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
Nov 4 close
$93.37+4.09 (+4.6%)
Gekko Brief
AI summaryNov 4 closeCharles Schwab's week centers on record third-quarter results and a notable policy move: the firm reported total net revenues of $7.2 billion and adjusted EPS of $1.69, up 29% year-over-year, with core net new assets of $190 billion, up 38% YoY. Clients opened 1.2 million new brokerage accounts, managed investing flows reached $24 billion, and bank lending grew 35% YoY to $72 billion. Separately, Schwab announced it will not charge custody fees to registered investment advisers, differentiating itself from competitors, while also moving to block external AI agents from accessing customer accounts over security concerns.
SCHW closed at $93.37, down 3.5% over one month and 13.3% over three months, though up 1.3% over six months. The close sits below both the 50-day average of $99.16 and the 200-day average of $97.38. The GekkoIndex reads 60.1, placing the stock in the Accumulation zone, and price stands 12.3% below Gekko Fair Value of $106.46.
The next earnings date falls on 20 January 2027, 76 days out, placing it beyond a typical 20-trading-day hold. Smart money activity over the past 90 days shows 1 Congressional buy and no sales, alongside 4 billionaire holders and 1 trailblazer holder. Seasonally, the next 20 trading days have averaged a 5.2% gain over 5 years, rising in 4 of those years. The prior earnings reaction was a 5% decline despite the EPS beat, a dynamic worth noting given the average absolute reaction has run 3.5%.
Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.
Charles Schwab price vs fair value
Close $93.37200-day averageGekko Fair Value $106.46
Charles Schwab quick facts
- Market cap
- $161.5B
- P/E ratio
- 15.2
- Forward P/E
- 11.1
- EPS, TTM
- $5.85
- Revenue, TTM
- $27.06B
- Profit margin
- 39.3%
- Dividend yield
- 1.40%
- Beta
- 0.75
- Volume
- 11.32M avg 9.03M
- 1-year return
- +0.2%
- Typical daily move
- ±2%
- Typical 20-day move
- ±5.6%
- 50-day average
- $99.16
- 200-day average
- $97.38
- Next earnings
- Jan 20 before open
- Shares outstanding
- 1.73B
Charles Schwab swing-trade checklist
Charles Schwab scores 5 supportive, 1 mixed and 0 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
5 supportive1 mixed0 headwinds
- Trendmixed
Averages disagree
Close $93.37 sits between the 50-day ($99.16) and 200-day ($97.38) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
60.1, Accumulation
Reading 60.1 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
12.3% below
Price is 12.3% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: Congress 1 buy / 0 sales.
See smart money - Earnings risksupportive
Reports in 76 days
Next report Jan 20, 2027, 76 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+5.2% on average
From this point in the calendar, the next 20 trading days averaged +5.2% over 5 years, rising in 4 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 $93.37 on Nov 4, 2026, +0.2% 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
- −3.5%
- 3 months
- −13.3%
- 6 months
- +1.3%
- 1 year
- +0.2%
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
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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 60.1, in the Accumulation zone, down 8.8 points over five sessions.
60.1Accumulation
Down 8.8 points over five sessions.
Reading for Nov 4, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 29 | +1.4% | +0.8% | ||
| Accumulation (current zone) | 202 | +0.3% | +1.9% | ||
| Neutral | 415 | +0.2% | +0.9% | ||
| 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 +2.0% 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 12.3% below Gekko Fair Value of $106.46, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Charles Schwab shares are worth, recalculated every trading day.
$106.46
Gekko Fair Value, Nov 4, 2026
12.3% Undervalued
At the end of Aug 2026 the price was 6.5% below the estimate.
Gekko Fair ValueShare price, month end
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 members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
1trade disclosed: 1 purchase and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Ro Khanna House, CA, purchase | $1,001 - $15,000 | Oct 9 traded Sep 4 |
From congressional disclosures, which report amounts as ranges.
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
- 1.89%
- 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 Jan 20, 2027, before the open (76 days away), and beat the EPS estimate in 8 of its last 8 reports.
Next earnings report
Jan 20, 2027
Expected before the open, 76 days away
- EPS estimate
- $1.72
- Revenue estimate
- $7.40B
8 of 8reports beat the EPS estimate
±3.5%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Oct 15, 2026 AI summary
- What they said
- SCHW reported record Q3 results with total net revenues of $7.2 billion and adjusted EPS of $1.69, up 29% year-over-year. Core net new assets reached $190 billion, up 38% YoY, representing ~6% annualized organic growth. Clients opened 1.2 million new brokerage accounts, managed investing flows hit a quarterly record of $24 billion, and bank lending grew 35% YoY to $72 billion. The company launched crypto access, single stock futures, and AI assistant Charlie.
