$SCHW
The Charles Schwab Corporation · NYSE · Financial Services
- Market cap
- 189.00B
- Volume
- 5.88M
- P/E
- 19.91
- Day range
- 108.52 – 110.37
- 52w range
- 83.96 – 114.53
- Analyst target
- 124.95
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$SCHW -0.99% at 109.29 Warren Buffett and 1 other tracked billionaires hold it. https://billionairestrading.com/stocks/SCHW
Company summary
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. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
Institutional ownership
Institutions hold 85.66% · insiders 6.21% · 2,988 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 134.41M | $14.69B | 7.77% | 2026-06-30 |
| Vanguard Capital Management LLC | 107.33M | $11.73B | 6.21% | 2026-06-30 |
| Dodge & Cox Inc. | 76.97M | $8.41B | 4.45% | 2026-06-30 |
| State Street Corporation | 73.17M | $8.00B | 4.23% | 2026-06-30 |
| JPMORGAN CHASE & CO | 49.17M | $5.37B | 2.84% | 2026-06-30 |
| FMR, LLC | 44.27M | $4.84B | 2.56% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 43.29M | $4.73B | 2.50% | 2026-06-30 |
| Geode Capital Management, LLC | 37.29M | $4.08B | 2.16% | 2026-06-30 |
| Franklin Resources, Inc. | 36.48M | $3.99B | 2.11% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 26.89M | $2.94B | 1.55% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| HATHI NEESHA | Officer | Conversion of Exercise of derivative security at price 52.05 per share. | 3.2K | 2026-09-01 |
| HATHI NEESHA | Officer | Sale at price 109.04 per share. | 3.2K | 2026-09-01 |
| BETTINGER WALTER W II | Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. | 74.4K | 2026-08-28 |
| HATHI NEESHA | Officer | Sale at price 108.12 per share. | 3.2K | 2026-08-28 |
| BETTINGER WALTER W II | Chairman of the Board | Sale at price 110.91 per share. | 74.4K | 2026-08-28 |
| SCHWAB CHARLES R JR. | Chairman of the Board | Stock Gift at price 0.00 per share. | 9.3K | 2026-08-27 |
| SCHWAB-POMERANTZ CAROLYN | Director | Sale at price 109.25 per share. | 9.2K | 2026-08-26 |
| BETTINGER WALTER W II | Chairman of the Board | Conversion of Exercise of derivative security at price 46.81 per share. | 176.2K | 2026-08-24 |
| BETTINGER WALTER W II | Chairman of the Board | Sale at price 113.49 per share. | 176.2K | 2026-08-24 |
| SCHWAB CHARLES R JR. | Chairman of the Board | Sale at price 113.20 per share. | 117.0K | 2026-08-24 |
| SCHWAB CHARLES R JR. | Chairman of the Board | Stock Gift at price 0.00 per share. | 100.0K | 2026-08-18 |
| BEATTY JONATHAN S | Officer | Sale at price 111.33 per share. | 1.0K | 2026-08-17 |
Analyst ratings
Consensus score 1.73 (1 = strong buy, 5 = sell) · mean target 124.95
- Compass PointBuyinit2026-08-03
- Morgan StanleyOverweightmain2026-07-27
- Argus ResearchBuymain2026-07-23
- UBSBuymain2026-07-22
- BarclaysOverweightmain2026-07-22
- BMO CapitalMarket Performdown2026-07-20
- Piper SandlerNeutralmain2026-07-15
- Morgan StanleyOverweightmain2026-07-10
- BarclaysOverweightmain2026-07-09
- UBSBuymain2026-07-08
Earnings
Next report: 2026-10-15
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 1.31 | 1.25 | 0.06 |
| 4Q2025 | 1.39 | 1.39 | -0.00 |
| 1Q2026 | 1.43 | 1.40 | 0.03 |
| 2Q2026 | 1.62 | 1.55 | 0.07 |
SEC filings
- 10-QPeriodic Financial Reports2026-08-07Open
- 8-KCorporate Changes & Voting Matters2026-07-21Open
- 8-KCorporate Changes & Voting Matters2026-06-29Open
- 11-KAnnual report of employee stock purchase2026-06-10Open
- 8-KCorporate Changes & Voting Matters2026-06-01Open
- 8-KCorporate Changes & Voting Matters2026-05-22Open
- 8-KCorporate Changes & Voting Matters2026-05-21Open
- 10-QPeriodic Financial Reports2026-05-08Open
- 8-KCorporate Changes & Voting Matters2026-04-22Open
- DEFA14AProxy Statements2026-04-17Open
Latest SCHW news
- Schwab Bond ETFs See Billions Pour In, and Here's Why
Amid rising Treasury yields, Schwab Bond ETFs are attracting billions in investments.
Sat, 05 Sep 2026 17:31:00 +0000
- The biggest August jobs beat in nearly 30 years may be less impressive than it looks: Chart of the Day
The August jobs report looked like a blockbuster — look inside and the story changes fast.
Sat, 05 Sep 2026 11:47:16 +0000
- Charles Schwab Sharply Raises Minimum on Tax-Smart Strategy Popular With Advisors
The minimum initial investment for many long/short strategies is rising to $10 million from $1 million on Sept. 16.
Fri, 04 Sep 2026 18:30:00 +0000
- Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal
Charles Schwab stock, along with Robinhood Markets, Ameriprise and LPL Financial, are in or near buy zones in the ongoing stock market action.
Fri, 04 Sep 2026 15:07:16 +0000
- ‘Corporate America Is Basically Exterminating Your Career.” Clark Howard’s Sounds Alarm For Americans In Their 50s, Who Want To Work Till 65
Clark Howard named a specific age when corporate America tends to push workers out, and it falls years before most people's retirement plans even begin to account for income gaps, portfolio shortfalls, or Social Security decisions.
Fri, 04 Sep 2026 13:35:32 +0000
- Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run
Charles Schwab stock has almost doubled over the past three years, while current valuation checks send a more restrained signal, with the Excess Returns intrinsic value estimate pointing to some upside and market multiples looking closer to fair. For investors, the picture is neither clearly cheap nor clearly expensive, which makes the recent share gains worth a closer look. Charles Schwab has returned 99.0% over the past three years, which puts extra focus on whether the current price still...
Fri, 04 Sep 2026 02:15:24 +0000
- Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts
It’s the latest in a series of moves that highlight the risks and concerns around one of the most popular trades on Wall Street.
Thu, 03 Sep 2026 13:02:39 +0000
- Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase?
Can SCHW's expansion into wealth management, banking, lending and crypto deepen client relationships and drive the next phase of growth? Let's find out.
Wed, 02 Sep 2026 14:12:00 +0000