Charles Schwab Corporation (The (SCHW) Stock Analysis
Recovery setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $91.37, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: TD Depository Institutions; Leverage penalty (D/E 1.2): -0.5.
Charles Schwab is a savings and loan holding company providing brokerage, banking, wealth management, and asset management through Investor Services and Advisor Services segments. With $11.90 trillion in client assets and 38.5 million active brokerage accounts at December 31,... Read more
Hold if already holding. Not a fresh buy at $91.37, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: TD Depository Institutions; Leverage penalty (D/E 1.2): -0.5. Chart setup: Death cross but MACD improving, RSI 56. Maintain position. Not compelling to add more. Score 6.3/10, moderate confidence.
Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 30d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
Recent developments
updated 2026-06-15Recent Developments — Charles Schwab Corporation (The
Latest news
- NEWS Is Charles Schwab (SCHW) One of the Best Long Term Low Risk Stocks to Buy According to Hedge Funds? - Yahoo Finance — Yahoo Finance positive
- NEWS The Charles Schwab Corporation (NYSE:SCHW) Given Consensus Recommendation of "Moderate Buy" by Analysts - MarketBeat — MarketBeat positive
- NEWS Charles Schwab (SCHW) Reports Earnings Tomorrow: What To Expect - Yahoo Finance — Yahoo Finance neutral
- NEWS How The Charles Schwab (SCHW) Narrative Is Shifting As Analyst Targets Rebalance - Yahoo Finance — Yahoo Finance positive
- NEWS World Investment Advisors Buys 11,136 Shares of The Charles Schwab Corporation $SCHW - MarketBeat — MarketBeat neutral
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyTD Depository Institutions10-K Item 1: 'bank deposit account fees are primarily recognized pursuant to the Second Amended and Restated Insured Deposit Account Agreement ... with TD Bank USA, National Association and TD Bank, National Association'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $91.37, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: TD Depository Institutions; Leverage penalty (D/E 1.2): -0.5. Chart setup: Death cross but MACD improving, RSI 56. Maintain position. Not compelling to add more. Target $104.45 (+14.3%), stop $86.97 (−5.1%), A.R:R 1.7:1. Score 6.3/10, moderate confidence.
Take-profit target: $104.45 (+14.2% upside). Target $104.45 (+14.3%), stop $86.97 (−5.1%), A.R:R 1.7:1. Stop-loss: $86.97.
Concentration risk — Counterparty: TD Depository Institutions; Leverage penalty (D/E 1.2): -0.5; Below 200-day MA.
Charles Schwab Corporation (The trades at a P/E of 18.1 (forward 12.6). TrendMatrix value score: 6.9/10. Verdict: Hold.
28 analysts cover SCHW with a consensus score of 4.1/5. Average price target: $116.
What does Charles Schwab Corporation (The do?Charles Schwab is a savings and loan holding company providing brokerage, banking, wealth management, and asset...
Charles Schwab is a savings and loan holding company providing brokerage, banking, wealth management, and asset management through Investor Services and Advisor Services segments. With $11.90 trillion in client assets and 38.5 million active brokerage accounts at December 31, 2025, revenue is primarily from net interest income, asset management fees, and bank deposit account fees from its multi-bank sweep program.