Charles Schwab (SCHW) Aktienübersicht
Die Charles Schwab Corporation ist zusammen mit ihren Tochtergesellschaften als Spar- und Darlehensholding tätig, die in den Vereinigten Staaten und international Vermögensverwaltung, Wertpapiermaklergeschäfte, Bankgeschäfte, Vermögensverwaltung, Verwahrung und Finanzberatung anbietet. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 6/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 6/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
SCHW Community Fair Values
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Analyst Price Targets
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US$122.76
FV
16.9% unterbewertet intrinsischer Abschlag10.76%
Revenue growth p.a.
122
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The Charles Schwab Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$101.97 |
| 52-Wochen-Hoch | US$107.50 |
| 52-Wochen-Tief | US$83.96 |
| Beta | 0.76 |
| 1 Monat Veränderung | 12.46% |
| 3 Monate Veränderung | 12.26% |
| 1 Jahr Veränderung | 4.15% |
| 3 Jahre Veränderung | 54.27% |
| 5 Jahre Veränderung | 50.53% |
| Veränderung seit IPO | 28,057.62% |
Aktuelle Nachrichten und Updates
Analyseartikel • Jul 24
Analysts Have Made A Financial Statement On The Charles Schwab Corporation's (NYSE:SCHW) Second-Quarter Report
The Charles Schwab Corporation ( NYSE:SCHW ) investors will be delighted, with the company turning in some strong...
Narrative-Update • Jul 22
SCHW: AI And Trading Activity Are Expected To Drive Future Upside
Analysts have lifted the Charles Schwab implied fair value to $144.00, reflecting updated views on revenue growth, profit margins, and future P/E expectations that align with a series of recent price target adjustments across the Street. Analyst Commentary on Charles Schwab Recent Street research around Charles Schwab shows a mix of enthusiasm and caution, with a series of price target changes clustering between about US$100 and the mid US$130s.Seeking Alpha • Jul 21
Charles Schwab's Dip Doesn't Offer A Buying Opportunity
Summary The Charles Schwab Corporation delivered strong Q2 2026 results, with revenue and earnings surpassing analyst expectations. SCHW continues to grow client assets, active brokerage accounts, and managed investing flows, reflecting operational strength and innovation. Despite robust fundamentals, SCHW trades at fair value based on historical valuation metrics, justifying a continued Hold rating. Management is expanding into new products and advisory markets, but upside appears limited at current pricing. Read the full article on Seeking AlphaRecent updates
Analyseartikel • Jul 24
Analysts Have Made A Financial Statement On The Charles Schwab Corporation's (NYSE:SCHW) Second-Quarter Report
The Charles Schwab Corporation ( NYSE:SCHW ) investors will be delighted, with the company turning in some strong...Narrative-Update • Jul 22
SCHW: AI And Trading Activity Are Expected To Drive Future Upside
Analysts have lifted the Charles Schwab implied fair value to $144.00, reflecting updated views on revenue growth, profit margins, and future P/E expectations that align with a series of recent price target adjustments across the Street. Analyst Commentary on Charles Schwab Recent Street research around Charles Schwab shows a mix of enthusiasm and caution, with a series of price target changes clustering between about US$100 and the mid US$130s.Seeking Alpha • Jul 21
Charles Schwab's Dip Doesn't Offer A Buying Opportunity
Summary The Charles Schwab Corporation delivered strong Q2 2026 results, with revenue and earnings surpassing analyst expectations. SCHW continues to grow client assets, active brokerage accounts, and managed investing flows, reflecting operational strength and innovation. Despite robust fundamentals, SCHW trades at fair value based on historical valuation metrics, justifying a continued Hold rating. Management is expanding into new products and advisory markets, but upside appears limited at current pricing. Read the full article on Seeking Alpha
Narrative-Update • Jul 08
SCHW: Record Asset Gathering And AI Tools Will Shape Balanced Outlook
The updated analyst price target for Charles Schwab increases from about $88 to roughly $94, with analysts pointing to clearer revenue and margin guidance, refreshed models following investor day, and greater confidence in client engagement and key growth initiatives. Analyst Commentary Recent research on Charles Schwab highlights a mix of optimism around the updated financial outlook and ongoing debate about risk, particularly around valuation, client behavior, and execution on new initiatives.
