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Charles Schwab
SCHW.US
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 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 retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; 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.
1.186 T
SCHW.USMarket value -Rank by Market Cap -/-

Financial Score

24/12/2025 Update
C
Investment Banking and BrokerageIndustry
Industry Ranking13/47
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreA
    • ROE19.26%A
    • Profit Margin35.93%A
    • Gross Margin97.57%A
  • Growth ScoreB
    • Revenue YoY21.67%A
    • Net Profit YoY65.71%A
    • Total Assets YoY-0.17%D
    • Net Assets YoY4.59%C
  • Cash ScoreB
    • Cash Flow Margin295.02%C
    • OCF YoY21.67%A
  • Operating ScoreE
    • Turnover0.05E
  • Debt ScoreE
    • Gearing Ratio89.39%E

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Institutional View & Shareholder

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    News
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    Charles Schwab donated $1,000 to the "Trump Accounts." This amount is the minimum contribution level for "qualified" newborns for American business employees under the Trump administration

    Wallstreetcn·
    US
    SCHW
    -0.23%
    Wallstreetcn·
    US
    SCHW
    -0.23%

    How Is The Market Feeling About Charles Schwab Corp?

    Charles Schwab Corp's short interest has risen 26.67%, with 15.83 million shares sold short, representing 0.95% of available shares. It would take traders 1.81 days to cover these positions. The increase in short interest suggests bearish sentiment, though Schwab's short interest is lower than its peers' average of 4.19%. Rising short interest can sometimes be bullish, offering profit opportunities.

    benzinga_article·
    US
    SCHW
    -0.23%
    benzinga_article·
    US
    SCHW
    -0.23%

    Charles Schwab to Match U.S. Government’s $1,000 Contribution to Trump Accounts for Employees’ Children | SCHW Stock News

    Charles Schwab announced it will match the U.S. government's $1,000 contribution to eligible newborn children of Schwab's U.S. employees, providing an additional $1,000 per child. This initiative, part of the "Trump Accounts" program, aims to enhance long-term financial security for children born between 2025 and 2028. Schwab's commitment reflects its mission to promote financial literacy and empower families to achieve financial goals.

    StockTitan·
    US
    SCHW
    -0.23%
    StockTitan·
    US
    SCHW
    -0.23%

    Here's How Much $100 Invested In Charles Schwab 20 Years Ago Would Be Worth Today

    Investing $100 in Charles Schwab (NYSE:SCHW) 20 years ago would now be worth $678.78, reflecting an average annual return of 10.08%, outperforming the market by 1.21% annually. This highlights the significant impact of compounded returns on investment growth over time.

    benzinga_article·
    US
    SCHW
    -0.23%
    benzinga_article·
    US
    SCHW
    -0.23%

    Charles Schwab (NYSE:SCHW) Hits New 1-Year High - Time to Buy?

    Charles Schwab (NYSE:SCHW) reached a new 52-week high, trading as high as $100.61. Analysts have issued positive ratings, with Morgan Stanley, JPMorgan Chase, and TD Cowen increasing their target prices. The company reported strong quarterly earnings, with a net margin of 35.93% and a return on equity of 21.02%. Charles Schwab also announced a quarterly dividend of $0.27. Insider trading activity included sales by Paul V. Woolway and Jonathan S. Beatty. Institutional investors like Federated Hermes Inc. have increased their holdings in the company.

    Market Beat·
    US
    SCHW
    -0.23%
    Market Beat·
    US
    SCHW
    -0.23%
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    Charles Schwab 3Q25 Quick Interpretation: Charles Schwab's third-quarter performance slightly exceeded expectations, with highlights in interest and trading income. The core logic still stems from the...

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