Key facts, as of
As of November 6, 2026, Charles Schwab (SCHW) trades at $91.49, down 2.9% over the past year. Its 52-week range runs from $83.96 to $114.53; the price is 20.1% below that high. It is 20.1% below its all-time high of $114.53, reached in August 2026. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +215.7%, against +316.3% for the S&P 500 (SPY). It sits 5.9% below its 200-day average of $97.27. Its 30-day volatility is 25.2% annualized, which we rate medium risk. It has a trailing P/E of 15.6 and a dividend yield of 1.40%.
Cite: Portfolio Terminal, "Charles Schwab (SCHW) stock analysis", 2026-11-06. https://portfolio-terminal.com/analyse/schw
Where it trades today
trading 25% of the way up its 52-week range
How the price has moved
How far it is from its record
Charles Schwab (SCHW) is 20.1% below its all-time high of $114.53, reached in August 2026. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +215.7%, against +316.3% for the S&P 500 (SPY).
The read, from its own figures
What its numbers say
- SCHW closes below its 50-day average ($98.49) while the 50-day is still above the 200-day ($97.27): a pullback inside a longer rise, not yet a downtrend.
- At $91.49, SCHW is 20.1% below its 1-year high of $114.53, set on August 24, 2026, and 9.0% above its 1-year low of $83.96 (May 28, 2026).
- Over the past month SCHW fell 5.6%, from $96.87 to $91.49.
- SCHW trades at 15.6x its last twelve months of earnings and 11.7x the next twelve months' estimate, so analysts expect earnings 33.4% higher.
- Its P/E is 19.8% above the 13.1x median of the 2 other capital markets companies we track (GS, RJF).
- SCHW's 30-day volatility, 25.2% a year, works out to a typical daily move of about 1.6%.
- Yahoo Finance puts its beta at 0.75: over five years of monthly returns, SCHW moved about 0.75% for each 1% move of the S&P 500.
What would change the read
- A close back above the 50-day average, $98.49 (+7.7%), restores the uptrend; the 50-day falling 1.2% under the 200-day at $97.27 would make it a downtrend.
- A close above $114.53 (+25.2%) would be a new 1-year high; below $83.96 (−8.2%), a new 1-year low.
How it is computed
- Prices are Yahoo Finance's daily candles for SCHW, the same ones the chart below draws; the P/E, forward P/E and beta are Yahoo Finance quote fields.
- The averages are simple means of the last 50 and 200 closes; the 1-year high and low are the highest high and lowest low of the last 252 sessions; the 30-day volatility is the standard deviation of the past month's daily returns, annualized with the square root of 252.
- Peers are the other companies Yahoo Finance files under capital markets among the assets we track, not a full industry screen; the median counts those with a positive P/E.
- Every sentence here is written by code from those figures, refreshed daily; nobody edits it for SCHW by hand. It describes what the price and the multiples have done, not what they will do, and it is not advice.
Sources
- Yahoo Finance quote and daily historyopen →
The candles, the averages' inputs and the quote fields used for SCHW. Last refresh: Nov 8, 2026, 10:53 PM UTC.
- How Portfolio Terminal computes its figuresopen →
The methodology page behind the analytics and their refresh cadence.
- Industry classification
Yahoo Finance's industry, as stored in our list of tracked assets: Capital Markets.
What Charles Schwab does
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…
What analysts expect
SCHW carries a buy consensus from 22 analysts, with an average price target of $116.86 versus $91.49 today (+27.7%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
SCHW generated $27.06B in trailing revenue (16.9% year over year), with a 39.3% net margin, supported by $19.12B of net cash.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $23.92B | — | — | $8.85B | $4.67 | $8.76B |
| 2024 | $19.61B | — | — | $5.94B | $3.00 | $2.05B |
| 2023 | $18.84B | — | — | $5.07B | $2.55 | $18.89B |
| 2022 | $20.76B | — | — | $7.18B | $3.52 | $1.09B |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
Which ETFs hold it
SCHW is in 16 of the 54 ETFs we track. It weighs most in XLF: 1.91% of the fund, holding #12 of 76.
Famous investors who hold it
SCHW is in the latest 13F of 1 of the 15 famous investors we follow. Renaissance Technologies (Founded by Jim Simons) holds the most of it: 0.24% of the portfolio, position #70 of 2,931, as of Q2 2026.
How its figures compare with those peers
Companies in the same industry
SCHW beside the other companies Yahoo Finance files under capital markets among the assets we track (GS, RJF, largest first).
SCHWyou are here$91.49$157.91B
GSGoldman Sachs$865.82$249.73B
RJFRaymond James Financial$162.81$31.28BWhat the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 7.1% below its 50-day average and 5.9% below its 200-day.
- The 50-day crossed above the 200-day on 2026-08-04 (a “golden cross”).
- RSI at 44 is neither stretched nor washed out.
- The nearest ceiling is $93.16 (+1.8%), the nearest floor $90.28 (-1.3%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
How is SCHW valued right now?
Charles Schwab trades at 15.6 times its last twelve months of earnings and 11.7 times the next twelve months' estimate (Yahoo Finance, November 6, 2026). On the chart: slipped under its 50-day average inside a longer uptrend. Price is 7.1% below its 50-day average and 5.9% below its 200-day.
What is the risk level of SCHW?
Based on 30-day volatility of 25.2%, SCHW has MEDIUM risk. Its beta of 0.75 means it has swung less than the S&P 500 over the last five years.
Does SCHW pay dividends?
Yes, Charles Schwab has a dividend yield of 1.40%.
How far is SCHW from its all-time high?
Charles Schwab is 20.1% below its all-time high of $114.53, reached in August 2026. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +215.7%, against +316.3% for the S&P 500 (SPY).
Which ETFs hold SCHW?
16 of the 54 popular ETFs we track hold Charles Schwab. The largest weights: XLF (1.91%), VTV (0.61%), VOO (0.24%), VUAA (0.24%) and SPY (0.23%). Measured on each issuer's full holdings file, dated September 30 to October 18, 2026.
How much of VOO is SCHW?
0.24%, as of September 30, 2026: SCHW is holding #76 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $2.41 in Charles Schwab.
Which famous investors own SCHW?
Renaissance Technologies (0.24% of Founded by Jim Simons's 13F), according to their latest Form 13F filings with the SEC (Q2 2026). A 13F lists US long positions 45 days after the quarter ends, so it can be out of date.
What is the analyst price target for SCHW?
The average analyst price target for Charles Schwab (SCHW) is $116.86 based on 22 analyst estimates, about 27.7% above the current price of $91.49. The published range runs from $82.00 to $147.00.
How much revenue does SCHW generate?
Charles Schwab reported $27.06B in trailing twelve-month revenue. Revenue growth is running at 16.9% year over year. Net margin sits at 39.3%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare SCHW with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.