The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
IPO Year:
Exchange: NYSE
Website: schwab.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 7/20/2026 | $105.00 | Outperform → Market Perform | BMO Capital Markets |
| 4/8/2026 | $110.00 | Outperform | Keefe Bruyette |
| 12/11/2025 | $119.00 | Buy | UBS |
| 10/3/2025 | $110.00 | Outperform | BMO Capital Markets |
| 6/9/2025 | $82.00 | Sell → Neutral | Redburn Atlantic |
| 4/25/2025 | $100.00 | Neutral → Buy | Goldman |
| 4/8/2025 | $76.00 | Equal-Weight → Overweight | Morgan Stanley |
| 4/2/2025 | $102.00 | Buy → Neutral | Citigroup |
| 4/2/2025 | $102.00 | Neutral → Buy | Citigroup |
| 2/18/2025 | $88.00 → $103.00 | Hold → Buy | TD Cowen |
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BMO Capital Markets downgraded Charles Schwab from Outperform to Market Perform and set a new price target of $105.00
Keefe Bruyette resumed coverage of Charles Schwab with a rating of Outperform and set a new price target of $110.00
UBS resumed coverage of Charles Schwab with a rating of Buy and set a new price target of $119.00
BMO Capital Markets initiated coverage of Charles Schwab with a rating of Outperform and set a new price target of $110.00
Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00
Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00
Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00
Citigroup downgraded Charles Schwab from Buy to Neutral and set a new price target of $102.00
Citigroup upgraded Charles Schwab from Neutral to Buy and set a new price target of $102.00
TD Cowen upgraded Charles Schwab from Hold to Buy and set a new price target of $103.00 from $88.00 previously
Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.
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Record June Core Net New Assets Grew 47% Year-Over-Year to $62.7 Billion 2Q Net Revenues Reached a Record $7.1 Billion, Up 21% Year-Over-Year Record GAAP Earnings Per Share of $1.54; $1.62 Adjusted (1) – up 42% versus 2Q25 The Charles Schwab Corporation reported net income for the second quarter totaling $2.8 billion, or earnings per share of $1.54. Excluding $170 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.9 billion and $1.62, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260721955369/en/ Client Driven Growth $120B 2Q26 Core Net
Schwab clients’ net buys outpaced net sells by more than two-to-one Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 59.12 in June, up from its score of 55.08 in May. Buying pressure was steady throughout June, and the STAX rose every week of the period after retreating slightly at the start of the month. At the sector level, Information Technology led the net-buy list in June, similarly to May, followed by Communication Services and Consumer Discretionary. Financials, Health Care and Consumer Staples were net-sold. The Schwab Trading Activity Index™ (STAX) increased to 59.12 in June, up 7.33% from its score of 55.08 in May. The only index of its kind, the
The Charles Schwab Corporation (CSC or Schwab) announced today that it has received the results of the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review (CCAR). These results included the Federal Reserve’s estimate of Schwab’s minimum capital ratios under the supervisory severely adverse scenario for the nine-quarter horizon beginning December 31, 2025 and ending March 31, 2028. Earlier this year, the Federal Reserve voted to maintain the current stress capital buffer requirements until 2027. Therefore, Schwab’s stress capital buffer (SCB) remains at the 2.5% minimum. Schwab’s Common Equity Tier 1 (CET1) ratio of 26.3% as of March 31, 2026 was well in excess of the regulato
The Charles Schwab Corporation announced today that it has scheduled a Summer Business Update for institutional investors on Tuesday, July 21st. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus areas. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi. The Update will be accessible at https://schwabevents.com/corporation. About Charles Schwab The Charles Schwab Corporation (NYSE:SCHW)
Key Takeaways: U.S. stocks and economic growth will likely continue to be supported by strong business investment, while consumer spending faces persistent headwinds if the war persists and keeps upward pressure on inflation. The bond market outlook suggests that investors remain selective, favoring short- and intermediate-term maturities versus long-duration investments. The global equity market outlook remains positive, driven by ongoing economic expansion and strong earnings growth, but higher inflation, geopolitical turmoil, and market concentration present potential risks. The Schwab Center for Financial Research (SCFR), which provides top-quality research, timely market in
The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of May 2026 include: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260612897792/en/ Core net new assets brought to the company increased 43% versus May 2025 to reach $49.9 billion – a record for the month of May. Total client assets equaled $13.14 trillion as of month-end May, up 27% from May 2025 and up 4% compared to April 2026. New brokerage accounts opened during the month totaled 461,000, an increase of 37% versus May 2025. Client margin loan balances were up 38% from year-end to $154.6 billion including $3
At a meeting held on June 10, 2026, upon the recommendation of Charles Schwab Investment Management, Inc. ("CSIM"), the investment adviser to the fund, the Board of Trustees of the Schwab Strategic Trust approved the closure and liquidation of the Schwab Ariel Opportunities ETF (SAEF). The fund will cease trading on the NYSE Arca, Inc. (NYSE) as of the close of regular trading on July 17, 2026 (the "Closing Date"), at which time the fund's shares will be delisted. The fund will not accept creation orders after the Closing Date. Shareholders may sell their fund shares, subject to typical transaction fees from their broker-dealer, until market close on July 17, 2026. The fund will be liquid
