Insider buying last 90 days
No open-market insider purchases were filed for SCHW in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every SCHW insider filing, plotted on the chart in Gekko.Open SCHW in Gekko
NYSE: SCHW
Charles Schwab (SCHW) Stock Analysis & Forecast
$105.25+0.62 (+0.6%)
Close on Sep 18, 2026. Page updated Sep 19, 9:15 pm ET.
Gekko Brief
AI summaryCharles Schwab (SCHW) closes at $105.25, up 0.6%, sitting between its 50-day average of $106.79 and 200-day average of $98.10. The GekkoIndex reads 65.8, placing the stock in the Accumulation zone. Price stands 7.7% below Gekko Fair Value of $114.05. Over the past year the stock has returned 14.3%, with a three-month gain of 14.8% and a one-month decline of 5.1%.
This week's news centers on asset growth and AI partnerships. Schwab reported record August net new assets of $64.8 billion, a 46% increase year-over-year, with total client assets reaching $13.41 trillion and 424,000 new brokerage accounts opened. Separately, Schwab Advisor Services is collaborating with Anthropic to bring the "Claude for Financial Advisors" tool to more than 16,000 independent registered investment advisors, part of a broader integration also involving BlackRock. Schwab also scheduled a Fall Business Update webcast for 15 October, featuring CEO Rick Wurster and CFO Mike Verdeschi.
The next earnings date falls on 15 October, 25 days out and within a typical 20-trading-day holding window; the last report on 21 July produced a -1.7% reaction despite an EPS beat of $1.62 versus $1.53 expected, continuing a streak of 8 beats in 8 quarters. Seasonality over five years shows an average 20-day gain of 3%, though it rose in only 2 of those years. No insider, Congress, or unusual options activity appears in their respective 90-day and 30-day windows. Analyst coverage from 17 firms includes 14 buy ratings and a consensus target of $124.95.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $105.25200-day averageGekko Fair Value $114.05
Key stats
- Market cap
- $183.0B
- P/E ratio
- 19.2
- Forward P/E
- 13.6
- EPS, TTM
- $5.46
- Revenue, TTM
- $26.03B
- Profit margin
- 38.8%
- Dividend yield
- 1.12%
- Beta
- 0.75
- Volume
- 17.70M avg 8.24M
- 1-year return
- +14.3%
- Typical daily move
- ±1.9%
- Typical 20-day move
- ±5.4%
- 50-day average
- $106.79
- 200-day average
- $98.10
- Next earnings
- Oct 15 before open
- Shares outstanding
- 1.73B
Charles Schwab swing-trade checklist
Charles Schwab scores 2 supportive, 2 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive2 mixed1 headwind
- Trendmixed
Averages disagree
Close $105.25 sits between the 50-day ($106.79) and 200-day ($98.10) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
65.8, Accumulation
Reading 65.8 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
7.7% below
Price is 7.7% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 25 days
Reports on Oct 15, 2026, 25 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitymixed
+3.0% on average
From this point in the calendar, the next 20 trading days averaged +3% over 5 years, rising in 2 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Charles Schwab stock chart and price history
Charles Schwab closed at $105.25 on Sep 18, 2026, +14.3% over the past year, inside a 52-week range of $83.96 to $114.53.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −5.1%
- 3 months
- +14.8%
- 6 months
- +12.0%
- 1 year
- +14.3%
The full SCHW chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SCHW in Gekko
Follow Charles Schwab through every session
Put SCHW on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
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About Charles Schwab
Charles Schwab operates as a financial services firm, offering brokerage and securities trading, wealth management, banking, asset custody, and financial planning guidance to its clients. The company has built its name around serving both everyday investors and the professionals who manage money on their behalf, combining trading access with advisory and banking functions under one roof.
The business runs through two main segments. Investor Services focuses on individual retail customers, providing brokerage accounts, investment advice, banking and trust administration, retirement planning, and equity compensation recordkeeping for corporate clients, along with clearing and compliance support. Advisor Services, by contrast, supports independent investment advisors with custodial services, trading and banking infrastructure, and access to brokerage accounts covering equities, fixed income, options, and futures. This segment also offers managed portfolios, separately managed accounts, personalized planning, cash management tools, mutual funds and ETFs, and banking products such as mortgages, home equity lines, and trust services.
