SCHWThe Charles Schwab Corporation
+1.4% today · −1.4% over a year
5/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 44% of the instruments we score
Dividend safety: among the best of its peers; priced higher than most peers (P/E 15.6). Dividend yield 1.33%.
The Charles Schwab Corporation (SCHW) belongs to the Financials sector and is listed on NYSE; country: United States. Its market value is about €143B. Over the past 12 months the price changed by −1.4%, with an annualised volatility of 26% and a largest fall of 23%. The dividend has not been lowered for 25 years.
Smart Score
How it is scored →The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.
Compared with: Financials companies in USA (n = 371)
Current rating first published: · last recomputed · rating log
Factor scores
Percentiles within the peer group (100 = the best of its peers); dividend safety in points.
Main drivers
- Share issuance (1 y)supports the score · better than 76% of peers
- Equity / assetsweighs on the score · better than 20% of peers
- Return on equitysupports the score · better than 77% of peers
Red flags and notes
No red flagsNone of our published warning rules is triggered right now.
Price chart
Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.
Key metrics
Valuation
- P/E
- 15.6
- P/B
- 3.5
- P/S
- 5.9
- Free-cash-flow yield
- 7.3%
- Market cap (EUR)
- €143B
Profitability and debt
- Return on equity
- 21.1%
Dividends
- Dividend yield
- 1.33%
- Payout ratio
- 21%
- 5-year dividend growth (per year)
- 11.3%
- Years without a lower dividend
- 25
Returns and risk
- 1 day
- +1.4%
- 1 month
- −4.1%
- 1 year
- −1.4%
- Volatility, 1 yr
- 26.1%
- Max drawdown, 1 yr
- −22.5%
- Beta
- 0.91
Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.
Similar companies
Same sector and region, closest in market value.
| CBChubb | 10/10 | 1.1% | 27.5% |
|---|---|---|---|
| SPGIS&P Global | 5/10 | 0.8% | 1.2% |
| BLKBlackRock | 4/10 | 1.8% | 14.6% |
| PGRProgressive | 8/10 | 0.1% | 11.5% |
| CCitigroup | 3/10 | 2.1% | 23.5% |
| COFCapital One | 2/10 | 1.6% | −7.4% |
| AXPAmerican Express | 3/10 | 1.1% | −11.0% |
| CMECME Group | 4/10 | 1.3% | 14.4% |
News and filings
Insiders (SEC Form 4) 5 sales and 0 purchases in 4 filings since 5 Oct · net sold $20M
FactSEC EDGAR · trades by directors and officers, as filed; tap to see each filing- SCHWAB CHARLES CORP: 10-Q — Quarterly report for the period ending 30 Sep 2026
A filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.SEC EDGAR · Filing · 6 Nov 2026
- Charles Schwab CEO : AI agents trading on your behalf need rules of the road
Unconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.aol.com · 16 Oct 2026
- Citizens Jmp Reaffirms Market Outperform Rating for Charles Schwab ( NYSE : SCHW )
Unconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.themarketsdaily.com · 16 Oct 2026
- FinancialContent - SCHW Q3 Deep Dive : Client Engagement and AI Initiatives Face Market Skepticism
A headline from a named media outlet. We link to it and do not check it.markets.financialcontent.com · 16 Oct 2026
- Charles Schwab ( NYSE : SCHW ) Stock Gets Price Target Reduction from Truist Financial
Unconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.themarketsdaily.com · 16 Oct 2026
- Baystreet . ca - Charles Schwab Financial Results Top Wall Street Estimates
A headline from a named media outlet. We link to it and do not check it.baystreet.ca · 16 Oct 2026
- Charles Schwab Earnings : Higher Interest Rates Slightly Overshadow Otherwise Stellar Quarter
A headline from a named media outlet. We link to it and do not check it.morningstar.com · 15 Oct 2026
- SCHWAB CHARLES CORP: 8-K — Results of operations
A filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.SEC EDGAR · Filing · 15 Oct 2026
- Head - To - Head Comparison : PhenixFIN ( NYSE : PFX ) and Charles Schwab ( NYSE : SCHW )
Unconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.themarketsdaily.com · 15 Oct 2026
- Charles Schwab Stock Falls 5 % Despite Higher Q3 Earnings And Revenue
A headline from a named media outlet. We link to it and do not check it.rttnews.com · 15 Oct 2026
- FinancialContent - Why Charles Schwab ( SCHW ) Stock Is Falling Today
A headline from a named media outlet. We link to it and do not check it.markets.financialcontent.com · 15 Oct 2026
- SCHWAB CHARLES CORP: 8-K — Other events
A filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.SEC EDGAR · Filing · 13 Aug 2026
What the marks mean
- FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
- Media reportA headline from a named media outlet. We link to it and do not check it.
- RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.
Source: Filings: U.S. SEC EDGAR · News index: The GDELT Project (gdeltproject.org). The tone is scored automatically from the headline and can be wrong.
Score changes in the last 12 months
Every published rating and change, logged when it was published (EU Market Abuse Regulation).
Show the log: 12 entries
| Date | Event | Balanced | Growth · Income | Warnings | Price at publication |
|---|---|---|---|---|---|
| Rating change | 4 → 5/10 | 3 · 7 | — | Available with Invest Pro | |
| Rating change | 4/10 | 3 · 6 | — | Available with Invest Pro | |
| Rating change | 5 → 4/10 | 4 · 6 | — | Available with Invest Pro | |
| Rating change | 4 → 5/10 | 3 · 7 | — | Available with Invest Pro | |
| Rating change | 5 → 4/10 | 3 · 6 | — | Available with Invest Pro | |
| Rating change | 6 → 5/10 | 4 · 6 | — | Available with Invest Pro | |
| Rating change | 6/10 | 5 · 7 | — | Available with Invest Pro | |
| Rating change | 5 → 6/10 | 5 · 6 | — | Available with Invest Pro | |
| Rating change | 6 → 5/10 | 4 · 6 | — | Available with Invest Pro | |
| Rating change | 6/10 | 4 · 8 | — | Available with Invest Pro | |
| Rating change | 7 → 6/10 | 5 · 8 | — | Available with Invest Pro | |
| First rating | 7/10 | 5 · 8 | — | Available with Invest Pro |
Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.
Withdraw from contract here · EU consumers: 14 days to withdraw from a purchase.