NASDAQ · SCHW
Financial Services · Financial - Capital Markets
$96.80
Down-$1.22 (-1.26%)
Updated Oct 8, 2026, 12:39 AM
SID Score
6.1/10
Composite research score
Smart Money
50/100
Neutral
Price performance · SCHW
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 6, 2026
SCHW closed at $96.80 after 20 trading sessions, down 9.14% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 6, 2026 | $98.41 | $98.78 | $96.74 | $96.80 | 5.67M |
| Oct 5, 2026 | $96.90 | $98.02 | $96.44 | $97.96 | 5.87M |
| Oct 2, 2026 | $97.29 | $98.55 | $96.32 | $96.70 | 7.72M |
| Oct 1, 2026 | $97.38 | $98.50 | $96.87 | $98.37 | 6.68M |
| Sep 30, 2026 | $98.93 | $99.02 | $97.68 | $97.74 | 10.33M |
| Sep 29, 2026 | $98.07 | $99.13 | $97.40 | $99.10 | 8.09M |
| Sep 28, 2026 | $98.79 | $99.01 | $97.75 | $98.30 | 6.03M |
| Sep 25, 2026 | $99.52 | $100.61 | $98.37 | $99.03 | 7.53M |
| Sep 24, 2026 | $99.65 | $100.00 | $98.06 | $99.49 | 8.91M |
| Sep 23, 2026 | $100.00 | $101.34 | $99.45 | $99.50 | 10.9M |
| Sep 22, 2026 | $106.50 | $106.51 | $99.30 | $100.35 | 16.92M |
| Sep 21, 2026 | $105.90 | $107.41 | $105.3303 | $106.88 | 5.44M |
| Sep 18, 2026 | $104.68 | $105.70 | $104.205 | $105.25 | 18.1M |
| Sep 17, 2026 | $105.30 | $105.385 | $103.5005 | $104.63 | 7.43M |
| Sep 16, 2026 | $107.50 | $107.585 | $103.885 | $105.16 | 9.66M |
| Sep 15, 2026 | $107.01 | $109.56 | $106.905 | $107.79 | 9.2M |
| Sep 14, 2026 | $107.95 | $108.00 | $106.42 | $107.31 | 5.42M |
| Sep 11, 2026 | $108.30 | $108.37 | $106.085 | $107.25 | 4.76M |
| Sep 10, 2026 | $107.27 | $107.645 | $106.53 | $107.33 | 6.69M |
| Sep 9, 2026 | $106.98 | $107.83 | $106.19 | $106.54 | 8.52M |
The latest Smart Investors Daily articles mentioning SCHW.
Company
Market Activity
Research & News
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 |
|---|---|---|---|
| Oct 7, 2026 | UBS | Buy | — |
| Oct 7, 2026 | Barclays | Overweight | — |
| Oct 5, 2026 | B of A Securities | Underperform | — |
| Oct 2, 2026 | Wells Fargo | Equal-Weight | — |
| Oct 2, 2026 | Piper Sandler | Neutral | — |
Generated Oct 7, 2026, 9:18 PM
Charles Schwab shares declined 1.26% today amid a mixed backdrop of strategic corporate moves and cautious analyst sentiment. While the company is executing on growth initiatives like its Forge Trust sale to Alto, broader market concerns and analyst downgrades are tempering investor enthusiasm heading into Q3 earnings.
Bottom line: SCHW's modest decline reflects a tug-of-war between solid operational execution (evidenced by trading activity and strategic M&A) and analyst caution about valuation and competitive headwinds. Investors should monitor Q3 earnings closely for evidence that growth initiatives like the Forge Trust sale are translating into tangible revenue and margin improvements, while watching for any signs of deteriorating retail trading volumes tied to broader market volatility.
Yahoo · Oct 7, 2026
Turning $150,000 in savings into a real investment portfolio sounds complicated until you see how three funds with identical expense ratios divide the entire investable world between them, and why the hardest part has nothing to do with picking the right one.
Yahoo · Oct 7, 2026
Webull disputed a congressional committee’s findings about its ties to China, saying the report contained inaccuracies and unsupported conclusions.
Yahoo · Oct 7, 2026
Schwab's Forge Trust sale to Alto streamlines its private market operations while preserving exposure through Forge Global and a broader growth opportunity.
