Yield Theory
Subscribe

Stock research

The Charles Schwab Corporation SCHW

Charles Schwab is a leading brokerage and wealth-management firm serving individual investors and advisors. Its earnings blend trading and advisory fees with interest income earned on client cash.
Loading delayed market data…

Delayed Cboe One market data via TradingView. It may differ from primary-exchange or consolidated quotes.

Ticker
SCHW
Exchange
NYSE
Sector
Financials
Founded
1971

What moves SCHW

The Charles Schwab Corporation sits in Financials. Banks, insurers, asset managers, and exchanges — the plumbing of capital markets, geared directly to interest rates and credit. The forces that matter most for the sector — and therefore for SCHW — are:

  • ◆The shape of the yield curve and net interest margins
  • ◆Credit quality and loan-loss provisions
  • ◆Regulation and capital requirements
  • ◆Deal activity and market volatility
SCHW filings at the SECResearch methodology

Congressional trading in SCHW

No matched SCHW transaction appears in the current verified House Clerk snapshot. We do not turn a missing row into a claim that no member has ever traded the security.

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

The profile is free

SCHW research stays free. Membership is the living thesis: what we believe, what we’re watching, and when conviction should end.

Get this month’s call for $15

Profiles related to Financials

Tommy TubervilleSenator · R-ALMichael McCaulRepresentative · R-TXJosh GottheimerRepresentative · D-NJMarjorie Taylor GreeneRepresentative · R-GA

How Yield Theory covers SCHW

SCHW intersects several of the themes in every Yield Theory issue. We don't chase headlines on individual tickers — we track where capital is rotating and explain what it means for the names in its path.

US marketsRates & central banks

Compare SCHW with similar companies

GS vs SCHWFinancialsMS vs SCHWFinancialsRJF vs SCHWFinancialsBLK vs SCHWFinancialsACGL vs SCHWFinancialsAFL vs SCHWFinancials

More Financials stocks

Berkshire Hathaway Inc. (BRK-B)JPMorgan Chase & Co. (JPM)Visa Inc. (V)Mastercard Incorporated (MA)Bank of America Corporation (BAC)Wells Fargo & Company (WFC)

Keep learning

All stock researchBrowse every ticker we coverCongressional tradesWho's buying and sellingInvesting glossaryUnderstand the terms

SCHW — frequently asked questions

What sector is SCHW in?

The Charles Schwab Corporation is classified in the Financials sector and trades on the NYSE.

Do members of Congress trade SCHW?

The current verified House Clerk snapshot contains no matched SCHW transaction rows. That is not proof that no lawmaker has ever traded the security.

Is SCHW a good investment?

We don't publish one-line buy/sell ratings. Yield Theory members get the full macro thesis, catalysts, and risks behind every name we cover, so you can decide with conviction. This page is research, not investment advice.

Where is The Charles Schwab Corporation headquartered?

The Charles Schwab Corporation is headquartered in Westlake, Texas and was founded in 1971.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

See whether the SCHW thesis still holds.

This page is company context and filings. Members get one sourced monthly call, a weekly evidence check, and the breakpoint written in advance. $15/month or $150/year.

Get this month’s call for $15

$15/mo or $150/yr · cancel future renewals anytime · sources included