Narrative-Update • Jun 24
SCHW: AI Adoption And Platform Expansion Are Expected To Drive Future Upside
The analyst price target for Charles Schwab has been nudged higher by about $0.31 to $116.16, as analysts point to the company’s recent investor day guidance, updated financial outlook, and views on AI and client growth as support for modestly refining valuation assumptions. Analyst Commentary Recent research on Charles Schwab clusters around the company’s investor day, with several bullish and bearish analysts adjusting their valuation work based on updated revenue, expense, and earnings frameworks.Analyseartikel • Jun 16
Charles Schwab (SCHW) Stock Could Be 26% Undervalued After Strong May Client Growth
Charles Schwab (SCHW) is back in focus after its May activity report showed record net new assets, total client assets above $13.1b, and a sharp pickup in new brokerage accounts. See our latest analysis for Charles Schwab. After the strong May activity update and new trading features such as 24/7 cryptocurrency futures and expanded fractional trading, Charles Schwab’s share price has cooled this year, with the year to date share price return down 10.46%, even as the 3 year total shareholder...Narrative-Update • Jun 03
SCHW: AI And Crypto Expansion Are Expected To Support Future Upside
Analyst price targets for Charles Schwab have edged higher, with the fair value estimate moving from $115.20 to $115.85 as analysts factor in the updated financial outlook, increased revenue visibility from recent investor day commentary, and their view that AI related concerns look less justified given management’s guidance. Analyst Commentary Recent research points to a generally constructive stance on Charles Schwab, with a cluster of higher fair value estimates following the investor day and updated outlook.Narrative-Update • May 12
SCHW: Recent Product Expansions And AI Tools Are Expected To Support Upside
Analysts modestly raised the Charles Schwab price target by $0.20 to $115.20 as they adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E, while also balancing a mix of recent target cuts and increases across the Street. Analyst Commentary Recent research shows a split view on Charles Schwab, with several firms trimming price targets and a few high profile institutions lifting theirs.Narrative-Update • Apr 24
SCHW: Higher Cash Returns And Crypto Expansion Are Expected To Support Upside
Analysts have trimmed the Charles Schwab fair value estimate by $3 to $115, citing updated views on revenue growth, profit margins, discount rates, and future P/E assumptions following a mixed series of recent price target changes across the Street. Analyst Commentary Recent Street research on Charles Schwab reflects a split view, with several target cuts offset by a handful of increases and a fresh positive rating.Narrative-Update • Apr 09
SCHW: Higher Cash Returns And Teen Investor Initiatives Are Expected To Support Upside
Narrative Update on Charles Schwab Analysts have trimmed the Charles Schwab price target by about $2 to $118. This reflects slightly higher expected revenue growth and profitability, offset by a modestly lower future P/E and recent mixed target moves across firms such as UBS, Jefferies, Truist, Barclays, TD Cowen, Deutsche Bank, BofA, Piper Sandler and Citizens.Narrative-Update • Mar 25
SCHW: Strong Retail Trading And Higher Reinvestment Yields Are Expected To Support Upside
Narrative Update The updated analyst price target for Charles Schwab edges slightly lower, with the fair value estimate moving from about $120.68 to $120.32 as analysts modestly adjust assumptions for growth, profitability, discount rate, and future P/E, while still citing broad Street support from recent target increases across multiple firms. Analyst Commentary Street research around Charles Schwab has recently leaned constructive, with a series of price target increases and supportive comments on the business model, earnings power, and capital return potential.Narrative-Update • Mar 11
SCHW: Retail Trading Strength And Higher Reinvestment Yields Are Expected To Support Upside
Our updated analyst price target for Charles Schwab edges slightly lower to about $120.68 from $121.00, as analysts factor in a modestly higher discount rate and slightly lower future P/E assumptions, while still citing supportive flows, solid trading activity, and broad buy side interest in the name. Analyst Commentary Recent Street research on Charles Schwab reflects a broadly constructive stance, with a series of higher price targets and positive references in broader financials surveys.Narrative-Update • Feb 24
SCHW: Higher Reinvestment Yields And Retail Trading Are Expected To Support Upside
