Charles SchwabSCHW
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 $9 trillion of client assets at the end of September 2024. Nearly all of its revenue is from the United States.
Employees: 32,100
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
2% less repeat investments, than reductions
Existing positions increased: 724 | Existing positions reduced: 737
3% less funds holding
Funds holding: 1,872 [Q2] → 1,821 (-51) [Q3]
3.17% less ownership
Funds ownership: 88.28% [Q2] → 85.11% (-3.17%) [Q3]
14% less first-time investments, than exits
New positions opened: 143 | Existing positions closed: 167
15% less capital invested
Capital invested by funds: $116B [Q2] → $98.1B (-$17.5B) [Q3]
23% less call options, than puts
Call options by funds: $1.33B | Put options by funds: $1.74B
32% less funds holding in top 10
Funds holding in top 10: 78 [Q2] → 53 (-25) [Q3]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Morgan Stanley Michael Cyprys 66% 1-year accuracy 19 / 29 met price target | 9%upside $91 | Equal-Weight Maintained | 6 Feb 2025 |
UBS Brennan Hawken 71% 1-year accuracy 24 / 34 met price target | 14%upside $95 | Buy Maintained | 27 Jan 2025 |
Truist Securities David Smith 71% 1-year accuracy 5 / 7 met price target | 8%upside $90 | Buy Reiterated | 22 Jan 2025 |
Deutsche Bank Brian Bedell 86% 1-year accuracy 38 / 44 met price target | 26%upside $105 | Buy Maintained | 22 Jan 2025 |
Citigroup Christopher Allen 81% 1-year accuracy 17 / 21 met price target | 2%upside $85 | Neutral Maintained | 22 Jan 2025 |
Financial journalist opinion
Based on 37 articles about SCHW published over the past 30 days
