Charles Schwab Corp

SCHW

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88.610USD

-0.890-0.99%

Close 05/08, 16:00（ET）Quotes delayed by 15 min

Charles Schwab Corp's Score

Industry at a Glance

Industry Ranking

51 / 116

Overall Ranking

167 / 4494

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

45°C



Very Low

Very High

Negative

Charles Schwab Corp Highlights

StrengthsRisks

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 27.68B.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 33.55%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 33.55%.

Fairly Valued

The company’s latest PB is 3.65, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 1.49B shares, decreasing 3.42% quarter-over-quarter.

Held by HACAX

Star Investor HACAX holds 30.73K shares of this stock.

Analyst Rating

Based on 22 analysts

Buy

Current Rating

113.944

Target Price

+24.56%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Charles Schwab Corp is 6.61, ranking 76 out of 116 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 7.30B, representing a year-over-year increase of 9.77%, while its net profit experienced a year-over-year increase of 33.46%.

Score

Industry at a Glance

Previous score

6.61

Change

0



Financials

7.90

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

5.55

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

4.83

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

8.00

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

6.76

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Charles Schwab Corp is 5.89, ranking 93 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 17.55, which is 87.49% below the recent high of 32.90 and 26.66% above the recent low of 12.87.

Score

Industry at a Glance

Previous score

5.89

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 51/116

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Charles Schwab Corp is 8.10, ranking 21 out of 116 in the Investment Banking & Investment Services industry. The average price target is 111.00, with a high of 139.00 and a low of 88.00.

Score

Industry at a Glance

Previous score

8.10

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of Charles Schwab Corp is 6.64, ranking 97 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 96.97 and the support level at 84.05, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.82

Change

-0.18

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-08

The current institutional shareholding score of Charles Schwab Corp is 7.00, ranking 28 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 85.65%, representing a quarter-over-quarter increase of 0.72%. The largest institutional shareholder is The Vanguard, holding a total of 143.30M shares, representing 8.24% of shares outstanding, with 1.47% increase in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

149.71M

-0.71%

Schwab (Charles R Jr.)

104.36M

+0.02%

BlackRock Institutional Trust Company, N.A.

80.51M

+1.55%

Dodge & Cox

Star Investors

76.51M

-7.86%

State Street Investment Management (US)

72.63M

-0.72%

JP Morgan Asset Management

48.12M

+9.89%

T. Rowe Price Associates, Inc.

Star Investors

46.43M

-15.06%

Geode Capital Management, L.L.C.

37.67M

+0.26%

Fidelity Management & Research Company LLC

29.15M

+8.07%

PRIMECAP Management Company

Star Investors

23.28M

+9.75%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Charles Schwab Corp is 9.76, ranking 6 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 0.80. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

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