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Charles Schwab

SCHW

Market cap $154B

89.04 USD

+0.33

0.37%

At close Updated Nov 3, 1:27 PM EST

1 day

0.37%

5 days

-0.21%

1 month

-9.11%

3 months

-15.9%

6 months

-2.67%

Year to date

-12.34%

1 year

-4.41%

5 years

6.85%

10 years

185.84%

About: Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. Schwab is best known for its retail brokerage offering but generates the lion's share of its revenue and profits through its Charles Schwab Bank, which is largely funded by idle "sweep" cash in retail investor accounts. The firm is also a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

Employees: 33,700

Financials Capital Markets

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 42.9%

Neutral 50%

Negative 7.1%

NDEX Expands Relationship with Schwab Advisor Services to Support RIAs with Data and Wealth Management Solutions

MONTREAL--(BUSINESS WIRE)---- $schw #fintech--NDEX Systems is expanding its relationship with Schwab Advisor Services (“Schwab”) to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms consolidate information from multiple custodians and asset types into one application, with the option to use the full platform or select individual functions that fit their existing technology. NDEX's existing integrations with Schwab support automate.

NDEX Expands Relationship with Schwab Advisor Services to Support RIAs with Data and Wealth Management Solutions

CNBC Television

Charles Schwab's Jon Beatty: We are moving on AI from experimentation to practical usage

CNBC's Morgan Brennan and Jon Beatty, Charles Schwab head of advisor services, join 'Closing Bell' to discuss Schwab IMPACT 2026.

Charles Schwab's Jon Beatty: We are moving on AI from experimentation to practical usage

Schwab IMPACT 2026: Charles Schwab CEO on AI's Value for Clients & Advisors

Rick Wurster, president and CEO at @CharlesSchwab discusses why more RIAs are working with the firm. He explains how advisors are using AI tools and why financial experts using the evolving technology win in the space.

Schwab IMPACT 2026: Charles Schwab CEO on AI's Value for Clients & Advisors

Schwab: It's Time To Evaluate The Preferreds And Common

The Charles Schwab Corporation delivered record Q3 2026 results, with net revenue up 17% and adjusted diluted EPS up 29% year-over-year. SCHW's robust organic asset gathering, expanding net interest margin, and increasing wealth advisory penetration underpin a bullish Buy thesis. Shares trade at a forward P/E of 13.93, well below the revised fair value multiple of 19 and the $147 price target, offering significant upside.

Schwab: It's Time To Evaluate The Preferreds And Common

Benzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yet

Each week, Benzinga's Stock Whisper Index uses proprietary data and pattern recognition to highlight five stocks just under the surface that deserve attention.

Benzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yet

Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

WESTLAKE, Texas--(BUSINESS WIRE)--The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.32 per common share.

Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

Schwab Consistently Keeps EOCA Low

The Charles Schwab Corporation maintains industry-leading expense on client assets, or EOCA, now at 11 basis points, well below competitors after integrating Ameritrade. SCHW's organic asset growth from 2023–2025 was driven by strong markets and disciplined expense control, supporting robust operating leverage and margin resilience. SCHW management targets about 800 basis points of positive operating leverage for 2026.

Schwab Consistently Keeps EOCA Low

Think The AI Boom Is Dead? I Don't: 2 Picks For The Next Wave

SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a price target of $849.50. DRAM offers concentrated exposure to global memory chip leaders, benefiting from AI's memory bottleneck, with a 72% gain since inception despite recent volatility.

Think The AI Boom Is Dead? I Don't: 2 Picks For The Next Wave

8 Stocks That Are Much Riskier Plays Than They Look

Some low beta stocks are more volatile on big down days for the market, including RTX, Charles Schwab, Union Pacific, Danaher, and Starbucks.

8 Stocks That Are Much Riskier Plays Than They Look

Charles Schwab: One Of My Best Ideas In Financials

Charles Schwab is the largest self-directed brokerage in the US, controlling nearly 40 million active brokerage accounts. SCHW is on pace for two consecutive years of dividend increases. S&P has awarded Charles Schwab with a very strong, investment-grade credit rating of A- on senior unsecured debt.

Charles Schwab: One Of My Best Ideas In Financials

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