SCHW icon

Charles Schwab
SCHW

Overview Fund Activity
93.32 USD
+1.23
1.34%
At close Updated Sep 18, 11:25 AM EDT
1 day
1.34%
5 days
-0.65%
1 month
-2.96%
3 months
3.79%
6 months
20.32%
Year to date
26.38%
1 year
46.82%
5 years
159.01%
10 years
228.01%
 

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 7,463 funds
0
Analysts bullish %
of 11 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

139% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 100

17% more capital invested

Capital invested by funds: $117B [Q1] → $137B (+$19.5B) [Q2]

15% more funds holding in top 10

Funds holding in top 10: 87 [Q1] → 100 (+13) [Q2]

13% more repeat investments, than reductions

Existing positions increased: 861 | Existing positions reduced: 765

11% more call options, than puts

Call options by funds: $2.15B | Put options by funds: $1.94B

5% more funds holding

Funds holding: 2,000 [Q1] → 2,109 (+109) [Q2]

0.37% more ownership

Funds ownership: 82.32% [Q1] → 82.69% (+0.37%) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target
$84
10% downside
Avg. target
$107
14% upside
High target
$131
40% upside

11 analyst ratings

9  positive
82%
1  neutral
9%
1  negative
9%
Deutsche Bank
Brian Bedell
$113
Buy
Maintained
16 Sep 2025
Truist Securities
David Smith
$112
Buy
Maintained
15 Aug 2025
Morgan Stanley
Michael Cyprys
$131
Overweight
Maintained
29 Jul 2025
Citigroup
Christopher Allen
$110
Buy
Maintained
21 Jul 2025
Barclays
Benjamin Budish
$113
Overweight
Maintained
21 Jul 2025
See Analyst Rankings

Financial journalist opinion

Based on 10 articles about SCHW published over the past 30 days

Neutral
Business Wire
2 hours ago
Schwab Announces Its Fall Business Update
WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Fall Business Update for institutional investors on Thursday, October 16th.
Schwab Announces Its Fall Business Update
Neutral
Business Wire
yesterday
Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today revealed details of a significant expansion of its branch network, underscoring the firm's commitment to serve its fast-growing retail client base through a range of channels, including in-person guidance, relationships, and service. Schwab currently operates nearly 400 branches across the United States – locations that play a critical role in serving clients as well as driving client and asset growth for the firm. Schwab is adding 16 new b.
Charles Schwab Announces Branch Network Expansion and the Addition of 400 Branch-Related Roles to Meet Increasing Client Needs and Fuel Further Growth
Positive
Zacks Investment Research
2 days ago
Schwab's Client Assets Up 15.3% Y/Y in August 2025: What's Driving It?
SCHW's client assets climb to $11.23T in August, fueled by strong asset gathering, client engagement and market gains.
Schwab's Client Assets Up 15.3% Y/Y in August 2025: What's Driving It?
Neutral
Business Wire
3 days ago
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report for the month of August 2025.
Schwab Reports Monthly Activity Highlights
Neutral
Business Wire
8 days ago
Schwab Trading Activity Index™: STAX Score Continues Climb Amid August Enthusiasm
WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 43.69 in August, up from its score of 41.79 in July. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. The reading for the four-week period ending August 24, 2025, ranks.
Schwab Trading Activity Index™: STAX Score Continues Climb Amid August Enthusiasm
Positive
Benzinga
10 days ago
Top 3 Financial Stocks That May Jump In September
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Top 3 Financial Stocks That May Jump In September
Positive
MarketBeat
12 days ago
Institutions Are Snapping Up These 2 Financial Stocks—Should You?
Individual investors are always looking for hints as to where stocks are heading next. Some use fundamental analysis to look for strong earnings growth, reasonable valuations, and manageable debt loads.
Institutions Are Snapping Up These 2 Financial Stocks—Should You?
Positive
Investors Business Daily
14 days ago
Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse.
Top funds have poured money into AI stocks Nvidia and Palantir, but they also keep scooping up shares of Charles Schwab stock.
Nvidia, Palantir Pull Off This Three-Peat. But So Does This Financial Powerhouse.
Neutral
Seeking Alpha
21 days ago
Charles Schwab Can Cash In On The Great Wealth Transfer
Charles Schwab stands to benefit from the Great Wealth Transfer as Millennials and Gen Z inherit significant assets from Baby Boomers. Schwab's solid fundamentals—high revenue growth, net income margin, and increasing brokerage accounts—justify its premium valuation despite some volatility. The biggest risk is the uncertainty around the actual size and timing of the wealth transfer, which could impact Schwab's growth potential.
Charles Schwab Can Cash In On The Great Wealth Transfer
Neutral
Zacks Investment Research
22 days ago
SCHW vs. IBKR: Which Online Broker is Poised for More Upside?
Schwab leverages its massive asset base and trusted platform to deliver long-term value while Interactive Brokers is a dominant, tech-driven brokerage.
SCHW vs. IBKR: Which Online Broker is Poised for More Upside?
See News Rankings
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