SCHW · The Charles Schwab Corporation

Financial Services NYQ United States aboutschwab.com ↗
Val Gro Qua Mom Sta Cap P/S7.13 P/E Fwd P/E13.74 PEG0.90 52W –  RSI Target$124.95 (+16.5%) Beta0.75 Div1.10%
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RSI ()
Pattern Overlays
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Capital Markets Westlake, United States 33,700 employees
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.
Signal
Trend Strength
Price Levels
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 47 Overbought · 100
Signal Neutral
EMA Price Levels
Activity & Patterns
Volume Analysis
Momentum Dashboard
Detected Patterns
6Bullish
4Bearish
0Neutral

Momentum Signals 10

▲ MACD Bullish Crossover 2026-05-13 · $90.9
▲ MACD Bullish Crossover 2026-06-05 · $88.58
▲ Bull Flag 2026-07-28 · $104.18
▲ MACD Bullish Crossover 2026-07-28 · $105.66

No major reversal patterns in the last 4 months — showing momentum signals only.

View overlays on the price chart via Overview tab → Pattern Overlays.

Next Earnings Oct 15, 2026
Beat Rate 100%
Consensus BUY
Analyst Upside +16.5%
EPS — History & Forecast
Estimate Beat Miss Forecast
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Revenue — History & Forecast
Revenue Forecast
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EPS Beat Rate
100% 8/8 quarters
Wall Street Consensus
BUY
18
3
1
BuyHoldSell
Price Target Range
$124.95 +16.5% upside
Low $91 High $145
Consensus Current price
Wall Street Analyst Ratings
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Firm Rating Change Action Date
Profitability
Gross Margin 97.50%Last 12 Months
Operating Margin 52.28%Last 12 Months
Return on Equity 20.27%Last 12 Months
Revenue Growth 20.90%Year over Year
Free Cash Flow N/ALast 12 Months
Free Cash Flow Yield Last 12 Months
Balance Sheet
Debt / Equity 151.11Most Recent Quarter
Current Ratio 0.66Most Recent Quarter
Cash 96.36BMost Recent Quarter
Total Debt 75.78BMost Recent Quarter
Net Debt Most Recent Quarter
How SCHW Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap185.47B
Enterprise Value171.10B
Trailing P/E19.54
Forward P/E13.74
PEG Ratio (5yr)0.90
Price/Sales (ttm)7.13
Price/Book (mrq)4.22
EV/Revenue6.58
EV/EBITDAN/A
Share Statistics
Avg Vol (3m)8.91M
Shares Outstanding1.73B
Float1.63B
% Held by Insiders6.21%
% Held by Institutions85.55%
Short Ratio0.01
Short % of Float0.00%
Profitability
Gross Margin97.50%
Operating Margin (ttm)52.28%
Profit Margin38.79%
Return on Assets (ttm)2.07%
Return on Equity (ttm)20.27%
Income Statement
Revenue (ttm)26.03B
Revenue Growth (yoy)20.90%
Gross Profit (ttm)25.37B
EBITDAN/A
Net Income (ttm)9.72B
Diluted EPS (ttm)5.49
EPS Growth (yoy)42.60%
Balance Sheet
Total Cash (mrq)96.36B
Total Debt (mrq)75.78B
Debt / Equity (mrq)151.11
Current Ratio (mrq)0.66
Book Value / Share25.42
Operating CF (ttm)11.42B
Free Cash Flow (ttm)N/A
Trading & Dividends
Beta (5Y)0.75
50-Day MA106.02
200-Day MA97.66
Fwd Dividend Yield1.19%
Payout Ratio21.49%
Income
Dividend Yield 1.10%Last 12 Months
Annual Rate 1.28Forward
Payout Ratio 21.49%Last 12 Months
Dividend History
Payout Ratio (Last 12 Months): 21.49%
Monthly Dividends
Ownership Breakdown
Institutional 85.55% Insider 6.21% Public 8.2%
Short Interest 0.00% of float
Low
Institutional 13F Holdings

Famous investors who disclosed a position in SCHW in their latest SEC 13F filing.

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Insider Transactions
Date Insider Role Transaction Shares Price Value