Charles Schwab Stock
The Charles Schwab Corporation
Company data
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Country
- United States
- CEO
- Richard Andrew Wurster
- Employees
- 33,700
- Market cap
- $159 B
- IPO
- 22/09/1987
The Charles Schwab Corporation is a prominent company in the financial services sector, headquartered in Westlake. Established in 1971, the firm provides a comprehensive suite of offerings including wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and…
Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.
Charles Schwab stock: price history
1D
-2.3%
1W
-4.9%
1M
-12.6%
6M
-0.3%
YTD
-8.0%
1Y
-1.6%
2Y
+27.6%
5Y
+13.7%
10Y
+187.6%
Next earnings date
Next earnings date
20/01/2027 (in 95 days)
Volatility around earnings
~16% stronger price swings than usual
Charles Schwab stock scores
- Valuation
Visible after free registration
- Trend
Visible after free registration
- Quality
Visible after free registration
- Dividend
Visible after free registration
- Growth
Visible after free registration
- Insider
Visible after free registration
- Earnings
Visible after free registration
- Revisions
Visible after free registration
- Sentiment
Visible after free registration
- Short Pressure
Visible after free registration
Register for free
Unlock all 11 scores
- 5 credits free on registration
- Access to virtual portfolios and watchlist
- No credit card, no payment details needed
- No subscription, no minimum term
- Our own servers in Germany, no US cloud
Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.
Business model & megatrends
Very robust business model with strong megatrend tailwind: wide moat, strong pricing power, predictable revenue.
1 more assignment (Enabler/Second row) Pro-only.
The Charles Schwab Corporation offers a comprehensive range of financial services, primarily divided into Investor Services and Advisor Services segments. In Investor Services, retail customers are served with offerings including securities trading, wealth management, banking products, and advisory services for retirement planning and mortgages. The Advisor Services segment focuses on supporting independent investment advisors through custodial services, trading platforms, and banking infrastructure. The business model combines fees from securities trading and wealth management with net interest income from banking products such as mortgages and margin loans. Through its broad portfolio of financial instruments and integrated platform serving both advisors and retail customers, the company functions as a central provider of services in the capital markets environment.
- Revenue model
- Mixed
- Recurring revenue
- High
- Pricing power
- Moderate
- Moat
- Wide
- Moat type
- Switching costs
- Capital intensity
- High
- Customer concentration
- Unknown
Ask the agents about Charles Schwab
Analyst assessment of Charles Schwab
PRICE TARGET LOW
US$95.00
CONSENSUS
US$118.93
MEDIAN
US$117.00
PRICE TARGET HIGH
US$145.00
0
STRONG BUY
28
BUY
20
HOLD
3
SELL
0
STRONG SELL
51
TOTAL · Buy
As of: 16/10/2026
Charles Schwab stock metrics
P/E
15.61
P/B
51.24
EV/EBITDA
10.5
RETURN ON EQUITY
93.7%
NET MARGIN
83.6%
DEBT/EQUITY
0.14
DIVIDEND YIELD
1.3%
AS OF
30/09/2026
Free float & liquidity
FREE FLOAT
94.3%
FLOAT SHARES
1,630,167,539
AVG. DAILY VOLUME (30D)
8,661,429
Insider transactions (SEC)
Hathi Neesha
Hathi Neesha
Ellis Stephen A
Hathi Neesha
Hathi Neesha
Attention
1 mention today in US forums, about the same as yesterdayPrice since yesterday: -2.3%
Forums (Reddit)
Institutional holders
Dividends & Stock splits
Dividends
Stock splits
Smart Money
Register for free
Register now to see which funds are invested
- 5 credits free on registration
- Access to virtual portfolios and watchlist
- No credit card, no payment details needed
- No subscription, no minimum term
- Our own servers in Germany, no US cloud
Comparable stocks
Frequently asked questions about Charles Schwab stock
What does Charles Schwab do?
The Charles Schwab Corporation is a company in the Financial Services sector, Financial - Capital Markets industry, headquartered in United States.
The CEO is Richard Andrew Wurster, the company employs around 33,700 people.
The IPO was on 22/09/1987; the stock trades on NYSE under the ticker SCHW.
What do analysts say about Charles Schwab stock?
51 analysts rate the stock, the consensus is Buy (as of 16/10/2026).
The average price target is US$118.93, ranging from US$95.00 to US$145.00, with a median of US$117.00.
This is an external assessment, not a statement by Market Jury.
When does Charles Schwab report next?
The next earnings date is 20/01/2027.
Around past earnings, price swings were roughly 16% stronger than usual.
Does Charles Schwab pay a dividend?
Yes. The last dividend was US$0.32 per share, ex-date 14/08/2026, paid on 28/08/2026.
The dividend yield is 1.3% (as of 30/09/2026).
Which stocks are comparable to Charles Schwab?
Comparable stocks include Morgan Stanley, Goldman Sachs Group, Robinhood Markets, Circle Internet Group, Bitmine Immersion Technologies, Bitmine Immersion Technologies, Hut 8 and Galaxy Digital.
How can I get Charles Schwab stock analyzed?
Clicking "Analyze stock" lets five strategies assess Charles Schwab against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.
Not investment advice. Past performance is not an indicator of future results.