SCHW

Charles Schwab Corp

SCHW, USA

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. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

https://www.schwab.com

Stock Price

$0.00

0%

increase compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
SCHW
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SCHW

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Showing 2 of 10

Analyst Ratings & Sentiment

(Last Updated 2025-09-30)

Rating:

BUY

Target Price:

$112.7895

Analyst Picks

Strong Buy

10

Buy

7

Hold

2

Sell

1

Strong Sell

1

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-09-30)

Health Score

Price to Earnings Ratio (P/E)

-

High

24.30

Low 50

High 10

Price to Book Ratio (P/B)

-

Very High

3.77

Low 1

High 3

Return on Equity (ROE)

-

Very Low

4.77 %

Low 5%

High 25%

Return on Assets (ROA)

-

Very Low

0.51 %

Low 2%

High 10%

Free Cash Flow - Revenue % (FCF)

-

Very Low

5.58 %

Low 5%

High 15%

Debt to Equity

-

Very Low

8.42

Low 1

High 0.3

Investors

* Institutions hold a combined 68.61% of the total shares of Charles Schwab Corp

1.

Vanguard Group Inc

(8.3286%)

since

2025/06/30

2.

BlackRock Inc

(7.0632%)

since

2025/06/30

3.

Dodge & Cox

(4.6473%)

since

2025/06/30

4.

T. Rowe Price Associates, Inc.

(4.1227%)

since

2025/06/30

5.

State Street Corp

(3.9921%)

since

2025/06/30

6.

JPMorgan Chase & Co

(3.8896%)

since

2025/06/30

7.

Dodge & Cox Stock I

(3.1915%)

since

2025/06/30

8.

Vanguard Total Stock Mkt Idx Inv

(2.988%)

since

2025/07/31

9.

Vanguard 500 Index Investor

(2.3291%)

since

2025/07/31

10.

Geode Capital Management, LLC

(2.0593%)

since

2025/06/30

11.

FMR Inc

(1.905%)

since

2025/06/30

12.

Franklin Resources Inc

(1.6547%)

since

2025/06/30

13.

Morgan Stanley - Brokerage Accounts

(1.327%)

since

2025/06/30

14.

Harris Associates L.P.

(1.2654%)

since

2025/06/30

15.

Fidelity 500 Index

(1.1927%)

since

2025/07/31

16.

Fisher Asset Management, LLC

(1.1776%)

since

2025/06/30

17.

NORGES BANK

(1.1411%)

since

2025/06/30

18.

SPDR® S&P 500® ETF

(1.137%)

since

2025/08/31

19.

iShares Core S&P 500 ETF

(1.1322%)

since

2025/08/31

20.

PRIMECAP Management Company

(1.0486%)

since

2025/06/30

21.

Massachusetts Financial Services Company

(1.0139%)

since

2025/06/30

22.

Artisan Partners Limited Partnership

(1.0014%)

since

2025/06/30

23.

Northern Trust Corp

(0.9425%)

since

2025/06/30

24.

Viking Global Investors LP

(0.8689%)

since

2025/06/30

25.

Bank of America Corp

(0.8482%)

since

2025/06/30

26.

AllianceBernstein L.P.

(0.847%)

since

2025/06/30

27.

Vanguard Value Index Inv

(0.8428%)

since

2025/07/31

28.

The Financial Select Sector SPDR® ETF

(0.67%)

since

2025/08/31

29.

Vanguard PRIMECAP Inv

(0.6682%)

since

2025/06/30

30.

JPM US Equity Income-Composite

(0.6596%)

since

2025/06/30

31.

Vanguard Institutional Index I

(0.5688%)

since

2025/07/31

32.

Vanguard Wellington™ Inv

(0.565%)

since

2025/06/30

33.

JPMorgan Equity Income I

(0.5551%)

since

2025/07/31

34.

State St S&P 500® Indx SL Cl III

(0.5022%)

since

2025/08/31

35.

Oakmark Investor

(0.4402%)

since

2025/06/30

36.

Putnam US Large Cap Value Equity

(0.4248%)

since

2025/06/30

37.

Putnam Large Cap Value A

(0.4248%)

since

2025/07/31

38.

JPMorgan Large Cap Growth I

(0.4181%)

since

2025/07/31

39.

T. Rowe Price U.S. Value Equity Tr-D

(0.398%)

since

2025/06/30

40.

Vanguard Institutional 500 Index Trust

(0.3593%)

since

2025/07/31

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2026-03-31

EPS Estimate

Latest Release

Date

2025-12-31

EPS Actual

EPS Estimate

1.34

EPS Difference

0

Surprise Percent

0%

Investing Fit Scorecard

(Last Updated 2025-09-30)

Deep Value
Potential Value Candidate(4.5)
Defensive
Moderately Defensive(5.5)
Dividend
Decent Dividend Payer(5)
Economic Moat
Wide Moat Company(7.8)
GARP
Fair GARP(3.5)
Growth
Moderate Growth(4)
Momentum
Moderate Momentum(4)
Net Net
Not Undervalued (Net-Net)(2.5)
Quality
High Quality(6.5)
Value
Fair Value(4)

Income Statement

(Last Updated 2025-09-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-09-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-09-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.