NASDAQ · SCHW
Financial Services · Financial - Capital Markets
$88.05
Down-$1.42 (-1.58%)
Updated Nov 2, 2026, 12:35 AM
SID Score
6.4/10
Composite research score
Smart Money
48/100
Neutral
Price performance · SCHW
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
SCHW closed at $88.05 after 20 trading sessions, down 10.12% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $89.71 | $89.71 | $87.37 | $88.05 | 11.48M |
| Oct 29, 2026 | $89.73 | $89.96 | $89.06 | $89.47 | 5.89M |
| Oct 28, 2026 | $89.23 | $89.42 | $88.12 | $88.76 | 7.73M |
| Oct 27, 2026 | $90.03 | $90.53 | $89.21 | $89.30 | 6.38M |
| Oct 26, 2026 | $90.68 | $91.09 | $89.565 | $89.73 | 6.9M |
| Oct 23, 2026 | $91.35 | $91.5129 | $90.15 | $90.58 | 7M |
| Oct 22, 2026 | $91.19 | $92.44 | $91.06 | $91.44 | 8.78M |
| Oct 21, 2026 | $91.63 | $92.25 | $90.81 | $91.64 | 8.11M |
| Oct 20, 2026 | $89.60 | $91.495 | $89.325 | $90.89 | 10.16M |
| Oct 19, 2026 | $91.60 | $92.1892 | $89.40 | $89.58 | 12.52M |
| Oct 16, 2026 | $93.54 | $94.61 | $91.66 | $91.96 | 13.89M |
| Oct 15, 2026 | $93.395 | $95.03 | $91.38 | $94.16 | 18.59M |
| Oct 14, 2026 | $95.75 | $97.21 | $95.06 | $96.80 | 13.13M |
| Oct 13, 2026 | $97.30 | $97.69 | $95.8074 | $95.94 | 6.86M |
| Oct 12, 2026 | $97.07 | $97.82 | $96.69 | $97.06 | 4.64M |
| Oct 9, 2026 | $97.48 | $97.48 | $96.37 | $96.70 | 6.5M |
| Oct 8, 2026 | $95.60 | $97.18 | $95.43 | $96.87 | 6.57M |
| Oct 7, 2026 | $95.94 | $96.27 | $94.70 | $95.58 | 7.12M |
| Oct 6, 2026 | $98.41 | $98.78 | $96.74 | $96.80 | 5.66M |
| Oct 5, 2026 | $96.90 | $98.02 | $96.44 | $97.96 | 5.87M |
The latest Smart Investors Daily articles mentioning SCHW.
Company
Market Activity
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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 |
|---|---|---|---|
| Oct 28, 2026 | Evercore ISI Group | In-Line | — |
| Oct 21, 2026 | Morgan Stanley | Overweight | — |
| Oct 19, 2026 | BMO Capital | Market Perform | — |
| Oct 16, 2026 | Evercore ISI Group | In-Line | — |
| Oct 16, 2026 | JP Morgan | Overweight | — |
No generated briefing is available yet.
Yahoo · Oct 31, 2026
Municipal bond interest is federally tax-free, yet for retirees collecting Social Security, it can quietly trigger a tax bill that a taxable CD never would. The IRS math behind that surprise catches even financially savvy retirees off guard.
Yahoo · Oct 31, 2026
Charles Schwab Corporation has rolled out new AI tools for RIAs inside Schwab Advisor Center and invested in Nevis, an AI platform that helps advisory firms coordinate operational tasks across their tech stacks. The Nevis partnership, combined with Schwab backed AI assistants and credits for adoption, reflects an effort to cut manual work and reshape how RIAs run day to day operations. This article examines how Charles Schwab's investment narrative evolves as AI powered RIA workflows through...
Yahoo · Oct 31, 2026
Charles Schwab (SCHW) has moved AI from concept to real tools for advisors. The brokerage is rolling out Nevis integrations and Claude credits for RIAs, aiming to streamline everyday operational work. The recent AI push at Charles Schwab comes as the shares trade on a softer tape, with the 30‑day share price return down 9.91% and the 90‑day move lower by 16.33% to about $88. This is occurring even though the 3‑year total shareholder return is up 64.36% and the 1‑year total shareholder return...
Yahoo · Oct 31, 2026
Charles Schwab has rewarded long term holders with a strong 3 year share price gain, yet recent weakness has many investors asking whether the current valuation is still backed by the returns the business earns on its capital. With Schwab leaning further into advisor services, AI tools and new products, the question is how much of that profitability story is already embedded in today’s price. Over the past 3 years the stock has risen 64.4%, which puts real weight on whether Schwab’s returns...
