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Charles Schwab (SCHW)
NYSE:SCHW
SCHW Stock Chart & Stats
$103.47
-$0.35(-0.48%)
At close: 4:00 PM EST
$103.47
-$0.35(-0.48%)
Day’s Range― - ―
52-Week Range$65.88 - $105.81
Previous CloseN/A
Volume2.51M
Average Volume (3M)7.91M
Market Cap
$184.30B
Enterprise Value$187.09B
Total Cash (Recent Filing)$632.00M
Total Debt (Recent Filing)$279.00M
Price to Earnings (P/E)22.3
Beta0.94
Next Earnings
Apr 20, 2026EPS Estimate
1.35Next Dividend Ex-DateN/A
Dividend Yield1.07%
Share Statistics
EPS (TTM)1.39
Shares Outstanding1,776,936,800
10 Day Avg. Volume9,511,060
30 Day Avg. Volume7,910,337
Financial Highlights & Ratios
PEG Ratio1.29
Price to Book (P/B)2.80
Price to Sales (P/S)5.20
P/FCF Ratio66.00
Enterprise Value/Market Cap1.02
Enterprise Value/Revenue6.97
Enterprise Value/Gross Profit7.82
Enterprise Value/Ebitda14.59
Forecast
1Y Price Target
$122.54Price Target Upside18.43% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering14
EPS Forecast (FY)5.84
Revenue Forecast (FY)$26.42B
Bulls Say, Bears Say
Bulls Say
Investor Engagement And Margin LendingAnalyst highlights stronger investor engagement and elevated margin loan balances as drivers of higher trading- and lending-related revenue.
Net Interest MarginAnalyst expects reinvesting maturing securities at higher yields to provide a meaningful tailwind to net interest margin and company earnings in 2026.
Platform Monetization From ETF ServicesAnalyst notes the company's role as a major intermediary for third-party ETFs creates an opportunity to charge managers for services like data and marketing, helping replace revenue lost to commission-free trading.
Bears Say
Fee Revenue Shift To Bank DepositsAnalyst observes that shifting client balances into the bank has reduced brokerage and advisory fee income, creating pressure on fee-based revenue.
Limited Cryptocurrency OfferingAnalyst warns that the planned cryptocurrency trading features are limited compared with competitors and are unlikely to provide a meaningful competitive advantage.
Timing And Execution Risk Of New InitiativesAnalyst cautions that new revenue initiatives require lengthy implementation and are unlikely to materially alter earnings expectations in the near term.
Charles Schwab News
SCHW FAQ
What was Charles Schwab’s price range in the past 12 months?
Charles Schwab lowest stock price was $65.88 and its highest was $105.81 in the past 12 months.
What is Charles Schwab’s market cap?
Charles Schwab’s market cap is $184.30B.
When is Charles Schwab’s upcoming earnings report date?
Charles Schwab’s upcoming earnings report date is Apr 20, 2026 which is in 80 days.
How were Charles Schwab’s earnings last quarter?
Charles Schwab released its earnings results on Jan 21, 2026. The company reported $1.39 earnings per share for the quarter, missing the consensus estimate of $1.396 by -$0.006.
Is Charles Schwab overvalued?
According to Wall Street analysts Charles Schwab’s price is currently Undervalued.
Does Charles Schwab pay dividends?
Charles Schwab pays a Quarterly dividend of $0.27 which represents an annual dividend yield of 1.07%. See more information on Charles Schwab dividends here
What is Charles Schwab’s EPS estimate?
Charles Schwab’s EPS estimate is 1.35.
How many shares outstanding does Charles Schwab have?
Charles Schwab has 1,776,936,800 shares outstanding.
What happened to Charles Schwab’s price movement after its last earnings report?
Charles Schwab reported an EPS of $1.39 in its last earnings report, missing expectations of $1.396. Following the earnings report the stock price went up 0.792%.
Which hedge fund is a major shareholder of Charles Schwab?
Currently, no hedge funds are holding shares in SCHW
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Charles Schwab Stock Smart Score
Outperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$122.54 (18.43% Upside)
$122.54 (18.43% Upside)
Blogger Sentiment
Bullish
SCHW Sentiment 88%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 950.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $39.4M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▼ 0.8%
Last 30 Days ▼ 0.9%
Last 30 Days ▼ 0.9%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
28.19%
12-Months-Change
Fundamentals
Return on Equity
18.11%
Trailing 12-Months
Asset Growth
1.85%
Trailing 12-Months
Company Description
Charles Schwab
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.
SCHW Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflects a strong positive sentiment with notable achievements in revenue, client engagement, and asset growth. Despite some concerns regarding interest rate exposure and market dependency, the overall outlook is positive.View all SCHW earnings summariesSCHW Stock 12 Month Forecast
Average Price Target
$122.54
▲(18.43% Upside)
Technical Analysis
Interactive Brokers
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LPL Financial
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Morgan Stanley
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Raymond James Financial
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Goldman Sachs Group
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Ownership Overview
5.69% Insiders
26.39% Mutual Funds
0.23% Other Institutional Investors
48.33% Public Companies and Individual Investors