How is Charles Schwab (SCHW) doing?

Charles Schwab is a company in the financial, capital markets industry, based in Westlake, TX, worth $168.2B. Here is how its shares and business compare with the rest of the market, and where it shows up on our dashboards.

Updated Oct 9, 2026

P3 score

Middling

Charles Schwab shares are up 3% over the past year, 11 points behind the S&P 500. Its type is Show-Me Grower. Among large US stocks and funds it ranks in the 47th percentile on market beat, the 49th on staying power and the 89th on business growth. It appears on 6 of our dashboards, including 4th on “Which companies are built to last?”.

$96.70+3% in a yearWorth $168.2B

Compare with IBKR · HOOD · MS · LPLA · AMP · RJF · COIN · NTRS

Financials, earnings and news on Stox ›

Past year

The past year

Price against the S&P 500, each set to $100 a year ago. Score is its weekly rank against the market. Select a tile for that score month by month.

SCHW against the S&P 500, past year

$100 a year ago. Charles Schwab +3%, the S&P 500 +16%.

SCHWS&P 500

What kind of stock is it?

Its type on Stox Atlas, from its four scores: beating or lagging the market, a steady or erratic rank, a growing or slowing business, and whether buyers or sellers lead.

Show-Me Grower

LaggingErraticGrowingSold

A growing business, but the shares lag erratically and sellers lead. The market wants proof.

NovDecJanFebMarAprMayJunJulAugSepNow

Show-Me Grower this month; Hot Hand before that.

Also Show-Me Grower (103 in all): SSB · LPLA · FHN · APO · AXP · EVR

EmbracedToppingAccumulatingRejectedStable rankBellwetherDistribution TopCoiled SpringWallflowerHolding rankFaith TradeRolling OverBottom FishedSleepy StapleUnsteady rankHot HandChurning WinnerTurning UpShow-Me GrowerBouncy rankSpeculative PopExhausted RallyFalling KnifeBroken Year

How is it doing against its group?

Its group is Banks, 79 large US stocks and funds whose prices tend to move together. Regional and money-center banks — the rate-and-credit trade.

SCHW, past year+3%42 of 79 in the group

Rest of the group+6%equal-weighted

S&P 500+16%past year

Charles Schwab is +3% over the past year, against +6% for the rest of the group and +16% for the S&P 500. It ranks 42nd of 79 in Banks.

SCHWRest of the group

Best in the groupAMG Affiliated Managers+60%STT State Street+50%BEN Franklin Resources+36%

Worst in the groupOWL Blue Owl Capital−43%CG Carlyle−37%HLI Houlihan Lokey−32%

Its closest rivalsIBKR Interactive Brokers+22%HOOD Robinhood Markets−28%MS Morgan Stanley+22%LPLA LPL Financial+2%AMP Ameriprise Financial+2%

All bank stocks ›Banks on Stox ›

How much does it move?

Its typical daily move, against its own past year, the market and other large stocks. Swings describe risk, not direction.

About usual Charles Schwab typically moves 2.1% in a day, about usual for it, and it swings less than 81% of large US stocks.

Typical day2.1%about $2.05 a share

Its usual2.3%about usual, 0.9× its year’s average

Against the S&P 5002.1×the index’s typical day is 1.1%

Unusual day±4.2%twice its typical day

Deepest fall, past year−20%now 15% below its high

In the S&P’s down weeks63%of the index’s fall, three years; beta 0.9

Typical daily move (ATR)Its year’s average 2.33%

SCHW on our dashboards

Every question where Charles Schwab appears, in the order of the home page, with its reading and place in that table. Select a question to open it with SCHW highlighted. Select a column to sort.

Question	Reading	Place	Details
Who reports next, and what is expected? Earnings	30Steady	17 of 106	Estimate change, 1M 0% · Expected EPS growth +3% · Stock vs S&P, 1M −12.6 pts
Which stocks climb with the least drama? Leading stocks	76Steady	55 of 60	Return per swing 0.87 · Return a year +23% · Volatility 27%
Which businesses are getting better? Business quality	89Improving	58 of 60	Revenue growth +8% · Operating margin 43%
Which companies are built to last? Business quality	81Durable	4 of 60	Steady margins 87 · Reliable cash 61 · Balance sheet 94
Which stocks are cheap for their growth? Value	83Cheap	37 of 60	PEG 0.70 · Forward P/E 15.2× · Expected EPS growth +22%
What are insiders buying? Who’s buying and selling	76Selling	39 of 60	Sold $489K · Who Md, Head Wealth Adv, Bnk, Tst

Go deeper on Stox

SCHW’s full profile: financial statements, earnings and analysts’ estimates, valuation against its sector, recent news with a summary, and its scores in detail.

Open SCHW on Stox ›All 16 types on Atlas ›Its group on Stox ›

How to read this page

How it’s measured. Scores from Stox rank the stock against about 1,200 S&P 500, Nasdaq-100 and Russell 1000 stocks and popular funds, where 100 is best; market beat and staying power use prices, business growth uses revenue, margins and cash flow. Readings on other dashboards come from this site’s pages.

Sources. Daily prices and company financial statements from Financial Modeling Prep; scores and co-movement groups from Stox.

Scores are percentiles: 80 means the stock ranks above 80% of the others on that measure. They describe the recent past and are not advice or a forecast.

Its type follows Stox Atlas: each of the four scores is split at 50. “Steady” means its rank has held, high or low, so it says nothing on its own about direction.

Its group is the cluster of large US stocks whose prices have moved together over five years, with the market’s own moves taken out. The typical daily move is the average true range over 14 days, a measure of how far the price travels in a day including overnight gaps.

For financial statements, earnings and news, see SCHW’s full profile on Stox.

This page is information, not investment advice. About our data and methods ›

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