Financial Services· Financial - Capital Markets· US
Latest observed price
$106.88
Session change unavailable
Market closed · NYSE
Status checked Oct 24, 2026, 8:36 PM · America/New_York
Observed Sep 21, 2026, 8:00 PM UTC · Last available price
The latest observed price above is market data. Forecast starting prices are issuance-frozen values and are labelled separately in Model Forecast below.
The Charles Schwab Corporation (SCHW) stock forecast and scoring
Review the dated model forecast and five-factor Scorecard for SCHW. Each has its own availability and reference date; a score is a relative comparison, not a price prediction.
12M forecast summary
Target date · Sep 21, 2027
Lower Estimate (P10)
$79.45
-25.7%
Median Estimate (P50)
$112.75
+5.5% from starting price
Upper Estimate (P90)
$142.92
+33.7%
$79.45Median $112.75$142.92
Median Estimate
$112.75
Starting price
$106.88
Change from starting price
+5.5%
Target date
Sep 21, 2027
Data through
Sep 21, 2026
The estimate uses its dated starting price. It does not predict returns from today’s quote.
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
Similar Stocks
Research snapshot
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Risk / safety methodology: Safety describes recent price swings and distance from a recent high alongside cash flow and profitability. It is not a credit rating or a promise of protection from loss.
Scoring · The Charles Schwab Corporation (SCHW) stock scorecard
Multi-factor scoring at a glance
Individual factor readings · Shading shows available dimensions only. Overall requires all five scores and a comparable peer group.
Sector · Sector averages available for 0 of 5 dimensions. Sector Avg.
How its valuation measures compare with the group.
Quality
Plus or Pro
How its profitability and operating quality compare.
Safety
79.5
0255075100
Strong
How its price swings, distance from a recent high, cash flow and profitability compare.
Momentum
74.6
0255075100
Strong
How its recent price-trend measures compare.
Company snapshotDescriptive peer comparisonScore date: Sep 22, 2026Historical snapshot
All scores in this Scorecard describe relative characteristics as of the shown date, using historical market data and reported company information; higher scores on the 0–100 scale indicate more favorable characteristics in the relevant comparison group, and none forecasts future performance.
Scores are relative comparisons, not absolute grades: companies with different coverage may be scored on different inputs. Peer positions and input coverage can differ by factor; use the displayed comparison group and date when comparing readings. An 80 is not an 80% chance of a price rise. These scores are not price forecasts or recommendations.
The rank with complete inputs compares only companies with every input for that factor, using the issued scores. Equal partial coverage percentages do not establish matching inputs. Current stockwide snapshots use matching input groups; older snapshots may use a smaller fixed group. Scores do not separately adjust for industry or company size. Growth readings do not establish multi-year persistence or separate share-count effects from EPS growth. Scores are independent of the selected forecast horizon.
Research snapshot
Latest update · 2026-09-21
View Plans to read the previous successful update.
Previous update means the last successfully published update, including across weekends and market holidays. The Analysis tab keeps the information used in its latest report.
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Start with profit, cash generation and financial flexibility. Scores describe relative characteristics and do not predict returns.
Revenue · trailing 12 months
$30.03B
2025-07-01 to 2026-06-30
Net income · trailing 12 months
$10.1B
2025-07-01 to 2026-06-30
Free cash flow · trailing 12 months
$3.71B
2025-07-01 to 2026-06-30
Consolidated debt
$37.1B
At 2026-06-30
Dates and reporting periods
Market observations, financial reporting periods and report dates can differ. Each measure shows its own period.
Research data through 2026-09-21
Update published 2026-09-22
Currency: USD
Company comparison
Compare company metrics only when their currency, observation date and reporting periods agree. Similar companies are starting points for research, not substitutes for each other.
12-month forecasts show model median estimates (P50), with changes from each forecast’s starting price. Headline scores describe dated company characteristics; they do not predict future performance.