Charles Schwab Corp (SCHW)
SCHW · Financials · 
United States
Charles Schwab Corp (SCHW) is a US company in the Financials sector. The stock has its largest weight in XUFI (MSCI USA Financials), at 1.88%. Anyone who holds an ETF containing Charles Schwab Corp also has an indirect stake in the company.
Data and Charts: Charles Schwab Corp
Key Data for Charles Schwab Corp
Charles Schwab Corp Stock Price Chart
The Charles Schwab Corp chart shows daily closing prices and is set to the current year by default. The stock is down 11.9% year to date and down 6.7% over twelve months. The last recorded close on October 30, 2026, was $88.05, at 10% of the 52-week range.
Price series from our database since Aug 12, 2024, 558 daily values.
Charles Schwab Corp Stock Performance
| Year to date | -11.9% | 1 year | -6.7% |
|---|---|---|---|
| 1 month | -9.9% | 3 months | -16.3% |
| Calendar year 2025 | +35.0% |
Measured in euros, Charles Schwab Corp is down 7.3% year to date and down 3.6% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Charles Schwab Corp
What ETF Is Charles Schwab Corp In?
Charles Schwab Corp has above-average ETF coverage and is held by 21 of the 104 ETFs we track, which together follow 10 indices. That puts the stock in more ETFs than 82.7% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| XUFI / XUFN | MSCI USA Financials | 1.88% | €18.79 |
| XDWF | MSCI World Financials | 1.01% | €10.11 |
| WFIN | MSCI World Financials | 1.01% | €10.06 |
| XDEQ | MSCI World Quality | 0.46% | €4.59 |
| XD9U / XD9D | MSCI USA | 0.22% | €2.22 |
| SXR8 | S&P 500 | 0.22% | €2.20 |
| SPYL / SPY5 | S&P 500 | 0.22% | €2.18 |
| XDEW | S&P 500 Equal Weight | 0.16% | €1.64 |
| XDWD / XDWL | MSCI World | 0.16% | €1.62 |
| EUNL | MSCI World | 0.16% | €1.60 |
| SWWD | MSCI World | 0.16% | €1.58 |
| SPPW | MSCI World | 0.16% | €1.58 |
| IUSQ | MSCI ACWI | 0.15% | €1.50 |
| SPYY | MSCI ACWI | 0.15% | €1.46 |
| WIMI | MSCI World IMI | 0.14% | €1.45 |
| SPYI / SPSA | MSCI ACWI IMI | 0.13% | €1.34 |
The last column shows how much of €1,000 in one of these funds goes to Charles Schwab Corp, based on each fund's latest holdings list.
US-listed ETFs holding Charles Schwab Corp (weight per latest SEC filing): IVV 0.23%, SPY 0.23%, VOO 0.23%, VTI 0.21%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Charles Schwab Corp Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Charles Schwab Corp had a weight of 0.12% on Sep 30, 2019 and 0.16% on Oct 29, 2026. The fund tracks the MSCI World. Its share peaked at 0.24% on Dec 30, 2022. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Charles Schwab Corp overlaps with the rest of a portfolio.
Which Tracked Investors Hold Charles Schwab Corp?
Charles Schwab Corp is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. Of the 2 tracked managers holding the stock, 1 added and 1 cut.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Viking Global Investors | 10,638,869 | $982M | reduced by 4,026,085 |
| Bridgewater Associates | 28,728 | $3M | increased by 6,134 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
What Charles Schwab Corp Executives and Directors Traded Recently
| Date | Person | Type | Shares | Price |
|---|---|---|---|---|
| Oct 29, 2026 | Schwab Charles R. Director, Officer, Co-Chairman | Sell | 136,400 | $89.50 |
| Oct 28, 2026 | Schwab Charles R. Director, Officer, Co-Chairman | Sell | 66,750 | $88.36 |
| Oct 1, 2026 | Hathi Neesha Officer, MD, Head Wealth Adv, Bnk, Tst | Sell (plan) | 5,000 | $97.80 |
The table shows open-market purchases and sales reported over the past 90 days. Directors, officers and shareholders owning more than ten percent must report such transactions within two trading days. Awards and option exercises are excluded.
“Plan” means the transaction follows a schedule set up in advance under Rule 10b5-1. Sales consistently outnumber purchases in these filings because a large part of executive pay is granted in shares. For comparison: over the period covered, executives and directors reported sales at 271 of 350 tracked companies and purchases at 32.
Stocks With ETF Exposure Similar to Charles Schwab Corp
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Charles Schwab Corp | – | – | -6.7% | 25.7% | 37.0% | +22.0% |
 BlackRock | 21 | – | +4.5% | 26.5% | 22.9% | +18.7% |
 Blackstone | 21 | – | -20.1% | 37.1% | 20.9% | +9.2% |
 Moody's Corporation | 21 | – | +3.1% | 26.7% | 31.9% | +8.9% |
 Nasdaq | 21 | – | +24.0% | 25.2% | 21.6% | +11.6% |
 Raymond James Financial | 21 | +0.70 | -0.5% | 26.5% | 13.4% | +6.6% |
 Aflac Incorporated | 21 | – | +16.0% | 19.5% | 21.2% | -9.3% |
| Ameriprise Financial | 21 | +0.65 | +8.1% | 27.1% | 18.8% | +5.5% |
 Aon Plc | 21 | – | -2.0% | 24.6% | 21.5% | +9.4% |
These stocks reach a portfolio through largely the same funds as Charles Schwab Corp. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Charles Schwab Corp
Charles Schwab Corp Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 18.8 | 5.1 | 26.9% |
| FY ended Dec 2024 | 19.6 | 5.9 | 30.3% |
| FY ended Dec 2025 | 23.9 | 8.9 | 37.0% |
Technical Analysis: Charles Schwab Corp
Charles Schwab Corp Risk Metrics
The close on Oct 30, 2026, was 22.5% below the highest close since Aug 12, 2024. That high was reached on Aug 24, 2026. When the S&P 500 rose or fell 1%, Charles Schwab Corp moved 0.43% on average in the same direction (past 252 trading days). The correlation of 0.21, however, shows only a moderate link to the broad market. Accordingly, moves in the S&P 500 explain only a small part of the daily price moves of Charles Schwab Corp.
What Charles Schwab Corp Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Raymond James Financial Inc. | +0.70 | |
| Ameriprise Financial Inc. | +0.65 | |
| LPL Financial Holdings Inc. | +0.51 | |
| MSCI Inc. Class A | +0.47 | |
| JPMorgan Chase & Co. | +0.45 | |
| Principal Financial Group Inc. | +0.45 | |
| MARSCOIN | -0.31 | |
| Micron Technology Inc. | -0.30 | |
| Teradyne Inc. | -0.27 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
