Why The Charles Schwab Corporation’s (SCHW) Stock Is Down 6.14%
As of Tuesday, September 22, The Charles Schwab Corporation’s SCHW share price has dipped by 6.14%, which has investors questioning if this is right time to buy.Cynthia McLaughlin
Stock Evaluator: The Charles Schwab Corporation (SCHW)
756 followersThe Charles Schwab Corporation SCHW
$95.23
-1.58
-1.63%
October 7, 2026 10:31:28 AM
EST
Volume: 1,573,227
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Financials | Capital Markets |
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COMPANY SUMMARY
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.
Commentary & Analysis
Which Is a Better Investment, The Bank of New York Mellon Corporation or The Charles Schwab Corporation Stock?
Learn more about whether The Bank of New York Mellon Corporation or The Charles Schwab Corporation is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Rosalio Madrigal
Which Is a Better Investment, The Bank of New York Mellon Corporation or The Charles Schwab Corporation Stock?
Learn more about whether The Bank of New York Mellon Corporation or The Charles Schwab Corporation is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Which Is a Better Investment, Deutsche Bank Aktiengesellschaft or The Charles Schwab Corporation Stock?
Learn more about whether Deutsche Bank Aktiengesellschaft or The Charles Schwab Corporation is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Rosalio Madrigal
What You Need to Know About The Charles Schwab Corporation's Q3 Earnings
The Charles Schwab Corporation's fiscal Q3 earnings report was released on Tuesday, July 21. Let's dive in to see if (SCHW) missed or beat analyst's expectations.Michael Rose
Financial Summary
| Share Statistics | SCHW | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $167,399.7 | $3,166.1 | 98% |
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| Shares Out (Mil) | 1,739.0 | 85.4 | 97% |
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| Institutional Ownership | 98.7% | 75.4% | 81% |
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| Float (Mil) | 1,625.8 | 73.3 | 94% |
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| Beta | 0.75 | 0.94 | 44% |
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| Avg Daily Volume (000s) | 7,770 | 577 | 95% |
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| Price Change (52-week) |
2.9% | 72.2% | 55% |
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| Growth | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 15.4% | 8.3% | 74% |
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| Net Income (5yr) | 21.8% | 8.4% | 76% |
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| EPS (5yr) | 17.0% | 8.9% | 62 |
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| Dividends (5yr) | 8.4% | 1.5% | 82% |
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| Cash Flow (5yr) | (33.3%) | 0.0% | 16% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 19 | 22 | 23 | |
| Current EPS | $1.668 | $6.488 | $7.878 | |
| Month Ago EPS | $1.670 | $6.488 | $7.804 | |
| # Rev Up | 1 | 0 | 1 | |
| # Rev Down | 0 | 1 | 0 | |
| Three Months Ago EPS | $1.582 | $6.179 | $7.310 | |
| Year/Year Chg | 8.3% | 39.5% | 96.0% | |
| Financials | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $26,025 | $1,091 | 93% |
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| Net Income (TTM) (Mil) | $10,096 | $94 | 99% |
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| EPS (TTM) | $5.510 | $0.900 | 88% |
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| Operating Cash Flow (TTM) (Mil) | $11,417 | $53 | 98% |
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| Net Cash Flow (TTM) (Mil) | $13,633 | $15 | 100% |
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| Long-Term Debt (Q1) (Mil) | $21,659 | $206 | 96% |
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| Enterprise Value (Q1) (Mil) | na | $1,362 | na |
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| Valuation | SCHW | Industry Median |
Percentile (All Stocks) |
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| P/B | 3.81 | 2.62 | 73% |
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| P/E | 17.6 | 19.0 | 47% |
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| Dividend Yield | 1.3% | 0.9% | 70% |
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| PEG (5yr hist) | 1.0 | 1.3 | 48% |
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| Ratios | SCHW | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 97.5% | 72.4% | 96% |
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| Net Margin | 38.8% | 15.1% | 94% |
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| ROA | 2.1% | 1.4% | 56% |
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| ROE | 23.3% | 12.6% | 83% |
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| Liabilities to Assets | 90.3% | 60.8% | 86% |
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| F-Score | 8 | 5 | 93% |
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Passing Stock Screens
As of 10/6/2026, from a list of 60 stock screening strategies,
GURU STRATEGY
O'Shaughnessy: Value Screen
Factors: Yield, Value
Value screen created by James O'Shaughnessy based on his study of a wide range of value approaches.
| Performance Since Inception: | 7.4% |
| +/- S&P 500: | -0.1 |
