Indicators
Indicators
Value
Direction
MACD(12,26,9)
1.073
Buy
RSI(14)
61.775
Neutral
STOCH(KDJ)(9,3,3)
88.388
Overbought
ATR(14)
1.811
High Vlolatility
CCI(14)
110.962
Buy
Williams %R
9.494
Overbought
TRIX(12,20)
0.043
Sell
StochRSI(14)
79.317
Sell
Charles Schwab Corp
SCHW96.650USD
-0.390-0.40%
Close 12/12, 16:00（ET）Quotes delayed by 15 min
172.68BMarket Cap
22.63P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Charles Schwab Corp
Currency: USD Updated: 2025-12-12Key Insights
Charles Schwab Corp's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 33/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 110.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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.
Charles Schwab Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
22
analysts
Buy
Current Rating
110.000
Target Price
+16.67%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
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 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%.
Overvalued
The company’s latest PB is 4.05, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 1.52B shares, decreasing 4.62% quarter-over-quarter.
Held by Chris Davis
Star Investor Chris Davis holds 296.44K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-12The current financial score of Charles Schwab Corp is 6.21, ranking 84/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 7.04B, representing a year-over-year increase of 7.45%, while its net profit experienced a year-over-year increase of 75.29%.
Score
Financials
8.15
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
4.83
Operational Efficiency
4.19
Growth Potential
7.50
Shareholder Returns
6.38
Charles Schwab Corp's Company Valuation
Currency: USD Updated: 2025-12-12The current valuation score of Charles Schwab Corp is 5.89, ranking 95/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 22.63, which is 45.39% below the recent high of 32.90 and 43.13% above the recent low of 12.87.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 33/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-12The current earnings forecast score of Charles Schwab Corp is 8.00, ranking 20/116 in the Investment Banking & Investment Services industry. The average price target for Charles Schwab Corp is 111.00, with a high of 139.00 and a low of 88.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
22
analysts
Buy
Current Rating
110.000
Target Price
+16.67%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Charles Schwab Corp
SCHW
22
Morgan Stanley
MS
25
Goldman Sachs Group Inc
GS
24
Citigroup Inc
C
23
LPL Financial Holdings Inc
LPLA
16
eToro Group Ltd
ETOR
15
1
2
3
4
5
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.
Price Momentum
Currency: USD Updated: 2025-12-12The current price momentum score of Charles Schwab Corp is 9.30, ranking 48/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 99.58 and the support level at 91.53, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
95.590
Buy
MA10
94.555
Buy
MA20
93.178
Buy
MA50
93.893
Buy
MA100
94.673
Buy
MA200
89.208
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-12The current institutional shareholding score of Charles Schwab Corp is 7.00, ranking 33/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 83.71%, representing a quarter-over-quarter decrease of 7.97%. The largest institutional shareholder is The Vanguard, holding a total of 150.79M shares, representing 8.49% of shares outstanding, with 4.43% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Schwab (Charles R Jr.)
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
JP Morgan Asset Management
Geode Capital Management, L.L.C.
Fidelity Management & Research Company LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-12The current risk assessment score of Charles Schwab Corp is 9.44, ranking 9/116 in the Investment Banking & Investment Services industry. The company's beta value is 0.94. 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
0.94
VaR
+3.02%
240-Day Maximum Drawdown
+17.43%
240-Day Volatility
+28.29%
Return
Best Daily Return
60 days
+2.61%
120 days
+2.90%
5 years
+12.57%
Worst Daily Return
60 days
-3.37%
120 days
-5.72%
5 years
-12.77%
Sharpe Ratio
60 days
+1.14
120 days
+1.02
5 years
+0.46
Risk Assessment
Maximum Drawdown
240 days
+17.43%
3 years
+41.66%
5 years
+50.41%
Return-to-Drawdown Ratio
240 days
+1.68
3 years
+0.20
5 years
+0.19
Skewness
240 days
-0.27
3 years
-0.48
5 years
-0.32
Volatility
Realised Volatility
240 days
+28.29%
5 years
+34.00%
Standardised True Range
240 days
+2.03%
5 years
+2.02%
Downside Risk-Adjusted Return
120 days
+120.47%
240 days
+120.47%
Maximum Daily Upside Volatility
60 days
+11.25%
Maximum Daily Downside Volatility
60 days
+13.66%
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
Investment Banking & Investment Services
Charles Schwab Corp
SCHW
7.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GCM Grosvenor Inc
GCMG
8.23 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Charles Schwab Corp?
The TradingKey Stock Score provides a comprehensive assessment of Charles Schwab Corp based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Charles Schwab Corp’s performance and outlook.
How do we generate the financial health score of Charles Schwab Corp?
To generate the financial health score of Charles Schwab Corp, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Charles Schwab Corp's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Charles Schwab Corp.
How do we generate the company valuation score of Charles Schwab Corp?
To generate the company valuation score of Charles Schwab Corp, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Charles Schwab Corp’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Charles Schwab Corp’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Charles Schwab Corp.
How do we generate the earnings forecast score of Charles Schwab Corp?
To calculate the earnings forecast score of Charles Schwab Corp, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Charles Schwab Corp’s future.
How do we generate the price momentum score of Charles Schwab Corp?
When generating the price momentum score for Charles Schwab Corp, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Charles Schwab Corp’s prices. A higher score indicates a more stable short-term price trend for Charles Schwab Corp.
How do we generate the institutional confidence score of Charles Schwab Corp?
To generate the institutional confidence score of Charles Schwab Corp, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Charles Schwab Corp’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Charles Schwab Corp.
How do we generate the risk management score of Charles Schwab Corp?
To assess the risk management score of Charles Schwab Corp, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Charles Schwab Corp’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Charles Schwab Corp.
