The Charles Schwab Corporation · NYSE (us_market)
Financial Services · Capital Markets · United States
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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-06$83.64 RISE2025-04-04$69.06 PEAK2025-07-02$91.34 146d | -17.4% 57d | Missed | Missed | — | — | +32.3% 89d | Missed |
DROP2024-05-21$78.90 RISE2024-09-12$61.74 PEAK2024-11-29$82.76 192d | -21.7% 114d | Missed | Missed | — | — | +34.0% 78d | Missed |
DROP2024-05-21$78.90 RISE2024-08-12$61.77 PEAK2024-10-24$72.59 156d | -21.7% 83d | Missed | Missed | — | — | +17.5% 73d | Missed |
DROP2023-07-20$67.94 RISE2023-10-23$49.33 PEAK2023-12-15$70.98 148d | -27.4% 95d | Missed | Missed | — | — | +43.9% 53d | Missed |
DROP2023-01-10$85.62 RISE2023-05-04$47.37 PEAK2023-07-20$67.94 191d | -44.7% 114d | Missed | Missed | — | — | +43.4% 77d | Missed |
DROP2022-02-08$94.96 RISE2022-06-17$59.99 PEAK2022-08-16$77.18 189d | -36.8% 129d | Missed | Missed | — | — | +28.7% 60d | Missed |
DROP2022-01-14$95.53 RISE2022-03-08$75.69 PEAK2022-03-22$92.20 67d | -20.8% 53d | Missed | Missed | — | — | +21.8% 14d | Missed |
DROP2021-01-12$61.20 RISE2021-01-29$51.54 PEAK2021-04-27$69.64 105d | -15.8% 17d | Missed | Missed | — | — | +35.1% 88d | Missed |
DROP2020-06-05$42.82 RISE2020-09-24$34.36 PEAK2020-12-18$51.98 196d | -19.8% 111d | Missed | Missed | — | — | +51.3% 85d | Missed |
DROP2020-06-05$42.82 RISE2020-08-06$33.14 PEAK2020-10-30$41.11 147d | -22.6% 62d | Missed | Missed | — | — | +24.0% 85d | Missed |
DROP2020-01-16$49.00 RISE2020-05-15$32.56 PEAK2020-06-05$42.82 141d | -33.6% 120d | 2020-03-09 $30.27 | 2020-06-05 $42.82 | 87Quality on Sale | 49Value Trap Risk | +31.5% 21d | +41.5% Held 88d |
DROP2020-01-16$49.00 RISE2020-03-12$28.43 PEAK2020-06-05$42.82 141d | -42.0% 56d | 2020-03-09 $30.27 | 2020-06-05 $42.82 | 87Quality on Sale | 49Value Trap Risk | +50.6% 85d | +41.5% Duplicate trade Held 88d |
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Rick Wirster of Charles Schwab joins Ashley Mastronardi on NYSE Live to discuss plans to expand access to investing
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What Charles Schwab’s Recent Performance Tells Investors Charles Schwab (SCHW) has drawn fresh investor attention after a mixed run in its stock performance, with short term returns under pressure while longer term holders have seen gains. Over the past day and past week, the stock has slipped 0.29% and 1.81% respectively, while it is up slightly over the past month and down 5.45% over the past 3 months. See our latest analysis for Charles Schwab. At a share price of $90.15, Schwab’s shorter...
What Charles Schwab’s Recent Performance Tells Investors Charles Schwab (SCHW) has drawn fresh investor attention after a mixed run in its stock performance, with short term returns under pressure while longer term holders have seen gains. Over the past day and past week, the stock has slipped 0.29% and 1.81% respectively, while it is up slightly over the past month and down 5.45% over the past 3 months. See our latest analysis for Charles Schwab. At a share price of $90.15, Schwab’s shorter...
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Charles Schwab (SCHW) CEO Rick Wurster says his company's stock deserves a higher valuation.
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| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| SCHW | -4.58% | -8.52% | -12.57% | -1.12% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | -3.92% | -9.07% | -6.75% | -2.34% |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-28 | ADAMS JOHN K JR | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-28 | ADAMS JOHN K JR | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-28 | Wurster Richard A | President & CEO | P Open-market purchase | 21,959 | $84.23 | +$1.85M |
| 2026-05-28 | Dea Joan | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-28 | Dea Joan | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-28 | Schwab-Pomerantz Carolyn | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-28 | Schwab-Pomerantz Carolyn | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-28 | Ruffel Charles A. | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-28 | Ruffel Charles A. | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | Sarin Arun | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | Sarin Arun | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | Ellis Stephen A | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | Ellis Stephen A | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | SNEED PAULA A | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | SNEED PAULA A | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | HERRINGER FRANK C | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | HERRINGER FRANK C | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | DODDS CHRISTOPHER V | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | DODDS CHRISTOPHER V | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-27 | Brown Marianne Catherine | Director | A Grant / award(deriv) | 3,977 | — | +$0 |
| 2026-05-27 | Brown Marianne Catherine | Director | A Grant / award | 1,602 | — | +$0 |
| 2026-05-26 | Schwab Charles R. | Co-Chairman | G Gift | 210,000 | — | +$0 |
| 2026-05-26 | Dea Joan | Director | G Gift | 835 | — | +$0 |
| 2026-05-20 | Schwab Charles R. | Co-Chairman | S Open-market sale | 27,500 | $92.22 | −$2.54M |
| 2026-05-18 | Schwab Charles R. | Co-Chairman | S Open-market sale | 27,500 | $92.40 | −$2.54M |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-16upcoming | 1.51 | — | — |
| 2026-04-16 | 1.40 | 1.43 | +2.48% |
| 2026-01-21 | 1.39 | 1.39 | -0.27% |
| 2025-10-16 | 1.25 | 1.31 | +5.21% |
| 2025-07-18 | 1.05 | 1.08 | +2.86% |
| 2025-04-17 | 1.01 | 1.04 | +3.17% |
| 2025-01-21 | 0.91 | 1.01 | +10.46% |
| 2024-10-15 | 0.75 | 0.77 | +2.61% |
| 2024-07-16 | 0.72 | 0.73 | +1.14% |
| 2024-04-15 | 0.73 | 0.74 | +0.73% |
| 2024-01-17 | 0.64 | 0.68 | +6.37% |
| 2023-10-16 | 0.74 | 0.77 | +3.86% |
| 2023-07-18 | 0.71 | 0.75 | +5.69% |
| 2023-04-17 | 0.90 | 0.93 | +3.34% |
| 2023-01-18 | 1.09 | 1.07 | -1.68% |
| 2022-10-17 | 1.05 | 1.10 | +4.34% |