Charles Schwab (SCHW)

• Market cap: $141B
• 1 day: -2.25%
• 5 days: -1.78%
• 1 month: -2.16%
• 3 months: 5.25%
• 6 months: 20.06%
• Year to date: 5.38%
• 1 year: 7.56%
• 5 years: 126.65%
• 10 years: 156.29%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

135% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 108

45% more funds holding in top 10

Funds holding in top 10: 53 [Q3] → 77 (+24) [Q4]

14% more capital invested

Capital invested by funds: $98B [Q3] → $112B (+$14B) [Q4]

6% more funds holding

Funds holding: 1,829 [Q3] → 1,938 (+109) [Q4]

0.78% less ownership

Funds ownership: 85.01% [Q3] → 84.23% (-0.78%) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 690 | Existing positions reduced: 745

38% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $2.33B

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $70 10% downside
• Avg. target: $92 18% upside
• High target: $105 35% upside

10 analyst ratings

• positive: 7 70%
• neutral: 3 30%
• negative: 0 0%

Citizens Capital Markets Devin Ryan 69% 1-year accuracy 43 / 62 met price target	23% upside $96	Market Outperform Reiterated	17 Mar 2025
Truist Securities David Smith 50% 1-year accuracy 4 / 8 met price target	17% upside $91	Buy Maintained	11 Feb 2025
Morgan Stanley Michael Cyprys 68% 1-year accuracy 19 / 28 met price target	17% upside $91	Equal-Weight Maintained	6 Feb 2025
UBS Brennan Hawken 65% 1-year accuracy 22 / 34 met price target	22% upside $95	Buy Maintained	27 Jan 2025
Deutsche Bank Brian Bedell 64% 1-year accuracy 28 / 44 met price target	35% upside $105	Buy Maintained	22 Jan 2025