Charles SchwabSCHW
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
137% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 99
16% more capital invested
Capital invested by funds: $117B [Q1] → $136B (+$19B) [Q2]
14% more funds holding in top 10
Funds holding in top 10: 87 [Q1] → 99 (+12) [Q2]
12% more repeat investments, than reductions
Existing positions increased: 854 | Existing positions reduced: 762
5% more funds holding
Funds holding: 1,998 [Q1] → 2,095 (+97) [Q2]
9% more call options, than puts
Call options by funds: $1.83B | Put options by funds: $1.68B
0.14% more ownership
Funds ownership: 82.29% [Q1] → 82.43% (+0.14%) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Truist Securities David Smith | 16%upside $112 | Buy Maintained | 15 Aug 2025 |
Morgan Stanley Michael Cyprys | 36%upside $131 | Overweight Maintained | 29 Jul 2025 |
Citigroup Christopher Allen | 14%upside $110 | Buy Maintained | 21 Jul 2025 |
Barclays Benjamin Budish | 17%upside $113 | Overweight Maintained | 21 Jul 2025 |
JMP Securities Devin Ryan | 14%upside $110 | Market Outperform Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 14 articles about SCHW published over the past 30 days
