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- $185.5BMarket Cap
- 16.12%1-Year Change
- Capital MarketsIndustry
Charles Schwab (SCHW)
Key Performance
More- Earnings Score: 57
- Momentum Score: 66
- True Yield: 25
- Financial Health Score: 48
Latest Research & News
3 Financial Stocks You Could Buy Today and Not Think About Until 2030
The article recommends three financial stocks suitable for long-term buy-and-hold investors through 2030: Robinhood, which has diversified into 13 revenue-generating businesses with explosive growth in prediction markets; Charles Schwab, a 50-year-old discount brokerage with strong asset growth and consistent revenue expansion; and JPMorgan Chase, approaching a $1 trillion valuation with record revenues across all business lines.
09/08/2026, 7:30 AM • The Motley Fool
Robinhood Now Runs 13 Revenue Lines Above $100 Million a Year. A 2-Month-Old Network Could Be Next.
Robinhood has achieved 13 business lines generating $100+ million in annualized revenue, with its newly launched blockchain network (Robinhood Chain) potentially becoming the 14th. The company reported record Q2 revenue of $1.31 billion, up 32% year-over-year, driven by diversification across options, crypto, event contracts, and margin lending. However, the analyst notes valuation concerns, with shares trading at 43x forward earnings compared to Charles Schwab's 14x, recommending a hold despite strong growth.
09/03/2026, 10:26 PM • The Motley Fool
The 1 Thing Every Investor Needs to Know About Surviving a Bear Market
The article emphasizes that investors should remain fully invested during bear markets despite their severity (averaging 35% declines over 289 days). The key insight is that missing the early stages of bull market recoveries is costly—over one-third of the S&P 500's largest single-day gains occur in the first two months of recovery, with average gains of 13.6% in the first month and 25.3% in the first three months. Since timing the market is nearly impossible, staying invested through downturns is the optimal long-term strategy.
08/29/2026, 8:25 AM • The Motley Fool
Reuters Events announced Momentum AI Austin 2026, an enterprise AI summit scheduled for September 24-25, 2026, bringing together over 500 senior leaders including CIOs, CTOs, and Chief AI Officers. The summit addresses the critical challenge of transitioning AI from pilot projects to scalable business execution, featuring keynotes on rising compute costs and adoption bottlenecks, with speakers including FTC Chairman Andrew Ferguson and executives from major corporations like Walmart, UnitedHealth Group, and Charles Schwab.
08/25/2026, 2:46 PM • GlobeNewswire
If You've Saved This Much for Retirement by Age 60, You're Ahead of the Game
According to Fidelity data and Federal Reserve surveys, the average retirement savings for 55-64 year-olds is around $537,000-$547,000, but the median is only $185,000, indicating most people have significantly less. The article advises those behind on retirement savings that they still have time to catch up through strategic planning and increased contributions during their peak earning years.
08/12/2026, 5:26 AM • The Motley Fool
QC Capital Group, a Charlotte-based private equity and alternative investment firm, appointed Joe Hart as Senior Vice President of Capital Markets to lead expansion into wealth management and institutional distribution channels. Hart will build infrastructure to serve registered investment advisors, broker-dealers, and family offices while maintaining the firm's direct investor relationships. The move formalizes a strategy that began in April 2026 when QC Capital's offerings became accessible through Charles Schwab's custodial platform.
08/06/2026, 1:45 PM • GlobeNewswire
Interactive Brokers reported strong June 2026 metrics with 34% year-over-year growth in customer accounts to 5.185 million, 40% increase in client equity to $930.3 billion, and 53% surge in trading volume. The company also saw margin loan balances jump 67% to $108.5 billion. Q1 2026 revenues grew 17% to $1.67 billion with adjusted earnings up 28% to $0.60 per share. However, the stock trades at valuations roughly twice its five-year averages, suggesting high market expectations that could lead to disappointment if Q2 results don't exceed forecasts.
07/19/2026, 10:15 AM • The Motley Fool
Cboe Global Markets is launching extended trading hours (7:30 a.m. to 4:15 p.m. ET) for single-stock options on approximately 20 mega-cap stocks including the Magnificent Seven. The move is expected to boost revenue through increased trading volume and fees, particularly when market volatility is high. Cboe had a record Q1 with 29% revenue growth and 54% earnings growth, though the stock has since pulled back from its May peak. With the VIXEQ (single-stock volatility index) at historically high levels, Cboe is positioned to benefit if volatility persists.
