SCHW
Price
$91.48
Change
+$0.14 (+0.15%)
Updated
Jul 3 closing price
Capitalization
132.03B
13 days until earnings call
XLF
Price
$53.19
Change
+$0.57 (+1.08%)
Updated
Jul 3 closing price
Net Assets
51.13B
Interact to see
Advertisement

SCHW vs XLF

Header iconSCHW vs XLF Comparison
Open Charts SCHW vs XLFBanner chart's image
Charles Schwab Corp (The)
Price$91.48
Change+$0.14 (+0.15%)
Volume$5.77M
Capitalization132.03B
The Financial Select Sector SPDR® ETF
Price$53.19
Change+$0.57 (+1.08%)
Volume$25.9M
Net Assets51.13B
SCHW vs XLF Comparison Chart in %
Loading...
SCHW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
SCHW vs. XLF commentary
Jul 05, 2025

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 SCHW is a Buy and XLF is a Buy.

Interact to see
Advertisement
COMPARISON
Comparison
Jul 05, 2025
Stock price -- (SCHW: $91.48)
Brand notoriety:
Market capitalization --

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).

SCHW’s FA Score shows that 2 FA rating(s) are green while.

  • 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.

SCHW’s TA Score shows that 4 TA indicator(s) are bullish.

  • SCHW’s TA Score: 4 bullish, 4 bearish.

Price Growth

SCHW (@Investment Banks/Brokers) experienced а +1.87% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +24.10%. For the same industry, the average monthly price growth was +15.12%, and the average quarterly price growth was +113.56%.

Reported Earning Dates

SCHW is expected to report earnings on Jul 18, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+24.10% 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.

SUMMARIES
Loading...
FUNDAMENTALS RATINGS
SCHW: Fundamental Ratings
SCHW
OUTLOOK RATING
1..100
21
VALUATION
overvalued / fair valued / undervalued
1..100
49
Fair valued
PROFIT vs RISK RATING
1..100
36
SMR RATING
1..100
5
PRICE GROWTH RATING
1..100
16
P/E GROWTH RATING
1..100
69
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
SCHWXLF
RSI
ODDS (%)
Bearish Trend 3 days ago
35%
Bearish Trend 3 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 3 days ago
75%
Momentum
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
87%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 3 days ago
64%
Bullish Trend 5 days ago
86%
Declines
ODDS (%)
Bearish Trend 13 days ago
57%
Bearish Trend about 1 month ago
81%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
89%
Aroon
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 3 days ago
82%
View a ticker or compare two or three
Interact to see
Advertisement
SCHW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XLF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HCMT33.120.48
+1.47%
Direxion HCM Tactical EnhU.S.EqStratETF
EGGY39.170.40
+1.03%
NestYield Dynamic Income ETF
IYR95.800.09
+0.09%
iShares US Real Estate ETF
YMAR25.52N/A
N/A
FT Vest Intl Eq Mod Bffr ETF Mar
MBND26.98-0.01
-0.05%
SPDR® Nuveen Municipal Bond ETF

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 73% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHW
1D Price
Change %
SCHW100%
+0.15%
RJF - SCHW
73%
Closely correlated
+1.15%
LPLA - SCHW
66%
Closely correlated
+2.03%
MS - SCHW
63%
Loosely correlated
+0.90%
SF - SCHW
62%
Loosely correlated
+1.72%
GS - SCHW
60%
Loosely correlated
+1.09%
More

XLF and

Correlation & Price change

A.I.dvisor indicates that over the last year, XLF has been closely correlated with HBAN. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if XLF jumps, then HBAN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XLF
1D Price
Change %
XLF100%
+1.08%
HBAN - XLF
85%
Closely correlated
+0.80%
RF - XLF
84%
Closely correlated
+1.02%
TFC - XLF
83%
Closely correlated
+1.13%
CPAY - XLF
81%
Closely correlated
+0.59%
CFG - XLF
81%
Closely correlated
+1.47%
More