

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Ruffel Charles A. | director | A-Award | 1,222 @ $98.37 | $120.2K |
| Oct 1, 26 | Herringer Frank C | director | A-Award | 445 | — |
| Oct 1, 26 | Ellis Stephen A | director | A-Award | 369 | — |
| Oct 1, 26 | Brown Marianne Catherine | director | A-Award | 407 | — |
| Oct 1, 26 | Hathi Neesha | officer: MD, Head Wealth Adv, Bnk, Tst | M-Exempt | 5,000 @ $41.98 | $209.9K |
| Oct 1, 26 | Hathi Neesha | officer: MD, Head Wealth Adv, Bnk, Tst | S-Sale | 5,000 @ $97.80 | $489.0K |
| Oct 1, 26 | Hathi Neesha | officer: MD, Head Wealth Adv, Bnk, Tst | M-Exempt | 5,000 @ $41.98 | $209.9K |
| Sep 23, 26 | Ellis Stephen A | director | M-Exempt | 1,918 @ $31.48 | $60.38K |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 30.27 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 19.65 | Oscillator | Buy |
| Williams %R (14) | -87.83 | Oscillator | Buy |
| MACD (12, 26, 9) | -3.21 (Hist -0.22) | Oscillator | Strong Sell |
| Average Directional Index (14) | 39.73 (+DI 10.6 / -DI 33.6) | Trend | Strong Sell |
FY2025 · 10-K disclosure
Stock news · updated daily
WESTLAKE, Texas--(BUSINESS WIRE)--The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.32 per common share.
Most retirees assume their IRA custodian withholds enough to cover their tax bill, and that assumption costs them thousands every April. The reason traces back to a single line on a form that almost nobody changes.
TTM vs. 5-year historical average (annual ratios)
| Metric | SCHW | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 15.4x | 25.3x · sector 20.4x | Discount |
| Forward P/E (FY26E) | 14.0x | EPS est. 6.45 | In line |
| Price / Book | 3.0x | 3.3x | In line |
| Price / Sales | 5.0x | 6.4x | Discount |
| EV / EBITDA | 10.5x | 14.8x | Discount |
| Return on equity | 21.3% | — | Top tier |
| Gross margin | 86.9% | 85.2% | In line |
| Debt / Equity | 0.78 | 0.89 | Moderate |
| Piotroski / Altman Z | 7/9 | Z 0.83 | Distress |
Discounted cash flow model
Current price $90.54
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| EMA 20 | 95.18 | MA | Strong Sell |
| SMA 20 | 95.20 | MA | Strong Sell |
| EMA 50 | 99.15 | MA | Strong Sell |
| SMA 50 | 102.67 | MA | Strong Sell |
| SMA 200 | 97.87 | MA | Strong Sell |
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Oct 15, 2026 | 1.65 | 1.69 | Beat 2.4% | $7.17B |
| Jul 21, 2026 | 1.56 | 1.62 | Beat 3.8% | $7.07B |
| Apr 16, 2026 | 1.40 | 1.43 | Beat 2.1% | $6.48B |
| Jan 21, 2026 | 1.36 | 1.39 | Beat 2.2% | $6.34B |
| Oct 16, 2025 | 1.25 | 1.31 | Beat 4.8% | $6.13B |
| Jul 18, 2025 | 1.10 | 1.14 | Beat 3.6% | $5.85B |
| 4 | Oct 5, 2026 | 2026-10-05 20:00:09 | View |
| 4 | Oct 5, 2026 | 2026-10-05 19:47:26 | View |
| 4 | Oct 5, 2026 | 2026-10-05 19:31:18 | View |
| 4 | Oct 5, 2026 | 2026-10-05 16:01:32 | View |
| 4 | Sep 25, 2026 | 2026-09-25 17:14:51 | View |
| 4 | Sep 2, 2026 | 2026-09-02 21:04:19 | View |
Proxy statement (DEF 14A) disclosures
| Oct 21, 26 |
| Morgan Stanley |
| maintain |
| Overweight |
| Overweight |
| Oct 19, 26 | BMO Capital | maintain | Market Perform | Market Perform |
| Oct 16, 26 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Oct 16, 26 | JP Morgan | maintain | Overweight | Overweight |
| Oct 16, 26 | Evercore ISI Group | maintain | In Line | In Line |
| Oct 16, 26 | TD Cowen | maintain | Buy | Buy |
| Oct 16, 26 | Citizens | maintain | Market Outperform | Market Outperform |
| Oct 16, 26 | Truist Securities | maintain | Buy | Buy |
| Oct 16, 26 | Barclays | maintain | Overweight | Overweight |