SCHW
The Charles Schwab Corporation NYSE Listed Sep 22, 1987$91.70
-2.97%
vs $94.51
Mkt Cap $163.0B
52w Low $85.35
29.0% of range
52w High $107.21
50d MA $90.91
200d MA $94.74
P/E (TTM)
19.7x
EV/EBITDA
5.1x
P/B
3.3x
Debt/Equity
0.6x
ROE
17.9%
P/FCF
18.6x
RSI (14)
62.60
ATR (14)
$2.17
Beta
0.90
50d MA
$90.91
200d MA
$94.74
Avg Volume
12.2M
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
3000 Schwab Way · Westlake, TX 76262 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16, 2026 | AMC | 1.40 | 1.43 | +2.1% | 92.62 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% | — |
| Jan 21, 2026 | AMC | 1.36 | 1.39 | +2.2% | 101.79 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% | — |
| Oct 16, 2025 | AMC | 1.25 | 1.31 | +4.8% | 93.41 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% | — |
| Jul 18, 2025 | AMC | 1.10 | 1.14 | +3.6% | 95.80 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% | — |
| Apr 17, 2025 | AMC | 1.01 | 1.04 | +3.0% | 76.15 | -0.7% | -1.6% | +2.2% | +1.6% | +2.0% | +0.7% | — |
| Feb 26, 2025 | AMC | — | 1.00 | — | 78.70 | +0.4% | -0.3% | +1.4% | -1.8% | -3.8% | +2.1% | — |
| Oct 15, 2024 | AMC | 0.75 | 0.77 | +2.7% | 71.96 | +1.0% | +0.2% | -0.2% | -0.8% | -0.7% | +0.1% | — |
| Jul 16, 2024 | AMC | 0.72 | 0.73 | +1.4% | 67.43 | -1.7% | -5.4% | -2.4% | -0.3% | +4.3% | +0.6% | — |
| Apr 15, 2024 | AMC | 0.74 | 0.74 | +0.0% | 71.23 | +0.4% | +2.6% | -0.8% | +0.6% | +0.7% | +1.1% | — |
| Mar 14, 2024 | AMC | 0.64 | 0.68 | +6.2% | 66.60 | -0.7% | +0.7% | +0.5% | +1.4% | +1.9% | +3.1% | — |
| Oct 16, 2023 | AMC | 0.75 | 0.77 | +2.8% | 53.72 | -0.9% | -0.1% | -3.4% | +0.1% | -2.0% | -3.0% | — |
| Jul 18, 2023 | AMC | 0.71 | 0.75 | +5.6% | 66.01 | +2.8% | +0.0% | +2.9% | -2.1% | +0.1% | -1.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | JP Morgan | Maintains | Overweight → Overweight | — | $92.62 | $93.35 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% |
| Apr 17 | Morgan Stanley | Maintains | Overweight → Overweight | — | $92.62 | $93.35 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% |
| Apr 10 | Morgan Stanley | Maintains | Overweight → Overweight | — | $97.27 | $97.19 | -0.1% | -2.5% | +2.1% | +1.6% | +1.9% | -7.6% |
| Apr 8 | UBS | Maintains | Buy → Buy | — | $93.34 | $94.89 | +1.7% | +3.6% | +0.6% | -2.5% | +2.1% | +1.6% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $93.34 | $94.89 | +1.7% | +3.6% | +0.6% | -2.5% | +2.1% | +1.6% |
| Apr 6 | Jefferies | Maintains | Buy → Buy | — | $93.77 | $93.90 | +0.1% | -0.8% | +0.4% | +3.6% | +0.6% | -2.5% |
| Apr 1 | Truist | Maintains | Buy → Buy | — | $93.98 | $95.01 | +1.1% | -1.7% | +1.5% | -0.8% | +0.4% | +3.6% |
| Jan 26 | Barclays | Maintains | Overweight → Overweight | — | $102.18 | $102.52 | +0.3% | +0.7% | +0.8% | -0.2% | +0.0% | +0.4% |
| Jan 22 | TD Cowen | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | UBS | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | Truist | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | Barclays | Maintains | Overweight → Overweight | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 14 | Piper Sandler | Maintains | Neutral → Neutral | — | $101.18 | $100.86 | -0.3% | +0.7% | +0.8% | +1.0% | -2.7% | +0.8% |
