Advertisement
LPLA vs SCHW
Which Stock Would AI Choose? LPL Financial Holdings (LPLA) vs. The Charles Schwab Corporation (SCHW) Stock Comparison
Key Takeaways
- LPLA and SCHW operate in overlapping wealth management and brokerage spaces but serve distinct client bases, with LPLA emphasizing independent advisors and SCHW offering integrated retail and institutional services.
- Recent market activity shows LPLA shares trading near $301 amid advisor recruitment momentum and a midyear outlook release, while SCHW shares hover around $102 following a strong STAX reading and passage of the 2026 Federal Reserve stress test.
- Both firms reported solid client asset growth in recent periods, though SCHW benefits from broader retail trading activity and digital asset expansion initiatives.
- Risk profiles differ: LPLA exhibits lower volatility historically, while SCHW faces interest rate sensitivity tied to its banking operations.
- Sector exposure centers on financial services, with relative performance influenced by market sentiment toward advisory assets under management (AUM) and trading volumes.
- Observable trends indicate balanced positioning, with neither stock demonstrating consistent outperformance in the recent environment.
Introduction
Investors and traders frequently compare LPLA and SCHW due to their prominent roles in the U.S. wealth management industry. Both companies facilitate advisory services, asset custody, and trading, yet they target different segments of the market. This comparison appeals to those evaluating relative performance, market positioning, and sector dynamics within financial services. Market participants seeking data-driven insights on stock comparison and business model contrasts may find the analysis useful for portfolio construction or tactical allocation decisions.
LPLA Overview and Recent Performance
LPL Financial Holdings provides independent financial advisors with brokerage, advisory, and technology platforms. In recent weeks, shares have traded in a range near $301, reflecting a 1-month gain of approximately 6% amid broader market fluctuations. The firm released its Midyear Outlook 2026, highlighting policy-driven markets and AI evolution. Advisor recruiting and client asset inflows have supported sentiment, with total client assets showing modest growth. Earnings from the first quarter of 2026 featured EPS beats alongside revenue variability. Market activity has centered on index additions and recruiting efforts, contributing to relative stability compared with sector peers.
SCHW Overview and Recent Performance
The Charles Schwab Corporation operates as a full-service brokerage and wealth manager with integrated banking capabilities. Recent market activity has seen shares around $102, supported by a four-year high in the Schwab Trading Activity Index (STAX) during June and comfortable passage of the 2026 Federal Reserve Comprehensive Capital Analysis and Review stress test. The company issued its mid-year market outlook and continues expanding its digital assets division. Retail investor engagement remains elevated, with client assets growing steadily. Performance reflects resilience in trading volumes and capital positioning, with analysts maintaining a consensus Buy rating and average price targets above current levels.
Trending AI Robots
Tickeron maintains a curated Trending AI Robots section that highlights select AI trading bots from a library of hundreds operating across thousands of tickers. Only those demonstrating strong alignment with prevailing market conditions, consistent statistics, and suitable risk parameters earn placement in this focused listing. Available bots span diverse trading styles, strategies, timeframes, and performance metrics, enabling users to evaluate options tailored to specific objectives. Ranges of historical win rates, drawdowns, and trade frequencies are displayed for transparency. This resource serves informational purposes for market participants exploring algorithmic approaches; review details on the Trending AI Robots page for current selections.
Head-to-Head Comparison
LPLA and SCHW both derive revenue primarily from advisory fees, trading commissions, and net interest income (NII), yet their models diverge. LPLA focuses on supporting independent registered investment advisors (RIAs) with flexible platforms, while SCHW integrates retail brokerage, banking, and robo-advisory services at scale. Growth drivers for LPLA include advisor recruitment and AUM expansion; SCHW benefits from retail trading surges and digital asset initiatives. Recent momentum favors SCHW on STAX readings, whereas LPLA shows steadier, lower-beta price behavior. Risk factors encompass interest rate exposure for SCHW’s balance sheet and regulatory or recruiting variability for LPLA. Sector exposure remains concentrated in financials, with sentiment tied to overall equity market and rate environments. Trade-offs center on scale versus specialization.
