Charles Schwab Corporation · Financials
SCHW
$101.56
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients.TheCharlesSchwabCorporation是一家美国跨国金融服务公司。它为零售和机构客户提供银行、商业银行、投资及相关服务，包括咨询和财富管理咨询。
Financial金融股
Large cap大盘
$178B
Engine stance引擎立场2026-07-20
Constructive — building a base建设性 — 正在筑底
The bottoming setup is not yet confirmed (price still below the 10-day average) and oscillators are already extended/ove筑底形态尚未确认（价格仍位于 10 日均线下方），且摆动指标已过热——此处入场风险较高。等待价格收复 10 日均线且动量趋于稳定后再考虑建仓。
Price Chart价格图表
Key Statistics关键统计
Price价格
$101.56
4.6% below 52-week high低于52周高点 4.6%
Market Cap市值
$178B
Normal volume正常成交量
P/E Ratio市盈率
20.1x
15.0x sector median
Forward P/E预测市盈率
13.5x
EPS每股收益 $5.05
Beta贝塔
0.52
Moves about 0.5x the market波动幅度约为市场的 0.5 倍
Dividend Yield股息收益率
1.26%
RSI (14)RSI（14）
64
Elevated偏高
Next Earnings下次财报
2026-07-17 (-2d)
Volatility Rank波动率分位
75th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
1.4% of float
Performance价格表现
| Period周期 | SCHW | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | -1.5% | -1.5% | In line with the index与指数基本持平 |
| 1 Month近1月 | +7.5% | +0.6% | Beat the index by 6.9 points跑赢指数 6.9 个百分点 |
| 3 Months近3月 | +10.5% | +4.7% | Beat the index by 5.8 points跑赢指数 5.8 个百分点 |
| 6 Months近6月 | -1.5% | +7.8% | Lagged the index by 9.3 points落后指数 9.3 个百分点 |
| Year to date年初至今 | +0.7% | +9.1% | Lagged the index by 8.4 points落后指数 8.4 个百分点 |
| 1 Year近1年 | +10.5% | +19.4% | Lagged the index by 8.9 points落后指数 8.9 个百分点 |
| 3 Years近3年 | +60.5% | +69.4% | Lagged the index by 8.9 points落后指数 8.9 个百分点 |
| 5 Years近5年 | +57.5% | +83.9% | Lagged the index by 26.4 points落后指数 26.4 个百分点 |
Technicals技术面
Active signals活跃信号
MA Sell (7)Double Top (Long-term)1-Day Return (cross-sectional rank → top/bottom gainers)Valuation cheapness percentile (0–1, higher = cheaper vs peers)Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutral
RSI (14)RSI（14）
64
Elevated偏高
vs 50-day相对50日均线
+9.7% vs 50-day avg
vs 200-day相对200日均线
+7.3% vs 200-day avg
Trend strength (ADX)趋势强度（ADX）
26
Trending趋势中
Volatility rank波动率分位
75th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$97.20
Don't chase above不追高于
$101.60
Stop止损
$88.70
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
Estimates being raised — 2 analysts预期上调 — 2 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | SCHW | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 20.10x | 14.99 | 24% |
| P/E (forward)市盈率（预测） | 13.5x | — | — |
| P/B市净率 | 3.60x | 1.52 | 13% |
| P/S市销率 | 7.44x | 2.87 | 16% |
| Earnings yield盈利收益率 | 4.97% | 6.58 | 27% |
| Shareholder yield股东收益率 | 4.13% | 3.91 | 54% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 15.4%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 17.0%
Free Cash Flow自由现金流
Margins利润率
17.9%Return on Equity股本回报率
1.8%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $7.3B |
| Stock-based comp股权薪酬 | $317.0M |
| Share count change (1y)股数变化（1年） | -3.4% |
Piotroski皮奥特罗斯基 5/5
Clean稳健
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 18% of its sector on blended multiples综合估值倍数低于行业内 18% 的公司
Beta市场敏感度
0.52×
0.21×3×
Moves about 0.5× the market波动幅度约为市场的 0.5 倍
Financial Health财务健康
5/5
Adequate financial health财务健康状况一般
Dividend分红
1.26%
Pays a dividend (1.26% yield)有分红（收益率 1.26%）
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed +10.6%空头仓位变动 +10.6%
Technical技术面
BUY ZONE → UPTREND买入区 → 上涨趋势
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.00%
Expected weekly move预期周波动
±4.47%
Call wall看涨密集区
$105
Put wall看跌密集区
$90
Gamma flip伽玛翻转
$87
25d risk reversal25d风险逆转
0.2%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$136.5M net (0 buyers, 11 sellers)-$136.5M 净值（0 买家，11 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Giverny Capital | C | Holding持有 | 5.3% | 2026-03-31 |
| Viking Global (Halvorsen) | B | Holding持有 | 3.9% | 2026-03-31 |
| Basswood Capital Management | B | trimtrim | 2.1% | 2026-03-31 |
| D1 Capital Partners | A | trimtrim | 2.0% | 2026-03-31 |
Signal History信号历史
TURN SIGNALED
BOTTOMING
Jul 15, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 10, 2026
NEARING A HIGH → UPTREND接近高点 → 上涨趋势
HOLD持有
Jul 9, 2026
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS止盈
Jul 6, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 6, 2026
SCHW RSI reached overboughtSCHW RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $100.62.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$100.62。
Jul 3, 2026
SCHW weekly MACD crossed upSCHW 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 1, 2026
SCHW reclaimed its 200-day averageSCHW 收复200日均线
Price closed back above the 200-day moving average — the classic bull dividing line. $95.78.收盘重回200日均线 — 经典的多头分界线。$95.78。
Jun 30, 2026
NEARING A LOW → UPTREND接近低点 → 上涨趋势
HOLD持有
Jun 30, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jun 30, 2026
SCHW StochRSI turned up from oversoldSCHW StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $92.27.StochRSI重回20上方 — 下行动量趋缓的最早预警。$92.27。
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Factor Profile因子特征
Composite factor score综合因子得分: 0.04
Value价值
-0.4
Quality质量
-0.7
Investment资本投入
+0.4
Shareholder payout股东回报
+0.0
Low volatility低波动
+0.9
Low market beta低市场敏感度
+0.4
Earnings quality盈利质量
-0.8
Short interest空头兴趣
+1.2
Company Profile公司档案
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients.TheCharlesSchwabCorporation是一家美国跨国金融服务公司。它为零售和机构客户提供银行、商业银行、投资及相关服务，包括咨询和财富管理咨询。
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。