SCHWFinancial Services · Capital Markets

SCHW Stock Forecast: The Charles Schwab Corp. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$105
+0.59% on the day

The 22 Wall Street analysts covering The Charles Schwab Corp. hold a median 12-month price target of $126 — +19.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 19 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$182.0B
Ticker Nerd rank
91 / 100
Median analyst target
$126
Analysts covering
22
Revenue$7.1B+20.9% y/y
Net income$2.8B
Free cash flow$4.1B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−1.9%
1M
−5.8%
YTD
+6.4%
1Y
+14.3%
From 52W high
−7.4%
From 52W low
+23.7%
$85
$114
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SCHW stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The Charles Schwab Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
91 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
92
Volatility
91
Issuance
85
Quality
84
Growth
84
Value
82
Momentum
78
Accruals
18
Size
1

Revisions (92): Analysts have, on balance, been raising their forecasts.

Accruals (18): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SCHW stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SCHW, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$90$100$110$120$130$140$150Oct 25Jan 26Apr 26Jul 26SCHWHigh $145Median $126Low $91

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says22 analysts
18 Buy3 Hold1 Sell
Low $91Median $126High $145

The green dot is the last close — the median target sits +19.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
3 Aug 2026Compass PointInitiatesBuy$135
27 July 2026Morgan StanleyMaintainsOverweight$133$136
23 July 2026Argus ResearchMaintainsBuy$108$114
23 July 2026Argus ResearchMaintainsBuy
22 July 2026BarclaysMaintainsOverweight$122$125
22 July 2026BarclaysMaintainsOverweight
22 July 2026UBSMaintainsBuy
22 July 2026UBSMaintainsBuy$122$128
20 July 2026BMO CapitalDowngradeMarket Perform
20 July 2026BMO CapitalDowngradeMarket Perform$105
15 July 2026Piper SandlerMaintainsNeutral
15 July 2026Piper SandlerMaintainsNeutral$105$112
10 July 2026Morgan StanleyMaintainsOverweight
10 July 2026Morgan StanleyMaintainsOverweight$125$133
9 July 2026BarclaysMaintainsOverweight$127$122
9 July 2026BarclaysMaintainsOverweight
8 July 2026UBSMaintainsBuy
8 July 2026UBSMaintainsBuy$119$122
15 May 2026BarclaysMaintainsOverweight
15 May 2026Piper SandlerMaintainsNeutral

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SCHW appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SCHW vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, The Charles Schwab Corp. returned +14.3% against +16.3% for the S&P 500, dividends included.

SCHW vs S&P 500, last 12 monthsTotal return, rebased to 100
95100105110115120Oct 25Jan 26Apr 26Jul 26SCHWS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SCHW analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+5.5%
Analysts raising
0
Analysts cutting
1
Fundamentals

The Charles Schwab Corp. (SCHW) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
19.2×

Cheaper than 38% of US stocks

Price / sales
7.0×

Cheaper than 18% of US stocks

Price / book
4.1×

Cheaper than 24% of US stocks

EV / EBITDA
Growth & margins
Revenue growth (YoY)
20.9%

Higher than 70% of US stocks

Earnings growth (YoY)
31.7%

Higher than 66% of US stocks

Gross margin
Operating margin
52.3%

Higher than 97% of US stocks

Net margin
38.8%

Higher than 94% of US stocks

Returns & dividend
Return on equity
20.3%

Higher than 81% of US stocks

Return on assets
2.1%

Higher than 59% of US stocks

Dividend yield
1.2%

Higher than 27% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Charles Schwab Corp. (SCHW) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The Charles Schwab Corp. has a market value of $182.0B and an enterprise value of $166.6B.

  • Revenue in the twelve months to 30 June 2026: $26.0B. The latest quarter grew 20.9% year on year.

  • Net income over the same four quarters: $10.1B, a 38.8% net margin.

  • Diluted earnings per share, trailing twelve months: $5.50.

  • Free cash flow in the twelve months to 30 June 2026: $10.8B.

  • The Charles Schwab Corp. spent $10.9B on share buybacks and $2.4B on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 1.7B.

  • Trailing P/E: 19.2×; forward P/E: 13.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.22%, paying out 21% of earnings.

  • The Charles Schwab Corp. employs 33,700 people $772K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 18 Sept 2026

Data provided by Twelve Data

Peers

SCHW vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCapital Markets
CompanyMarket capTKN rank
SCHWThe Charles Schwab Corp.$182.0B
91
GSThe Goldman Sachs Group, Inc.$282.5B
85
MSMorgan Stanley$323.4B
87
HOODRobinhood Markets, Inc.$107.9B
54
IBKRInteractive Brokers Group, Inc.$40.4B
64
LPLALPL Financial Holdings, Inc.$26.3B
66
TWTradeweb Markets, Inc.$24.6B
69

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The Charles Schwab Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SCHW news & analysis

SCHW Client Assets Hit $13.41T in August: Will the Momentum Continue?

