Charles Schwab
SCHW
Market cap $168B

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

Financials Capital Markets

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

See Fund Rankings

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%

2 neutral

17%

0 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

See Analyst Rankings

Financial journalist opinion

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

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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

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

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

Zacks Investment Research

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%

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

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

CNBC Television

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

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