SCHW · Charles Schwab Corp
Price
Snapshot
50 fields · last close| Market Cap | $159.0B |
| P/E | 14.94 |
| Float | 1.63B |
| Beta | 0.76 |
| Volatility | 18.9% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Moderate |
| Clavix score | 80.2 |
| Price | 90.08 |
| Change | −2.04% |
| Prev Close | 91.96 |
| Open | 93.54 |
| Day Low | 91.66 |
| Day High | 94.61 |
| Avg Vol | 9 |
| Avg $ Vol | $817.0M |
| 52W High | 114.53 |
| 52W Low | 83.96 |
| 52W Pos | 20.0% |
| From High | −21.35% |
| From Low | +7.29% |
| Max DD 1Y | −20.39% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −7.86% |
| SMA 50 | −13.75% |
| SMA 200 | −8.17% |
| RSI (14) | 27.8 |
| Vol 30D | 25.4% |
| Vol 90D | 25.0% |
| 1Y Range | 84–115 |
| Daily bars | 537 |
| Perf Week | −4.90% |
| Perf Month | −12.11% |
| Perf Quarter | −10.32% |
| Perf Half Y | −1.28% |
| Perf Year | −1.55% |
| Perf YTD | −11.31% |
| Prev Day | −2.04% |
| Clavix | A- |
| Debt / Eq | 0.38 |
| Curr Ratio | — |
| Int Cover | 17.2× |
| FCF Margin | — |
| Rev Growth | +22.0% |
| Profit | Profitable |
| Leverage | Very High |
| Sector rank | 11 / 69 |
What SCHW does
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.
Clavix risk grade
regraded every trading daySCHW grades A-, 80.2 of 100. Steadiest on Price Stability (67), most exposed on News Sentiment (47, fragile). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 11 of 69 in Financial Services by Clavix score.
How rough the ride is
| SCHW | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.76 | 1.21 |
| Volatilityannualized | 18.9% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −20.4% | — |
| Typical daily movemedian absolute daily change | 0.88% | — |
| Days beyond ±3%of the last 252 sessions | 10 (4%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| SCHW | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.76 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| SCHW | |
|---|---|
| 1 week | −4.9% |
| 1 month | −12.1% |
| Year to date | −11.3% |
| 1 year | −1.6% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| SCHW | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 17 Sep |
| Average score0 most bearish, 100 most bullish | 68 |
| Bullish · bearisharticles above 60 · below 40 | 22 · 2 |
| Directionarticles whose tone is improving vs worsening | 22 ↑ 2 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| SCHW | |
|---|---|
| Revenue growthyear over year | +22.0% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openThe article calls Charles Schwab one of the author's best stock ideas in financials, pointing to its position as the largest self-directed US brokerage with roughly 40 million active accounts, two consecutive years of dividend increases, and an A- credit rating from S&P on its senior unsecured debt.
UBS described Charles Schwab's third-quarter results as 'somewhat low quality,' while noting that the company's underlying client growth remained strong. The body of the article was truncated and does not provide further detail.
Charles Schwab reported quarterly results showing margin loan balances up 14% from the previous quarter to $187.9 billion, including $60.7 billion tied to "tax-aware" long/short strategies. Those strategies, which help wealthy investors manage their tax bills, have grown from about $2 billion in 2022 to roughly $170 billion this year.
Charles Schwab reported strong Q3 2026 results, with record revenue, higher net income and earnings per share, and fresh highs in client assets and new client inflows. Despite the results, the share price has fallen 12.65% over the past 30 days and 7.29% over 90 days from $94.16, though three- and five-year total shareholder returns stay positive.
Charles Schwab reported record third-quarter results on October 15, with revenue up 17% (to a figure that was cut off in the provided text). Despite the strong numbers, the stock fell nearly 4% in morning trading. The full article body was truncated, so details beyond the headline and opening sentence are not available.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group Inc | C+ | $140.3B | 119.17 | 1.39 | Compare |
| BLK | BlackRock Inc | B+ | $184.3B | 26.67 | 1.41 | Compare |
| BX | Blackstone Inc | B | $132.4B | 37.62 | 1.57 | Compare |
| SPGI | S&P Global Inc | B+ | $126.7B | 25.73 | 1.06 | Compare |
| COF | Capital One Financial Corp | B | $123.8B | 11.76 | 1.11 | Compare |
| UBS | UBS Group AG | B+ | $120.7B | 15.38 | 0.68 | Compare |
| AXP | American Express Co | B+ | $211.8B | 18.50 | 1.10 | Compare |
| CME | CME Group Inc | A- | $105.7B | 24.65 | 0.21 | Compare |
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