| Jan 14 | TD Cowen | Maintains | Buy → Buy | — | $101.18 | $100.86 | -0.3% | +0.7% | +0.8% | +1.0% | -2.7% | +0.8% |
| Jan 12 | Citizens | Maintains | Market Outperform → Market Outperform | — | $100.17 | $100.24 | +0.1% | +1.7% | -0.7% | +0.7% | +0.8% | +1.0% |
| Jan 8 | Barclays | Maintains | Overweight → Overweight | — | $101.93 | $102.28 | +0.3% | -0.6% | -1.2% | +1.7% | -0.7% | +0.7% |
| Jan 7 | UBS | Maintains | Buy → Buy | — | $103.57 | $103.87 | +0.3% | -1.6% | -0.6% | -1.2% | +1.7% | -0.7% |
| Jan 7 | Truist | Maintains | Buy → Buy | — | $103.57 | $103.87 | +0.3% | -1.6% | -0.6% | -1.2% | +1.7% | -0.7% |
| Dec 22 | Morgan Stanley | Maintains | Overweight → Overweight | — | $98.82 | $99.56 | +0.7% | +2.6% | -0.2% | +0.7% | +0.0% | -0.6% |
| Dec 12 | Barclays | Maintains | Overweight → Overweight | — | $97.05 | $96.99 | -0.1% | -0.4% | -1.4% | +0.8% | +0.6% | +0.6% |
| Dec 10 | BofA Securities | Maintains | Underperform → Underperform | — | $94.16 | $94.36 | +0.2% | +1.8% | +1.3% | -0.4% | -1.4% | +0.8% |
| Nov 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $94.52 | $94.89 | +0.4% | -1.4% | +0.7% | -0.2% | +0.6% | +1.1% |
| Oct 20 | JP Morgan | Maintains | Overweight → Overweight | — | $94.14 | $94.20 | +0.1% | +0.9% | +0.1% | -0.8% | +0.3% | -0.2% |
| Oct 17 | Barclays | Maintains | Overweight → Overweight | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | TD Cowen | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Deutsche Bank | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Truist | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 2 | BofA Securities | Maintains | Underperform → Underperform | — | $92.25 | $92.49 | +0.3% | +0.5% | +1.5% | -0.1% | +0.0% | -0.2% |
| Oct 1 | Morgan Stanley | Maintains | Overweight → Overweight | — | $95.47 | $94.60 | -0.9% | -3.4% | +0.5% | +1.5% | -0.1% | +0.0% |
| Sep 16 | Deutsche Bank | Maintains | Buy → Buy | — | $92.10 | $92.33 | +0.2% | -1.2% | +1.2% | +1.3% | +1.1% | +0.1% |
| Aug 15 | Truist | Maintains | Buy → Buy | — | $97.78 | $97.15 | -0.6% | -1.7% | +0.1% | -0.4% | -0.3% | +0.3% |
| Jul 29 | Morgan Stanley | Maintains | Overweight → Overweight | — | $97.91 | $99.00 | +1.1% | +0.0% | +0.7% | -0.9% | -2.3% | +1.6% |
| Jul 21 | Citigroup | Maintains | Buy → Buy | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Barclays | Maintains | Overweight → Overweight | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Truist | Maintains | Buy → Buy | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | BofA Securities | Maintains | Underperform → Underperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Citizens Capital Markets | Maintains | Market Perform → Market Perform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 15 | Morgan Stanley | Maintains | Overweight → Overweight | — | $92.70 | $92.73 | +0.0% | -1.2% | -0.4% | +2.0% | +2.9% | +0.5% |
| Jul 15 | Piper Sandler | Maintains | Neutral → Neutral | — | $92.70 | $92.73 | +0.0% | -1.2% | -0.4% | +2.0% | +2.9% | +0.5% |
| Jul 14 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $91.97 | $92.08 | +0.1% | +0.8% | -1.2% | -0.4% | +2.0% | +2.9% |
| Jul 11 | Wells Fargo | Maintains | Overweight → Overweight | — | $93.04 | $92.53 | -0.5% | -1.1% | +0.8% | -1.2% | -0.4% | +2.0% |