Charles Schwab was founded in 1971 and is headquartered in Westlake, Texas. Its shares are listed on the NYSE under the ticker SCHW.
- Listed
- NYSE
- Sector
- Finance
- Industry
- Investment banks/Brokers
- Website
- aboutschwab.com
Charles Schwab GekkoIndex: the smart money zone
Charles Schwab’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.8, in the Accumulation zone, up 4.7 points over five sessions.
65.8Accumulation
Up 4.7 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 16 | +4.0% | +4.3% | ||
| Accumulation (current zone) | 182 | +0.7% | +2.7% | ||
| Neutral | 413 | +0.2% | +1.3% | ||
| Distribution | 50 | +0.6% | +3.7% | ||
| Selling | 1 | Too few readings yet | |||
Average SCHW share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the SCHW price, zone by zone.Track SCHW in Gekko
Is Charles Schwab stock overvalued? Gekko Fair Value
Charles Schwab trades 7.7% below Gekko Fair Value of $114.05, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Charles Schwab shares are worth, recalculated every trading day.
$114.05
Gekko Fair Value, Sep 19, 2026
7.7% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open SCHW in Gekko
Charles Schwab insider and Congress trading
No open-market insider purchases were filed for Charles Schwab, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in SCHW were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for SCHW, plotted on the chart in Gekko.Open SCHW in Gekko
Buybacks
Charles Schwab has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $3.05B
- As a share of market cap
- 1.67%
- Trailing four quarters
- $10.95B
From company filings.
Hedge funds and billionaires quarter ended Jun 30
5of the funds Gekko tracks hold SCHW.
3added0opened2trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Charles Schwab earnings: next date and track record
Charles Schwab reports on Oct 15, 2026, before the open (25 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Oct 15, 2026
Expected before the open, 25 days away
- EPS estimate
- $1.67
- Revenue estimate
- $7.22B
8 of 8reports beat the EPS estimate
±3.6%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 21, 2026 AI summary
- What they said
- Schwab reported record Q2 2026 results with $7.1 billion in total revenue and adjusted EPS of $1.62, up 42% year-over-year. Core net new assets reached $120 billion, up ~50% over last year, with 1.4 million new brokerage accounts opened. Managed investing net flows rose 53% and bank lending balances grew 33% to $67 billion. Strategic initiatives include Schwab Crypto launch, Forge acquisition for private markets access, and AI-driven service enhancements.
- Guidance
- Management highlighted a diversified financial model supporting durable earnings growth across market cycles, with CFO to provide full-year outlook. Crypto transfers capability expected to pilot by end of July 2026, with crypto M&A opportunities cited as a longer-term growth driver.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 21, 2026 | $1.62 est $1.53 | $7.07B est $6.90B | −1.7% |
| Apr 16, 2026 | $1.43 est $1.39 | $6.48B est $6.50B | −8.0% |
| Jan 21, 2026 | $1.39 est $1.36 | $6.34B est $6.38B | +3.0% |
| Oct 16, 2025 | $1.31 est $1.25 | $6.14B est $6.01B | −0.2% |
| Jul 18, 2025 | $1.14 est $1.10 | $5.85B est $5.73B | +3.4% |
| Apr 17, 2025 | $1.04 est $1.01 | $5.60B est $5.53B | −1.0% |
| Jan 21, 2025 | $1.01 est $0.91 | — | +5.5% |
| Oct 15, 2024 | $0.77 est $0.75 | $4.85B est $4.78B | +6.3% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Charles Schwab stock forecast and analyst price targets
Analysts’ average 12-month price target for Charles Schwab is $124.95, +18.7% from the last close, from 17 firms rating the stock in the last 90 days.
