---
title: "The Charles Schwab Corporation (SCHW.US)"
type: "Symbol"
locale: "en"
url: "https://longbridge.com/en/quote/SCHW.US.md"
symbol: "SCHW.US"
name: "The Charles Schwab Corporation"
industry: "Investment Banking and Brokerage"
datetime: "2026-04-15T23:46:03.490Z"
locales:
  - [en](https://longbridge.com/en/quote/SCHW.US.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/SCHW.US.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/SCHW.US.md)
---

# The Charles Schwab Corporation (SCHW.US)

## Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content.

| Item | Detail |
|------|--------|
| Industry | Investment Banking and Brokerage |
| Exchange | US Market |
| Website | [www.schwab.com](https://www.schwab.com) |

## Key Drivers
> *AI-analyzed key factors driving this stock's performance*


## Longbridge Financial Score™: C
> *Longbridge Financial Score™ — Proprietary multi-factor rating model by Longbridge*
> Updated: 2026-04-15T04:30:15.000Z

**Overall: C (0.49)**

**Industry**: Investment Banking and Brokerage

| Metric | Value |
|--------|-------|
| Industry Ranking | 15 / 48 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Blend - Stocks in which the company has both growth and mature businesses.
- **Scale**: Large - The company has stable operations, allowing for dependable long-term returns.

**Multi Score**: C

#### Style Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 22.01% |  |
| Net Profit YoY | 53.65% |  |
| P/B Ratio | 4.01 |  |
| Dividend Ratio | 1.15% |  |

#### Size Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 170994223005.58 |  |
| Revenue | 23921000000.00 |  |

#### Multi Score Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | 20.57% | A |
| Profit Margin | 37.01% | A |
| Gross Margin | 97.41% | A |
| Revenue YoY | 22.01% | A |
| Net Profit YoY | 53.65% | B |
| Total Assets YoY | 2.32% | C |
| Net Assets YoY | 2.17% | C |
| Cash Flow Margin | 110.61% | B |
| OCF YoY | 22.01% | A |
| Turnover | 0.05 | E |
| Gearing Ratio | 89.93% | E |

```chart-data:radar
{
  "title": "Longbridge Financial Score - The Charles Schwab Corporation",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Style Score",
      "grade": "",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "22.01%",
          "rating": ""
        },
        {
          "name": "Net Profit YoY",
          "value": "53.65%",
          "rating": ""
        },
        {
          "name": "P/B Ratio",
          "value": "4.01",
          "rating": ""
        },
        {
          "name": "Dividend Ratio",
          "value": "1.15%",
          "rating": ""
        }
      ]
    },
    {
      "name": "Size Score",
      "grade": "",
      "indicators": [
        {
          "name": "Market Cap",
          "value": "170994223005.58",
          "rating": ""
        },
        {
          "name": "Revenue",
          "value": "23921000000.00",
          "rating": ""
        }
      ]
    },
    {
      "name": "Multi Score",
      "grade": "C",
      "indicators": [
        {
          "name": "ROE",
          "value": "20.57%",
          "rating": "A"
        },
        {
          "name": "Profit Margin",
          "value": "37.01%",
          "rating": "A"
        },
        {
          "name": "Gross Margin",
          "value": "97.41%",
          "rating": "A"
        },
        {
          "name": "Revenue YoY",
          "value": "22.01%",
          "rating": "A"
        },
        {
          "name": "Net Profit YoY",
          "value": "53.65%",
          "rating": "B"
        },
        {
          "name": "Total Assets YoY",
          "value": "2.32%",
          "rating": "C"
        },
        {
          "name": "Net Assets YoY",
          "value": "2.17%",
          "rating": "C"
        },
        {
          "name": "Cash Flow Margin",
          "value": "110.61%",
          "rating": "B"
        },
        {
          "name": "OCF YoY",
          "value": "22.01%",
          "rating": "A"
        },
        {
          "name": "Turnover",
          "value": "0.05",
          "rating": "E"
        },
        {
          "name": "Gearing Ratio",
          "value": "89.93%",
          "rating": "E"
        }
      ]
    }
  ]
}
```

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | 20.31 | 18/48 | 26.14 | 23.73 | 21.03 |
| PB | 4.01 | 29/48 | 4.18 | 4.00 | 3.89 |
| PS (TTM) | 7.15 | 36/48 | 8.02 | 7.75 | 7.09 |
| Dividend Yield | 1.15% | 14/48 | 1.19% | 1.14% | 1.09% |

## Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 01 | LPL Financial (LPLA.US) | B | B | A | D | C | B |
| 02 | Evercore (EVR.US) | A | A | B | D | A | B |
| 03 | Houlihan Lokey (HLI.US) | A | B | B | C | B | B |
| 04 | StoneX (SNEX.US) | C | A | A | E | A | B |
| 05 | Piper Sandler Cos (PIPR.US) | A | B | B | B | A | B |

## Institutional View

### Analyst Rating Distribution

> As of 2026-04-10T04:00:00.000Z

Total Analysts: **22**

| Rating | Count | Percentage |
|--------|-------|-----------| 
| Buy | 11 | 50% |
| Overweight | 8 | 36% |
| Hold | 2 | 9% |
| Underweight | 1 | 5% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 100.27 |
| Highest Target | 148.00 |
| Lowest Target | 90.00 |

## References

- [Company Overview — Profile, executives, shareholders, business breakdown](https://longbridge.com/en/quote/SCHW.US/overview.md)
- [Financial Reports — Income, balance sheet, cash flow, dividends](https://longbridge.com/en/quote/SCHW.US/norm.md)
- [Related News](https://longbridge.com/en/quote/SCHW.US/news.md)
- [Filings — Company announcements and regulatory filings](https://longbridge.com/en/quote/SCHW.US/filings.md)

---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**