MENU
+Compare
SCHW
Stock ticker: NYSE
AS OF
Jul 11 closing price
Price
$91.97
Change
-$1.07 (-1.15%)
Capitalization
132.03B

SCHW Charles Schwab Corp (The) Forecast, Technical & Fundamental Analysis

Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10... Show more

SCHW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interact to see
Advertisement
A.I.Advisor
a Summary for SCHW with price predictions
Jul 11, 2025

Momentum Indicator for SCHW turns positive, indicating new upward trend

SCHW saw its Momentum Indicator move above the 0 level on June 16, 2025. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 75 similar instances where the indicator turned positive. In of the 75 cases, the stock moved higher in the following days. The odds of a move higher are at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Moving Average Convergence Divergence (MACD) for SCHW just turned positive on July 01, 2025. Looking at past instances where SCHW's MACD turned positive, the stock continued to rise in of 45 cases over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHW advanced for three days, in of 314 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

The 10-day RSI Indicator for SCHW moved out of overbought territory on July 11, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 43 similar instances where the indicator moved out of overbought territory. In of the 43 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 11 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHW declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

SCHW broke above its upper Bollinger Band on July 07, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Fundamental Analysis (Ratings)

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating outstanding price growth. SCHW’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 67, placing this stock better than average.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.156) is normal, around the industry mean (5.755). P/E Ratio (28.492) is within average values for comparable stocks, (35.318). Projected Growth (PEG Ratio) (1.234) is also within normal values, averaging (2.610). Dividend Yield (0.014) settles around the average of (0.031) among similar stocks. P/S Ratio (7.032) is also within normal values, averaging (82.424).

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

View a ticker or compare two or three
SCHW
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interact to see
Advertisement
A.I. Advisor
published Earnings

SCHW is expected to report earnings to rise 2.88% to $1.07 per share on July 18

Charles Schwab Corp (The) SCHW Stock Earnings Reports
Q2'25
Est.
$1.07
Q1'25
Beat
by $0.05
Q4'24
Beat
by $0.12
Q3'24
Beat
by $0.02
Q2'24
Beat
by $0.01
The last earnings report on April 17 showed earnings per share of $1.04, beating the estimate of 99 cents. With 6.82M shares outstanding, the current market capitalization sits at 132.03B.
A.I.Advisor
published Dividends

SCHW paid dividends on May 23, 2025

Charles Schwab Corp (The) SCHW Stock Dividends
А dividend of $0.27 per share was paid with a record date of May 23, 2025, and an ex-dividend date of May 09, 2025. Read more...
A.I. Advisor
published General Information

General Information

a provider of securities brokerage and other financial services

Industry InvestmentBanksBrokers

Profile
Fundamentals
Details
Industry
Investment Banks Or Brokers
Address
3000 Schwab Way
Phone
+1 817 859-5000
Employees
33000
Web
https://www.aboutschwab.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SAWG20.630.71
+3.57%
AAM Sawgrass U.S. Lg Cp Qual Gr ETF
PDT13.22N/A
N/A
John Hancock Premium Dividend Fund
SCHO24.25-0.02
-0.08%
Schwab Short-Term US Treasury ETF™
BLDG25.08-0.11
-0.43%
Cambria Global Real Estate ETF
KBA24.79-0.11
-0.44%
KraneShares Bosera MSCIChinaA50CntIdETF

SCHW and Stocks

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%
-1.15%
RJF - SCHW
73%
Closely correlated
-1.12%
LPLA - SCHW
66%
Loosely correlated
-2.16%
MS - SCHW
63%
Loosely correlated
-0.59%
SF - SCHW
63%
Loosely correlated
-1.30%
GS - SCHW
59%
Loosely correlated
-0.59%
More

Groups containing SCHW

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHW
1D Price
Change %
SCHW100%
-1.15%
SCHW
(3 stocks)
78%
Closely correlated
-1.48%