NASDAQ · SCHW
Financial Services · Financial - Capital Markets
$106.54
Up+$0.79 (+0.74%)
Updated Sep 10, 2026, 10:13 PM
SID Score
7.2/10
Composite research score
Smart Money
46/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
SCHW closed at $106.54 after 20 trading sessions, down 2.56% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 9, 2026 | $106.98 | $107.83 | $106.19 | $106.54 | 8.52M |
| Sep 8, 2026 | $109.00 | $109.32 | $106.82 | $106.87 | 6.85M |
| Sep 4, 2026 | $109.59 | $110.40 | $108.52 | $109.29 | 5.88M |
| Sep 3, 2026 | $108.78 | $110.72 | $108.78 | $110.38 | 6.35M |
| Sep 2, 2026 | $108.50 | $109.90 | $108.18 | $108.24 | 7.16M |
| Sep 1, 2026 | $109.44 | $109.80 | $107.97 | $108.28 | 8.17M |
| Aug 31, 2026 | $109.40 | $110.3207 | $109.40 | $109.82 | 6.16M |
| Aug 28, 2026 | $108.40 | $111.01 | $107.78 | $110.16 | 12.82M |
| Aug 27, 2026 | $108.95 | $109.525 | $107.23 | $108.05 | 10.11M |
| Aug 26, 2026 | $108.25 | $110.32 | $106.34 | $109.39 | 13.95M |
| Aug 25, 2026 | $113.04 | $113.3827 | $112.0813 | $112.27 | 5.05M |
| Aug 24, 2026 | $112.89 | $114.53 | $112.51 | $113.65 | 8.28M |
| Aug 21, 2026 | $110.27 | $112.40 | $110.165 | $112.30 | 6.94M |
| Aug 20, 2026 | $111.46 | $111.855 | $109.55 | $109.79 | 6.64M |
| Aug 19, 2026 | $111.41 | $112.08 | $110.54 | $110.88 | 6.51M |
| Aug 18, 2026 | $111.33 | $112.20 | $110.5856 | $111.68 | 7.09M |
| Aug 17, 2026 | $110.94 | $111.64 | $110.41 | $110.58 | 6.24M |
| Aug 14, 2026 | $109.75 | $111.18 | $109.19 | $111.09 | 5.99M |
| Aug 13, 2026 | $109.74 | $110.20 | $108.90 | $110.06 | 5.16M |
| Aug 12, 2026 | $107.00 | $109.66 | $106.75 | $109.34 | 5.54M |
The latest Smart Investors Daily articles mentioning SCHW.
SCHW research
Company profile and research snapshot.
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.6 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of the third quarter. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 3, 2026 | Compass Point | Buy | — |
| Jul 27, 2026 | Morgan Stanley | Overweight | — |
| Jul 23, 2026 | Argus Research | Buy | — |
| Jul 22, 2026 | Barclays | Overweight | — |
| Jul 22, 2026 | UBS | Buy | — |
Generated Sep 10, 2026, 7:11 PM
Charles Schwab shares edged higher by 0.40% today as the market digests a mixed backdrop of cautious investor sentiment and structural questions about the company's profitability model. Recent trading data reveals retail investors are pulling back on risk, which could have mixed implications for Schwab's business as client cash positioning shifts.
Bottom line: Schwab's modest gains today reflect a balanced market view as the company navigates a shifting retail investor landscape characterized by de-risking sentiment and margin compression risks. While competitive and interest rate headwinds warrant caution, the company's diversified platform and solid product positioning offer stability for long-term investors, making new positions more attractive on any weakness rather than at current levels.
Yahoo · Sep 10, 2026
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Yahoo · Sep 10, 2026
SCHO sticks to Treasuries with minimal volatility, while ISTB diversifies into corporate and mortgage debt for extra income. Which strategy fits your risk tolerance?
Yahoo · Sep 10, 2026
The brokerage business may not be exactly what it looks like from the outside.
Yahoo · Sep 9, 2026
The company’s index that tracks investor behavior shows clients became more selective in August about stocks and sectors.
