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SCHW

Charles Schwab Corporation Common Stock

BUY 2026-08-01 Updated today USD 105.24 Financial Services - Financial - Capital MarketsAWAIT ENTRY
66

Position levels

Currenttoday
USD 105.24
Buy <=wait / entry
USD 96.00
Trim >=take some off
USD 112.00
Thesis breakSustained decline in organic client asset growth into low single digits combined...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Record Q1 earnings with GAAP EPS $1.37 and adjusted $1.43 (up 38% YoY) plus $6.5B net revenues (up 16%)
  • Q2 record revenues of $7.1B (up 21% YoY) and adjusted EPS $1.62 beating estimates
  • $140B 1Q core net new assets and 1.3 million new brokerage accounts
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.