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The Charles Schwab Corporation (SCHW) Stock Profile & Financial OverviewThe Charles Schwab Corporation

Listed on NYSE • Financial Services / Financial - Capital Markets
SCHW logo

SCHW Company Overview & Business Description

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Key Information

Symbol: SCHW
CEO: Richard Andrew Wurster CMT
Exchange: NYSE
CIK: 0000316709
SEC Filings: View SEC →

Current Trend for SCHW

An assessment of the current trend environment for SCHW, based on the latest closing price data and intended to describe the market context heading into the next trading session.

As of 2025-12-24, the current trend for SCHW is an Indeterminate Transition Phase (Unclear Direction).

Daily and weekly trends are conflicting, reducing directional conviction and making directional trading less favorable at this stage.

  • Weekly trend signals are neutral, offering limited directional guidance for the higher timeframe.
  • Price is currently significantly overextended (stretched), sitting 4.35 ATR away from the adaptive KAMA baseline.
  • Technical Update: Price has breached a key Fractal High, confirming a structural breakout to the upside.

Explore More Data

Adaptive Trend Model · Daily & Weekly (2025-12-24 ET)

This model uses an adaptive trend algorithm based on daily and weekly price data to identify whether a stock is in an uptrend, downtrend, or consolidation over a multi-week to multi-month horizon. Compared with traditional moving-average systems, it filters short-term noise more effectively, captures trend continuation more reliably, and provides a stronger basis for position sizing and risk-management decisions such as stop-loss and take-profit levels.

As of 2025-12-24, SCHW in a non-directional consolidation; Long-term trend is bearish.

Trend Strength: SCHW last closed at 101.85, trading 4.0 ATR above the adaptive KAMA baseline (62.84). Technical Classification: Non-Directional / Range-Bound.

Trend Score: Technical Score: 35/100. Classification: Sideways. Alignment: Indeterminate. Logic: Price action is range-bound or lacking sufficient slope for trend confirmation.

Overbought / Oversold Extension: Price deviation is measured at 4.0 ATR from the KAMA baseline, indicating a significant statistical extension from the mean.

SuperTrend Risk: Risk indicators: No active structural constraints identified.

Risk Skew: Multi-timeframe risk skew is currently assessed as Non-Directional. Price is oscillating within a low-momentum range. Risk is two-sided, favoring mean-reversion strategies over trend-following.

Key Levels: Key technical references: Spot 101.85, KAMA 62.84.

SCHW Real-Time Stock Price & Market Data (Updated: Dec 23 12:49 PM EST)

Price
100.95
Change
-0.46001
Change %
-0.45%
Open
101.52
Previous Close
101.41
High
102.05
Low
100.9
Volume
2,499,755
Market Cap
183,246,389,248
EV/EBITDA
9.12

SCHW Shares Outstanding, Float, Short Interest & Ownership (Updated: Dec 23 12:49 PM EST)

Shares Outstanding
1,776,936,770
FloatShares
1,672,044,192
Float Ratio
94.10%
Shares Short
15,827,954
Short Percent Of Float
The percent of float shares currently sold short. Reflects market sentiment and risk of a short squeeze.
0.95%
Short Ratio
Days needed to cover all short positions. Indicates short-selling pressure.
1.93 trading days
Held Percent Insiders
6.20%
Held Percent Institutions
85.00%