Charles SchwabSCHW
About: Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Employees: 32,100
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
137% more first-time investments, than exits
New positions opened: 256 | Existing positions closed: 108
45% more funds holding in top 10
Funds holding in top 10: 53 [Q3] → 77 (+24) [Q4]
18% more capital invested
Capital invested by funds: $94.8B [Q3] → $112B (+$17.1B) [Q4]
6% more funds holding
Funds holding: 1,828 [Q3] → 1,940 (+112) [Q4]
1.93% more ownership
Funds ownership: 82.28% [Q3] → 84.21% (+1.93%) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 742
38% less call options, than puts
Call options by funds: $1.44B | Put options by funds: $2.33B
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Michael Brown 40% 1-year accuracy 30 / 75 met price target | 14%upside $87 | Overweight Maintained | 8 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 23%upside $94 | Market Outperform Maintained | 8 Apr 2025 |
Piper Sandler Patrick Moley 70% 1-year accuracy 31 / 44 met price target | 3%downside $74 | Neutral Maintained | 8 Apr 2025 |
Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target | 10%upside $84 | Overweight Maintained | 7 Apr 2025 |
Truist Securities David Smith 42% 1-year accuracy 5 / 12 met price target | 12%upside $85 | Buy Maintained | 4 Apr 2025 |
Financial journalist opinion
Based on 20 articles about SCHW published over the past 30 days
