Stock Taper
SCREENER COMPARE ANY 2 STOCKS
SCHW
THE CHARLES SCHWAB CORPORATION
NYSE
$108.31
▼ DOWN 1.37% (-1.51)

KEY STATISTICS

Market Cap$191.18 B
52w High$114.53
52w Low$83.96
Dividend Yield1.21%
FrequencyQuarterly
P/E18.84
Volume3.16M
Shares Out.1.74B

COMPANY

LEADERSHIP

Richard Andrew Wurster
CHIEF EXECUTIVE
Richard Andrew Wurster

COMPENSATION 2026

Salary$1,248,468
Stock Awards$7,612,553
Incentive Plan Pay$4,727,416
All Other Comp.$91,766
Total$18,755,222

ABOUT

SECTOR
Financial Services
WENT PUBLIC
September 22, 1987
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
33,700

PRICE TARGET

Target High$145.00
Target Low$105.00
Target Median$127.50
Target Consensus$126.50

UPCOMING EARNINGS

DateOct 15, 2026
DayThursday
Rev. Est.$7.22B
OCT
15
THU

SPLIT RECORD

DATETYPERATIO
2000-05-31Forward3:2
1999-07-02Forward2:1
1998-12-14Forward3:2
1997-09-16Forward3:2
1995-09-05Forward2:1
1995-03-02Forward3:2
1993-06-02Forward3:2
1991-12-03Forward3:2

PRICE

$108.31 ▼ DOWN 1.37% (−$1.51)
OVERLAYS
$109$109$1109:30 AM10:14 AM10:58 AM11:43 AM12:27 PM1:11 PM1:55 PM108.31

About The Charles Schwab Corporation

https://www.aboutschwab.com ↗

Charles Schwab offers comprehensive wealth management, brokerage, banking, and advisory services through its Investor and Advisor segments, serving clients globally with a wide range of financial products and solutions.

INDUSTRY

Financial - Capital Markets

A PRODUCT THE CHARLES SCHWAB CORPORATION IS KNOWN FOR

thinkorswim®
thinkorswim®

thinkorswim® is an award-winning trading platform by Charles Schwab, integrated after its TD Ameritrade acquisition, continuously updated with new features, and heavily marketed to serious, active traders.

COMPETITORS

COMPETITOR
HOOD COMPARE
IBKR COMPARE
LPLA COMPARE
MS COMPARE
TW COMPARE

Revenue by Products

IconPRODUCTQ4-2024Q1-2025Q2-2025Q4-2025
Investor Services$4.45B $4.45B $4.63B ▲$9.92B ▲
Advisor Services$884M $1.15B ▲$1.22B ▲$2.55B ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
971
LISTED HERE
26
RANKED BY POSITION SIZE
VTS.AX
0.24% · 52.6M
XUU.TO
0.24% · 21.8M
SPY
0.27% · 20.0M
PVAL
6.03% · 7.8M
MOAT
2.65% · 3.0M
RDVY
1.12% · 2.6M
AVLV
1.10% · 2.2M
RSP
0.23% · 2.1M
SCHX
0.26% · 1.7M
DGRW
1.09% · 1.7M
LYTR.DE
5.74% · 1.1M
JAVA
1.49% · 960.2K
DFAC
0.18% · 788.8K
FELC
0.80% · 621.3K
XZMU.DE
0.65% · 565.8K
XZ
XZME.F
0.65% · 565.8K
EQ
EQTY
3.65% · 519.5K
ZSP.TO
0.27% · 508.1K
RECS
0.90% · 494.3K
HMWA.L
0.19% · 346.1K
OAKM
3.07% · 331.8K
FAS
1.52% · 331.1K
UBU7.DE
0.20% · 314.6K
SCRD
1.03% · 302.0K
SPYI
0.27% · 290.7K
BAFE
1.81% · 277.9K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
49.03%
HOLDERS
3,115
TOP 12 OF 3,115 · RANKED BY POSITION SIZE
Vanguard Group Inc
151.6M sh · $14.47B
Blackrock, Inc.
134.4M sh · $12.4B
Blackrock Inc.
101.0M sh · $7.44B
Dodge & Cox
83.0M sh · $7.93B
Jpmorgan Chase & Co
73.8M sh · $6.87B
State Street Corp
73.2M sh · $6.75B
Price T Rowe Associates Inc /Md/
57.4M sh · $5.48B
Fmr LLC
44.3M sh · $4.08B
Geode Capital Management, LLC
38.7M sh · $3.62B
Franklin Resources Inc
36.5M sh · $3.37B
Blackrock Institutional Trust Company, N.A.
33.6M sh · $1.32B
Primecap Management Co/Ca/
25.1M sh · $2.32B

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity5
Return On Assets4
Debt To Equity2
Price To Earnings2
Price To Book1
Overall Score3

TRADES BY CONGRESS

HOUSE TRADES
Ro Khanna
Ro Khanna
Purchase
2026-06-02
 Gilbert Cisneros
Gilbert Cisneros
Sale
2026-03-27
 Tony Wied
Tony Wied
Purchase
2026-02-19
 Julie Johnson
Julie Johnson
Sale
2025-12-18

INSIDER TRADES

★
DIRECTOR, OFFICER: CO-CHAIRMAN
Schwab Charles R.
Sale · 9.3K shares
2026-08-27
★
DIRECTOR
Schwab-Pomerantz Carolyn
Sale · 9.2K shares
2026-08-26
★
DIRECTOR, OFFICER: CO-CHAIRMAN
Schwab Charles R.
Sale · 117.0K shares
2026-08-24
★
DIRECTOR, OFFICER: CO-CHAIRMAN
Bettinger Walter W
Purchase · 176.2K shares
2026-08-24

MOST RECENT ANALYST GRADES

GRADE SUMMARY
BUY 6
OVERWEIGHT 3
OUTPERFORM 2
MARKET OUTPERFORM 2
MARKET PERFORM 1
NEUTRAL 1
UNDERPERFORM 1
16 GRADES IN THE LAST 12 MONTHS
Morgan Stanley OVERWEIGHT Argus Research BUY UBS BUY Barclays OVERWEIGHT BMO Capital MARKET PERFORM Piper Sandler NEUTRAL TD Cowen BUY Raymond James OUTPERFORM

SECTORS PEERS

PEERPRICE
BAC$62.21COMPARE
MS$213.66COMPARE
GS$1025.96COMPARE
MUFG$22.80COMPARE
C$131.95COMPARE
BLK$1157.28COMPARE
BX$142.42COMPARE
HOOD$104.28COMPARE