Key Takeaways: Schwab is cutting fees on SCHM, SCHA, SCHC, and SCHE, effective June 11, 2026. A large share of Schwab's core market-cap weighted ETF lineup is now priced at just 3 bps. The fee cuts make diversified U.S. and global ETF portfolios even more affordable for investors. Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider1 of ETFs, today announced the reduction of operating expense ratios for four equity index ETFs: the Schwab U.S. Mid-Cap ETF (SCHM), Schwab U.S. Small-Cap ETF (SCHA), Schwab International Small-Cap Equity ETF (SCHC), and Schwab Emerging Markets Equity ETF (SCHE). The fee reductions are eff
Schwab clients were net buyers as the markets notched new highs, though signs of caution remain Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 55.08 in May, up from its score of 50.10 in April. Schwab clients were net buyers in May, though three of the 10 most net-bought names were diversified exchange-traded funds (ETFs), suggesting a degree of caution remained. At the sector level, Information Technology led the net-buy list in May, followed by Consumer Discretionary and industrials. Communication Services, Health Care, and Energy were net-sold. The Schwab Trading Activity Index™ (STAX) increased to 55.08 in May, up from its score of 50.10 in April
Key Takeaways: Charles Schwab has enhanced its trading experience and introduced its first 24/7 product, select cryptocurrency futures trading, on its thinkorswim® platforms. Additional enhancements include expected price range information for marginable securities (Schwab.com), dividend reinvestment (Schwab Mobile), and more. Schwab has also expanded fractional/notional trading to include most U.S. stocks and ETFs, allowing clients to invest for a set dollar amount, with a new minimum of $1. Charles Schwab, a leader in investing and trading with $12.61 trillion in total client assets and 10.3 million daily average trades in April 2026, today announced the latest enhancements to
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Record June Core Net New Assets Grew 47% Year-Over-Year to $62.7 Billion 2Q Net Revenues Reached a Record $7.1 Billion, Up 21% Year-Over-Year Record GAAP Earnings Per Share of $1.54; $1.62 Adjusted (1) – up 42% versus 2Q25 The Charles Schwab Corporation reported net income for the second quarter totaling $2.8 billion, or earnings per share of $1.54. Excluding $170 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.9 billion and $1.62, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260721955369/en/ Client Driven Growth $120B 2Q26 Core Net
Key Takeaways: Schwab is cutting fees on SCHM, SCHA, SCHC, and SCHE, effective June 11, 2026. A large share of Schwab's core market-cap weighted ETF lineup is now priced at just 3 bps. The fee cuts make diversified U.S. and global ETF portfolios even more affordable for investors. Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider1 of ETFs, today announced the reduction of operating expense ratios for four equity index ETFs: the Schwab U.S. Mid-Cap ETF (SCHM), Schwab U.S. Small-Cap ETF (SCHA), Schwab International Small-Cap Equity ETF (SCHC), and Schwab Emerging Markets Equity ETF (SCHE). The fee reductions are eff
Key Takeaways: Charles Schwab has enhanced its trading experience and introduced its first 24/7 product, select cryptocurrency futures trading, on its thinkorswim® platforms. Additional enhancements include expected price range information for marginable securities (Schwab.com), dividend reinvestment (Schwab Mobile), and more. Schwab has also expanded fractional/notional trading to include most U.S. stocks and ETFs, allowing clients to invest for a set dollar amount, with a new minimum of $1. Charles Schwab, a leader in investing and trading with $12.61 trillion in total client assets and 10.3 million daily average trades in April 2026, today announced the latest enhancements to
The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2026, it will redeem all of the 20,554 outstanding shares of its 4.000% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I ("Series I Preferred Stock", CUSIP 808513BK0), and the corresponding 2,055,433 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series I Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 1, 2026 to holders of record at the close of
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.32 per common share. The dividend is payable May 22, 2026 to stockholders of record as of the close of business on May 8, 2026. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 1, 2026 to stockholders of record as of the close of business on May 15, 2026: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: March 1, 2026-May 31, 2026 $14.88 $0.372000
March Core Net New Assets Equal $79.7 Billion, Second Highest Month Ever Robust Engagement Drove 1Q Net Revenues to a Record $6.5 Billion, Up 16% Year-Over-Year Record GAAP Earnings Per Share of $1.37; $1.43 Adjusted (1) – up 38% versus 1Q25 The Charles Schwab Corporation reported net income for the first quarter totaling $2.5 billion, or earnings per share of $1.37. Excluding $143 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.6 billion and $1.43, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260416458593/en/ Client Driven Growth $140B 1Q2
