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Charles Schwab Corp (SCHW) — chart, structure and Closelooknet read

The Closelooknet read

Charles Schwab holds a savings-and-loan charter and provides brokerage, banking, custody, asset management and advisory services across the United States and abroad. It runs two segments, Investor Services for individual clients and Advisor Services for independent financial advisers, covering trading platforms, mutual funds, ETFs, banking products and retirement planning.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for SCHW, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 47/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-06
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 60th percentile of the window, -22.8% over 20 sessions. Factor regime → 2026-11-06
  • Sovereign pressure Index -1.91 · down 2.45 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-06
How it trades on rate days beta 0.00 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How SCHW has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.00 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Charles Schwab Corp moved 0.00% on average · correlation 0.00 · higher than 9% of US names
  • Beta, last 3 months 0.25 more rate-sensitive lately than over the year
  • On the 10 worst bond days −0.06% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −0.01% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Capital Markets · US · 8 names with week and year-to-date

Peer group

Capital Markets · US

This name carries no Closelooknet score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against SCHW on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Charles Schwab Corp

SCHW in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Charles Schwab holds a savings-and-loan charter and provides brokerage, banking, custody, asset management and advisory services across the United States and abroad. It runs two segments, Investor Services for individual clients and Advisor Services for independent financial advisers, covering trading platforms, mutual funds, ETFs, banking products and retirement planning. It was founded in 1971 and is based in Westlake, Texas.
Where it sits in the stack
Schwab carries no seat in Rubin, our AI build-out index; it sits instead in the diary's financial-services sleeve, within capital markets, as a listed brokerage-and-custody group rather than a build-out constituent.
Who it is priced against
Our peer-group data holds no defined entry for Schwab; the comparison the market usually draws is with Fidelity and Interactive Brokers as similar large brokerage-and-custody platforms.
Why Closelooknet tracks it
Schwab holds a seat only in the S&P 500 among our index set; it carries no Closelooknet score yet, and the diary has recorded no quotes or edition mentions for it to date.
What the diary watches
The diary watches how client cash moves between low-yield bank deposits and higher-yield brokerage sweep balances, since that split shapes Schwab's banking-segment income.

Charles Schwab Corp (SCHW) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: SCHW news on the tape · index compare · sector dispersion · scanner.

The Street on this name 4 analyst actions on the wire · latest: price target by Deutsche Bank, 2026-10-16 · last print 2026-10-15

The Street on this name

Analyst actions and the latest print for SCHW from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Deutsche Bank — target 125 from 130 Target cut to $125 from $130 (+33.8% to spot) 2026-10-16
  • Price target UBS — target 109 from 113 Target cut to $109 from $113 (+15.8% to spot) 2026-10-16
  • Price target Truist — target 125 from 130 Target cut to $125 from $130 (+29.9% to spot) 2026-10-13
  • Latest print EPS 1.69 against 1.65 expected — a +2.4% beat 2026-10-15

4 actions on the analyst wire since 2026-08-13: 4 target changes. Analyst wire → · Earnings wire →

Dividends and capital return trailing yield 1.34%, quarterly · last 0.32 USD on 2026-08-14

Dividends and capital return

What SCHW pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.23 USD per share · a 1.34% yield on the 2026-11-06 close 4 distributions, paid quarterly 2026-11-06
  • Change on the year +16.0% against the prior twelve months prior twelve months 1.06 USD per share
  • Last distribution 0.32 USD per share as the price series records it, within days of the ex-date 2026-08-14
  • By calendar year 2023: 0.25 USD (partial) · 2024: 1.00 USD · 2025: 1.08 USD · 2026: 0.96 USD to date first distribution recorded in the three-year window: 2023-11-09

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-07

Quick answers

What is Charles Schwab Corp (SCHW)?

Charles Schwab Corp trades as SCHW on the US exchange (US) in the Closelooknet research universe, as of the registry build of 2026-11-07.

Is SCHW in a Closelooknet index?

Not currently — Charles Schwab Corp is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-11-07.

Where does SCHW trade against its moving averages?

Charles Schwab Corp trades 7.1% below its 50-day and 5.9% below its 200-day moving average (0.1% below its 20-day). As of 2026-11-06 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Charles Schwab Corp compare with its peers?

Against its peer group (Capital Markets · US), Charles Schwab Corp (SCHW) sits 20.1% below its 52-week high, 7.1% below its 50-day average; Futu Holdings Ltd (FUTU) is 48.2% below, PJT Partners Inc (PJT) is 23.7% below, Houlihan Lokey Inc (HLI) is 24.2% below, as of 2026-11-06. Put any of them next to SCHW in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Charles Schwab Corp trade when bond yields rise?

Over the past year Charles Schwab Corp had a beta of 0.00 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 9% of US names. On the 10 sessions in which long bonds fell most it moved −0.06% on average, against −0.74% for the S&P 500. As of 2026-11-06; The "How it trades on rate days" block on this page carries the lines.

What does Charles Schwab Corp do?

Charles Schwab holds a savings-and-loan charter and provides brokerage, banking, custody, asset management and advisory services across the United States and abroad. It runs two segments, Investor Services for individual clients and Advisor Services for independent financial advisers, covering trading platforms, mutual funds, ETFs, banking products and retirement planning. It was founded in 1971 and is based in Westlake, Texas. Our peer-group data holds no defined entry for Schwab; the comparison the market usually draws is with Fidelity and Interactive Brokers as similar large brokerage-and-custody platforms. (Company snapshot of 2026-09-17.)

Where does Charles Schwab Corp sit in the AI build-out?

Schwab carries no seat in Rubin, our AI build-out index; it sits instead in the diary's financial-services sleeve, within capital markets, as a listed brokerage-and-custody group rather than a build-out constituent. Schwab holds a seat only in the S&P 500 among our index set; it carries no Closelooknet score yet, and the diary has recorded no quotes or edition mentions for it to date. (Company snapshot of 2026-09-17.)

Does Charles Schwab Corp pay a dividend?

Charles Schwab Corp has paid 1.23 USD per share over the last twelve months, paid quarterly, a trailing yield of 1.34% on the 2026-11-06 close; the last distribution recorded in the price series was 0.32 USD on 2026-08-14. As of 2026-11-06; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Charles Schwab Corp recently?

The most recent analyst action on Charles Schwab Corp on the Closelooknet wire is a price target by Deutsche Bank on 2026-10-16 (target 125 from 130). 4 actions on the analyst wire since 2026-08-13: 4 target changes. Its latest earnings print on the wire, 2026-10-15: EPS 1.69 against 1.65 expected — a +2.4% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for SCHW, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

How to use this chart

Toolbar

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Related in the Closelooknet universe

then Capital Markets. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.