Tickeron AI Verdict
Based on observable factors including trend consistency, capital stability metrics, and relative positioning in recent market activity, Tickeron’s AI models currently assign a modestly higher probabilistic preference to SCHW due to its broader client engagement signals and stress-test resilience. LPLA presents competitive stability characteristics. Outcomes remain contingent on evolving economic conditions and sector dynamics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LPLA is a StrongBuy and SCHW is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
LPLA’s FA Score shows that 0 FA rating(s) are green whileSCHW’s FA Score has 2 green FA rating(s).
- LPLA’s FA Score: 0 green, 5 red.
- SCHW’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
LPLA’s TA Score shows that 7 TA indicator(s) are bullish while SCHW’s TA Score has 6 bullish TA indicator(s).
- LPLA’s TA Score: 7 bullish, 2 bearish.
- SCHW’s TA Score: 6 bullish, 4 bearish.
Price Growth
LPLA (@Investment Banks/Brokers) experienced а +5.35% price change this week, while SCHW (@Investment Banks/Brokers) price change was +1.75% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -7.53%. For the same industry, the average monthly price growth was -8.39%, and the average quarterly price growth was -19.38%.
Reported Earning Dates
LPLA is expected to report earnings on Jul 30, 2026.
SCHW is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-7.53% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| LPLA | SCHW | LPLA / SCHW | |
| Capitalization | 25.7B | 178B | 14% |
| EBITDA | 2.3B | N/A | - |
| Gain YTD | -9.929 | 3.187 | -312% |
| P/E Ratio | 28.90 | 20.35 | 142% |
| Revenue | 18.3B | 24.8B | 74% |
| Total Cash | 1.11B | N/A | - |
| Total Debt | 7.41B | 33.1B | 22% |
LPLA | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 35 | 57 | |
SMR RATING 1..100 | 45 | 7 | |
PRICE GROWTH RATING 1..100 | 56 | 23 | |
P/E GROWTH RATING 1..100 | 36 | 80 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LPLA's Valuation (81) in the Investment Banks Or Brokers industry is in the same range as SCHW (84). This means that LPLA’s stock grew similarly to SCHW’s over the last 12 months.
LPLA's Profit vs Risk Rating (35) in the Investment Banks Or Brokers industry is in the same range as SCHW (57). This means that LPLA’s stock grew similarly to SCHW’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (45). This means that SCHW’s stock grew somewhat faster than LPLA’s over the last 12 months.
SCHW's Price Growth Rating (23) in the Investment Banks Or Brokers industry is somewhat better than the same rating for LPLA (56). This means that SCHW’s stock grew somewhat faster than LPLA’s over the last 12 months.
LPLA's P/E Growth Rating (36) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (80). This means that LPLA’s stock grew somewhat faster than SCHW’s over the last 12 months.
| LPLA | SCHW | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 60% | 1 day ago 52% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 70% | 6 days ago 60% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 61% |
| TrendMonth ODDS (%) | 1 day ago 68% | 1 day ago 60% |
| Advances ODDS (%) | 1 day ago 67% | 5 days ago 56% |
| Declines ODDS (%) | 19 days ago 62% | 20 days ago 60% |
| BollingerBands ODDS (%) | 1 day ago 74% | 1 day ago 48% |
| Aroon ODDS (%) | 1 day ago 66% | 1 day ago 57% |
Advertisement
LPLA and
Correlation & Price change
A.I.dvisor indicates that over the last year, LPLA has been closely correlated with RJF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPLA jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To LPLA | 1D Price Change % | ||
|---|---|---|---|---|
| LPLA | 100% | +1.27% | ||
| RJF - LPLA | 71% Closely correlated | -0.68% | ||
| SCHW - LPLA | 69% Closely correlated | -0.72% | ||
| NDAQ - LPLA | 55% Loosely correlated | +1.28% | ||
| MORN - LPLA | 52% Loosely correlated | +5.07% | ||
| MS - LPLA | 51% Loosely correlated | -0.54% | ||
More | ||||
SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -0.72% | ||
| RJF - SCHW | 72% Closely correlated | -0.68% | ||
| LPLA - SCHW | 67% Closely correlated | +1.27% | ||
| NDAQ - SCHW | 62% Loosely correlated | +1.28% | ||
| MORN - SCHW | 57% Loosely correlated | +5.07% | ||
| SPGI - SCHW | 56% Loosely correlated | +1.70% | ||
More | ||||