07/13/2026, 5:05 PM • The Motley Fool
Goldman Sachs vs. Interactive Brokers: Which Financial Stock Is a Better Buy in 2026?
Goldman Sachs and Interactive Brokers represent two different approaches to financial services. Goldman Sachs dominates institutional finance with $3.6 trillion in assets under supervision and a 29.5% net margin, but carries significant debt (4.9x debt-to-equity) and negative free cash flow. Interactive Brokers operates a highly automated platform serving 5 million accounts with 70% net margin, zero debt, and $15.7 billion in free cash flow. The choice depends on investment goals: Goldman Sachs offers stability and capital preservation, while Interactive Brokers provides growth potential through technology-driven innovation.
07/08/2026, 8:07 AM • The Motley Fool
S&P 500 Earnings Strength Puts Valuations to the Test
S&P 500 earnings are growing significantly faster than the index itself, with Q1 and Q2 2026 EPS growth at 24.4% year-over-year while the S&P 500 was up only 10% YTD through Q2 2026. The forward 4-quarter earnings estimate increased 5% sequentially to $371.04, pushing the earnings yield to 4.97%. The author notes this earnings strength is unusual and unsustainable, comparing it to the late 1990s bull market. However, the author's 2026 forecast has underperformed due to incorrect predictions on S&P 500 returns and Fed policy, particularly impacting bank holdings.
07/06/2026, 2:38 AM • Investing
The Retail Trading Boom Is Back. Charles Schwab Is Quietly Cashing In.
Charles Schwab is benefiting significantly from the retail trading boom despite being an established player in the discount brokerage industry. The company reported $13.1 trillion in customer assets in May 2026, with 27% year-over-year growth, 461,000 new accounts (up 37%), and record daily trading volumes of 11.8 million trades. With a P/E ratio of 19x compared to Robinhood's 54x, Schwab offers attractive valuation while capturing growth from increased trading activity and margin loans.
07/05/2026, 11:15 PM • The Motley Fool
Which Financial Stocks Actually Benefit When Interest Rates Stay High?
As the Federal Reserve appears likely to raise interest rates, certain financial stocks stand to benefit. Banks like JPMorgan Chase, Wells Fargo, and Bank of America will see wider net interest margins. Brokerages such as Charles Schwab and LPL Financial will earn more on client cash holdings. Insurance companies including Berkshire Hathaway and Allstate can purchase bonds at higher yields, improving portfolio returns.
07/01/2026, 4:30 AM • The Motley Fool
The Case for Staying Invested Even When the Market Feels Uncertain
Despite recent market weakness and concerns about a potential correction or bear market, long-term investors should remain invested rather than attempt to time the market. Historical data shows that market corrections typically recover within 3-8 months, and investors who add capital during dips significantly outperform those who don't. Over 40% of the S&P 500's best single-day performances occurred during bear markets, making it risky to be out of the market during recoveries.
06/28/2026, 2:15 PM • The Motley Fool
All Banks Crushed the Fed's Stress Tests This Year, and Some Truly Excelled
All 32 banks tested in the Federal Reserve's annual stress tests passed with flying colors, demonstrating resilience against severe economic scenarios including 39% commercial property collapse, 30% home price decline, and 10% unemployment. Charles Schwab led with a 32% stressed capital ratio, while JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo all maintained healthy capital levels. Banks are expected to announce dividend increases and share buyback programs following the results.
06/25/2026, 6:06 AM • The Motley Fool
Robinhood Is Becoming a Full-Service Financial Platform. Is the Stock a Buy?
Robinhood has impressively grown its platform assets from $102B to $307B since going public in 2021, expanding beyond stocks into cryptocurrencies and prediction markets. However, the stock carries a premium 45x P/E valuation and faces significant risk due to its inexperienced customer base and lack of stress-testing through a major market downturn. The article suggests only aggressive growth investors should consider buying, while value and risk-averse investors should wait.
06/20/2026, 4:15 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 09/11/2026
Company Profile
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 trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
Key Executives
- Richard A. Wurster
- Michael Verdeschi
- Charles Robert Schwab
- Jonathan Craig
- Peter J. Morgan
Current Ownership Distribution
- Institutions27.3B (64.15%)
- Mutual Funds15.2B (35.61%)
- Insiders98.9M (0.23%)
- Other0 (0.00%)