Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.934
Sell
RSI(14)
45.830
Neutral
STOCH(KDJ)(9,3,3)
32.219
Neutral
ATR(14)
2.068
Low Volatility
CCI(14)
-85.434
Neutral
Williams %R
60.222
Sell
TRIX(12,20)
-0.079
Sell
StochRSI(14)
100.000
Buy
Charles Schwab Corp
SCHW93.940USD
+1.700+1.84%
Close 09/11, 16:00（ET）Quotes delayed by 15 min
170.45BMarket Cap
25.11P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Currency: USD Updated：2025-09-10Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
22
analysts
Buy
Current Rating
105.167
Target Price
+14.01%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company 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 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, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 16.55% year-on-year.
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 3.92, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 1.65B shares, increasing 8.23% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 150.41M shares of this stock.
Financial Health
Currency: USD Updated：2025-09-10The company's current financial score is 7.86, which is higher than the Investment Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 6.65B, representing a year-over-year increase of 3.13%, while its net profit experienced a year-over-year increase of 43.57%.
Score
Financials
7.80
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
9.13
Operational Efficiency
7.73
Growth Potential
7.52
Shareholder Returns
7.15
Company Valuation
Currency: USD Updated：2025-09-10The company’s current valuation score is 5.60, which is higher than the Investment Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 26.02, which is 2.00% below the recent high of 26.54 and 15.47% above the recent low of 21.99.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 13/117
No Data
Earnings Forecast
Currency: USD Updated：2025-09-10The company’s current earnings forecast score is 8.09, which is higher than the Investment Banking & Investment Services industry's average of 7.34. The average price target for Charles Schwab Corp is 110.00, with a high of 131.00 and a low of 79.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
22
analysts
Buy
Current Rating
105.167
Target Price
+14.01%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
8
Median
10
Average
Company name
Ratings
Analysts
Charles Schwab Corp
SCHW
22
Morgan Stanley
MS
24
Goldman Sachs Group Inc
GS
23
Citigroup Inc
C
22
eToro Group Ltd
ETOR
15
LPL Financial Holdings Inc
LPLA
15
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated：2025-09-10The company’s current price momentum score is 7.14, which is lower than the Investment Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 99.41 and the support level at 94.34, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
93.070
Buy
MA10
94.825
Sell
MA20
95.576
Sell
MA50
95.279
Sell
MA100
90.744
Buy
MA200
84.434
Buy
Institutional Confidence
Currency: USD Updated：2025-09-10The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 90.96%, representing a quarter-over-quarter decrease of 0.03%. The largest institutional shareholder is The Vanguard, holding a total of 150.41M shares, representing 8.29% of shares outstanding, with 15.30% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Schwab (Charles R Jr.)
BlackRock Institutional Trust Company, N.A.
State Street Global Advisors (US)
JP Morgan Asset Management
Geode Capital Management, L.L.C.
Fidelity Management & Research Company LLC
1
2
Risk Assessment
Currency: USD Updated：2025-09-10The 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 company’s current risk assessment score is 6.23, which is higher than the Investment Banking & Investment Services industry's average of 5.16. The company's beta value is 0.96. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.98
VaR
+3.03%
240-Day Maximum Drawdown
+17.43%
240-Day Volatility
+29.84%
Return
Best Daily Return
60 days
+2.90%
120 days
+7.61%
5 years
+12.57%
Worst Daily Return
60 days
-5.72%
120 days
-7.76%
5 years
-12.77%
Sharpe Ratio
60 days
+0.91
120 days
+1.54
5 years
+0.60
Risk Assessment
Maximum Drawdown
240 days
+17.43%
3 years
+44.67%
5 years
+50.41%
Return-to-Drawdown Ratio
240 days
+2.46
3 years
+0.20
5 years
+0.34
Skewness
240 days
+0.14
3 years
-0.47
5 years
-0.25
Volatility
Realised Volatility
240 days
+29.84%
5 years
+34.36%
Standardised True Range
240 days
+2.02%
5 years
+2.10%
Downside Risk-Adjusted Return
120 days
+169.57%
240 days
+169.57%
Maximum Daily Upside Volatility
60 days
+14.21%
Maximum Daily Downside Volatility
60 days
+18.51%
Liquidity
Average Turnover Rate
60 days
+0.45%
120 days
+0.50%
5 years
--
Turnover Deviation
20 days
-11.35%
60 days
-8.46%
120 days
+1.93%
Peer Comparison
Currency: USD Updated：2025-09-10Charles Schwab Corp
SCHW
6.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMG
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Score
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Earnings Forecast
Price Momentum
Institutional Confidence
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BK
7.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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HLI
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
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WT
6.99 /10
Score
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Score
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