Analysts have inched their average price target on Charles Schwab to about $121, reflecting updated views on revenue growth potential, slightly lower profit margin assumptions, and recent broad-based target increases across major firms. Analyst Commentary Recent research points to a broadly constructive stance on Charles Schwab, with several firms lifting their price targets and keeping positive ratings on the stock.Narrative-Update • Feb 08
SCHW: Higher Reinvestment Yields And Trading Activity Will Support Future Upside
Our updated view keeps Charles Schwab's fair value estimate effectively unchanged at about $120.90 per share. Analysts point to slightly lower assumed revenue growth, a modestly higher profit margin, a lower discount rate, and a reduced future P/E multiple informed by recent price target increases across the Street.Analyseartikel • Feb 02
Charles Schwab's (NYSE:SCHW) Shareholders Will Receive A Bigger Dividend Than Last Year
The Charles Schwab Corporation's ( NYSE:SCHW ) dividend will be increasing from last year's payment of the same period...Narrative-Update • Jan 24
SCHW: Forge Global Deal Will Support Future Bullish Upside
Analysts have nudged their implied price target for Charles Schwab higher to about US$121 from roughly US$116, pointing to Street research that highlights firmer margin expectations, a slightly lower discount rate, and steady forward P/E assumptions supported by recent target increases from multiple brokerage firms. Analyst Commentary Recent target changes cluster on the positive side, with several bullish analysts lifting their price targets by US$2 to US$5 and a few moving into the US$120 to US$123 range.Narrative-Update • Jan 10
SCHW: Forge Global Deal And Capital Returns Will Drive Bullish Upside
Analysts have modestly raised their fair value estimate for Charles Schwab to $115.95 from $112.79, pointing to refreshed price targets across the Street, slightly higher modeled revenue growth, profit margin and future P/E, along with resilient client engagement and trading activity. Analyst Commentary Street research on Charles Schwab has tilted more positive, with several firms lifting their price targets and pointing to what they see as solid execution, healthy client activity, and scope for better capital returns.Narrative-Update • Dec 25
SCHW: Forge Global Deal And Capital Returns Will Shape Balanced Forward Outlook
Analysts have nudged their average price target for Charles Schwab modestly higher, lifting fair value by about $1 to roughly $113. They cite a string of Q3-driven target increases that highlight stronger than expected earnings momentum, improving net interest dynamics, and a growing outlook for capital returns.Narrative-Update • Dec 11
SCHW: Forge Global Deal Will Expand Private Market Access And Capital Return Capacity
Analysts nudged their average price target for Charles Schwab slightly higher to approximately $112 from about $111, citing solid Q3 earnings beats, improving balance sheet flexibility, and a clearer path to capital returns and earnings growth into 2025 and 2026. Analyst Commentary Street research following the Q3 report reflects a broadly constructive stance on Charles Schwab, with multiple price target increases and a focus on the firm’s capital return capacity, earnings trajectory, and competitive positioning.Narrative-Update • Nov 27
SCHW: Forge Global Acquisition Will Broaden Private Market Access and Fuel Momentum
Charles Schwab's analyst price target has been modestly reduced to $111.61. This change reflects updated expectations for slower profit margin expansion, despite generally positive Street commentary on the company's recent earnings momentum and growth outlook.Narrative-Update • Nov 12
SCHW: Acquisition of Forge Global Will Expand Access to Private Markets
Charles Schwab's analyst price target has been raised modestly from $111.50 to $111.95, as analysts cite solid Q3 results, improved revenue growth prospects, and ongoing capital return capacity. These factors support a slightly stronger outlook for the shares.Narrative-Update • Oct 29
Ongoing Capital Returns And Client Engagement Will Drive Market Outperformance Ahead
Charles Schwab's analyst price target has increased by $1.90 to $111.50. This reflects analysts' optimism following robust Q3 results, improved capital return expectations, and ongoing client engagement momentum.Analyseartikel • Oct 18
The Charles Schwab Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Investors in The Charles Schwab Corporation ( NYSE:SCHW ) had a good week, as its shares rose 2.4% to close at US$94.14...Narrative-Update • Oct 14
Digital Transformation And Generational Wealth Will Drive Long-Term Success
Charles Schwab's analyst price target has increased modestly to $109.60, up from $108.37. Analysts cite improving profit margins, the potential benefits of recent strategic shifts, and resilient asset growth despite mixed industry trends.Narrative-Update • Sep 18
Digital Transformation And Generational Wealth Will Drive Long-Term Success