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation shares traded at $106.54, reflecting a modest daily gain of 0.15% per SID market data. Over the trailing three-month period, SCHW has delivered a strong 20.02% return, significantly outpacing its one-year gain of 13.15%, indicating accelerating momentum in recent months. The stock currently sits above its 200-day moving average of $97.70, representing a 9.0% premium, while trading just slightly above its 50-day moving average of $105.72. However, the 14-day RSI reading of 39.4 suggests the stock is approaching oversold territory despite its elevated price relative to longer-term averages. Average daily trading volume stands at approximately 8.85 million shares, according to Massive/Polygon data. SCHW carries a beta of 0.956, indicating marginally lower volatility than the broader market. The company's market capitalization stands at approximately $176.5 billion, positioning it among the largest financial services firms.
The Charles Schwab Corporation trades at a price-to-earnings ratio of 21.28, according to SID market data, reflecting a premium valuation relative to many traditional financial services peers. The PEG ratio stands at 1.44, per SEC filings, suggesting the stock is modestly priced relative to its expected earnings growth trajectory, though not at a discount. SCHW's price-to-book ratio of 4.34 indicates the market assigns a significant premium above the company's book value, consistent with investor expectations for sustained asset gathering and revenue growth. The company currently offers a dividend yield of approximately 1.11%, providing a modest income component for shareholders. Within the financial services sector, Schwab's valuation metrics reflect the market's recognition of its scale advantages and recurring revenue model from client cash sweep programs. The valuation profile suggests the stock is priced for continued execution on its integration and organic growth strategies.
The Charles Schwab Corporation registers a smart money score of 46 out of 100, reflecting a neutral signal according to SID market data. Institutional ownership confidence scores a perfect 25 out of 25, indicating robust positioning from large asset managers and mutual funds. However, the insider trading component scores just 7.5 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days, comprising 6 purchases and 14 sales. This sell-to-buy ratio of roughly 2.3-to-1 reflects a pattern of net insider disposition. Dark pool activity scores a low 5.5 out of 25, suggesting limited off-exchange institutional accumulation at current price levels. Congressional trading activity registers at 7.6 out of 25 per 13F institutional filings. The divergence between strong institutional conviction and weaker insider sentiment creates a mixed picture. The elevated insider selling activity warrants monitoring, particularly given the stock's substantial three-month appreciation of over 20%, which may have prompted profit-taking among company executives.
The Charles Schwab Corporation has demonstrated a pattern of exceeding analyst expectations in its most recent reported quarters. In Q4, the company posted earnings per share of $1.43 versus a consensus estimate of $1.38, delivering a positive surprise of $0.05 per company earnings reports. The subsequent Q1 quarter showed an acceleration in outperformance, with actual EPS of $1.62 surpassing the $1.51 estimate by $0.11, representing a 7.3% beat. Forward-looking analyst estimates project Q3 EPS of $1.36, with Q2 estimates currently at $1.51 according to consensus data. The sequential earnings trajectory from $1.43 to $1.62 in reported quarters reflects improving profitability fundamentals. Analysts anticipate this growth trajectory to continue, with upcoming quarterly estimates suggesting sustained earnings power above the $1.35 level. The company's next earnings report is scheduled for April 2026, which will provide further clarity on revenue trends and margin expansion.
Wall Street consensus on The Charles Schwab Corporation remains decisively bullish, with recent analyst activity uniformly reflecting positive sentiment. On August 3, 2026, Compass Point initiated coverage with a Buy rating, adding a new voice to the bull camp per Wall Street analyst reports. Morgan Stanley maintained its Overweight rating on July 27, while both Barclays and UBS reiterated Overweight and Buy ratings respectively on July 22, according to SID consensus data. Argus Research also maintained its Buy recommendation on July 23. Notably, all five most recent analyst actions carry either Buy or Overweight designations, with zero downgrades or neutral initiations observed in the current review period. Several of these ratings were issued following SCHW's Q1 earnings beat of $0.11 above consensus, suggesting the results reinforced bullish theses. The absence of any Hold or Sell ratings among recent coverage updates indicates broad institutional confidence in Schwab's near-term fundamental trajectory and competitive positioning within financial services.
The latest Smart Investors Daily articles mentioning SCHW.