Zacks Investment Research · 17 Sept 2026positive

Schwab reported record August core net new assets of $64.8 billion, bringing total client assets to $13.41 trillion. The figures highlight strong momentum across the company's platform.

Why it matters — Rising client and net new asset figures suggest sustained business growth and platform strength for Schwab.

Charles Schwab, UnitedHealth And Cleveland-Cliffs: CNBC's ‘Final Trades'

Benzinga · 17 Sept 2026positive

On CNBC's "Halftime Report Final Trades," Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management, selected The Charles Schwab Corporation (NYSE:SCHW) as a final trade pick. The segment highlighted Schwab among the chosen stocks.

Why it matters — A prominent asset manager publicly highlighting SCHW on a widely watched segment brings attention to the stock for investors following Schwab.

Charles Schwab Goes On The AI Offensive

Seeking Alpha · 15 Sept 2026positive

Charles Schwab is integrating Anthropic's Claude AI to support advisors and improve efficiency. The firm reported 22% asset growth to $13.1 trillion, record new asset inflows, and expanding margins amid higher markets and trading activity.

Why it matters — For Schwab watchers, this signals that AI adoption could support margin expansion and reinforce the firm's cost leadership alongside continued asset growth.

Robinhood vs. Schwab: Which Brokerage Stock is the Better Bet?

Zacks Investment Research · 15 Sept 2026neutral

Zacks Investment Research published a comparison of Robinhood (HOOD) and Charles Schwab (SCHW) brokerage stocks, assessing whether Schwab is a smarter bet due to stronger earnings momentum, a lower valuation, and broader diversification, despite Robinhood's faster growth.

Why it matters — A SCHW watcher would care because the article weighs Schwab's earnings momentum, valuation, and diversification against competitor growth, offering insight into how the brokerage is positioned relative to a faster-growing rival.

Charles Schwab and Anthropic to Bring Claude to Independent Registered Investment Advisors

Business Wire · 14 Sept 2026neutral

Schwab Advisor Services announced it is working with Anthropic to bring Anthropic's Claude for Financial Advisors offering directly to the more than 16,000 independent registered investment advisors Schwab serves. The tool is designed to support advisors' daily work, such as preparing for client meetings.

Why it matters — A SCHW watcher would care because this partnership could expand the suite of AI-powered tools available to Schwab's RIA clients, potentially enhancing the value of its advisor services platform.

FAQ

Frequently asked questions about SCHW stock

What is the SCHW stock price forecast for 2026-2027?

The 22 Wall Street analysts covering The Charles Schwab Corp. have a median 12-month price target of $126, with estimates ranging from $91 to $145. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SCHW stock a buy right now?

Of the 22 analysts covering The Charles Schwab Corp., 18 rate it a Buy, 3 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Charles Schwab Corp. 91 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SCHW?

As at 19 Sept 2026, The Charles Schwab Corp. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (92 of 100).

Will SCHW stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +19.2% from the last close, and Ticker Nerd's factor model ranks The Charles Schwab Corp. 91 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SCHW stock forecast for 2030?

No analyst covering The Charles Schwab Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SCHW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $91 to $145 over the next 12 months.

How has SCHW stock performed over the past year?

The Charles Schwab Corp. returned +14.3% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Charles Schwab Corp. do?

The Charles Schwab Corporation is a U.S. financial services company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.

What is the latest news on SCHW?

The most recent item we track (Zacks Investment Research, 17 Sept 2026): "SCHW Client Assets Hit $13.41T in August: Will the Momentum Continue?". Schwab reported record August core net new assets of $64.8 billion, bringing total client assets to $13.41 trillion. The figures highlight strong momentum across the company's platform.

Company

About The Charles Schwab Corp.

The Charles Schwab Corporation is a U.S. financial services company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. Through its operating businesses, The Charles Schwab Corporation serves individual investors, retirement plan participants, independent financial advisors, and institutional clients with tools and services for trading, investing, cash management, and long-term account administration. Its Investor Services segment focuses on retail brokerage, banking, trust, and retirement-related services, while its Advisor Services segment supports independent registered investment advisors and other professional wealth managers with custodial, trading, and operational solutions. The Charles Schwab Corporation plays a central role in the U.S. investment-services market by combining brokerage access, banking capabilities, and advisory infrastructure under one platform.

CEO Mr. Richard Andrew Wurster C.F.A., CMT · 33,700 employees · United States · https://www.aboutschwab.com