SCHW
The Charles Schwab Corporation NYSE Listed Sep 22, 1987$89.48
Mkt Cap $156.8B
52w Low $83.62
24.5% of range
52w High $107.50
50d MA $93.74
200d MA $95.80
P/E (TTM)
19.6x
EV/EBITDA
10.8x
P/B
3.3x
Debt/Equity
0.6x
ROE
17.9%
P/FCF
20.2x
RSI (14)
—
ATR (14)
—
Beta
0.90
50d MA
$93.74
200d MA
$95.80
Avg Volume
11.6M
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
3000 Schwab Way · Westlake, TX 76262 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 16, 2026 | AMC | 1.40 | 1.43 | +2.1% | 92.62 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% | — |
| Jan 21, 2026 | AMC | 1.36 | 1.39 | +2.2% | 101.79 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% | — |
| Oct 16, 2025 | AMC | 1.25 | 1.31 | +4.8% | 93.41 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% | — |
| Jul 18, 2025 | AMC | 1.10 | 1.14 | +3.6% | 95.80 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% | — |
| Apr 17, 2025 | AMC | 1.01 | 1.04 | +3.0% | 76.15 | -0.7% | -1.6% | +2.2% | +1.6% | +2.0% | +0.7% | — |
| Feb 26, 2025 | AMC | — | 1.00 | — | 78.70 | +0.4% | -0.3% | +1.4% | -1.8% | -3.8% | +2.1% | — |
| Oct 15, 2024 | AMC | 0.75 | 0.77 | +2.7% | 71.96 | +1.0% | +0.2% | -0.2% | -0.8% | -0.7% | +0.1% | — |
| Jul 16, 2024 | AMC | 0.72 | 0.73 | +1.4% | 67.43 | -1.7% | -5.4% | -2.4% | -0.3% | +4.3% | +0.6% | — |
| Apr 15, 2024 | AMC | 0.74 | 0.74 | +0.0% | 71.23 | +0.4% | +2.6% | -0.8% | +0.6% | +0.7% | +1.1% | — |
| Mar 14, 2024 | AMC | 0.64 | 0.68 | +6.2% | 66.60 | -0.7% | +0.7% | +0.5% | +1.4% | +1.9% | +3.1% | — |
| Oct 16, 2023 | AMC | 0.75 | 0.77 | +2.8% | 53.72 | -0.9% | -0.1% | -3.4% | +0.1% | -2.0% | -3.0% | — |
| Jul 18, 2023 | AMC | 0.71 | 0.75 | +5.6% | 66.01 | +2.8% | +0.0% | +2.9% | -2.1% | +0.1% | -1.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | Morgan Stanley | Maintains | Overweight → Overweight | — | $92.62 | $93.35 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% |
| Apr 17 | JP Morgan | Maintains | Overweight → Overweight | — | $92.62 | $93.35 | +0.8% | -0.4% | +0.9% | -1.3% | -0.3% | -3.0% |
| Apr 10 | Morgan Stanley | Maintains | Overweight → Overweight | — | $97.27 | $97.19 | -0.1% | -2.5% | +2.1% | +1.6% | +1.9% | -7.6% |
| Apr 8 | UBS | Maintains | Buy → Buy | — | $93.34 | $94.89 | +1.7% | +3.6% | +0.6% | -2.5% | +2.1% | +1.6% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $93.34 | $94.89 | +1.7% | +3.6% | +0.6% | -2.5% | +2.1% | +1.6% |
| Apr 6 | Jefferies | Maintains | Buy → Buy | — | $93.77 | $93.90 | +0.1% | -0.8% | +0.4% | +3.6% | +0.6% | -2.5% |
| Apr 1 | Truist | Maintains | Buy → Buy | — | $93.98 | $95.01 | +1.1% | -1.7% | +1.5% | -0.8% | +0.4% | +3.6% |
| Jan 26 | Barclays | Maintains | Overweight → Overweight | — | $102.18 | $102.52 | +0.3% | +0.7% | +0.8% | -0.2% | +0.0% | +0.4% |
| Jan 22 | UBS | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | Truist | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | Barclays | Maintains | Overweight → Overweight | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 22 | TD Cowen | Maintains | Buy → Buy | — | $101.79 | $103.07 | +1.3% | +2.2% | -1.8% | +0.7% | +0.8% | -0.2% |
| Jan 14 | Piper Sandler | Maintains | Neutral → Neutral | — | $101.18 | $100.86 | -0.3% | +0.7% | +0.8% | +1.0% | -2.7% | +0.8% |