- Guidance
- Management did not provide explicit forward-looking financial targets in this excerpt but signaled continued momentum through product expansion including crypto, AI-powered tools, and RIA capabilities, expressing confidence in durable earnings growth across market cycles.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Oct 15, 2026 | $1.69 est $1.65 | $7.17B est $7.18B | −5.0% |
| 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% |
“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 $116.86, +25.2% from the last close, from 17 firms rating the stock in the last 90 days.
$116.86consensus 12-month target, +25.2% from the last close
Now $93.37Avg $116.86
Low $82High $147
Each firm’s latest rating in the last 90 days: 17 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 28 | Evercore ISI | $98 | +5.0% |
| Oct 21 | Morgan Stanley | $132 | +41.4% |
| Oct 19 | BMO Capital | $97 | +3.9% |
| Oct 16 | KBW | $115 | +23.2% |
| Oct 16 | Truist Financial | $112 | +20.0% |
+1.9%average 20-day move after past Accumulation readings
+5.2%average move over the next 20 trading days in the last 5 years
±2%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 Nov 4, Charles Schwab averaged +5.2% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.7% | 2 of 5 |
| Next 10 trading days | +3.2% | 4 of 5 |
| Next 15 trading days | +2.1% | 3 of 5 |
| Next 20 trading days | +5.2% | 4 of 5 |
| Next 30 trading days | +7.2% | 4 of 5 |
For scale, SCHW’s typical 20-trading-day move in either direction is about 5.6%.
Charles Schwab market cap and key statistics
Charles Schwab’s market cap is $161.5B, with a P/E ratio of 15.2 and revenue of $27.06B over the last twelve months.
Valuation
- Market cap
- $161.5B
- P/E ratio
- 15.2
- Forward P/E
- 11.1
- EPS, TTM
- $5.85
- Gekko Fair Value
- $106.46
Trading
- Volume
- 11.32M
- Avg volume, 20 days
- 9.03M
- 52-week high
- $114.53
- 52-week low
- $83.96
- Shares outstanding
- 1.73B
Financials
- Revenue, TTM
- $27.06B
- Profit margin
- 39.3%
- Return on equity
- 21.1%
- Quarterly earnings growth, YoY
- +28.6%
Risk and income
- Beta
- 0.75
- Typical daily move
- ±2%
- Typical 20-day move
- ±5.6%
- Dividend yield
- 1.40%
Charles Schwab stock news this week
Coverage of Charles Schwab this week reads neutral: 11 positive, 12 neutral and 0 negative headlines.
- $1000 Invested In Charles Schwab 15 Years Ago Would Be Worth This Much TodayBenzinga, Nov 4
- Charles Schwab (SCHW) Says It Will Not Charge RIA Custody FeesYahoo Finance Singapore, Nov 4
- Charles Schwab (SCHW) Stock May Trade At A Discount On Record Revenue NewsSimply Wall St, Nov 4
- 493,951 Shares in The Charles Schwab Corporation $SCHW Acquired by Associated Banc CorpMarketBeat, Nov 4
- The Charles Schwab Corporation $SCHW Shares Sold by AIA Group LtdMarketBeat, Nov 4
- Form 4 Charles Schwab Corp: Neesha Hathi (MD, Head Wealth Adv, Bnk, Tst) For: 2 November By Investing.comInvesting.com India, Nov 4
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 | Neutral | 5.1% below |
| IBKRInteractive Brokers | Accumulation | 17.4% below |
| CMECME | Neutral | 4.3% above |
| BNYBank of New York Mellon | Neutral | 2.2% below |
| ICEIntercontinental Exchange | Neutral | 1.9% above |
| HOODRobinhood Markets | Accumulation | 25.2% 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 $161.5B at the Nov 4, 2026 close of $93.37, with 1.73B shares outstanding. The shares trade on a P/E ratio of 15.2.
What is the Charles Schwab stock forecast?
The consensus analyst 12-month price target for Charles Schwab is $116.86, +25.2% from the last close. Of the 17 firms that rated the stock in the last 90 days, 12 rate it a buy, 4 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 Nov 4, 2026 close of $93.37 is 12.3% below Gekko Fair Value of $106.46. 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 Jan 20, 2027, before the market opens (76 days away). Analysts expect earnings of $1.72 per share on revenue of $7.40B. Charles Schwab beat the earnings estimate in 8 of its last 8 reports, moving 3.5% 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 $93.37 on Nov 4, 2026, +0.2% 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, 5 of the 6 items with data read as supportive (gekkoindex, fair value, smart money, earnings risk and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each 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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