Yahoo · Oct 8, 2026
Schwab flags the overlooked risk in skipping foreign stocks
Your portfolio may be making a bet you never chose to make.
NYSE · SCHW
The Charles Schwab Corporation
Financial Services · Financial - Capital Markets
$95.58
Up+$1.29 (+1.35%)
Updated Oct 9, 2026, 1:47 AM
SID Score
5.8/10
Composite research score
Smart Money
50/100
Neutral
- Market cap
- 176.49B
- P/E ratio
- 21.28
- Dividend yield
- 1.13%
- 52-week range
- $83.96 – $114.53
- Volume
- 7.12M
- Avg. volume
- 8.85M
Price performance · SCHW
SCHW price history
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 7, 2026
SCHW closed at $95.58 after 20 trading sessions, down 10.95% for the selected period.
- Last close
- $95.58
- Period change
- -10.95%
- Period low
- $95.58
- Period high
- $107.79
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| Sep 10, 2026 | $107.27 | $107.645 | $106.53 | $107.33 | 6.69M |
Latest SCHW news
The latest Smart Investors Daily articles mentioning SCHW.
Stock researchCompany · Overview
Company
Market Activity
Research & News
SCHW research
Overview
Company profile and research snapshot.
Company profile
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 websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $115.00
- Implied upside
- —
- Analysts
- 18
| 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 | — |
News briefing
No generated briefing is available yet.
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Yahoo · Oct 8, 2026
Charles Schwab (SCHW) Parts With Forge Trust In Private Markets Retirement Push
Charles Schwab (NYSE:SCHW) agreed to sell Forge Trust Co. and its parent to Alto, a private markets retirement platform provider. The deal will combine Forge Trust’s alternative asset custody capabilities with Alto’s technology and infrastructure for self-directed retirement accounts. The combined business is expected to rank among the larger independent U.S. platforms focused on private market investing in retirement portfolios. The Alto acquisition of Forge Trust from Schwab is only one...
AI research layers
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation Stock Performance
The Charles Schwab Corporation shares traded at $95.58, reflecting a modest daily gain of 0.15% but significant weakness over broader timeframes, per SID market data. SCHW has declined 11.43% over the past month and 4.82% over the trailing three months, underperforming the broader financial services sector. On a one-year basis, the stock has lost 4.55%, placing it well below its 50-day moving average of $106.10 and slightly below its 200-day moving average of $97.59, according to Massive/Polygon technical data. The 14-day relative strength index reads 27.1, placing SCHW in technically oversold territory below the conventional 30 threshold. The stock carries a beta of 0.956, indicating marginally lower volatility than the broader market. Average daily trading volume stands at approximately 8.85 million shares, supporting a total market capitalization of roughly $176.5 billion.
The Charles Schwab Corporation Valuation Analysis
The Charles Schwab Corporation currently trades at a price-to-earnings ratio of 21.28, according to SID market data, positioning it within a moderate valuation range for the financial services sector. The PEG ratio stands at 1.44, per SEC filings, suggesting the stock is trading slightly above fair value relative to its expected earnings growth trajectory. SCHW's price-to-book ratio of 4.34 reflects a notable premium to book value, consistent with the company's asset-light brokerage model and intangible franchise value following its acquisition of TD Ameritrade. The company offers a dividend yield of 1.11%, providing a modest income component for shareholders. At a market capitalization of $176.5 billion, Schwab remains one of the largest publicly traded financial services firms. The current valuation metrics should be assessed alongside the stock's recent pullback into oversold technical territory, which has compressed multiples from recent highs.
Smart Money Activity for SCHW
The Charles Schwab Corporation registers a smart money score of 50 out of 100 with a neutral overall signal, according to SID market data. Institutional ownership scores a perfect 25 out of 25, indicating strong conviction among large asset managers and mutual funds, per 13F institutional filings. In contrast, insider activity scores just 7.5 out of 25, reflecting mixed sentiment among company executives and directors. SEC Form 4 filings reveal 20 insider transactions over the past 90 days, evenly split between 10 purchases and 10 sales, suggesting no clear directional bias from corporate insiders. Congressional trading activity scores 12.8 out of 25, indicating moderate interest from elected officials who have disclosed positions. Dark pool activity registers at a low 5.0 out of 25, suggesting limited off-exchange institutional block trading relative to historical norms. The balanced insider buy-sell ratio and high institutional ownership present a mixed directional picture for SCHW at current price levels.
The Charles Schwab Corporation Earnings Outlook
The Charles Schwab Corporation most recently reported quarterly earnings per share of $1.62, exceeding the consensus analyst estimate of $1.51 by $0.11, representing a 7.3% positive surprise, according to company earnings reports. Looking ahead, analyst estimates project EPS of $1.51 for the upcoming quarter, with subsequent quarter estimates rising to $1.66 and $1.67 respectively, per consensus forecasts. This trajectory implies sequential earnings growth of approximately 10.6% from the current quarter estimate to the furthest projected quarter. The upward progression in estimates reflects analyst expectations for continued benefit from higher net interest revenue and client asset growth. The next earnings report is anticipated around mid-July, per the company's reporting calendar. Schwab's most recent earnings beat suggests operational momentum, though investors will monitor whether the company can sustain this outperformance against rising estimates in future quarters.
Wall Street Analyst Ratings for SCHW
Wall Street analyst sentiment on The Charles Schwab Corporation remains divided, according to recent analyst reports compiled by SID consensus data. UBS reiterated a Buy rating on October 7, while Barclays maintained an Overweight rating on the same date, both signaling continued bullish conviction among major sell-side firms. Conversely, Bank of America Securities maintained an Underperform rating on October 5, representing a notable bearish outlier among coverage analysts. Wells Fargo initiated coverage on October 2 with an Equal-Weight rating, taking a neutral stance, while Piper Sandler also maintained a Neutral rating on the same date. The distribution of recent ratings — two bullish, one bearish, and two neutral — reflects a lack of consensus on SCHW's near-term trajectory. The divergence among top-tier banks suggests differing views on the pace of net interest income recovery and client cash sorting dynamics following the stock's recent 11.43% one-month decline.
