Announces Mutual Fund Share Splits

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management announces reduction of operating expense ratios for 4 equity index ETFs and forward share splits on 6 Schwab mutual funds.

Schwab Asset Management Reduces Fees on Four Equity Index ETFs and Announces Mutual Fund Share Splits

Charles Schwab Named One of the 50 Most Community-Minded Companies in the U.S. for Ninth Consecutive Year

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab is named a Civic 50 honoree for the ninth consecutive year by Points of Light.

Charles Schwab Named One of the 50 Most Community-Minded Companies in the U.S. for Ninth Consecutive Year

Zacks Investment Research

US Financial Firms Mull Over Crypto Expansion, Seek Regulatory Clarity

Large financial firms like BAC, MS and SCHW eye crypto moves amid easing rules but seek clearer guidance before deeper expansion into digital assets.

US Financial Firms Mull Over Crypto Expansion, Seek Regulatory Clarity

Charles Schwab Bank Ranks #1 in Customer Satisfaction Among Both Checking and Savings Providers in J.D. Power 2025 U.S. Direct Banking Satisfaction StudySM

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Bank ranked #1 in customer satisfaction among checking providers in the J.D. Power 2025 U.S. Direct Banking Satisfaction Study.

Charles Schwab Bank Ranks #1 in Customer Satisfaction Among Both Checking and Savings Providers in J.D. Power 2025 U.S. Direct Banking Satisfaction StudySM

Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty

WESTLAKE, Texas--(BUSINESS WIRE)--Despite a backdrop of market volatility and economic uncertainty during the first half of 2025, High Net Worth (HNW) retail investors are continuing to gift their assets, according to the latest Schwab HNW Client Pulse Survey. Half (51%) of HNW Schwab retail clients, defined as those with at least $1 million in assets at Schwab, plan to gift some amount of their wealth this year. Among those gifting, 25% plan to increase the amount of their gifts this year as c.

Charles Schwab High Net Worth Client Pulse Survey Finds Affluent Investors Are Continuing to Gift Their Assets Despite Economic Uncertainty

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