Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Charles Schwab Corp
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: September 22, 1987
Headquarters: 3000 Schwab Way, Westlake, TX, United States, 76262
Founder-Led: Yes — Charles R. Schwab (Founder & Co-Chairman)
Key Metrics
Current Price
$85.35
Market Cap
$157.24B
Float
1.64B
Shares Outstanding
1.74B
P/E (Forward)
15.04
P/E (TTM)
17.97
Price/Sales (TTM)
6.34
vs. Analyst Target
+35.7% to analyst PT
Profit Margin
37.99%
Operating Margin (TTM)
49.35%
Revenue (TTM)
$24.80B
Earnings Growth (YoY)
38.60%
Dividend Rate
1.3%
Analyst Target Price
$115.85 (21 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$12.11B
$3.30B
$11.69B
$4.90B
2021
$19.00B
$5.86B
$18.52B
$8.88B
2022
$22.31B
$7.18B
$20.76B
$10.64B
2023
$25.52B
$5.07B
$18.84B
$7.72B
2024
$26.00B
$5.94B
$19.61B
$9.13B
2025
$27.68B
$8.85B
$22.22B
$15.04B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$6.82B
$2.13B
Sep 2025
$7.04B
$2.36B
Dec 2025
$7.17B
$2.46B
Mar 2026
$7.30B
$2.48B
Ownership & Float
Insider Ownership
6.2%
Institutional Ownership
84.4%
Short Float
0.0%
% of All Funds Holding
26.49%
Number of Funds Holding
2,177
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$90.82
Near-term / short-term trend
Weekly
40-Week SMA
$94.88
Medium-term trend
Weekly
80-Week SMA
$89.23
Cyclical trend (business cycle)
Weekly
200-Week SMA
$75.74
Secular trend (multi-year)
Monthly
10-Month SMA
$94.86
Near-term monthly trend
Monthly
20-Month SMA
$88.77
Medium-term monthly trend
Monthly
40-Month SMA
$76.19
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$103.00
resistance
1.43x
2 months ago
$75.00
support
1.05x
15 months ago
$65.00
support
1.07x
18 months ago
Historical Earnings Reactions (121 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.09%
0.19%
57.02%
8.23%
-6.47%
1 Day
0.10%
0.20%
52.89%
10.37%
-10.73%
1 Week
-0.08%
0.20%
57.02%
23.82%
-18.65%
2 Weeks
0.44%
0.71%
53.72%
28.60%
-24.70%
1 Month
2.04%
-0.06%
49.59%
53.65%
-31.26%
Next earnings: July 16, 2026 (47 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
2.8%
51.3%
39
Feb
1.8%
48.7%
39
Mar
1.1%
56.4%
39
Apr
1.4%
56.4%
39
May
1.9%
52.6%
38
Jun
-0.9%
42.1%
38
Jul
3.4%
57.9%
38
Aug
-1.6%
47.4%
38
Sep
1.5%
50.0%
38
Oct
3.0%
66.7%
39
Nov
3.8%
53.8%
39
Dec
4.2%
66.7%
39
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.04%
47.0%
1835
Tuesday
0.12%
47.3%
1999
Wednesday
0.16%
48.4%
1997
Thursday
0.10%
48.3%
1960
Friday
0.13%
47.9%
1950
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 84.4%
Insider Transactions — Smart Summary
Total insider ownership: 6.2%
Founder-led management: Charles R. Schwab (Founder & Co-Chairman)
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
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qualitative analysis (business model, competitive moat, sector dynamics),
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