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SCHW

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Real-time chart · IB-grade AI research · Polygon.io data feed
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Stonvex AI

SCHW

AI Research Report

Powered by Claude

Ready to analyze SCHW

Runs the full IB-grade framework: Narrative, Reverse DCF, Comps, Sensitivity, and Deal Radar. Takes 20–40 seconds.

Free preview · 3 reports / hour · No sign-up required

Earnings

Next report date, year-over-year trend, and recent quarter history.

Earnings history activates with Polygon. When configured, this panel shows the next report date, consensus EPS/revenue, and the last 4 quarters of actual-vs-estimate.

Quant Grades

6-factor scoring with sector-relative rank. Updated daily.

C+
Stonvex Quant Grade
50.0/ 100
Rank-normalised composite of 6 factors, updated every 60 seconds.
Volume
C+
50 / 100

Today's volume vs prior session average.

Volatility
C+
50 / 100

Absolute daily price move vs peers.

News Flow
C+
50 / 100

24h article count relative to the universe.

Sentiment
C+
50 / 100

AI-classified polarity of recent news.

Dollar Flow
C+
50 / 100

Today's dollar turnover (volume × VWAP).

Relative Strength
C+
50 / 100

Signed daily return vs the rest of the universe.

Financial statements

Most recent quarterly filings sourced directly from SEC EDGAR.

Financial statements activate with Polygon. The Developer plan includes quarterly and annual filings sourced directly from SEC EDGAR.

Corporate events

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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.

Stonvex

AI-powered stock research for US equities.

whgksdhr1111@naver.com

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This site is for informational purposes only. Not investment advice. Past performance does not guarantee future results.

Latest news

Factor Grades

5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.

Charles Schwab Corp

Charles Schwab Corp

Financial Services·NEW YORK STOCK EXCHANGE, INC.·US·IPO 1987-09-22

Factor Grades

View details →
B-
Overall score: 64/100
B-
Valuation
B+
Growth
B+
Profitability
C
Momentum
C
Financial Health
  • Yahoo·8h ago

    Charles Schwab Invites the Industry to Come Together for National Investing Day

    WESTLAKE, Texas, April 14, 2026--Charles Schwab Invites the Industry to Come Together for National Investing Day

  • SeekingAlpha·10h ago

    ValuEngine Weekly Market Summary And Commentary

    U.S. equity markets continued to show constructive momentum this week, with broad-based gains across major ETFs led by strength in technology and industrial sectors. Read more here...

  • Yahoo·1d ago

    How Much Should You Allocate To Crypto? Schwab Says Even A Small Allocation To Bitcoin And Ethereum Can Significantly Affect Performance

    There is no one-size-fits-all cryptocurrency allocation, according to Charles Schwab Corporation (NYSE:SCHW). Schwab Director of Digital Currencies Research and Strategy Jim Ferraioli said in a report last week that investors could determine cryptocurrency allocations either through traditional portfolio theory or...

  • Yahoo·1d ago

    Solid Trading Activity, Growth in NIR to Drive Schwab's Q1 Earnings

    SCHW heads into Q1 with robust trading activity and expected 18% NIR growth, with a $660M Forge Global deal aimed at expanding private-market access.

  • Benzinga·1d ago

    Earnings Volatility Watch: This Stock Could Move 30% In A Single Day This Week

    Options markets are pricing post-earnings swings of up to 30% on stocks with market caps above $10 billion reporting this week, including ASML, Netflix, Taiwan Semi and Wipro.

  • Yahoo·2d ago

    Clark Howard Says Congress Passed a Law That Specifically Punished People for Giving Money to Charity

    A listener named Chris from California put the problem plainly: “We donate about $5,000 every year and plan to continue doing so, but receive no tax benefit.” His family gives generously, gets nothing from the IRS for it, and wanted to know if there was a legal fix. There is, and it works better than ... Clark Howard Says Congress Passed a Law That Specifically Punished People for Giving Money to Charity

  • Yahoo·3d ago

    Charles Schwab Board Shift Sparks Fresh Look At Valuation And Returns

    Charles Schwab (NYSE:SCHW) has proposed declassifying its Board of Directors, moving to annual elections for all directors. The proposal is scheduled for a shareholder vote at the upcoming Annual Meeting. This change would shift Schwab away from a staggered board structure toward more regular accountability to shareholders. For investors watching NYSE:SCHW, the governance proposal arrives with the stock at a recent close of $94.8. Shares show a 24.7% return over the past year and a 95.1%...

  • Yahoo·3d ago

    Why Charles Schwab Stock Got Socked Today

    Investors are usually unhappy when an analyst lowers his or her price target for a company.

  • View all news →

Recent insider activity

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📅 Earnings in 2d (Apr 16)
NEW YORK STOCK EXCHANGE, INC.After-hours
Charles Schwab Corp
Financial Services
—
— (—)
Open
—
Prev close
—
Day range
— – —
52W range
$71.23 – $107.50
Mkt cap
$169.60B
P/E
19.0
EPS
$4.90
Beta
0.89

Fundamentals

Valuation
Market Cap
$169.60B
P/E (TTM)
19.01S&P avg ~22
P/S (TTM)
6.08S&P avg ~2.8
P/B
3.59S&P avg ~4.5
P/FCF
17.37S&P avg ~26
EPS (TTM)
$4.90
Book/sh
$28.11
Cash/sh
$26.18
Profitability
Gross Margin
86.44%avg ~45%
Operating Margin
41.41%avg ~15%
Net Margin
31.99%avg ~12%
ROE
17.90%avg ~18%
ROA
1.89%avg ~7%
ROI
2.71%
Payout Ratio
26.31%
FCF/sh
—
Growth & Health
Rev Growth YoY
6.45%
Rev Growth 5Y
17.98%
EPS Growth YoY
51.11%
EPS Growth 5Y
16.31%
Current Ratio
—
Quick Ratio
0.39
Debt/Equity
—
LT Debt/Eq
—
Trading & Dividends
Beta
0.89
52W High
$107.50
52W Low
$71.23
Avg Vol (10D)
9.64M
Avg Vol (3M)
10.11M
Div Yield
1.32%
Div/sh (TTM)
—
Analyst
Buy (27)
Price Performance
5D+3.70%
MTD+2.99%
3M-4.49%
6M+2.97%
YTD-3.12%
1Y+31.06%