Charles Schwab Corp (SCHW) Stock | Share Price | US8085131055

SCHW · Financials · United States United States

Charles Schwab Corp (SCHW) is a company in the Financials sector, based in United States. The stock is held in 20 ETFs we track – with its largest weight of 2.26 % in XUFN (msci-usa-financials). That means you can hold Charles Schwab Corp indirectly and diversified through an ETF savings plan.

Above-average ETF coverage: 20 of the 95 ETFs we cover hold Charles Schwab Corp, spread across 9 indices. That puts the stock in more ETFs than 84.5 % of the 4,362 stocks we cover.

Held in20 ETFs
Highest weight2.26 %
Indices9
SectorFinancials
CountryUnited States
ISINUS8085131055
WKN874171

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date+7.7 %1 year+12.5 %
1 month+5.0 %3 months+27.8 %
Calendar year 2025+35.0 %
Calendar year 2026+9.5 %
52W

Data note 3

Risk metrics

Max drawdown-20.4 %
Volatility p.a.25.7 %
Best year2025: +35.0 %
Worst year2026: +9.5 %

Data note 4

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Instrumentr−1 … +1
Raymond James Financial Inc.+0.67
LPL Financial Holdings Inc.+0.66
Ameriprise Financial Inc.+0.65
Omnicom Group Inc.+0.45
Bank of America Corp+0.43
JPMorgan Chase & Co.+0.43
Corning Inc-0.43
Micron Technology Inc.-0.36
Monolithic Power Systems Inc.-0.35

Data note 5

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue23.9 bn $
Net income0.0 bn $
Diluted EPS4.65 $
Equity ratio10.1 %
Revenue growth+22.0 %
Revenue and profit by fiscal year
Fiscal yearRevenueNet incomeMargin
FY202318.80.00.0 %
FY202419.60.00.0 %
FY202523.90.00.0 %

Data note 6

Figures in USD bn. Source: SEC EDGAR (XBRL annual filings, public domain). US-listed SEC filers only.

Held in these ETFs

Held in these ETFs
ETFIndexWeight
XUFNmsci-usa-financials2.26 %
XUFImsci-usa-financials2.26 %
XDWFmsci-world-financials1.21 %
WFINmsci-world-financials1.19 %
XDEQmsci-world-quality0.57 %
SXR8sp5000.28 %
XD9Umsci-usa0.28 %
XD9Dmsci-usa0.28 %
SPYLsp5000.27 %
SPY5sp5000.27 %
EUNLmsci-world0.20 %
XDWDmsci-world0.20 %
XDWLmsci-world0.20 %
SPPWmsci-world0.19 %
SWWDmsci-world0.19 %
IUSQmsci-acwi0.18 %
WIMImsci-world-imi0.18 %
SPYYmsci-acwi0.17 %
SPYImsci-acwi-imi0.16 %
SPSAmsci-acwi-imi0.16 %

Data note 7

Want to know how much Charles Schwab Corp overlaps with the rest of your portfolio? Use the Portfolio X-Ray or the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Charles Schwab Corp — the figure counts the ETFs holding both.

Data note 8

Latest Investment Intelligence News: Stocks

View all Investment Intelligence News