SCHW icon

Charles Schwab

92.60 USD
+1.12
1.22%
At close Jul 7, 4:00 PM EDT
After hours
92.34
-0.26
0.28%
1 day
1.22%
5 days
2.60%
1 month
4.98%
3 months
32.21%
6 months
28.15%
Year to date
25.41%
1 year
26.43%
5 years
173.24%
10 years
185.89%
 

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

0
Funds holding %
of 7,311 funds
0
Analysts bullish %
of 12 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

Research analyst outlook

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

Low target
$74
20%
downside
Avg. target
$94
1%
upside
High target
$113
22%
upside

12 analyst ratings

10 positive
83%
neutral
17%
negative
0%
Citigroup
Christopher Allen
13%upside
$105
Buy
Maintained
7 Jul 2025
Truist Securities
David Smith
8%upside
$100
Buy
Maintained
16 Jun 2025
Redburn Atlantic
Charles Bendit
11%downside
$82
Neutral
Upgraded
9 Jun 2025
TD Securities
Bill Katz
22%upside
$113
Buy
Maintained
20 May 2025
Morgan Stanley
Michael Cyprys
10%downside
$83
Overweight
Maintained
13 May 2025

Financial journalist opinion

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

Positive
Seeking Alpha
3 days ago
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
Positive
Zacks Investment Research
4 days ago
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?
Positive
Zacks Investment Research
5 days ago
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
Neutral
Business Wire
6 days ago
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
Neutral
Business Wire
1 week ago
Schwab Announces Its Summer Business Update
WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Summer Business Update for institutional investors on Friday, July 18th.
Schwab Announces Its Summer Business Update
Positive
Seeking Alpha
2 weeks ago
Charles Schwab: Buy Rating Amid Robust Growth And Resilience
We rate Charles Schwab a Buy with a $111 price target, citing resilient earnings power and platform durability in a higher-rate environment. Schwab's net interest income advantage, disciplined cost management, and core asset growth drive strong EPS growth and margin expansion, outpacing most peers. Our valuation uses a risk-adjusted 22x forward P/E, balancing premium positioning with mean-reversion risk, and offering 22%+ upside and asymmetrical long-term optionality.
Charles Schwab: Buy Rating Amid Robust Growth And Resilience
Negative
Zacks Investment Research
3 weeks ago
Schwab's Total Client Assets Rise Y/Y in May, Stock Down 1.3%
Schwab's total client assets hit $10.35T in May, rising 12.4% year over year, but shares dip 1.3% after the monthly report.
Schwab's Total Client Assets Rise Y/Y in May, Stock Down 1.3%
Neutral
Business Wire
3 weeks ago
Schwab Center for Financial Research Reveals 2025 Mid-Year Outlook
WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Center for Financial Research (SCFR) released its 2025 mid-year outlook.
Schwab Center for Financial Research Reveals 2025 Mid-Year Outlook
Neutral
Business Wire
3 weeks ago
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
Positive
CNBC Television
3 weeks ago
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
Charts implemented using Lightweight Charts™