$SCHW

Generating a unique summary for SCHW…

AI-generated for information only — not investment advice.

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.

Institutions hold 85.56% · insiders 6.21% · 2,987 institutions

Consensus score 1.83 (1 = strong buy, 5 = sell) · mean target 117.59

• Morgan StanleyOverweightmain2026-10-21
• BMO CapitalMarket Performmain2026-10-19
• BarclaysOverweightmain2026-10-16
• UBSBuymain2026-10-16
• Wells FargoEqual-Weightmain2026-10-16
• JP MorganOverweightmain2026-10-16
• Evercore ISI GroupIn-Linemain2026-10-16
• TD CowenBuyreit2026-10-16
• CitizensMarket Outperformreit2026-10-16
• Truist SecuritiesBuymain2026-10-16

Next report: 2027-01-21

• 8-KCorporate Changes & Voting Matters2026-10-15Open
• 8-A12BTrading Registrations2026-10-06Open
• 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

• Are Your Retirement Savings on Track?

  Do the amounts in your IRAs and 401(k)s have you on to path to financial independence?

  Fri, 23 Oct 2026 15:23:47 +0000

• Why Charles Schwab Stock Could Benefit If Short Term Rates Stay Higher

  Inflation is refusing to fade, short-term rates are higher, and the AI boom now has a real funding cost attached to it. That mix is punishing for some sectors, yet it can quietly reshape how cash-rich financial firms earn on client balances. If you care where your capital sits when policy stays tight, keep reading. This piece walks through three stocks exposed to that story and why their setups matter. The three stocks below are just a sample of this idea in action, and the broader screen...

  Fri, 23 Oct 2026 13:09:22 +0000

• Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends

  WESTLAKE, Texas, October 22, 2026--The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.32 per common share.

  Thu, 22 Oct 2026 20:18:00 +0000

• Zoe Financial CEO Andres Garcia-Amaya to Speak on Growth at Charles Schwab IMPACT(R) 2026

  Next week, Zoe's founder will join a panel of RIA leaders to talk about how firms can grow and still give great service to clientsNEW YORK CITY, NY / ACCESS Newswire / October 22, 2026 / , a wealth management platform helping registered investment advisers (RIAs) grow more efficiently and deliver personalized investment solutions to their clients, today shared that its CEO and Founder, Andres Garcia-Amaya, CFA, will speak at IMPACT® 2026, hosted by Charles Schwab. He will join a panel on how adv

  Thu, 22 Oct 2026 11:00:00 +0000

• ETF Central: An Introduction to the Schwab International Bond ETF

  Riz Hussain, investment strategist and portfolio consultant, and John Greves, managing director and head of multi-asset strategy at Schwab Asset Management, join Bilal Little on ETF Central to discuss Schwab’s new international bond index, built in partnership with ICE. They walk through how the index is constructed, including its focus on investment-grade bonds from developed markets and its approach to currency exposure. The conversation covers the current interest rate environment, differences in central bank policy around the world, and how the index fits into the broader portfolio construction process at Schwab. They also address common questions about international bonds, including how to source the allocation, the role of duration, and how the index compares with domestic fixed income.

  Tue, 20 Oct 2026 20:26:05 +0000

• Schwab Withholds 10% From an IRA Withdrawal Unless You Change One Line on the Form. For a Retiree in the 24% Bracket That’s a $7,000 Surprise in April on a $50,000 Distribution

  Most retirees assume their IRA custodian withholds enough to cover their tax bill, and that assumption costs them thousands every April. The reason traces back to a single line on a form that almost nobody changes.

  Tue, 20 Oct 2026 20:00:52 +0000

• The Banks Locked Agents Out. This Week an Agent Paid an Invoice Through the Front Door.

  Between October 13 and October 16, JPMorgan Chase, Bank of America, Citi, Schwab, and Wells Fargo locked AI agents out of consumer accounts. The response included four hard blocks and one contract rewrite. Jamie Dimon, CEO of JPMorgan Chase, characterized the move as a “liability transfer,” citing concerns over unverified agents, the use of shared […]

  Tue, 20 Oct 2026 19:14:18 +0000

• US banks want to block AI agents from moving your money. Well, at least that’s one good move.

  US banks are putting the brakes on AI agents that try to move your money. Charles Schwab and JPMorgan Chase are restricting outside agents from taking financial actions, while exploring safer ways to let AI access account information.

  Mon, 19 Oct 2026 23:47:12 +0000