| Jan 14 | TD Cowen | Maintains | Buy → Buy | — | $101.18 | $100.86 | -0.3% | +0.7% | +0.8% | +1.0% | -2.7% | +0.8% |
| Jan 12 | Citizens | Maintains | Market Outperform → Market Outperform | — | $100.17 | $100.24 | +0.1% | +1.7% | -0.7% | +0.7% | +0.8% | +1.0% |
| Jan 8 | Barclays | Maintains | Overweight → Overweight | — | $101.93 | $102.28 | +0.3% | -0.6% | -1.2% | +1.7% | -0.7% | +0.7% |
| Jan 7 | UBS | Maintains | Buy → Buy | — | $103.57 | $103.87 | +0.3% | -1.6% | -0.6% | -1.2% | +1.7% | -0.7% |
| Jan 7 | Truist | Maintains | Buy → Buy | — | $103.57 | $103.87 | +0.3% | -1.6% | -0.6% | -1.2% | +1.7% | -0.7% |
| Dec 22 | Morgan Stanley | Maintains | Overweight → Overweight | — | $98.82 | $99.56 | +0.7% | +2.6% | -0.2% | +0.7% | +0.0% | -0.6% |
| Dec 12 | Barclays | Maintains | Overweight → Overweight | — | $97.05 | $96.99 | -0.1% | -0.4% | -1.4% | +0.8% | +0.6% | +0.6% |
| Dec 10 | BofA Securities | Maintains | Underperform → Underperform | — | $94.16 | $94.36 | +0.2% | +1.8% | +1.3% | -0.4% | -1.4% | +0.8% |
| Nov 3 | Morgan Stanley | Maintains | Overweight → Overweight | — | $94.52 | $94.89 | +0.4% | -1.4% | +0.7% | -0.2% | +0.6% | +1.1% |
| Oct 20 | JP Morgan | Maintains | Overweight → Overweight | — | $94.14 | $94.20 | +0.1% | +0.9% | +0.1% | -0.8% | +0.3% | -0.2% |
| Oct 17 | Truist | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | TD Cowen | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Barclays | Maintains | Overweight → Overweight | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 17 | Deutsche Bank | Maintains | Buy → Buy | — | $93.41 | $94.72 | +1.4% | +0.8% | +0.9% | +0.1% | -0.8% | +0.3% |
| Oct 2 | BofA Securities | Maintains | Underperform → Underperform | — | $92.25 | $92.49 | +0.3% | +0.5% | +1.5% | -0.1% | +0.0% | -0.2% |
| Oct 1 | Morgan Stanley | Maintains | Overweight → Overweight | — | $95.47 | $94.60 | -0.9% | -3.4% | +0.5% | +1.5% | -0.1% | +0.0% |
| Sep 16 | Deutsche Bank | Maintains | Buy → Buy | — | $92.10 | $92.33 | +0.2% | -1.2% | +1.2% | +1.3% | +1.1% | +0.1% |
| Aug 15 | Truist | Maintains | Buy → Buy | — | $97.78 | $97.15 | -0.6% | -1.7% | +0.1% | -0.4% | -0.3% | +0.3% |
| Jul 29 | Morgan Stanley | Maintains | Overweight → Overweight | — | $97.91 | $99.00 | +1.1% | +0.0% | +0.7% | -0.9% | -2.3% | +1.6% |
| Jul 21 | Barclays | Maintains | Overweight → Overweight | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Citigroup | Maintains | Buy → Buy | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Citizens Capital Markets | Maintains | Market Perform → Market Perform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | Truist | Maintains | Buy → Buy | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 21 | BofA Securities | Maintains | Underperform → Underperform | — | $95.80 | $96.02 | +0.2% | +0.5% | -0.9% | -0.3% | +1.4% | +0.6% |
| Jul 15 | Morgan Stanley | Maintains | Overweight → Overweight | — | $92.70 | $92.73 | +0.0% | -1.2% | -0.4% | +2.0% | +2.9% | +0.5% |
| Jul 15 | Piper Sandler | Maintains | Neutral → Neutral | — | $92.70 | $92.73 | +0.0% | -1.2% | -0.4% | +2.0% | +2.9% | +0.5% |
| Jul 14 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $91.97 | $92.08 | +0.1% | +0.8% | -1.2% | -0.4% | +2.0% | +2.9% |
