The Charles Schwab (SCHW) stock

Brokerage and banking , market cap $160B

Brokerage and banking

Worth $160B

$93.03

+0.32%

As of Tuesday's close · Live for Pro members at the open

Quality Score

Below Average

In its industry

#12of 25

Brokers & Dealers

Checks firing

4of 14

Trending down

From 52-week high

-18.8%

under its best in a year

SCHW's Quality Score rose 3 points on Tue, Nov 10, to 4. Its price closed above its average of the last 21 days, which is rising (3 chart checks started).

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Key facts on SCHW

Key facts on SCHW
The company	Profit up 29% to $10.6B
Latest filing	10-Q, Nov 6 Filed its quarterly report (10-Q) for the quarter to Sep 30, 2026

1 more reason behind SCHW's 4, free with an account →3 more reasons behind SCHW's 4, for Pro members.

SCHW catalysts

Coming up

After its last 4 reports it closed +0.1% on average, higher 2 of 4 times.

10 past catalysts since 2018, with sizes and sources, for Pro members.

Why SCHW scores 4

Below Averagefor quality, not price, 4 of 14 chart checks firingWhat the Quality Score means

+4Chart checks 4 of 14 firing right now, one point each
−3Insider trades a co-⁠chair is selling into the 52-⁠week low: Charles R. Schwab (Co-⁠Chairman) sold $1M on Nov 3, and 8 more filings

Long-term trend subtracts
Size adds
Profit addsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Growth addsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.

No effect today: Run-up, Dilution, Volatility, Cash flow, Persistence, and News.

What every line is worth, and the reason behind it, on SCHW and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:01 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Alert me when SCHW's Quality Score turns up

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How SCHW ranks in Brokers & Dealers

SCHW is #12 of 25 by Quality Score.

How SCHW ranks in Brokers & Dealers
Rank	Stock	Checks	Quality Score
1	BLKBlackrock	8/14	18
2	SEICSEI Investments	8/14	15
4	FRHCFreedom	1/14	9
	PIPRPiper Sandler Companies		Open for its score
	RJFRaymond James Financial		Open for its score
	SFStifel Financial		Open for its score
12	SCHWThe Charles Schwab	4/14	4

Share count against a year before: SCHW -4.3%, HOOD +1%, MS -1.5%, RJF -3.6%.

When does SCHW report earnings, and what happens after?

Expected to report Thu Jan 21, before the open (in 72 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What SCHW reported on Oct 15, 2026

The quarter

Revenue of $7.2B, 17% more than a year ago.

“Client transactional sweep cash balances ended September at $492.8 billion, an increase of $7.1 billion versus the prior quarter-end, reflecting continued demand for long/short strategies and organic growth, partially offset by client asset allocation decisions”

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

Where the quarter's sales came from
Line	Q3 2026	Q2 2026	Q3 2025
By product
Asset Management and Administration Serviceup 14%	$1.9B27%	$1.8B26%	$1.7B27%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 6)

11 more lines, for Pro members.

The outlook

No outlook figures read from this release.

The numbers

Market value: $160B; today
Sales: $27B; up 18.1% on the year

Sales grew 15% a year over 5 years, fiscal 2020 to 2025.

Pays $1.28 a share a year.

2 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on SCHW: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

-0.4%+0.8%-2.3%

Apr 16Jul 21Oct 15

Reported	When	Gap	Reaction	5 days
Oct 15, 2026After close	After close	-0.7%	-2.3%	-2.9%
Jul 21, 2026After close	After close	+1.4%	+0.8%	+6.0%
Apr 16, 2026After close	After close	+0.8%	-0.4%	-4.0%

SCHW closed higher after 2 of its last 4 reports.

All 4 reports, and SCHW's Quality Score going into each

SCHW sales and profit by year

Sales and profit by year

Sales grew in six of the last seven years, to $24B in 2025. It made a profit in each of the eight years.