| Jul 10 | Barclays | Maintains | Overweight → Overweight | — | $92.32 | $92.41 | +0.1% | +0.8% | -1.1% | +0.8% | -1.2% | -0.4% |
| Jul 9 | Raymond James | Maintains | Outperform → Outperform | — | $91.95 | $92.31 | +0.4% | +0.4% | +0.8% | -1.1% | +0.8% | -1.2% |
| Jul 7 | Citigroup | Maintains | Buy → Buy | — | $91.48 | $91.50 | +0.0% | +1.2% | -0.7% | +0.4% | +0.8% | -1.2% |
| Jun 16 | Truist | Maintains | Buy → Buy | — | $87.36 | $87.82 | +0.5% | +1.8% | -0.0% | +1.1% | -0.8% | -0.9% |
| Jun 9 | Redburn Atlantic | Upgrade | Sell → Neutral | — | $88.25 | $88.29 | +0.0% | -0.0% | +0.1% | +0.1% | +0.1% | -1.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 28, 2026 | Wurster Richard ADir/Off | President & CEO | Buy | 21,959 | $84.23 | $1.8M | 218,409 | +2.34% | +1.63% |
| May 19, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 27,500 | $92.22 | $2.5M | 30,209,768 | +0.33% | -0.30% |
| May 18, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 27,500 | $92.40 | $2.5M | 30,237,268 | -0.63% | -0.83% |
| May 13, 2026 | Sarin ArunDir | — | Sell | 2,500 | $91.16 | $228K | 23,983 | +1.61% | +0.33% |
| May 6, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 109,300 | $92.01 | $10.1M | 30,264,768 | -2.88% | +1.10% |
| May 5, 2026 | Schwab-Pomerantz CarolynDir | — | Sell | 9,910 | $92.29 | $915K | 1,396,458 | -2.88% | +1.10% |
| May 4, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 109,300 | $91.50 | $10.0M | 30,374,068 | -2.88% | +1.10% |
| May 1, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 55,000 | $91.86 | $5.1M | 54,389,641 | -0.07% | -0.99% |
| Apr 30, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 50,000 | $91.81 | $4.6M | 54,444,641 | -0.07% | -0.99% |
| Apr 29, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 63,743 | $90.49 | $5.8M | 55,609,641 | -0.07% | -0.99% |
| Apr 28, 2026 | HERRINGER FRANK CDir | — | Sell | 2,520 | $90.60 | $228K | 177,508 | +0.53% | -0.27% |
| Apr 27, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 36,450 | $90.00 | $3.3M | 55,673,384 | +0.08% | -0.07% |
| Apr 23, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 36,450 | $90.50 | $3.3M | 55,709,834 | +0.08% | -0.07% |
8-K
The Charles Schwab Corporation -- 8-K Filing
Charles Schwab issued Series L Preferred Stock with dividend payment restrictions that limit share buybacks and acquisitions unless preferred dividends are fully funded, potentially constraining capital returns to common shareholders.
Apr 22
8-K
Unknown — 8-K Filing
Schwab's $140 billion in core net new assets and 1.3 million new accounts in Q1 2026 demonstrate robust growth momentum, signaling strong competitive positioning and rising investor confidence that should support sustained revenue expansion and stock appreciation.
Apr 16
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
A new Audit Committee member's appointment signals potential governance changes; investors should monitor whether this strengthens oversight and financial controls at these financial services firms.
Mar 17
8-K · 5.02
!!! Very High
Forge Global Holdings, Inc. -- 8-K 5.02: Executive Change
Forge Global's board of directors was replaced following the completion of its merger with Schwab, resulting in governance transition to the combined entity's leadership structure.
