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SCHW

The Charles Schwab Corporation

Financial Services · USD

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Price alert · SCHW

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88.05 USD -1.42 -1.59%
As of Oct 30, 2026 Extended hours 88.09 +0.05%
Bid
88.02 × 300
Ask
88.03 × 200
87.37 Day range 89.58
85.35 52-week range 113.65
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

MAX chart

Chart tools
Interval
SCHW all-time price chart0.1328.757.385.9114.5Sep 87Jun 95Jun 03Mar 11Mar 19Oct 26

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

Buy
Price target (mean) 117.32 +33.2% upside
Target (low)
82.00
Target (mean)
117.32
Target (high)
147.00
Ratings (0m) 24 18 buy · 5 hold · 1 sell
  • Strong buy7
  • Buy11
  • Hold5
  • Sell0
  • Strong sell1

Next earnings

Jan 20, 2027

Expected Jan 20, 2027. Consensus EPS estimate 1.72.

Earnings history

Financials — quick view

All financials
SCHW Revenue — quarterly 7.07B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
SCHW Net income — quarterly 2.80B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
SCHW EPS — quarterly 1.55
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

SCHW recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Jan 20, 2027Dec 30, 20261.72———
Oct 15, 2026Sep 30, 20261.651.69+0.04+2.42%
Jul 21, 2026Jun 30, 20261.561.62+0.06+3.85%
Apr 16, 2026Mar 31, 20261.401.43+0.03+2.14%
Jan 21, 2026Dec 31, 20251.361.39+0.03+2.21%
Oct 16, 2025Sep 30, 20251.251.31+0.06+4.80%

Upgrades / downgrades

SCHW analyst upgrades and downgrades
DateFirmActionFromTo
Oct 28, 2026Evercore ISI GroupmainIn-LineIn-Line
Oct 21, 2026Morgan StanleymainOverweightOverweight
Oct 19, 2026BMO CapitalmainMarket PerformMarket Perform
Oct 16, 2026BarclaysmainOverweightOverweight
Oct 16, 2026UBSmainBuyBuy
Oct 16, 2026Wells FargomainEqual-WeightEqual-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

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Insider holders

SCHW insider holders
InsiderRelationLatest transactionDateShares held
BETTINGER WALTER W IIChairman of the BoardSaleAug 27, 20260
DODDS CHRISTOPHER VDirectorStock Award(Grant)May 25, 2026456,323
ELLIS STEPHEN ADirectorConversion of Exercise of derivative securityJun 22, 2026109,438
HERRINGER FRANK CDirectorStock Award(Grant)May 25, 2026240,401
RICKETTS TODD MDirectorStock Award(Grant)May 26, 2025830,454
SCHWAB CHARLES R JR.Chairman of the BoardSaleOct 28, 20260

Institution ownership

SCHW institution ownership
Holder% heldSharesValueReported
Blackrock Inc.7.77%134,414,94911.83BJun 29, 2026
Vanguard Capital Management LLC6.21%107,329,9579.45BJun 29, 2026
Dodge & Cox Inc.4.45%76,968,3236.77BJun 29, 2026
State Street Corporation4.23%73,174,1886.44BJun 29, 2026
JPMORGAN CHASE & CO2.84%49,165,1864.33BJun 29, 2026
FMR, LLC2.56%44,265,4553.90BJun 29, 2026

Fund ownership

SCHW fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.03%52,449,8204.62BJun 29, 2026
Dodge & Cox Funds-Dodge & Cox Stock Fund2.97%51,357,2354.52BJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.45%42,349,5253.73BJun 29, 2026
iShares Trust-iShares Core S&P 500 ETF1.25%21,660,1631.91BSep 29, 2026
Fidelity Concord Street Trust-Fidelity 500 Index Fund1.23%21,221,0211.87BAug 30, 2026
SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust1.16%20,097,6251.77BSep 29, 2026
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