SCHW The Charles Schwab Corporation
Trend channel, buy level and 3-month target. Information only, not financial advice.
Inside the channel ยท 12-month channel rising
Price is between the lines.
- 18-month channel
- US$88.48 โ US$117.79 ยท rising, +8% a year
- 12-month channel read from
- US$77.30 โ US$117.73 ยท rising, +4% a year
- Price in channel
- 27% (0% = floor, 100% = ceiling)
- Ceiling overhead
- US$117.73
- Turns bearish below
- US$77.30
What broke this trend
- The fall
- -23% from US$113.6524 Aug 2026 โ 30 Oct 2026
- Whose problem it was
- This company3 of 11 Financial - Capital Markets peers fell with it
- Does it resolve?
- Temporary falls like it have resolved on the record
- Regained so far
- 0%of what it lost
- What the record says
- 81% of 14 comparable falls came back, typically in 19 days measured on its own peer group
Fell -23% (24 Aug 2026 โ 30 Oct 2026); regained 0% so far; company-specific.
Reported at the time: Charles Schwab Corp Expands Into India With New Hyderabad Office, Targets 2,000-Employee Workforce By End Of 2027 โ 19 Aug 2026
Price history, with the path projected 3 months forward
Updated 12:26 AM ET (11 h ago)
- Daily close
- Upper trend line (18 months)
- Lower trend line (18 months)
- The same lines over the last 12 months
- Dashed after today: projected 3 months
- Our buy
- Our target
Suggested path
Buy now
US$88.02
last close ยท 30 Oct 2026
Our target
US$106.06
by 11 Jan 2027
Projected move
20.5%
gross, before costs
Last close is our buy.
Target: SCHW's usual move size.
This move size: reached in 50% of 11 past stretches, typically in 28 days. (0.29% per day)
11 settled calls ยท 8 reached target (72.7%) ยท average best move 8.9%. See the full record.
- Upper line touches
- 5
- Lower line touches
- 8
- Fit confidence
- 72%
- Fitted
- 1 Nov 2026
Company information
About The Charles Schwab Corporation
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.
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- CEO
- Richard Andrew Wurster
- Employees
- 33,700
- Country
- US
Scorecard
Our own scores from the fundamentals below (not Morningstar ratings).
- Valuation
- โ
- Profitability
- โ
- Financial health
- โ
- Cash generation
- โ
Key statistics
- Market cap
- US$166.85B
- Enterprise value
- โ
- Beta
- 0.78
- Avg volume
- 8.85M
- Revenue per share
- โ
- Dividend yield
- โ
- 52-week range
- 83.96-114.53
- Exchange
- NYSE
Key ratios
- P/E (TTM)
- โ
- PEG
- โ
- Price / sales
- โ
- Price / book
- โ
- EV / EBITDA
- โ
- Gross margin
- โ
- Operating margin
- โ
- Net margin
- โ
- Current ratio
- โ
- Quick ratio
- โ
- Debt / equity
- โ
- Interest cover
- โ
Income statement
Balance sheet
Cash flow
Trend lines are fitted to past swing highs and lows and may not continue. Information only, not financial advice.