NASDAQ · SCHW
Financial Services · Financial - Capital Markets
$107.79
Down-$2.63 (-2.44%)
Updated Sep 16, 2026, 10:57 PM
SID Score
6.9/10
Composite research score
Smart Money
45/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
SCHW closed at $107.79 after 20 trading sessions, down 3.48% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $107.01 | $109.56 | $106.905 | $107.79 | 9.2M |
| Sep 14, 2026 | $107.95 | $108.00 | $106.42 | $107.31 | 5.42M |
| Sep 11, 2026 | $108.30 | $108.37 | $106.085 | $107.25 | 4.76M |
| Sep 10, 2026 | $107.27 | $107.645 | $106.53 | $107.33 | 6.69M |
| Sep 9, 2026 | $106.98 | $107.83 | $106.19 | $106.54 | 8.52M |
| Sep 8, 2026 | $109.00 | $109.32 | $106.82 | $106.87 | 6.85M |
| Sep 4, 2026 | $109.59 | $110.40 | $108.52 | $109.29 | 5.88M |
| Sep 3, 2026 | $108.78 | $110.72 | $108.78 | $110.38 | 6.35M |
| Sep 2, 2026 | $108.50 | $109.90 | $108.18 | $108.24 | 7.16M |
| Sep 1, 2026 | $109.44 | $109.80 | $107.97 | $108.28 | 8.17M |
| Aug 31, 2026 | $109.40 | $110.3207 | $109.40 | $109.82 | 6.16M |
| Aug 28, 2026 | $108.40 | $111.01 | $107.78 | $110.16 | 12.82M |
| Aug 27, 2026 | $108.95 | $109.525 | $107.23 | $108.05 | 10.11M |
| Aug 26, 2026 | $108.25 | $110.32 | $106.34 | $109.39 | 13.95M |
| Aug 25, 2026 | $113.04 | $113.3827 | $112.0813 | $112.27 | 5.05M |
| Aug 24, 2026 | $112.89 | $114.53 | $112.51 | $113.65 | 8.28M |
| Aug 21, 2026 | $110.27 | $112.40 | $110.165 | $112.30 | 6.94M |
| Aug 20, 2026 | $111.46 | $111.855 | $109.55 | $109.79 | 6.64M |
| Aug 19, 2026 | $111.41 | $112.08 | $110.54 | $110.88 | 6.51M |
| Aug 18, 2026 | $111.33 | $112.20 | $110.5856 | $111.68 | 7.09M |
The latest Smart Investors Daily articles mentioning SCHW.
SCHW research
Company profile and research snapshot.
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.6 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of the third quarter. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 3, 2026 | Compass Point | Buy | — |
| Jul 27, 2026 | Morgan Stanley | Overweight | — |
| Jul 23, 2026 | Argus Research | Buy | — |
| Jul 22, 2026 | Barclays | Overweight | — |
| Jul 22, 2026 | UBS | Buy | — |
No generated briefing is available yet.
Yahoo · Sep 16, 2026
Webull just posted a record trading quarter, eliminated a regulatory headwind it called its defining moment, and closed a major international acquisition, yet the stock is down 34% over the past year. Whether the next phase of its story corrects that or deepens it depends on a few things falling into place.
Yahoo · Sep 16, 2026
A Texas family used ChatGPT to build an income plan around a brokerage account, and a certified financial planner stopped them before they made a move that would have triggered taxes they never needed to pay.
Yahoo · Sep 16, 2026
Charles Schwab (NYSE:SCHW) is partnering with Anthropic to roll out the Claude for Financial Advisors tool to its RIA network. The AI assistant is being integrated into the workflows of more than 16,000 independent advisors that custody with Schwab. Claude is expected to support tasks such as drafting client communications, summarizing documents, and assisting with research for advisory teams. Schwab's launch of Claude for Financial Advisors across its RIA platform is an important step to...