The consensus analyst price target for Charles Schwab saw a slight increase to $108.37, as bullish analysts cited strong net new asset growth and sustained trading volumes supported by a favorable rate environment, while bearish sentiment persists on concerns about future Fed rate cuts impacting earnings. Analyst Commentary Bullish analysts cite a significant acceleration in net new asset growth, with seasonally adjusted growth nearly 6%—the strongest in over two years.Seeking Alpha • Apr 21
Charles Schwab Q1: 3 Reasons To Buy This Brokerage Powerhouse
Summary Charles Schwab reported over $2.0B in quarterly profits in Q1'25, with a net profit margin exceeding 40%, driven by strong market activity. The firm attracted $137.7B in core net new assets in Q1, showing a 20% increase quarter-over-quarter, bolstering future earnings growth. Charles Schwab is growing its business and demonstrating a strong ability to consistently grow its asset base. Charles Schwab's valuation is attractive, trading at a P/E ratio of 15.1x, below its 3-year average, with an expected EPS growth of 24%. The brokerage's robust profitability and stock buyback potential, alongside low earnings risks, make it a strong buy despite market volatility. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
Charles Schwab: Getting Cheaper, But Not Cheap Enough
Summary The Charles Schwab Corporation has shown resilience, with shares pulling back only 3.4% compared to the S&P 500's 12.6% drop, but remains a 'hold' due to mixed growth. Total client assets slightly declined to $10.28 trillion despite $137.3 billion in net new assets, highlighting market losses and inflows. Active brokerage accounts rose significantly, but interest-earning assets and bank deposits faced challenges due to high interest rates and market conditions. SCHW stock valuation has improved with a P/E multiple dropping to 23.4 and a P/B multiple to 3.24, yet not low enough for a bullish stance. Read the full article on Seeking AlphaAktionärsrenditen
| SCHW | US Capital Markets | US Markt | |
|---|---|---|---|
| 7D | -0.6% | -0.2% | -1.0% |
| 1Y | 4.1% | -0.5% | 14.7% |
Rendite im Vergleich zur Industrie: SCHW übertraf die Branche US Capital Markets , die im vergangenen Jahr eine Rendite von -0.5 erzielte.
Rendite vs. Markt: SCHW hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 14.7 erzielte.
Preisvolatilität
| SCHW volatility | |
|---|---|
| SCHW Average Weekly Movement | 3.6% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: SCHW hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: SCHWDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1971 | 33,700 | Rick Wurster | www.aboutschwab.com |
Die Charles Schwab Corporation ist zusammen mit ihren Tochtergesellschaften als Spar- und Darlehensholding tätig, die in den Vereinigten Staaten und international Vermögensverwaltung, Wertpapiermaklerdienste, Bankgeschäfte, Vermögensverwaltung, Verwahrung und Finanzberatung anbietet. Das Unternehmen ist in zwei Segmenten tätig: Investor Services und Advisor Services. Es bietet Brokerage-Konten mit Aktien- und Rentenhandel, Margin-Lending, Optionshandel, Futures- und Devisenhandel sowie Cash-Management-Funktionen, einschließlich Geldmarktfonds und Einlagenzertifikate; Investmentfonds von Drittanbietern über den Mutual Fund Marketplace und den Mutual Fund OneSource-Service sowie Investmentfonds-Handel und Clearing-Dienstleistungen für Broker-Dealer; börsengehandelte Fonds; Beratungslösungen für verwaltete Portfolios, separat verwaltete Konten, individuelle persönliche Beratung für maßgeschneiderte Portfolios, spezialisierte Planung und Vollzeit-Portfoliomanagement; Bankprodukte, die Giro- und Sparkonten, erstrangige Wohnimmobilien-Hypothekendarlehen, Home-Equity-Kreditlinien und verpfändete Vermögenslinien umfassen; und Treuhandverwahrungsdienste, persönliche Treuhandberichtsdienste und Verwaltungstreuhänderdienste.
The Charles Schwab Corporation's Grundlagenzusammenfassung
| SCHW grundlegende Statistiken | |
|---|---|
| Marktanteil | US$177.34b |
| Gewinn(TTM) | US$9.72b |
| Umsatz(TTM) | US$26.03b |
18.2x
Kurs-Gewinn-Verhältnis 6.8x
Kurs-Umsatz-VerhältnisIst SCHW zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| SCHW Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$26.03b |
| Kosten der Einnahmen | US$652.00m |
| Bruttogewinn | US$25.37b |
| Sonstige Ausgaben | US$15.65b |
| Gewinn | US$9.72b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 5.59 |
| Bruttomarge | 97.49% |
| Nettogewinnspanne | 37.36% |
| Schulden/Eigenkapital-Verhältnis | 74.1% |
Wie hat sich SCHW auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
1.3%
Aktuelle Dividendenrendite21%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/27 05:33 |
| Aktienkurs zum Tagesende | 2026/07/24 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
The Charles Schwab Corporation wird von 39 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |