Charles Schwab

SCHW

Market cap $174B

95.84 USD

-1.25

1.29%

At close Updated Aug 29, 4:00 PM EDT

Pre-market

After hours

96.28

+0.44

0.46%

1 day

-1.29%

5 days

-0.05%

1 month

-2.11%

3 months

9.21%

6 months

20.51%

Year to date

29.79%

1 year

47.61%

5 years

169.74%

10 years

215.47%

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 7,446 funds

0

Analysts bullish %

of 12 analysts

Fund manager confidence

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

138% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 100

16% more capital invested

Capital invested by funds: $117B [Q1] → $137B (+$19.2B) [Q2]

15% more funds holding in top 10

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

12% more repeat investments, than reductions

Existing positions increased: 856 | Existing positions reduced: 763

5% more funds holding

Funds holding: 2,000 [Q1] → 2,101 (+101) [Q2]

9% more call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.68B

0.27% more ownership

Funds ownership: 82.31% [Q1] → 82.58% (+0.27%) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$82

-14% downside

Avg. target

$104

9% upside

High target

$131

37% upside

12 analyst ratings

8 positive

67%

3 neutral

25%

1 negative

8%

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
B of A Securities Craig Siegenthaler	12% downside $84	Underperform Maintained	21 Jul 2025
Keefe, Bruyette & Woods Kyle Voigt	12% upside $108	Outperform Maintained	21 Jul 2025
Citizens Capital Markets Devin Ryan	14% upside $110	Market Perform Maintained	21 Jul 2025
Piper Sandler Patrick Moley	4% downside $92	Neutral Maintained	15 Jul 2025
Wells Fargo Michael Brown	6% upside $102	Overweight Maintained	11 Jul 2025
Raymond James Patrick O'Shaughnessy	3% upside $99	Outperform Maintained	9 Jul 2025
Redburn Atlantic Charles Bendit	14% downside $82	Neutral Upgraded	9 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about SCHW published over the past 30 days

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

Zacks Investment Research

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?

Zacks Investment Research

Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?

SCHW's client assets hit $10.96 trillion in July 2025, fueled by market gains and rising client engagement.

Schwab Witnesses Rise in July 2025 Client Assets: What's Behind it?

Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025

WESTLAKE, Texas--(BUSINESS WIRE)--Today, Schwab Advisor Services, in partnership with Charles Schwab Foundation, announced the 15 recipients of its 2025 Registered Investment Advisor Talent Advantage (RIATA) Student Scholarship. In its fifth year, the initiative is committed to broadening pathways into the advisory profession by alleviating financial roadblocks and equipping emerging leaders with meaningful, high-impact learning experiences. Following an expansion of the RIATA Student Scholarsh.

Celebrating Five Years of Investing in Future Advisors: Schwab's RIATA Scholarship Program Recognizes 15 Promising Students in 2025

Jim Cramer names his top 5 stock picks, dismisses dot-com style meltdown

Former hedge fund manager and CNBC's Mad Money host Jim Cramer has dismissed fears that the stock market might be heading for another Dot-com style meltdown.

Jim Cramer names his top 5 stock picks, dismisses dot-com style meltdown

Investors Business Daily

How This Dot-Com Stock Became A 300%-Plus Winner For William O'Neil

IBD's Mike Webster studies past William O'Neil trade in Charles Schwab stock from 1999. Mike also explains why investors should be studying stocks from that period now more than ever.

How This Dot-Com Stock Became A 300%-Plus Winner For William O'Neil

Schwab Reports Monthly Activity Highlights

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation released its Monthly Activity Report for the month of July 2025.

Schwab Reports Monthly Activity Highlights

Zacks Investment Research

Schwab Gains 31.9% YTD: Should You Buy the Stock Right Now?

SCHW's 31.9% YTD rally, rising NIM, record client assets and strong ROE fuel bullish analyst sentiment despite premium valuation.

Schwab Gains 31.9% YTD: Should You Buy the Stock Right Now?

Zacks Investment Research

Will Reduction in High-Cost Funding Balance Aid Schwab's 2025 NIR?

SCHW's steep 70% reduction in costly funding balances boosts NIR, with 2025 growth projected amid higher rates and lending gains.

Will Reduction in High-Cost Funding Balance Aid Schwab's 2025 NIR?

Giverny Trims Progressive, Exits M&T, Adds Kinsale And Fiserv

Exited M&T Bank due to concerns over sluggish growth, increased competition, and limited opportunities in slow-growing markets despite strong fundamentals. Trimmed Progressive Corp. as auto insurance profitability peaks; remain positive but expect lower future returns due to rising competition and cyclical pressures. Added to Kinsale Capital after market overreaction to short-term results; confident in its efficiency, growth, and profit margins within commercial insurance.

Giverny Trims Progressive, Exits M&T, Adds Kinsale And Fiserv

See News Rankings

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