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Charles Schwab (SCHW)

(Delayed Data from NYSE)

$96.70 USD

96.70
10,782,736

+3.36 (3.60%)

Updated Apr 8, 2026 04:00 PM ET

After-Market: $96.67 -0.03 (-0.03%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy23.93%
2Buy18.12%
3Hold10.10%
4Sell5.65%
5Strong Sell2.94%
S&P50011.36%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

  • Value Score A
  • Growth Score A
  • Momentum Score A
  • VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value F Growth A Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 29% (172 out of 243)

Industry: Financial - Investment Bank

Research for SCHW

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

   

Revenue - Line of Business Segments YR Estimate12/31/202512/31/202412/31/202312/31/202212/31/2021

Net Revenues: Asset management an...

3,6653,2212,5632,0551,961

Net Revenues: Asset management an...

318286254244259

Net Revenues: Asset management an...

8380716361

Net Revenues: Net interest revenu...

11,7509,1449,42710,6828,030

Net Revenues: Asset management an...

6,5065,7164,7564,2164,274

Net Revenues: Trading revenue [$M...

3,9213,2643,2303,6734,152

Net Revenues: Bank deposit accoun...

9777297051,4091,315

Net Revenues: Other [$M]

767753719782749

Net Revenues: Asset management an...

1,7831,4611,034442131

Net Revenues: Asset management an...

516462382364380

Net Revenues: Asset management an...

966878657602724

Net Revenues: Asset management an...

2,4402,1291,8681,8541,993

Net Revenues: Asset management an...

400420490647726
NFM - Operating & Non Financial Metrics YR Estimate12/31/202512/31/202412/31/202312/31/202212/31/2021

Core net new client assets [$B]

519367--428--

Full-time equivalent employees (a...

33,00032,10033,00035,30033,400

Tier 1 Capital/Risk-Weighted Asse...

3640322927

Consolidated Tier 1 Leverage Rati...

910976

Average revenue earned per revenu...

------33

New brokerage accounts [K]

--4,6924,1703,8064,0441,318

Banking accounts [K]

2,214----1,7161,499

Average Interest Earning Assets [...

424425471594548

Total client assets [$B]

11,90310,1018,5177,0508,138

Clients' Daily Average Trades (DA...

7,6675,8625,3945,9256,102

Net new client assets [$B]

499362337407135

Average Client Assets - Schwab mo...

653539392180156

Average Client Assets - Schwab eq...

708589472433424

Average Client Assets - Mutual Fu...

404343249202229

Average Client Assets - Total man...

759654555531542

Net interest margin [%]

32221

Active brokerage accounts [K]

38,50636,45634,83833,75833,165

Workplace Plan Participant Accoun...

------2,3512,200

Assets in client accounts - Schwa...

------459566

Assets in client accounts - Total...

3,0272,6682,3291,9362,316

Assets in client accounts - Equit...

4,7233,9733,1643,2603,260

Assets in client accounts - Fixed...

787762780593356

Assets in client accounts - Margi...

-112-84-63-63-87

Client assets by business - Inves...

6,7085,7224,5193,6824,401

Client assets by business - Advis...

5,1964,3803,9983,3683,737

Assets in client accounts - Total...

971829663433--

Assets in client accounts - Total...

2,0561,8401,6661,5041,987