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Stock Screener·US·Financial Services·SCHW
Held by 3 Gurus
Share

The Charles Schwab Corporation Stocks

$ 107.6Last Updated 07.08.2026

Issuer Rating

4/7
Performance

Average

Risk

Moderate

Recommendation

Hold

Market Cap

$ 187.13B

$ 107.6
Key Takeaways

Risk factor

Significant default risk

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Data is available to registered users only

Profitability factor

Overvalued vs peers

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In Guru Portfolios

Kenneth Griffin

Portfolio Weight (%)

0.1%

Change

-0.04%

Fund

CITADEL ADVISORS LLC

Steven Cohen

Portfolio Weight (%)

0.1%

Change

-0.27%

Fund

Point72 Asset Management, L.P.

Bob Prince, Greg Jensen, Karen Karniol-Tambour

Portfolio Weight (%)

0.0%

Change

-0.11%

Fund

Bridgewater Associates

Manager
Fund
Portfolio Weight (%)
Change
Kenneth GriffinCITADEL ADVISORS LLC0.1%-0.04%
Steven CohenPoint72 Asset Management, L.P.0.1%-0.27%
Bob Prince, Greg Jensen, Karen Karniol-TambourBridgewater Associates0.0%-0.11%

Latest news

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06.08.2025 18:45

Citi, J&J, Charles Schwab: Wolfe names stocks to buy in a volatile market

Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
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About

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

Company Valuation

Overvalued
2/7

From both historical and forecast perspectives, the stock is overpriced compared to similar stocks. Specifically, the stock is 'expensive' on P/E, overpriced on P/RIBP.

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Target Price

Somewhat favourable
5/7

The average target price of SCHW is 122 and suggests 13.1% upside potential. Usually, this means a HOLD recommendation among investment firms. This neutral recommendation

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Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
Sign up to access detailed risk analysis

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