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

The Charles Schwab Corporation Stocks

$ 92.73Last Updated 09.11.2026

Issuer Rating

5/7
Performance

Average

Risk

Low

Recommendation

Hold

Market Cap

$ 161.17B

$ 92.73
Key Takeaways

Risk factor

Good trading liquidity

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Data is available to registered users only

Profitability factor

Overvalued vs peers

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In Guru Portfolios

Steven Cohen

Portfolio Weight (%)

0.1%

Change

+0.01%

Fund

Point72 Asset Management, L.P.

Kenneth Griffin

Portfolio Weight (%)

0.1%

Change

-0.01%

Fund

CITADEL ADVISORS LLC

Bob Prince, Greg Jensen, Karen Karniol-Tambour

Portfolio Weight (%)

0.0%

Change

+0.00%

Fund

Bridgewater Associates

Manager
Fund
Portfolio Weight (%)
Change
Steven CohenPoint72 Asset Management, L.P.0.1%+0.01%
Kenneth GriffinCITADEL ADVISORS LLC0.1%-0.01%
Bob Prince, Greg Jensen, Karen Karniol-TambourBridgewater Associates0.0%+0.00%

Latest news

17.10.2026 03:20

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23.09.2026 17:11

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23.09.2026 15:54

Morning in New York: Diplomacy Will Set the Tone for Trading

16.04.2026 20:52

One of the world's largest brokers will start trading crypto assets. Whose stocks are under attack

15.02.2026 19:01

Investors have taken to trading "on fears of AI". Are these fears justified?

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

Based on key historical and expected multiples, the stock is overvalued relative to its peers. Specifically, the stock is fairly valued on P/E, overpriced on P/RIBP. Ed

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Target Price

Somewhat favourable
5/7

The average target price of SCHW is 115 and suggests 23.8% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incre

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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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