NYSE · SCHW
Financial Services · Financial - Capital Markets
$96.87
Down-$0.17 (-0.18%)
Updated Oct 10, 2026, 12:10 AM
SID Score
5.9/10
Composite research score
Smart Money
50/100
Neutral
Price performance · SCHW
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 8, 2026
SCHW closed at $96.87 after 20 trading sessions, down 9.68% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 8, 2026 | $95.60 | $97.18 | $95.43 | $96.87 | 6.57M |
| Oct 7, 2026 | $95.94 | $96.27 | $94.70 | $95.58 | 7.12M |
| Oct 6, 2026 | $98.41 | $98.78 | $96.74 | $96.80 | 5.66M |
| 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 |
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Company
Market Activity
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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 | — |
No generated briefing is available yet.
Yahoo · Oct 9, 2026
Most retirees assume Roth conversions follow the same forgiving April deadline as contributions, and that assumption alone can cost a couple thousands of dollars in taxes they never saw coming.
Benzinga · Oct 9, 2026
Morgan Stanley analyst Michael Cyprys maintains Charles Schwab (NYSE:SCHW) with a Overweight and raises the price target from $136 to $141.
Yahoo · Oct 8, 2026
Your portfolio may be making a bet you never chose to make.
Yahoo · Oct 8, 2026
Over the past twelve months, S&P Global (SPGI) stock has lost 12.3%, trailing a 2.8% decline for Intercontinental Exchange. Investors typically buy both companies to capture the recurring fees generated by global financial markets. S&P Global collects those fees from credit ratings and indices, while Intercontinental Exchange relies on its exchanges and bond data. In July, however, S&P Global lowered its 2026 forecasts for revenue growth and earnings. So is that a reason to look at Intercontinen
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation shares traded at $96.87, reflecting a modest daily gain of 0.15% but significant underperformance across broader timeframes, per SID market data. Over the past month, SCHW declined 9.08%, while the three-month and one-year returns registered losses of 6.06% and 4.26%, respectively. The stock currently trades below its 50-day moving average of $105.74, representing a discount of approximately 8.4%, and sits just under its 200-day moving average of $97.50. The 14-day relative strength index stands at 28.6, placing SCHW in oversold territory below the conventional 30 threshold, according to Massive/Polygon technical data. Average daily trading volume is approximately 8.85 million shares. The company carries a beta of 0.956, indicating slightly lower volatility than 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 currently trades at a price-to-earnings ratio of 21.28, according to SID market data, which positions the financial services firm at a premium relative to many traditional banking peers. The PEG ratio stands at 1.44, per SEC filings, suggesting the stock is moderately valued when adjusting for expected earnings growth, with a reading above 1.0 indicating the market prices in growth expectations beyond current earnings trajectory. SCHW's price-to-book ratio of 4.34 reflects a substantial premium to tangible book value, consistent with the company's asset-light brokerage and wealth management model. The dividend yield currently registers at approximately 1.11%, providing a modest income component for shareholders. Within the financial services sector, Schwab's valuation metrics reflect its positioning as a growth-oriented platform rather than a traditional yield-focused financial institution. The current valuation framework suggests the market continues to assign a premium for Schwab's scale advantages and client asset gathering capabilities.
The Charles Schwab Corporation registers an overall smart money score of 50 out of 100, reflecting a neutral composite signal across institutional and insider tracking metrics, per SID market data. Institutional ownership scores a perfect 25 out of 25, indicating robust and sustained positioning among major fund managers and asset allocators, according to 13F institutional filings. Congressional trading activity scores 12.8 out of 25, suggesting moderate legislative interest in the stock. Insider activity presents a balanced picture, scoring 7.5 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 symmetrical buying and selling pattern suggests no directional conviction among corporate officers and directors at current price levels. Dark pool activity scores a relatively low 5.0 out of 25, indicating limited off-exchange block trading interest. The combination of strong institutional conviction alongside neutral insider behavior creates a mixed signal for investors tracking smart money flows into the financial services giant.
The Charles Schwab Corporation delivered a positive earnings surprise in its most recently reported quarter, posting actual earnings per share of $1.62 against analyst estimates of $1.51, representing a beat of $0.11 or approximately 7.3%, according to company earnings reports. Looking ahead, analyst estimates project EPS of $1.51 for the upcoming quarter and $1.66 and $1.67 for subsequent quarters, per consensus analyst estimates, reflecting an anticipated upward trajectory in profitability. The progression from $1.51 to $1.67 across forward quarters implies expected sequential earnings growth of approximately 10.6%. The next earnings release is scheduled for mid-July, with two additional reports expected in October. The sequential improvement in estimates aligns with expectations for expanding net interest margins and continued client asset inflows. Schwab's demonstrated ability to exceed estimates in the most recent quarter provides a baseline for evaluating whether the company can sustain its earnings momentum through the remainder of the fiscal year.
Wall Street analyst coverage of The Charles Schwab Corporation reflects a divided outlook, with recent ratings spanning the spectrum from bullish to bearish, according to SID consensus data. UBS reiterated its Buy rating on October 7, while Barclays simultaneously maintained its Overweight designation, both signaling continued confidence in Schwab's growth trajectory. Conversely, Bank of America Securities maintained its Underperform rating on October 5, representing the most bearish stance among recent coverage updates. Wells Fargo initiated coverage on October 2 with an Equal-Weight rating, and Piper Sandler maintained its Neutral position on the same date. Of the five most recent analyst actions tracked per Wall Street analyst reports, two are bullish, one is bearish, and two are neutral, producing no clear directional consensus. The divergence in analyst views reflects ongoing debate surrounding Schwab's net interest revenue outlook, integration synergies from the TD Ameritrade acquisition, and the impact of interest rate movements on the company's cash sorting dynamics and overall profitability.
The latest Smart Investors Daily articles mentioning SCHW.
