SCHW
Schwab Charles Corp
$103.12
+1.21 (+1.19%)
At close · Jul 10
Market Cap
$179.34B
Shares
1,739,135,507
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$103.12
Open$103.25
Day$101.80–103.57
52W$83.96–107.14
Avg vol 30d11.1M
Short int25.0M · 1.4% float · 1.9d
Short vol39%
Last earningsApr 16, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 8
Up next
Next earnings call
Jul 16, 2026
Est · unconfirmed
· in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 8, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical
Buy
Momentum
Strong
Sentiment
Bearish
Fundamentals
Excellent
Quant / Vol
Moderate
Market backdrop
VIX 15 · calm
Equity put/call 0.55
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+9%
above
Price vs 50-day avg
+13%
above
RSI (14)
74
overbought
MACD trend
Positive
52-week position
83%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+16%
trailing
6-month return
+1%
trailing
YTD return
+4%
this year
Relative strength
−8%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $92 › 200d $95 — 200d above 50d
Institutional flow
Distributing
141 of 2,324 funds reported for Jun 30 · net -100.4K sh shares · +3 new
Insider flow
Distributing
Net -$54.5M over 90 days · 88% sells
Short interest
Rising
1.44% of float · ▲ +10.6% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
2,324 holders — near 3-yr high, broad support
Squeeze score
55
elevated · 0–100
Fundamentals
Revenue growth
+22%
Y/Y
EPS growth
+56%
Y/Y
Free cash flow
$8.8B
Valuation
P/E 20.5
in line
Buyback
$12.1B
remaining
Balance sheet
$27.1B
net cash
Quant / Vol
risk profile
Volatility
25%
annualized · 1-yr
Max drawdown
−20%
past year
ATR
2.4%
of price · 14-day
Blended 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 Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+9%
Bullish
Price vs 50-day avg
+13%
Bullish
RSI (14)
74
Bearish
MACD trend
Positive
Bullish
52-week position
83%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $92 › 200d $95 — 200d above 50d
Institutional flow
Distributing
141 of 2,324 funds reported for Jun 30 · net -100.4K sh shares · +3 new
Insider flow
Distributing
Net -$54.5M over 90 days · 88% sells
Short interest
Rising
1.44% of float · ▲ +10.6% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
2,324 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $84
Now $103 · 83%
52-wk high $107
vs 200-day avg +9%
vs 50-day avg +13%
Illustrative 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 |
|---|---|---|---|
| Active brokerage accounts | 39.1M | Q1 2026 | — |
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| Average interest-earning assets | 437.7B | Q1 2026 | — |
| Bank loan balances | 60.9B | Q1 2026 | — |
| Banking accounts | 2.3M | Q1 2026 | — |
| Client transactional sweep cash balances | 461.5B | Q1 2026 | — |
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| Common stock repurchases (dollars) | 2.4B | Q1 2026 | — |
| Common stock repurchases (shares) | 24.3M | Q1 2026 | — |
|
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| Core net new assets (excluding planned mutual fund clearing deconversion) | 157.5B | Q1 2026 | — |
| Daily average trading volume | 9.9M | Q1 2026 | — |
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| Margin loan balances | 126.7B | Q1 2026 | — |
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| Net interest margin | 2.88% | Q1 2026 | — |
| New brokerage account openings | 1.3M | Q1 2026 | — |
| Total client accounts | 47.2M | Q1 2026 | — |
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| Total client assets | 11.77 | Q1 2026 | — |
| Workplace plan participant accounts | 5.8M | Q1 2026 | — |
| bank lending growth | 29% | Q1 2026 call | — |
| brokerage accounts opened | 1.3M | Q1 2026 call | — |
| client accounts | 47M | Q1 2026 call | — |
| Client Promoter Score change year-over-year in Investor Services | 9 | Q1 2026 call | — |
| Client Promoter Scores increase with financial consultant relationship | 10 | Q1 2026 call | — |
| core net new assets | 158B | Q1 2026 call | — |
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| daily average trades | 9.9M | Q1 2026 call | — |
| digital log-ins | 570M | Q1 2026 call | — |
| managed investing net flows growth | 46% | Q1 2026 call | — |
| net new assets multiplier with financial consultant | 2.4 | Q1 2026 call | — |
| Schwab Wealth Advisory net flows | 10B | Q1 2026 call | — |
| Schwab Wealth Advisory net flows growth | 90% | Q1 2026 call | — |
| service center calls | 7.8M | Q1 2026 call | — |
| total trades supported | 600M | Q1 2026 call | — |
| Capital return | 11.8B | FY2025 | — |
| Common stock repurchases (value) | 2.7B | Q4 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 |
|---|---|---|---|---|---|
|
SCHW
this stock
Schwab Charles Corp
|
$179.34B | +3.6% | -9.3% | 20.5 | 1.4% |
|
MS
Morgan Stanley
|
$350.60B | +25.9% | +5.5% | 20.1 | 1.1% |
|
GS
Goldman Sachs Group Inc
|
$311.29B | +20.7% | — | 19.3 | 2.2% |
|
HOOD
Robinhood Markets, Inc.
|
$100.83B | -1.0% | +51.6% | 54.4 | 4.2% |
|
IBKR
Interactive Brokers Group, Inc.
|
$41.92B | +46.5% | +30.6% | 40.4 | 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 sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SCHW | +6.3% | +15.5% | +0.7% | +11.8% | +3.6% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | +4.9% | +11.4% | -8.4% | +10.7% | -7.2% |
Capital returns
Latest dividend
$0.32
/ share · ex May 8, 2026
Paid (TTM)
$1.18
/ share · 4 payouts
Dividend yield (TTM, derived)
1.14%
Buyback programs
· 2 active
· as of Mar 31, 2026
Authorized (total)
$35.00B
Spent (derived)
$22.90B
Remaining
$12.10B
Spent
Remaining
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.