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NYSE · SCHW

The Charles Schwab Corporation

Financial Services · Financial - Capital Markets

$110.16

Up+$2.11 (+1.95%)

Updated Aug 29, 2026, 5:11 PM

SID Score

7.5/10

Composite research score

Smart Money

45/100

Neutral

Market cap
176.49B
P/E ratio
21.28
Dividend yield
0.98%
52-week range
$83.96 – $114.53
Volume
12.82M
Avg. volume
8.85M

Price performance

SCHW price history

1M range · 21 trading sessions · Daily adjusted prices

SCHW closed at $110.16 after 21 trading sessions, up 4.68% for the selected period.

Last close
$110.16
Period change
+4.68%
Period low
$105.24
Period high
$113.65
Daily close
View OHLC price history
SCHW OHLC price history, latest 40 sessions
DateOpenHighLowCloseVolume
Aug 28, 2026$108.40$111.01$107.78$110.1612.82M
Aug 27, 2026$108.95$109.525$107.23$108.0510.11M
Aug 26, 2026$108.25$110.32$106.34$109.3913.95M
Aug 25, 2026$113.04$113.3827$112.0813$112.275.05M
Aug 24, 2026$112.89$114.53$112.51$113.658.28M
Aug 21, 2026$110.27$112.40$110.165$112.306.94M
Aug 20, 2026$111.46$111.855$109.55$109.796.64M
Aug 19, 2026$111.41$112.08$110.54$110.886.51M
Aug 18, 2026$111.33$112.20$110.5856$111.687.09M
Aug 17, 2026$110.94$111.64$110.41$110.586.24M
Aug 14, 2026$109.75$111.18$109.19$111.095.99M
Aug 13, 2026$109.74$110.20$108.90$110.065.16M
Aug 12, 2026$107.00$109.66$106.75$109.345.54M
Aug 11, 2026$107.52$108.40$107.37$107.704.06M
Aug 10, 2026$107.51$109.32$107.14$107.996.75M
Aug 7, 2026$107.07$107.63$106.185$107.607.15M
Aug 6, 2026$108.60$109.05$106.81$107.666.36M
Aug 5, 2026$106.99$108.5499$106.5093$108.0211.68M
Aug 4, 2026$105.26$106.76$105.23$106.356.86M
Aug 3, 2026$105.86$106.81$105.05$105.876.44M
Jul 31, 2026$104.98$105.685$104.05$105.248.55M

Latest SCHW news

The latest Smart Investors Daily articles mentioning SCHW.

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.

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Analyst outlook

Consensus and target data currently published for this company.

Consensus
Buy
Average target
$115.00
Implied upside
Analysts
17
SCHW recent ratings
DateFirmRatingTarget
Aug 3, 2026Compass PointBuy
Jul 27, 2026Morgan StanleyOverweight
Jul 23, 2026Argus ResearchBuy
Jul 22, 2026BarclaysOverweight
Jul 22, 2026UBSBuy
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News briefing

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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 $110.16, reflecting a modest daily gain of 0.15% per SID market data. SCHW has demonstrated notable momentum over intermediate time horizons, with a one-month return of 3.43% and a three-month return of 26.6%, indicating a strong rally in the recent quarter. Over the trailing twelve months, the stock has gained 14.96%. Technically, SCHW trades above both key moving averages, sitting 6.95% above its 50-day moving average of $103.00 and 13.05% above its 200-day moving average of $97.44, according to Massive/Polygon data. The 14-day RSI reads 51.3, suggesting neutral momentum without overbought or oversold conditions. The stock carries a beta of 0.956, indicating slightly lower volatility than the broader market. Average daily trading volume stands at approximately 8.85 million shares, supporting adequate liquidity for institutional positioning. Market capitalization currently registers at approximately $176.5 billion.

The Charles Schwab Corporation Valuation Analysis

The Charles Schwab Corporation currently trades at a price-to-earnings ratio of 21.28, positioning it at a moderate premium within the Financial Services sector, per SID market data. The PEG ratio stands at 1.44, suggesting the stock is priced slightly above fair value relative to its expected earnings growth trajectory. SCHW's price-to-book ratio of 4.34 reflects the market's premium valuation of Schwab's franchise value and client asset base, according to SEC filings. The company maintains a dividend yield of approximately 1.11%, providing a modest income component for shareholders. At a market capitalization of $176.5 billion, Schwab remains one of the largest financial services firms by market value. The valuation metrics collectively indicate that the market is pricing in continued earnings expansion, particularly as the company benefits from its scale in wealth management and brokerage services. The current valuation framework reflects investor confidence in Schwab's competitive positioning.

Smart Money Activity for SCHW

Smart money indicators for The Charles Schwab Corporation present a mixed picture, with a composite smart money score of 45 out of 100, reflecting a neutral signal per SID market data. Institutional ownership conviction scores a perfect 25 out of 25, indicating robust confidence from large asset managers and mutual funds in SCHW's long-term prospects. However, insider activity tells a more cautious story, scoring just 7.3 out of 25. According to SEC Form 4 filings, there have been 20 insider transactions over the past 90 days, comprising 4 purchases and 16 sales, resulting in a notably skewed sell-to-buy ratio of 4-to-1. Dark pool activity registers at 5.5 out of 25, suggesting limited accumulation through off-exchange venues. Congressional trading activity scores 7.6 out of 25, per 13F institutional filings. The divergence between strong institutional support and elevated insider selling warrants monitoring, as insiders may be exercising options or rebalancing personal portfolios following the stock's significant three-month appreciation of 26.6%.

The Charles Schwab Corporation Earnings Outlook

The Charles Schwab Corporation has delivered consecutive earnings beats in its most recent reported quarters, according to company earnings reports. In the most recently reported quarter, SCHW posted earnings per share of $1.62 against a consensus estimate of $1.51, representing a positive surprise of $0.11, or approximately 7.3%. The prior reported quarter showed EPS of $1.43 versus estimates of $1.38, a beat of $0.05. Analyst estimates project EPS of $1.36 for the upcoming reporting period and $1.51 for the following quarter, per consensus data. The upward trajectory from $1.38 estimated to $1.51 estimated across sequential quarters implies analysts expect continued earnings growth. The consistent pattern of outperformance against consensus estimates suggests that Schwab's operational execution has been running ahead of Wall Street expectations. The next earnings report is anticipated on April 20, 2026, which will provide further clarity on the company's revenue and margin trajectory.

Wall Street Analyst Ratings for SCHW

Wall Street consensus on The Charles Schwab Corporation remains uniformly positive, with all recent analyst actions reflecting bullish positioning, per SID consensus data. On August 3, 2026, Compass Point initiated coverage with a Buy rating, adding a new voice to the bullish chorus. Morgan Stanley maintained its Overweight rating on July 27, while Barclays and UBS both reiterated Overweight and Buy ratings respectively on July 22, according to Wall Street analyst reports. Argus Research also maintained its Buy rating on July 23. Notably, none of the five most recent analyst actions reflect a downgrade or bearish stance, and no analyst shifted away from a positive recommendation. The cluster of reaffirmed ratings immediately following Schwab's earnings beat of $1.62 versus the $1.51 estimate suggests that the results reinforced analyst conviction. The unanimity across both bulge-bracket and boutique research firms underscores broad institutional confidence in Schwab's fundamental trajectory and competitive positioning within the financial services landscape.