NYSE · SCHW
Financial Services · Financial - Capital Markets
$89.47
Up+$0.71 (+0.80%)
Updated Oct 30, 2026, 5:59 AM
SID Score
6.4/10
Composite research score
Smart Money
49/100
Neutral
Price performance · SCHW
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 29, 2026
SCHW closed at $89.47 after 21 trading sessions, down 9.05% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 29, 2026 | $89.73 | $89.96 | $89.06 | $89.47 | 5.89M |
| Oct 28, 2026 | $89.23 | $89.42 | $88.12 | $88.76 | 7.73M |
| Oct 27, 2026 | $90.03 | $90.53 | $89.21 | $89.30 | 6.38M |
| Oct 26, 2026 | $90.68 | $91.09 | $89.565 | $89.73 | 6.9M |
| Oct 23, 2026 | $91.35 | $91.5129 | $90.15 | $90.58 | 7M |
| Oct 22, 2026 | $91.19 | $92.44 | $91.06 | $91.44 | 8.78M |
| Oct 21, 2026 | $91.63 | $92.25 | $90.81 | $91.64 | 8.11M |
| Oct 20, 2026 | $89.60 | $91.495 | $89.325 | $90.89 | 10.16M |
| Oct 19, 2026 | $91.60 | $92.1892 | $89.40 | $89.58 | 12.52M |
| Oct 16, 2026 | $93.54 | $94.61 | $91.66 | $91.96 | 13.89M |
| Oct 15, 2026 | $93.395 | $95.03 | $91.38 | $94.16 | 18.59M |
| Oct 14, 2026 | $95.75 | $97.21 | $95.06 | $96.80 | 13.13M |
| Oct 13, 2026 | $97.30 | $97.69 | $95.8074 | $95.94 | 6.86M |
| Oct 12, 2026 | $97.07 | $97.82 | $96.69 | $97.06 | 4.64M |
| Oct 9, 2026 | $97.48 | $97.48 | $96.37 | $96.70 | 6.5M |
| 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 |
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 28, 2026 | Evercore ISI Group | In-Line | — |
| Oct 21, 2026 | Morgan Stanley | Overweight | — |
| Oct 19, 2026 | BMO Capital | Market Perform | — |
| Oct 16, 2026 | Evercore ISI Group | In-Line | — |
| Oct 16, 2026 | JP Morgan | Overweight | — |
No generated briefing is available yet.
Yahoo · Oct 29, 2026
Schwab's latest RIA survey finds advisors increasingly measuring success through new clients and referrals, not just assets, as firms brace for a tougher organic growth landscape.
Yahoo · Oct 29, 2026
D.J. Tierney, senior investment portfolio strategist at Schwab Asset Management, said that 'we don't know' when the party is over for the AI trade and that Schwab is advising investors to start making changes at the margins to position themselves to insure against concentration risk.
Yahoo · Oct 29, 2026
Kevin Gordon, Schwab head of Macro Research & Investing, said that the public's negative perception of the economy that is driven by fears about AI and the labor market are an 'interesting divergence' from the picture the economic data is painting. Gordon, talking at the Schwab IMPACT summit, said that he thinks inflation will be 'pretty sticky' between the ongoing conflict in the MidEast and the lingering impact from tariffs.
Yahoo · Oct 29, 2026
Omar Aguilar, head of the company’s asset management unit, seeks to round out the company’s lineup with active fixed income and dividend strategies.
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation shares trade at $88.76, reflecting broad-based weakness across multiple timeframes. Per SID market data, SCHW has declined 9.16% over the past month, 14.52% over three months, and 13.92% over the trailing twelve months. The stock currently sits well below both its 50-day moving average of $101.82 and its 200-day moving average of $96.84, indicating sustained downward momentum according to Massive/Polygon technical data. The 14-day relative strength index reads 29.6, placing SCHW in oversold territory below the conventional 30 threshold. Average daily trading volume stands at approximately 8.85 million shares, supporting adequate liquidity for institutional positioning. The company carries a beta of 0.956, suggesting near-market sensitivity to broader equity movements. With a market capitalization of approximately $176.5 billion, Schwab remains one of the largest publicly traded financial services firms despite the recent selloff.
The Charles Schwab Corporation currently trades at a price-to-earnings ratio of 21.28, according to SID market data, positioning it at a modest premium relative to many financial services peers. The PEG ratio stands at 1.44, per SEC filings and consensus growth estimates, suggesting the stock is approaching fair value when adjusted for anticipated earnings growth. SCHW's price-to-book ratio of 4.34 reflects significant intangible asset value and market confidence in the firm's franchise, though this multiple has compressed alongside the recent price decline. The company offers a dividend yield of 1.11%, providing a modest income component for shareholders. Within the financial services sector, Schwab's valuation profile reflects its position as a scaled brokerage and wealth management platform. The combination of an oversold technical reading and a PEG ratio below 1.5 presents a data point worth monitoring for valuation-focused investors tracking the name.
Smart money indicators for The Charles Schwab Corporation present a mixed picture, with an aggregate smart money score of 49 out of 100 and a neutral overall signal, according to SID market data. Institutional ownership conviction scores a perfect 25 out of 25, reflecting strong engagement from large asset managers and pension funds. However, insider activity scores just 6.8 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 activity suggests no clear directional conviction from corporate executives and directors. The dark pool activity score is notably low at 5.0 out of 25, indicating limited off-exchange block trading interest at current price levels. Congressional trading activity scores 12 out of 25, representing a moderate level of legislative member involvement per 13F institutional filings. The neutral composite score suggests institutional holders are maintaining existing positions without aggressive accumulation or distribution.
The Charles Schwab Corporation has demonstrated a pattern of earnings outperformance in recent quarters. Per company earnings reports, SCHW reported earnings per share of $1.69 against a consensus estimate of $1.66 for the most recent reported quarter, delivering a positive surprise of $0.03. The prior quarter showed stronger outperformance, with actual EPS of $1.62 versus the $1.51 estimate, representing a $0.11 beat according to analyst estimates. Looking ahead, the next reporting period carries a consensus EPS estimate of $1.51, while the subsequent quarter projects $1.67 per share. The sequential earnings trajectory from $1.62 to $1.69 in reported quarters reflects steady growth in Schwab's underlying profitability. These consecutive beats suggest the company has been executing above market expectations, though the magnitude of surprises remains modest. Investors will monitor whether the firm can sustain this trajectory amid the broader market headwinds affecting financial services equities.
Wall Street analyst coverage of The Charles Schwab Corporation reflects a consensus leaning toward neutral-to-positive positioning. Per Wall Street analyst reports, Morgan Stanley and JP Morgan both maintain Overweight ratings on SCHW, representing the most constructive stances among recent coverage updates. Evercore ISI Group has reiterated its In-Line rating twice within October 2026, most recently on October 28, signaling no change in its market-perform thesis despite the stock's notable decline. BMO Capital similarly maintains a Market Perform rating as of October 19. Notably, none of the five most recent analyst actions involved rating upgrades or downgrades — all were reiterations of existing positions according to SID consensus data. This pattern suggests analysts are monitoring the selloff but have not yet reached conviction levels to materially shift recommendations. The split between two Overweight ratings and three neutral-equivalent ratings indicates a divided analytical community as SCHW trades near technically oversold levels.
The latest Smart Investors Daily articles mentioning SCHW.