Yahoo · Oct 6, 2026
Trading began this week for the first companies on the Texas Stock Exchange, an upstart rival to the Nasdaq and New York Stock Exchange.
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation shares traded at $96.80, posting a modest daily gain of 0.15% but reflecting broader weakness across multiple timeframes, per SID market data. Over the trailing one-month period, SCHW declined 11.25%, while the three-month and one-year returns registered losses of 3.89% and 3.40%, respectively. The stock currently trades below both its 50-day moving average of $106.24 and its 200-day moving average of $97.62, indicating sustained downward momentum according to Massive/Polygon technical data. The 14-day relative strength index stands at 25.1, placing SCHW firmly in oversold territory below the conventional 30 threshold. Average daily trading volume is approximately 8.85 million shares. The company carries a beta of 0.956, suggesting price movements that closely track the broader market. The current market capitalization stands at approximately $176.5 billion, positioning Schwab among the largest financial services firms by market value.
The Charles Schwab Corporation trades at a price-to-earnings ratio of 21.28, reflecting a premium relative to many traditional financial services peers, according to SID market data. The PEG ratio stands at 1.44, suggesting the stock is priced above fair value on a growth-adjusted basis, as a PEG above 1.0 generally indicates that earnings growth may not fully justify the current multiple. The price-to-book ratio is 4.34, which is elevated for the financial services sector where tangible book value often serves as a key valuation anchor, per SEC filings. Schwab offers a dividend yield of 1.11%, providing modest income to shareholders. With the stock trading below its 200-day moving average of $97.62 and well below the 50-day moving average of $106.24, the recent selloff has compressed valuations from prior levels. Investors continue to weigh Schwab's integration trajectory and net interest revenue dynamics against these multiples.
The Charles Schwab Corporation registers a composite smart money score of 53 out of 100, generating a neutral signal according to SID market data. Institutional positioning is notably strong, scoring a perfect 25 out of 25, indicating robust ownership and confidence from large asset managers as reflected in 13F institutional filings. In contrast, dark pool activity scores just 5.0 out of 25, suggesting limited off-exchange accumulation by institutional participants in recent periods. Insider activity scores 10.5 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days — evenly split between 10 purchases and 10 sales. This balanced insider buying and selling pattern does not suggest a strong directional conviction among company executives and directors. Congressional trading activity scores 12.8 out of 25, indicating moderate legislative interest. The divergence between strong institutional ownership and weak dark pool signals creates a mixed picture, with no clear directional bias from smart money participants at current price levels.
The Charles Schwab Corporation most recently reported quarterly earnings per share of $1.62, surpassing the consensus analyst estimate of $1.51 by $0.11, representing a 7.3% positive surprise according to company earnings reports. This beat demonstrated continued execution in Schwab's core brokerage and wealth management operations. Looking ahead, analyst estimates project earnings of $1.51 per share for the upcoming quarter with results expected on July 17, per consensus data. For subsequent quarters, estimates rise to $1.67 per share for both the periods reporting in October, suggesting analysts anticipate sequential earnings growth throughout the year. The upward trajectory from $1.51 to $1.67 in estimates represents an approximate 10.6% increase in expected quarterly earnings. These forward projections will be closely watched in the context of Schwab's net interest margin dynamics, client asset growth, and the ongoing integration of TD Ameritrade operations that continue to influence the company's profitability profile.
Wall Street analysts maintain a divided outlook on The Charles Schwab Corporation, with recent coverage spanning the full spectrum from bearish to bullish ratings, per SID consensus data. B of A Securities reiterated its Underperform rating on October 5, representing the most cautious stance among recent coverage updates. Wells Fargo initiated coverage on October 2 with an Equal-Weight rating, while Piper Sandler maintained its Neutral position on the same date, according to Wall Street analyst reports. On the bullish side, Compass Point initiated coverage with a Buy rating on August 3, and Morgan Stanley reiterated its Overweight rating on July 27. The distribution reflects a lack of consensus, with two firms positioned positively, two maintaining neutral stances, and one rating the stock Underperform. This divergence likely reflects differing views on Schwab's interest rate sensitivity, competitive positioning, and the pace of client asset net flows as the company navigates evolving market conditions in the financial services landscape.
The latest Smart Investors Daily articles mentioning SCHW.
