SCHW · Schwab Charles Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Active brokerage accounts | 39.8M | Q2 2026 | — |
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| Banking accounts | 2.4M | Q2 2026 | — |
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| Client transactional sweep cash balances | 485.7B | Q2 2026 | — |
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| Common stock repurchases (shares) | 11.2M | Q2 2026 | — |
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| Core net new assets | 119.8B | Q2 2026 | — |
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| Daily average trading volume | 11.9M | Q2 2026 | — |
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| Managed Investing Solutions net flows | 53% | Q2 2026 | — |
| Margin loan balances | 165.1B | Q2 2026 | — |
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| New brokerage account openings | 1.4M | Q2 2026 | — |
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| Pledged Asset Line balances | 33.4B | Q2 2026 | — |
| Schwab Wealth Advisory net flows | 80% | Q2 2026 | — |
| Total client assets | 13.08 | Q2 2026 | — |
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| Workplace plan participant accounts | 5.9M | Q2 2026 | — |
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| Average interest-earning assets | 437.7B | Q1 2026 | — |
| Bank loan balances | 60.9B | Q1 2026 | — |
| Common stock repurchases (dollars) | 2.4B | Q1 2026 | — |
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| Core net new assets (excluding planned mutual fund clearing deconversion) | 157.5B | Q1 2026 | — |
| Net interest margin | 2.88% | Q1 2026 | — |
| Total client accounts | 47.2M | Q1 2026 | — |
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| Capital return | 11.8B | FY2025 | — |
| Managed Investing Solutions net inflows growth | 50% | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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SCHW
this stock
Schwab Charles Corp
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$175.30B | +1.2% | -9.3% | 20.0 | 1.4% |
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MS
Morgan Stanley
|
$344.64B | +23.8% | +5.5% | 19.8 | 1.1% |
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GS
Goldman Sachs Group Inc
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$317.05B | +22.9% | +8.9% | 19.6 | 2.2% |
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HOOD
Robinhood Markets, Inc.
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$94.08B | -7.6% | +51.6% | 50.7 | 4.2% |
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IBKR
Interactive Brokers Group, Inc.
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$40.88B | +42.8% | +30.6% | 39.4 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SCHW | -1.9% | +8.2% | -2.3% | +9.2% | +1.2% |
| SPY | -1.0% | +1.9% | +7.5% | +0.1% | +9.6% |
| vs SPY | -1.0% | +6.3% | -9.7% | +9.2% | -8.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.