Charles Schwab
SCHW
Market cap $167B

91.97 USD

-1.07

1.15%

At close Jul 11, 4:00 PM EDT

After hours

91.80

-0.17

0.18%

1 day

-1.15%

5 days

0.51%

1 month

4.04%

3 months

19.50%

6 months

26.58%

Year to date

24.55%

1 year

20.89%

5 years

167.12%

10 years

174.78%

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 7,312 funds

0

Analysts bullish %

of 13 analysts

Fund manager confidence

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

56% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 136

32% more repeat investments, than reductions

Existing positions increased: 869 | Existing positions reduced: 658

13% more funds holding in top 10

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

2% more funds holding

Funds holding: 1,953 [Q4 2024] → 1,985 (+32) [Q1 2025]

5% more capital invested

Capital invested by funds: $112B [Q4 2024] → $117B (+$5.25B) [Q1 2025]

2.05% less ownership

Funds ownership: 84.32% [Q4 2024] → 82.26% (-2.05%) [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

$82

11%

downside

Avg. target

$98

6%

upside

High target

$113

23%

upside

13 analyst ratings

12 positive

92%

1 neutral

8%

0 negative

0%

Wells Fargo Michael Brown	11%upside $102	Overweight Maintained	11 Jul 2025
Barclays Benjamin Budish	15%upside $106	Overweight Maintained	10 Jul 2025
Raymond James Patrick O'Shaughnessy	8%upside $99	Outperform Maintained	9 Jul 2025
Citigroup Christopher Allen	14%upside $105	Buy Maintained	7 Jul 2025
Truist Securities David Smith	9%upside $100	Buy Maintained	16 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 15 articles about SCHW published over the past 30 days

Zacks Investment Research

What Makes The Charles Schwab Corporation (SCHW) a Strong Momentum Stock: Buy Now?

Does The Charles Schwab Corporation (SCHW) have what it takes to be a top stock pick for momentum investors? Let's find out.

What Makes The Charles Schwab Corporation (SCHW) a Strong Momentum Stock: Buy Now?

Zacks Investment Research

Which Brokerage Stock Will Lead Tomorrow: Robinhood or Schwab?

HOOD's crypto push and rapid growth clash with SCHW's scale and stability? Let's find out which brokerage stock may lead the next wave of finance.

Which Brokerage Stock Will Lead Tomorrow: Robinhood or Schwab?

Zacks Investment Research

The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth

Charles Schwab (SCHW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Charles Schwab Corporation (SCHW) Reports Next Week: Wall Street Expects Earnings Growth

Americans Say It Takes More Money to Be Financially Comfortable Now Than It Did a Year Ago According to Schwab Survey

WESTLAKE, Texas--(BUSINESS WIRE)--Americans believe it takes $839,000 to be “financially comfortable,” according to Charles Schwab's 2025 Modern Wealth Survey, an annual survey that examines Americans' perspectives on saving, spending, investing, and wealth. This is up from $778,000 reported last year, but down from the $1 million Americans cited in 2023. This year's Modern Wealth Survey also reveals that Americans now think it takes an average of $2.3 million to be considered “wealthy,” which.

Americans Say It Takes More Money to Be Financially Comfortable Now Than It Did a Year Ago According to Schwab Survey

Zacks Investment Research

Schwab Stock Touches 52-Week High: Is This the Right Time to Buy SCHW?

SCHW just hit a 52-week high. Does the stock still have upside as volatility and asset growth boost its outlook?

Schwab Stock Touches 52-Week High: Is This the Right Time to Buy SCHW?

Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers. Schwab's INTF offering now includes AB, Akre, Alger, AMG, American Beacon, Artisan, Baron, Buffalo, Carillon, Cliffwater, Federated, Gabelli, Harding Loevner, Hartford, Jensen, John Hancock, Lazard,.

Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors

I Am Feasting On These Bargain Dividends; Up To 9% Yields

A balanced diet is a prerequisite for healthy living. Even healthy items must be consumed in moderation. A diversified stream of income is essential for a sustainable, stress-free retirement through economic uncertainties. We discuss our top bargain picks that pay qualified dividends.

I Am Feasting On These Bargain Dividends; Up To 9% Yields

Zacks Investment Research

Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?

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.

Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report?

Zacks Investment Research

5 Top S&P 500 Finance Stocks Outperforming the Index in 1H25

Five financial services stocks -- COIN, WRB, NTRS, GS and SCHW -- outpace the S&P 500 in 1H25 on strong fundamentals and strategic shifts.

5 Top S&P 500 Finance Stocks Outperforming the Index in 1H25

Charles Schwab Discloses Results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has received the results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review.

Charles Schwab Discloses Results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review

See News Rankings

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