Yahoo · Sep 15, 2026
Anthropic pushed Claude directly into wealth-management workflows on September 14, launching Claude for Financial Advisors with connections to Charles Schwab, BlackRock and other industry platforms. It lets advisers pull client and portfolio information into Claude for meeting prep, portfolio review and documentation. That gives The Charles Schwab Corporation (NYSE:SCHW) a new way to deepen its […]
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation shares trade at $107.79, reflecting a modest daily gain of 0.15% per SID market data. Over the trailing three-month period, SCHW has delivered a robust 18.52% return, significantly outpacing its one-month decline of 2.97%, which suggests recent short-term consolidation following a strong rally. On a one-year basis, the stock has appreciated 11.07%. Technically, SCHW sits above both its 50-day moving average of $106.60 and its 200-day moving average of $97.81, confirming a longer-term uptrend according to Massive/Polygon data. However, the 14-day RSI reading of 35.7 places the stock near oversold territory, indicating recent selling pressure that has pulled shares toward their short-term support level. The stock carries a beta of 0.956, suggesting volatility roughly in line with the broader market. Average daily trading volume stands at approximately 8.85 million shares, reflecting strong institutional liquidity.
The Charles Schwab Corporation carries a market capitalization of approximately $176.5 billion, positioning it among the largest financial services firms in the United States. Per SID market data, SCHW trades at a trailing price-to-earnings ratio of 21.28, which sits above the broader financial services sector average, reflecting the market's premium pricing for the company's asset-gathering model and scale advantages. The PEG ratio of 1.44, according to SEC filings and consensus growth estimates, indicates the stock is trading at a moderate premium relative to its expected earnings growth trajectory. SCHW's price-to-book ratio stands at 4.34, elevated for a financial services company but consistent with its asset-light brokerage and wealth management operations. The company offers a dividend yield of 1.11%, providing a modest income component. Taken together, these metrics position Schwab as a growth-oriented financial franchise commanding valuations above traditional banking peers.
The Charles Schwab Corporation registers an overall smart money score of 45 out of 100, reflecting a neutral composite signal per SID market data. Institutional ownership sentiment scores a perfect 25 out of 25, indicating strong conviction among large fund managers and sustained accumulation patterns evident in 13F institutional filings. In contrast, insider activity presents a more cautious picture, scoring 7.5 out of 25, with 20 insider transactions recorded over the past 90 days according to SEC Form 4 filings. Of those transactions, 14 were sales compared to just 6 purchases, suggesting corporate insiders have been net sellers during the recent price appreciation. Dark pool activity scores a low 5.0 out of 25, indicating limited off-exchange institutional buying pressure at current price levels. Congressional trading activity scores 7.6 out of 25, showing minimal notable legislative member positioning. The divergence between strong institutional holdings and elevated insider selling creates a mixed smart money profile that warrants monitoring as the stock consolidates near its current range.
The Charles Schwab Corporation most recently reported quarterly earnings of $1.62 per share, surpassing the consensus analyst estimate of $1.51 by $0.11, representing a 7.3% positive surprise according to company earnings reports. This beat underscores continued momentum in Schwab's core revenue streams, including net interest income and asset management fees. Looking ahead, analyst estimates project sequential earnings growth, with the next quarter's consensus set at $1.36 per share, followed by $1.51, and then $1.67 for the quarter ending in late 2026 per analyst estimates. This trajectory implies an expected earnings ramp of approximately 22.8% from the $1.36 estimate to the $1.67 estimate over three quarters. The upward progression in estimates reflects Wall Street's expectation that Schwab will benefit from improving client cash sorting dynamics and expanding operating leverage as the integration of its TD Ameritrade acquisition continues to drive cost efficiencies across the platform.
Wall Street consensus on The Charles Schwab Corporation remains decidedly bullish, with all five most recent analyst actions reflecting positive ratings per SID consensus data. On August 3, 2026, Compass Point initiated coverage with a Buy rating, adding a new bullish voice to the coverage universe. Morgan Stanley maintained its Overweight rating on July 27, while Argus Research reiterated its Buy recommendation on July 23 according to Wall Street analyst reports. Both Barclays and UBS maintained their Overweight and Buy ratings respectively on July 22, following the company's earnings beat. Notably, none of the recent analyst actions involved downgrades or neutral initiations, reflecting broad confidence in Schwab's growth trajectory and competitive positioning within financial services. The clustering of reaffirmations immediately after the earnings report, where SCHW beat estimates by $0.11 per share, suggests the results reinforced existing positive investment theses across multiple major sell-side institutions covering the stock.
The latest Smart Investors Daily articles mentioning SCHW.
