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
Ask ALVIS about this →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.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases 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 | 13.08T | Q2 2026 | — |
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| Workplace plan participant accounts | 5.9M | Q2 2026 | — |
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| Adjusted Tier 1 Leverage non-GAAP | 6.8% | Q1 2026 | — |
| Average interest-earning assets | 437.7B | Q1 2026 | — |
| Bank loan balances | 60.9B | Q1 2026 | — |
| Common stock repurchases | 2.4B | Q1 2026 | — |
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| Core net new assets (excluding planned mutual fund clearing deconversion) | 157.5B | Q1 2026 | — |
| Managed Investing Solutions net flows growth | 46% | Q1 2026 | — |
| Net interest margin | 2.88% | Q1 2026 | — |
| Tier 1 Leverage | 8.9% | Q1 2026 | — |
| Total client accounts | 47.2M | Q1 2026 | — |
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| Adjusted Tier 1 Leverage Ratio non-GAAP | 7.1% | Q4 FY2025 | — |
| Capital return | 11.8B | FY2025 | — |
| Consolidated Tier 1 Leverage | 9.3% | Q4 FY2025 | — |
| Managed Investing net inflows growth | 36% | FY2025 | — |
| Managed Investing Solutions net inflows growth | 50% | Q4 FY2025 | — |
| Return on average common stockholders' equity | 22% | Q4 FY2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$192.11B | +11.2% | +22.0% | 20.2 | 1.2% |
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MS
Morgan Stanley
|
$341.38B | +22.4% | +5.5% | 17.6 | 0.8% |
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GS
Goldman Sachs Group Inc
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$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
|
HOOD
Robinhood Markets, Inc.
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$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
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IBKR
Interactive Brokers Group, Inc.
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$41.71B | +43.2% | +9.0% | 36.7 | 2.0% |
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 | +3.2% | +9.4% | +19.8% | +5.6% | +11.2% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.8% | +4.9% | +6.0% | +1.6% | -2.7% |
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.