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a 5 cent, or 19%, increase in the regular quarterly cash dividend to $0.32 per common share. The dividend is payable February 27, 2026 to stockholders of record as of the close of business on February 13, 2026. Co-Chairman Walt Bettinger commented, "This dividend increase reflects the Board's confidence in our ability to continue to drive profitable growth through-the-cycle as we advance our ‘Through Clients' Eyes' strategy." In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable March 2, 2026 to stockholders of record as of the clos
The momentum continues: With more ways to invest than ever before, investors are expanding their investing horizons and choosing ETFs to help get them where they want to go Amid an expanding universe of new investing products, asset classes and strategies, ETFs are playing a dual role in investor portfolios – serving as low-cost building blocks and a flexible entry point for exposure to more specialized areas. According to Schwab Asset Management's 2025 "ETFs and Beyond" study, most ETF investors (62%) can envision putting their entire investment portfolios into ETFs – with half (50%) saying they could be fully invested in ETFs in the next five years, signaling growing affinity for and rel
The Charles Schwab Corporation (Schwab) today announced it has entered into a definitive agreement to acquire Forge Global Holdings, Inc. (NYSE:FRGE) (Forge) in a transaction valued at approximately $660 million. Forge operates the premier private market platform and a leading trading marketplace through which investors have bought and sold more than $17 billion in private company shares1. Forge offers qualified* investors a range of direct and indirect opportunities to participate in the private markets. Its combination of a direct marketplace, private company solutions, and proprietary data helps enhance private market access and transparency for qualified investors. The company also has
The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable November 28, 2025 to stockholders of record as of the close of business on November 14, 2025. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable December 1, 2025 to stockholders of record as of the close of business on November 14, 2025: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: September 1, 2025-November 30, 2025 $1
Live Leadership Updates
Charles Schwab & Co. is inviting firms across the financial services industry to join in the second annual National Investing Day, a collective opportunity to educate people about the power of investing and help them build confidence in their financial futures. Taking place May 1, National Investing Day is designed as a shared moment for financial institutions, advisors and organizations to engage people wherever they are on their investing journey, spotlighting the enduring value of long-term investing and the role education plays in helping investors get invested and stay invested with confidence over time. This year's efforts focus on strengthening investor understanding and promoting
The Charles Schwab Corporation (NYSE:SCHW) today announced several executive transitions, including two planned retirements and organizational updates. Charles Schwab Bank Leadership Transition Paul Woolway, CEO of Charles Schwab Bank, will retire on July 1, 2026, after more than 16 years with the company. Tyler Woulfe, Managing Director, Banking & Trust Services, will succeed Woolway as President and CEO of Charles Schwab Bank, effective July 1, 2026, and will report to Neesha Hathi, Managing Director, Wealth Advisory and Banking Services. Internal Audit Leadership Transition Mitch Mantua, General Auditor, also retires on July 1, 2026, after a decade of service. Jessica Bramhall, M
Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to
New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b
Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma
The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately. Schwab-Pomerantz is currently a managing director at Charles Schwab & Co., leading the firm's efforts across financial literacy, community service and philanthropy. She is also a recognized personal finance expert and author, known for her popular investing advice column Ask Carrie. She originally joined the firm in 1983 and began her tenure in client-facing and product roles. She has served as Board Chair of the Charles Schwab Foundation since 2014 and as Board Chair of Schwab Charitable since 2012. She is Chair of the National
Bettinger to Share Board Leadership Responsibilities with Charles R. Schwab in Addition to Chief Executive Role The Charles Schwab Corporation today announced its board of directors has unanimously approved the appointment of Chief Executive Officer Walter W. Bettinger II as Co-Chairman of the Schwab Board of Directors, along with Founder and Co-Chairman Charles R. Schwab. In addition to becoming Co-Chairman for The Charles Schwab Corporation, Mr. Bettinger will become Co-Chairman of the boards of the firm's banking subsidiaries: Charles Schwab Bank, SSB (CSB); Charles Schwab Premier Bank, SSB (CSPB); and Charles Schwab Trust Bank (CSTB). These changes reflect Mr. Schwab's and the board's
The Board of Directors of The Charles Schwab Corporation announced today the appointment of Rick Wurster as President of The Charles Schwab Corporation, effective October 15, 2021. In his new role, Mr. Wurster will report to Walt Bettinger, Chief Executive Officer of The Charles Schwab Corporation. Mr. Wurster is currently a Managing Director and head of Schwab Asset Management. He joined Schwab in early 2016 and has worked closely with Mr. Bettinger and other Schwab executives over the past five years. Before joining Schwab, Mr. Wurster was employed at Wellington Management and McKinsey & Company. He has a Master of Business Administration from The Tuck School of Business at Dartmouth and
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