SCHW
The Charles Schwab Corporation
Set alert
- YTD
- -11.87%
- 1 year
- -6.74%
- Open
- 89.71
- Prev close
- 89.47
- Mkt cap
- 152.27B
- Vol
- 11.47M
- Avg vol
- 8.11M
- EPS
- 5.85
- P/E
- 15.05
- Div yield
- 1.43%
More statistics
- Low
- 87.37
- High
- 89.58
- Forward P/E
- 11.28
- Beta
- 0.78
- Short ratio
- 0.00
- Inst. own
- 85.38%
- Dividend
- 1.28
- Ex-div date
- Nov 12, 2026
- Earnings
- Jan 20, 2027
- 50-d avg
- 100.93
- 200-d avg
- 97.63
- 1y target
- 117.32
Key statistics
- Market cap
- 152.22B
- Enterprise value
- 126.10B
- Trailing P/E
- 15.05
- Forward P/E
- 11.28
- PEG ratio
- 0.74
- Price / sales
- 5.62
- Price / book
- 2.96
- EPS (TTM)
- 5.85
- Beta
- 0.78
- Dividend yield
- 1.43%
- Payout ratio
- 21.49%
- Profit margin
- 39.33%
- Revenue (TTM)
- 27.06B
- Revenue growth
- 16.90%
- Free cash flow
- 0
- Total cash
- 68.50B
- Total debt
- 40.00B
- Return on equity
- 21.12%
- Shares outstanding
- 1.73B
- Short % of float
- 0.00%
- 50-day average
- 100.93
- 200-day average
- 97.63
Analyst view
Consensus: buy
- Target (low)
- 82.00
- Target (mean)
- 117.32
- Target (high)
- 147.00
- Strong buy7
- Buy11
- Hold5
- Sell0
- Strong sell1
Next earnings
Jan 20, 2027
Expected Jan 20, 2027. Consensus EPS estimate 1.72.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 20, 2027 | Dec 30, 2026 | 1.72 | — | — | — |
| Oct 15, 2026 | Sep 30, 2026 | 1.65 | 1.69 | +0.04 | +2.42% |
| Jul 21, 2026 | Jun 30, 2026 | 1.56 | 1.62 | +0.06 | +3.85% |
| Apr 16, 2026 | Mar 31, 2026 | 1.40 | 1.43 | +0.03 | +2.14% |
| Jan 21, 2026 | Dec 31, 2025 | 1.36 | 1.39 | +0.03 | +2.21% |
| Oct 16, 2025 | Sep 30, 2025 | 1.25 | 1.31 | +0.06 | +4.80% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 28, 2026 | Evercore ISI Group | main | In-Line | In-Line |
| Oct 21, 2026 | Morgan Stanley | main | Overweight | Overweight |
| Oct 19, 2026 | BMO Capital | main | Market Perform | Market Perform |
| Oct 16, 2026 | Barclays | main | Overweight | Overweight |
| Oct 16, 2026 | UBS | main | Buy | Buy |
| Oct 16, 2026 | Wells Fargo | main | Equal-Weight | Equal-Weight |
About The Charles Schwab Corporation
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
- Sector
- Financial Services
- Industry
- Capital Markets
- Country
- United States
- Website
- aboutschwab.com
News
- 10 Financials Stocks Whale Activity In Today’s Session
- Schwab IMPACT 2026: Matt Tuttle Sees GOOGL as a Buy, ORCL Guidance "Huge"
- Schwab IMPACT 2026: Charles Schwab CEO on AI's Value for Clients & Advisors
- Schwab: It's Time To Evaluate The Preferreds And Common
- Brokerage Trade Counts Climbed in the Third Quarter as Regulators Weigh Round-the-Clock Markets
- Evercore ISI Group Maintains In-Line on Charles Schwab, Lowers Price Target to $98
- Benzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yet
- Benzinga's 'Stock Whisper' Index: Five Stocks Investors Secretly Monitor But Don't Talk About Yet
- Morgan Stanley Maintains Overweight on Charles Schwab, Lowers Price Target to $132
- Bitcoin Stuck at $81,000 but Analyst Says 'Hold On' Before Run to $90,000
Your note
Sign in to keep a note on SCHW — it syncs with the Stock Master app.
Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BETTINGER WALTER W II | Chairman of the Board | Sale | Aug 27, 2026 | 0 |
| DODDS CHRISTOPHER V | Director | Stock Award(Grant) | May 25, 2026 | 456,323 |
| ELLIS STEPHEN A | Director | Conversion of Exercise of derivative security | Jun 22, 2026 | 109,438 |
| HERRINGER FRANK C | Director | Stock Award(Grant) | May 25, 2026 | 240,401 |
| RICKETTS TODD M | Director | Stock Award(Grant) | May 26, 2025 | 830,454 |
| SCHWAB CHARLES R JR. | Chairman of the Board | Sale | Oct 28, 2026 | 0 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.77% | 134,414,949 | 11.83B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.21% | 107,329,957 | 9.45B | Jun 29, 2026 |
| Dodge & Cox Inc. | 4.45% | 76,968,323 | 6.77B | Jun 29, 2026 |
| State Street Corporation | 4.23% | 73,174,188 | 6.44B | Jun 29, 2026 |
| JPMORGAN CHASE & CO | 2.84% | 49,165,186 | 4.33B | Jun 29, 2026 |
| FMR, LLC | 2.56% | 44,265,455 | 3.90B | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.03% | 52,449,820 | 4.62B | Jun 29, 2026 |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | 2.97% | 51,357,235 | 4.52B | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.45% | 42,349,525 | 3.73B | Jun 29, 2026 |
| iShares Trust-iShares Core S&P 500 ETF | 1.25% | 21,660,163 | 1.91B | Sep 29, 2026 |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 1.23% | 21,221,021 | 1.87B | Aug 30, 2026 |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 1.16% | 20,097,625 | 1.77B | Sep 29, 2026 |