Mar 2
8-K
The Charles Schwab Corporation -- 8-K Filing
Schwab's acquisition of Forge expands its platform to include pre-IPO private share access, strengthening its competitive position in serving individual investors and RIAs across both public and private markets.
Mar 2
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 108,353,995 | $10.2B | New | Mar 2026 |
| 2 | Dodge & Cox | 75,002,881 | $7.0B | Reduced | Mar 2026 |
| 3 | Jpmorgan Chase & Co | 73,848,142 | $6.9B | Added | Mar 2026 |
| 4 | Morgan Stanley | 46,466,470 | $4.6B | Reduced | Dec 2025 |
| 5 | Fmr Llc | 35,688,169 | $3.4B | Added | Mar 2026 |
| 6 | Franklin Resources Inc | 31,825,622 | $3.0B | Added | Mar 2026 |
| 7 | Vanguard Portfolio Management Llc | 26,572,070 | $2.5B | New | Mar 2026 |
| 8 | Primecap Management Co/ca/ | 23,441,915 | $2.2B | Added | Mar 2026 |
| 9 | Artisan Partners Limited Partnership | 17,451,048 | $1.6B | Added | Mar 2026 |
| 10 | Invesco Ltd. | 16,956,980 | $1.6B | Added | Mar 2026 |
| 11 | Northern Trust Corp | 16,360,776 | $1.5B | Reduced | Mar 2026 |
| 12 | Bank Of New York Mellon Corp | 16,162,082 | $1.5B | Added | Mar 2026 |
| 13 | Bank Of America Corp /de/ | 15,623,030 | $1.5B | Added | Mar 2026 |
| 14 | Viking Global Investors | 14,664,954 | $1.4B | Added | Mar 2026 |
| 15 | Flossbach Von Storch Se | 10,669,791 | $1.0B | Added | Mar 2026 |
| 16 | Baird Financial Group, Inc. | 8,445,361 | $794M | Added | Mar 2026 |
| 17 | Nuveen, Llc | 6,008,689 | $565M | Added | Mar 2026 |
| 18 | Ubs Group Ag | 5,779,000 | $543M | Reduced | Mar 2026 |
| 19 | Amundi | 5,585,640 | $525M | New | Mar 2026 |
| 20 | Boston Partners | 5,486,614 | $516M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$162.95B
Enterprise Value
$77.00B
P/E (TTM)
19.68x
Forward P/E
15.22x
PEG Ratio
0.36x
P/B
3.29x
P/S
5.89x
P/FCF
18.60x
EV/EBITDA
5.12x
Shares Out
1.78B
Financials (TTM)
Revenue
$27.68B
Net Income
$8.85B
EBITDA
$15.04B
Free Cash Flow
$8.76B
Op Cash Flow
$9.31B
EPS Basic
$4.68
EPS Diluted
$4.66
EPS Forward
$6.02
Gross Margin
80.3%
Op Margin
49.4%
Net Margin
32.0%
Balance Sheet
Total Assets
$491.00B
Total Liab.
$441.57B
Total Equity
$49.42B
Cash
$108.11B
LT Debt
$22.15B
Book Value/Sh
$27.89
Debt/Equity
0.63x
Current Ratio
0.53
Quick Ratio
0.53
Returns & Growth
ROE
17.9%
ROA
1.8%
ROIC
11.3%
Rev Growth YoY
+6.5%
EPS Growth YoY
+56.0%
Price Returns
2W
-2.3%
1M
-4.7%
3M
-8.2%
6M
-5.8%
12M
-1.1%
Technicals
52W High
$107.21
52W Low
$85.35
50d MA
$90.91
200d MA
$94.74
RSI (14)
62.60
ATR (14)
$2.17
Beta
0.90
Avg Volume
12.2M
Dividends
Div Rate
$1.31
Div Yield
1.4%
Frequency
4
Ex-Div Date
May 8, 2026
Analyst Price Targets
Consensus
$119.11
High
$127.00
Low
$105.00
Median
$122.00
Data updated apr 27, 2026 12:23am
· Source: financialmodelingprep.com