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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
141% more first-time investments, than exits
New positions opened: 258 | Existing positions closed: 107
45% more funds holding in top 10
Funds holding in top 10: 53 [Q3] → 77 (+24) [Q4]
18% more capital invested
Capital invested by funds: $94.8B [Q3] → $112B (+$17.2B) [Q4]
6% more funds holding
Funds holding: 1,828 [Q3] → 1,944 (+116) [Q4]
1.96% more ownership
Funds ownership: 82.28% [Q3] → 84.24% (+1.96%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 744
38% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $2.33B
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Goldman Sachs Alexander Blostein 57% 1-year accuracy 27 / 47 met price target | 23%upside $100 | Buy Upgraded | 25 Apr 2025 |
UBS Brennan Hawken 55% 1-year accuracy 18 / 33 met price target | 18%upside $96 | Buy Maintained | 22 Apr 2025 |
Keefe, Bruyette & Woods Kyle Voigt 63% 1-year accuracy 19 / 30 met price target | 14%upside $93 | Outperform Maintained | 22 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 15%upside $94 | Market Outperform Reiterated | 21 Apr 2025 |
Truist Securities David Smith 57% 1-year accuracy 8 / 14 met price target | 3%upside $84 | Buy Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 28 articles about SCHW published over the past 30 days
