SURVYR

SCHW

The Charles Schwab Corporation
$89.30
−$0.43 (0.48%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-10%-2%+6%+14%+22%Oct 2025Oct 2026Apr 202652w high $114.5352w low $83.96
SCHWSPY
Wall St. Highest PT $147.00 (+64.6%) Wall St. Avg PT $117.59 (+31.7%)
$85$104$124$143$162POC $92Hi $147Avg $118
Underwater Drawdown %Max DD -21.4%Current -21.4%
0.0%-21.4%
Relative Strength vs SPY-18.2% vs SPYUnderperforming
+23%0%-23%
1W
−$1.59 (1.75%)
1M
−$9.73 (9.83%)
3M
−$16.36 (15.49%)
6M
−$0.94 (1.04%)
YTD
−$9.63 (9.73%)
1Y
−$4.34 (4.64%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
22 analysts · mean score 1.83
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$89.30
Average target$117.59
+$28.29 (+31.7%) upsideaverage target vs current price
CurrentAverageMedian
Low$82.00
Median$120.00
High$147.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$156.6B
P/E (last 12 months)15.5
P/E (next 12 months, estimated)11.6
52-week range$83.96 – $114.53
Revenue growth (latest quarter vs a year ago)+16.9%
Dividend yield1.41%
Analyst consensusBuy (22)
Average analyst price target$117.59 (+32%)

What they do

The Charles Schwab Corporation 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.

Financial Services · Capital Markets
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
38th percentile in sector
C-
12-1 return: +4.7%
Percentile within its GICS sector across the S&P 1500.
Growth
70th percentile in sector
B
Revenue growth (YoY): +16.9%
Percentile within its GICS sector across the S&P 1500.
Value
36th percentile in sector
C-
Forward E/P: 8.5% · EBITDA/EV: –
Percentile within its GICS sector across the S&P 1500.
Profitability
82nd percentile in sector
A-
Profit margin: +39.3% · Return on equity: +21.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 204 of 499 · 12-month momentum 16.5%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

SCHW earningsNext report in 85 days
Next report
Thu Jan 21, 2027Before the open
EPS consensus$1.72
Revenue consensus–
Last 4 quarters · EPS vs estimate
Oct 15, 2026$1.69est $1.66+2.1%Above estimates
Jul 21, 2026$1.62est $1.55+4.5%Above estimates
Apr 16, 2026$1.43est $1.40+2.5%Above estimates
Jan 21, 2026$1.39est $1.39−0.3%In line with estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:05:58 ET
25-0125-0425-0725-1026-0126-0426-0726-100.001.69
EstimateActual (beat)Actual (miss)

News & catalysts

More news
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SCHW February 2028 Options Begin Trading
Nasdaq · Oct 19
Insider trades
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-10-01
Sell
$489.0K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-09-01
Sell
$346.4K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-08-28
Sell
$343.5K
Bettinger Walter W
Director, Co-Chairman · 2026-08-28
Sell
$8.3M
Schwab-Pomerantz Carolyn
Director · 2026-08-26
Sell
$1.0M
Bettinger Walter W
Director, Co-Chairman · 2026-08-24
Sell
$20.0M
Schwab Charles R.
Director, Co-Chairman · 2026-08-24
Sell
$13.2M
Beatty Jonathan S
MD, Head of Advisor Services · 2026-08-17
Sell
$111.3K
Craig Jonathan M.
MD, Head of Retail Investing · 2026-08-14
Sell
$2.4M
Howard Dennis
MD, Chief Tech, OPS & Data Off · 2026-08-13
Sell
$241.8K
Schwab Charles R.
Director, Co-Chairman · 2026-08-12
Sell
$5.0M
Schwab Charles R.
Director, Co-Chairman · 2026-08-11
Sell
$5.0M

Stats refreshed 2026-10-27 18:05:58 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026