Charles Schwab (SCHW)

• Market cap: $146B
• 1 day: -1.70%
• 5 days: -1.36%
• 1 month: -0.61%
• 3 months: -0.45%
• 6 months: 24.58%
• Year to date: 8.94%
• 1 year: 25.43%
• 5 years: 74.15%
• 10 years: 172.59%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

About: Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $9 trillion of client assets at the end of September 2024. Nearly all of its revenue is from the United States.

Employees: 32,100

Fund manager confidence

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

124% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 106

40% more funds holding in top 10

Funds holding in top 10: 53 [Q3] → 74 (+21) [Q4]

14% more capital invested

Capital invested by funds: $98.1B [Q3] → $112B (+$13.5B) [Q4]

3% more funds holding

Funds holding: 1,827 [Q3] → 1,877 (+50) [Q4]

7% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 720

1.18% less ownership

Funds ownership: 85.11% [Q3] → 83.93% (-1.18%) [Q4]

38% less call options, than puts

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

Research analyst outlook

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

• Low target: $70 13% downside
• Avg. target: $92 14% upside
• High target: $105 31% upside

12 analyst ratings

• positive: 9 75%
• neutral: 3 25%
• negative: 0 0%

Truist Securities David Smith 63% 1-year accuracy 5 / 8 met price target	13% upside $91	Buy Maintained	11 Feb 2025
Morgan Stanley Michael Cyprys 76% 1-year accuracy 22 / 29 met price target	13% upside $91	Equal-Weight Maintained	6 Feb 2025
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target	18% upside $95	Buy Maintained	27 Jan 2025
Deutsche Bank Brian Bedell 73% 1-year accuracy 32 / 44 met price target	31% upside $105	Buy Maintained	22 Jan 2025
Citigroup Christopher Allen 80% 1-year accuracy 16 / 20 met price target	6% upside $85	Neutral Maintained	22 Jan 2025