SCHW has 4 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on SCHW, and all 14 on every stock.Get in free →

SCHW RSI today: 49.2, below its 50-day and 200-day averages

Not scored

RSI 49.2, MACD above signal, below both averages. Not scored.13 readings

The deep dive on SCHW

What it does and how it makes money3 findingsIt kept 48 cents of each dollar of sales in fiscal 2025: $11.5B of profit before tax on $23.9B of sales.Annual report, filed Feb 25, 2026
Where it stands5 findingsFor Pro members5 findings on where SCHW stands: its cash, debt, and share count, for Pro members
What changed in its filings2 findingsA new heading in its "Risk Factors" this year: "We may suffer financial loss from fraud and financial crime." (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 25, 2026, against the one of Feb 26, 2025
Who holds and trades it6 findingsFor Pro members6 findings on who holds and trades SCHW, for Pro members
Against its closest peers4 peersShare count against a year before: SCHW -4.3%, HOOD +1%, MS -1.5%, RJF -3.6%.

14 more findings on SCHW, each with its source, for Pro members.

Is SCHW's dividend covered? What its financials say

Its dividends come to 19% of its free cash flow.

SCHW's dividend against its free cash flow
Dividend	$1.28 a share a year Paid 4 times a year
Paid out	About $2.2B a year $1.28 a share on 1.7B shares, its average count in the quarter to Jun 30, 2026
Free cash flow	$12B The last four quarters, to Sep 30, 2026
Record	Raised each of the last 2 years Against the payout a year before, each year

SCHW insider trades

One insider bought $1.8M across 1 filing, and 6 insiders sold $156M across 27 filings, in the last 6 months. The newest:

SellCharles R. Schwab$6.6MCo-Chairmanat $93.01 on Nov 9, filed today

SellCharles R. SchwabCo-Chairman$6.6Mat $93.01 on Nov 9, filed today

All 28 insider filings on SCHW from the last six months, for Pro members.

All SCHW insider trades

SCHW trades by Congress and the executive branch

11 trades disclosed in the last six months. The newest:

SellRo Khanna$1K to $15KHousetraded Sep 25, disclosed Oct 7(12 days later)

SellRo KhannaHouse$1K to $15Ktraded Sep 25, disclosed Oct 7(12 days later)

All 11 trades on SCHW disclosed by Congress and the executive branch, for Pro members.Get in free →

See what Congress is buying across the market

SCHW's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Richard A. WursterPresident & CEO · 1 trade
Charles R. SchwabCo-Chairman · 29 trades
Walter W. BettingerCo-Chairman · 10 trades
Michael D. VerdeschiCFO · no trades on file
Jonathan S. BeattyMD, Head of Advisor Services · 9 trades
Nigel J. MurtaghChief Risk Officer · 6 trades
Jonathan M. CraigMD, Head of Retail Investing · 5 trades
Dennis HowardMD, Chief Tech, OPS & Data Off · 4 trades

13 more officers and directors file at SCHW.

See insider trades by person

Which ETFs hold SCHW?

In ETFs: SCHW is 0.7% of SPMO, 0.2% of SPYI, and 0.2% of VOO, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.

About The Charles Schwab

Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. Schwab is best known for its retail brokerage offering but generates the lion's share of its revenue and profits through its Charles Schwab Bank, which is largely funded by idle "sweep" cash in retail investor accounts. The firm is also a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

33,700 employeesWestlake, TXaboutschwab.com

What The Charles Schwab says it competes with

“Charles Schwab initially founded the Company nearly 55 years ago to provide individual investors with access to the financial markets at a highly competitive cost.”

From its annual report, SEC filing · Feb 25, 2026

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What would turn SCHW's score around: 5 things
2 more filings explained, a plain line each
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BreakawaySep 22Donald Trump bought SCHW$100K to $250K, disclosed Sep 22

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See SCHW's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: SCHW's Quality Score is 4 (Below Average), #12 of 25 in Brokers & Dealers. Insiders bought $1.8M and sold $156M in the last 6 months (Form 4).

What does SCHW's Quality Score say?

SCHW scores 4 today, which Breakaway calls Below Average. It is #12 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score, with 4 of 14 chart checks firing. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is SCHW's Quality Score?

SCHW scores 4 today, which Breakaway calls Below Average (0 to 5). That is #12 of 25 in Security Brokers, Dealers & Flotation Companies by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SCHW's 4.

Are insiders buying SCHW?

One insider bought $1.8M across 1 filing, and 6 insiders sold $156M across 27 filings, in the last 6 months. The newest is Charles R. Schwab, Co-⁠Chairman, who sold $6.6M on Nov 9. Every filing, with the scored weight, for Pro members.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.