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Charles Schwab Corp

SCHW

103.470USD

0.0000.00%

Close 01/29, 16:00（ET）Quotes delayed by 15 min

184.87BMarket Cap

22.18P/E TTM



Charles Schwab Corp

103.470

0.0000.00%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

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: 2026-01-29

Key Insights

Charles Schwab Corp's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 30 out of 118 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 118.71.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

Industry at a Glance

Industry Ranking

30 / 118

Overall Ranking

140 / 4540

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

46°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%.

Overvalued

The company’s latest PB is 4.34, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 1.51B shares, decreasing 3.98% quarter-over-quarter.

Held by Chris Davis

Star Investor Chris Davis holds 296.44K shares of this stock.

Analyst Rating

Based on 20 analysts

Buy

Current Rating

118.706

Target Price

+14.45%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-01-29

The current financial score of Charles Schwab Corp is 6.07, ranking 88 out of 118 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 7.17B, representing a year-over-year increase of 7.81%, while its net profit experienced a year-over-year increase of 37.86%.

Score

Industry at a Glance

Previous score

6.07

Change



Financials

7.20

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

4.85

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

4.20

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

7.70

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

6.42

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Charles Schwab Corp's Company Valuation

Currency: USD Updated: 2026-01-29

The current valuation score of Charles Schwab Corp is 5.89, ranking 95 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 22.18, which is 48.34% below the recent high of 32.90 and 41.97% above the recent low of 12.87.

Score

Industry at a Glance

Previous score

5.89

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 30/118

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-01-29

The current earnings forecast score of Charles Schwab Corp is 8.10, ranking 23 out of 118 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

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 20 analysts

Buy

Current Rating

118.706

Target Price

+14.45%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Charles Schwab Corp

SCHW

Morgan Stanley

Citigroup Inc

Goldman Sachs Group Inc

LPL Financial Holdings Inc

LPLA

Raymond James Financial Inc

RJF

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: 2026-01-29

The current price momentum score of Charles Schwab Corp is 8.74, ranking 39 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 106.38 and the support level at 99.98, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.71

Change

0.03

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.

Indicators

Sell(1)

Neutral(4)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.219

Neutral

RSI(14)

57.990

Neutral

STOCH(KDJ)(9,3,3)

61.069

Neutral

ATR(14)

2.396

High Vlolatility

CCI(14)

83.135

Neutral

Williams %R

37.681

Buy

TRIX(12,20)

0.185

Sell

StochRSI(14)

76.744

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

103.156

Buy

MA10

102.919

Buy

MA20

102.321

Buy

MA50

98.154

Buy

MA100

96.111

Buy

MA200

93.091

Buy

Institutional Confidence

Currency: USD Updated: 2026-01-29

The current institutional shareholding score of Charles Schwab Corp is 7.00, ranking 33 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 84.86%, representing a quarter-over-quarter increase of 1.37%. 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

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

150.79M

+0.25%

Schwab (Charles R Jr.)

104.33M

-1.68%

Dodge & Cox

Star Investors

83.04M

-1.56%

BlackRock Institutional Trust Company, N.A.

79.28M

+1.26%

State Street Investment Management (US)

73.16M

+0.95%

T. Rowe Price Associates, Inc.

Star Investors

54.66M

-24.18%

JP Morgan Asset Management

43.79M

-14.71%

Geode Capital Management, L.L.C.

37.57M

+0.50%

Fidelity Management & Research Company LLC

26.97M

-10.01%

Fisher Investments

Star Investors

21.65M

+1.26%

Risk Assessment

Currency: USD Updated: 2026-01-29

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 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.93. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.