Interpretive context generated from the platform’s current data sources.
The Charles Schwab Corporation trades at $88.05, reflecting a modest daily gain of 0.15% but significant deterioration across longer timeframes, per SID market data. Over the past month, SCHW has declined 10.49%, while the three-month return stands at negative 16.83%. On a trailing twelve-month basis, shares have fallen 14.99%, underperforming the broader financial services sector. The stock currently trades well below both its 50-day moving average of $100.49 and its 200-day moving average of $96.74, signaling sustained downward momentum according to Massive/Polygon technical data. The 14-day relative strength index registers at 22.3, placing SCHW firmly in oversold territory below the conventional 30 threshold. Average daily trading volume stands at approximately 8.85 million shares. The company's beta of 0.956 indicates marginally lower volatility relative to the broader market, though recent price action has demonstrated elevated directional movement to the downside.
The Charles Schwab Corporation carries a market capitalization of approximately $176.5 billion and trades at a price-to-earnings ratio of 21.28, per SID market data. The PEG ratio stands at 1.44, suggesting the stock is priced above a one-to-one relationship between its P/E multiple and expected earnings growth rate. The price-to-book ratio registers at 4.34, a premium typical of large-cap financial services firms with substantial intangible asset bases, according to SEC filings. SCHW offers a dividend yield of approximately 1.11%, providing modest income to shareholders. The recent pullback of nearly 17% over three months has compressed valuation metrics from prior levels, bringing the P/E closer to historical norms for the brokerage and wealth management industry. Within the financial services sector, Schwab's valuation profile reflects its position as a scale player with diversified revenue streams spanning asset management, banking, and trading services.
The Charles Schwab Corporation registers a composite smart money score of 48 out of 100, reflecting a neutral overall signal according to SID market data. Institutional positioning scores a perfect 25 out of 25, indicating robust ownership and confidence from large asset managers as reflected in 13F institutional filings. However, insider activity tells a more mixed story, scoring just 6.3 out of 25. Over the past 90 days, SEC Form 4 filings reveal 20 insider transactions, comprising 9 purchases and 11 sales. The slight lean toward selling suggests insiders have modestly reduced exposure during the recent drawdown period. Dark pool activity scores a low 5.0 out of 25, indicating limited notable accumulation through off-exchange venues. Congressional trading activity scores 12 out of 25, reflecting moderate engagement from elected officials. The divergence between strong institutional conviction and tepid insider sentiment creates a mixed directional picture, with the overall neutral score reflecting these competing signals across tracking categories.
The Charles Schwab Corporation has demonstrated a pattern of exceeding consensus expectations in its most recently reported quarters, according to company earnings reports. In the latest completed quarter, Schwab posted earnings per share of $1.69 against an analyst estimate of $1.66, delivering a positive surprise of $0.03. The prior quarter showed stronger outperformance, with actual EPS of $1.62 versus the consensus estimate of $1.51, representing a $0.11 beat. Looking ahead, analyst estimates project EPS of $1.51 for the upcoming reporting period and $1.67 for the following quarter, per consensus data. The sequential growth trajectory from $1.51 estimated to $1.67 estimated implies anticipated earnings acceleration of approximately 10.6%. The next earnings report is expected on or around the scheduled date, with investors monitoring net interest margin trends and client asset flows as key drivers of the company's profitability trajectory.
Wall Street coverage of The Charles Schwab Corporation reflects a range of views, with recent ratings clustering around hold-to-buy territory, per Wall Street analyst reports. Morgan Stanley and JP Morgan both maintain Overweight ratings on SCHW, representing the most constructive stances among recent coverage updates. Evercore ISI Group has reiterated its In-Line rating on two occasions in recent weeks, while BMO Capital maintains a Market Perform designation, according to SID consensus data. Notably, none of the five most recent analyst actions involved a rating change, with all firms reaffirming their prior positions. The absence of downgrades despite SCHW's 16.83% three-month decline suggests analysts view the selloff as potentially overdone or driven by macro factors rather than fundamental deterioration. The split between two Overweight ratings and three neutral-equivalent ratings indicates a modestly constructive consensus, with the bullish contingent anchored by two of Wall Street's largest investment banks.
The latest Smart Investors Daily articles mentioning SCHW.