| Jul 11 | Wells Fargo | Maintains | Overweight → Overweight | — | $93.04 | $92.53 | -0.5% | -1.1% | +0.8% | -1.2% | -0.4% | +2.0% |
| Jul 10 | Barclays | Maintains | Overweight → Overweight | — | $92.32 | $92.41 | +0.1% | +0.8% | -1.1% | +0.8% | -1.2% | -0.4% |
| Jul 9 | Raymond James | Maintains | Outperform → Outperform | — | $91.95 | $92.31 | +0.4% | +0.4% | +0.8% | -1.1% | +0.8% | -1.2% |
| Jul 7 | Citigroup | Maintains | Buy → Buy | — | $91.48 | $91.50 | +0.0% | +1.2% | -0.7% | +0.4% | +0.8% | -1.2% |
| Jun 16 | Truist | Maintains | Buy → Buy | — | $87.36 | $87.82 | +0.5% | +1.8% | -0.0% | +1.1% | -0.8% | -0.9% |
| Jun 9 | Redburn Atlantic | Upgrade | Sell → Neutral | — | $88.25 | $88.29 | +0.0% | -0.0% | +0.1% | +0.1% | +0.1% | -1.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 6, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 109,300 | $92.01 | $10.1M | 30,264,768 | -2.88% | — |
| May 5, 2026 | Schwab-Pomerantz CarolynDir | — | Sell | 9,910 | $92.29 | $915K | 1,396,458 | -2.88% | — |
| May 4, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 109,300 | $91.50 | $10.0M | 30,374,068 | -2.88% | — |
| May 1, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 55,000 | $91.86 | $5.1M | 54,389,641 | -0.07% | -0.99% |
| Apr 30, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 50,000 | $91.81 | $4.6M | 54,444,641 | -0.07% | -0.99% |
| Apr 29, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 63,743 | $90.49 | $5.8M | 55,609,641 | -0.07% | -0.99% |
| Apr 28, 2026 | HERRINGER FRANK CDir | — | Sell | 2,520 | $90.60 | $228K | 177,508 | +0.53% | -0.27% |
| Apr 27, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 36,450 | $90.00 | $3.3M | 55,673,384 | +0.08% | -0.07% |
| Apr 23, 2026 | Schwab Charles R.Dir/Off | Co-Chairman | Sell | 36,450 | $90.50 | $3.3M | 55,709,834 | +0.08% | -0.07% |
8-K
The Charles Schwab Corporation -- 8-K Filing
Charles Schwab issued Series L Preferred Stock with dividend payment restrictions that limit share buybacks and acquisitions unless preferred dividends are fully funded, potentially constraining capital returns to common shareholders.
Apr 22
8-K
Unknown — 8-K Filing
Schwab's $140 billion in core net new assets and 1.3 million new accounts in Q1 2026 demonstrate robust growth momentum, signaling strong competitive positioning and rising investor confidence that should support sustained revenue expansion and stock appreciation.
Apr 16
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
A new Audit Committee member's appointment signals potential governance changes; investors should monitor whether this strengthens oversight and financial controls at these financial services firms.
Mar 17
8-K · 5.02
!!! Very High
Forge Global Holdings, Inc. -- 8-K 5.02: Executive Change
Forge Global's board of directors was replaced following the completion of its merger with Schwab, resulting in governance transition to the combined entity's leadership structure.
Mar 2
8-K
The Charles Schwab Corporation -- 8-K Filing
Schwab's acquisition of Forge expands its platform to include pre-IPO private share access, strengthening its competitive position in serving individual investors and RIAs across both public and private markets.
Mar 2
Data updated apr 27, 2026 12:23am
· Source: massive.com