Charles Schwab Corporation (SCHW) Stock
NYSESCHW has an Alpha Score of 40 out of 100 (weak), computed on Oct 28, 2026 from 3 of 4 sub-scores. 25 members of Congress disclosed 74 trades in SCHW since 2014: 40 purchases and 34 sales, most recently Alan Armstrong (purchase, Mar 30, 2026). 7 of the hedge funds AlphaScala tracks reported SCHW in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Viking Global Investors's at $981.65M. Company insiders reported 0 open-market buys and 21 sales on SEC Form 4 in the 90 days to Oct 30, 2026. Its trailing P/E ratio is 14.9 and its net margin 34.9% (key statistics as of Oct 22, 2026).
What is SCHW's Alpha Score?
How it works →Alpha Score of 40 reflects weak overall profile with poor momentum, moderate value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 28, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Charles Schwab Corporation (SCHW)?
Most recent: Alan Armstrong (purchase, Mar 30, 2026); records start Apr 21, 2014.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Alan Armstrong R-OK · Senate | 2026-03-30 | purchase | $1k – $15k |
| Alan Armstrong R-OK · Senate | 2026-03-27 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-03-27 | partial sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-01-09 | purchase | $1k – $15k |
| Julie Johnson D-TX · House | 2025-12-18 | sale | $1k – $15k |
| Dan Newhouse R-WA · House | 2025-12-11 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-12-10 | partial sale | $1k – $15k |
| Julie Johnson D-TX · House | 2025-11-13 | partial sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Oct 29, 2026. Senate records here end Oct 21, 2026; later Senate trades are not included.
Every member of Congress who traded SCHW, with filing lags →Which hedge funds own SCHW?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Viking Global Investors Andreas Halvorsen | 10.64M | $981.65M | -27% |
| D.E. Shaw David Shaw | 5.78M | $533.28M | +121% |
| Citadel Ken Griffin | 3.41M | $314.29M | +34% |
| Renaissance Technologies Jim Simons (founder) | 1.91M | $176.34M | NEW |
| Millennium Management Israel Englander | 1.25M | $114.91M | +91% |
| Point72 Steve Cohen | 498K | $45.97M | +107% |
| Bridgewater Associates Ray Dalio | 29K | $2.65M | +27% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Charles Schwab Corporation insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 29, 26 | Schwab Charles R. | Co-Chairman | SELL | 136.4K | $12.2M |
| Oct 28, 26 | Schwab Charles R. | Co-Chairman | SELL | 66.8K | $5.9M |
| Oct 1, 26 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | SELL | 5.0K | $489K |
| Sep 1, 26 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | SELL | 3.2K | $346K |
| Aug 28, 26 | Bettinger Walter W | Co-Chairman | SELL | 74.4K | $8.3M |
| Aug 28, 26 | Hathi Neesha | MD, Head Wealth Adv, Bnk, Tst | SELL | 3.2K | $343K |
| Aug 26, 26 | Schwab-Pomerantz Carolyn | Director | SELL | 9.2K | $1.0M |
| Aug 24, 26 | Schwab Charles R. | Co-Chairman | SELL | 117.0K | $13.2M |
| Aug 24, 26 | Bettinger Walter W | Co-Chairman | SELL | 176.2K | $20.0M |
| Aug 17, 26 | Beatty Jonathan S | MD, Head of Advisor Services | SELL | 1.0K | $111K |
SEC Form 4 filings as of Oct 30, 2026
See cluster-buy signals across all tickers →What are SCHW's key statistics?
Key statistics as of Oct 22, 2026
How does SCHW's valuation compare with the Financials sector?
| Metric | SCHW | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 14.9 | 13.3 | 196 |
| Net margin | 34.90% | 20.11% | 186 |
| Return on equity | 20.38% | 12.61% | 207 |
| Dividend yield (payers) | 1.77% | 3.28% | 157 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 2, 2026). P/E excludes loss-making companies.
AlphaScala analysis on SCHW
Latest 2SCHW price chart
Powered by TradingViewWhat does Charles Schwab Corporation do?
Charles Schwab Corporation is a leading savings and loan holding company providing a comprehensive suite of financial services. It offers wealth management, securities brokerage, banking, asset management, custody, and financial advisory services primarily to individual investors and independent investment advisors through its Investor Services and Advisor Services segments. The company delivers brokerage and trading solutions, advisory and portfolio management services, banking products, retirement and equity compensation plan services, and advanced digital trading and research platforms. Charles Schwab Corporation holds a dominant position in registered investment advisor custody and has expanded into areas such as robo-advisory, direct indexing, and managed-investment solutions. It supports high client engagement with substantial net new assets and serves as one of the largest retail-oriented financial-services firms, generating significant revenue from its banking and asset management segments. Headquartered in Westlake, Texas, Charles Schwab Corporation plays a pivotal role in the U.S. wealth management and brokerage landscape.