$124.95consensus 12-month target, +18.7% from the last close
Now $105.25Avg $124.95
Low $91High $145
Each firm’s latest rating in the last 90 days: 17 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 16 | Barclays | $125 | +18.8% |
| Sep 16 | Truist Financial | — | — |
| Sep 15 | William Blair | — | — |
| Aug 17 | Truist Financial | — | — |
| Aug 17 | Barclays | $125 | +18.8% |
+2.7%average 20-day move after past Accumulation readings
+3.0%average move over the next 20 trading days in the last 5 years
±1.9%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Charles Schwab seasonality: the next 20 trading days
Over the next 20 trading days from Sep 19, Charles Schwab averaged +3.0% across the last 5 years, rising in 2 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.9% | 3 of 5 |
| Next 10 trading days | −1.2% | 1 of 5 |
| Next 15 trading days | +0.7% | 2 of 5 |
| Next 20 trading days | +3.0% | 2 of 5 |
| Next 30 trading days | +5.9% | 4 of 5 |
For scale, SCHW’s typical 20-trading-day move in either direction is about 5.4%.
Charles Schwab market cap and key statistics
Charles Schwab’s market cap is $183.0B, with a P/E ratio of 19.2 and revenue of $26.03B over the last twelve months.
Valuation
- Market cap
- $183.0B
- P/E ratio
- 19.2
- Forward P/E
- 13.6
- EPS, TTM
- $5.46
- Gekko Fair Value
- $114.05
Trading
- Volume
- 17.70M
- Avg volume, 20 days
- 8.24M
- 52-week high
- $114.53
- 52-week low
- $83.96
- Shares outstanding
- 1.73B
Financials
- Revenue, TTM
- $26.03B
- Profit margin
- 38.8%
- Return on equity
- 20.3%
- Quarterly earnings growth, YoY
- +42.6%
Risk and income
- Beta
- 0.75
- Typical daily move
- ±1.9%
- Typical 20-day move
- ±5.4%
- Dividend yield
- 1.12%
Charles Schwab stock news this week
Coverage of Charles Schwab this week reads positive: 5 positive, 2 neutral and 0 negative headlines.
- Charles Schwab schedules fall business update for Oct. 15Investing.com, Sep 17
- SCHW Client Assets Hit $13.41T in August: Will the Momentum Continue?Zacks Investment Research, Sep 17
- Charles Schwab, UnitedHealth, Cleveland-Cliffs: CNBC ‘Final Trades’ - Charles Schwab (NYSE:SCHW)Benzinga, Sep 17
- Charles Schwab reports record August net new assets of $64.8BInvesting.com, Sep 15
- Charles Schwab Goes On The AI OffensiveSeeking Alpha, Sep 15
- Robinhood vs. Schwab: Which Brokerage Stock is the Better Bet?Zacks Investment Research, Sep 15
Charles Schwab peers
Charles Schwab’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| GSGoldman Sachs | Buying | 12.7% below |
| IBKRInteractive Brokers | Accumulation | 6.7% below |
| HOODRobinhood Markets | Neutral | 5.4% above |
| BNYBank of New York Mellon | Accumulation | 6.5% below |
| CMECME | Neutral | 1.0% above |
| ICEIntercontinental Exchange | Accumulation | 6.6% below |
A peer links to its own page where one exists.
Charles Schwab stock FAQ
What is Charles Schwab’s market cap?
Charles Schwab’s market cap is $183.0B at the Sep 18, 2026 close of $105.25, with 1.73B shares outstanding. The shares trade on a P/E ratio of 19.2.
What is the Charles Schwab stock forecast?
The consensus analyst 12-month price target for Charles Schwab is $124.95, +18.7% from the last close. Of the 17 firms that rated the stock in the last 90 days, 14 rate it a buy, 2 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is Charles Schwab stock overvalued or undervalued?
On Gekko’s estimate Charles Schwab is undervalued: the Sep 18, 2026 close of $105.25 is 7.7% below Gekko Fair Value of $114.05. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Charles Schwab report earnings next?
Charles Schwab is expected to report on Oct 15, 2026, before the market opens (25 days away). Analysts expect earnings of $1.67 per share on revenue of $7.22B. Charles Schwab beat the earnings estimate in 8 of its last 8 reports, moving 3.6% on average across the report.
What is Charles Schwab’s 52-week high and low?
Charles Schwab’s 52-week high is $114.53 and its 52-week low is $83.96; it closed at $105.25 on Sep 18, 2026, +14.3% over the past year.
Is Charles Schwab stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and fair value), 2 as mixed (trend and seasonality) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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