Charles Schwab Corp (SCHW)

The Charles Schwab Corp. (SCHW) stock has seen significant positive movement in the past six months, with a 52-week increase of 50.78% as of July 11, 2025. The stock price as of July 21, 2025, was $96.25/share, an increase of 3.83% from the prior week. Key events impacting the stock price include strong Q2 2025 earnings, analyst upgrades and price target increases, increased trading activity, net new asset growth, and a reduction in supplemental funding.

Trading activity can be influenced by market volatility and economic forecasts. Quarterly activity reports mention "April tax seasonality" impacting transactional sweep cash, suggesting some seasonal shifts related to tax periods. The concept of "seasonality" in stock markets can influence investor behavior and, consequently, demand for brokerage and trading services. Investor engagement remained strong with consistent daily average trades, indicating a generally robust demand for its trading platforms. The company consistently reports new brokerage account openings and core net new assets, suggesting ongoing demand for its services throughout the year.

The Charles Schwab Corporation is a savings and loan holding company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. As of December 31, 2024, it managed $10.10 trillion in client assets, serving 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. Its major products and services include brokerage accounts, managed investing solutions, mutual funds, ETFs, banking services, financial advisory services, retirement planning, and other investment products.

The Charles Schwab Corporation is headquartered in Westlake, Texas, and operates in the US, the UK, Hong Kong, and Singapore. The company has over 380 branches, primarily in financial centers in the United States and the United Kingdom, and serves clients in over 200 countries globally. Key office locations in the United States include El Paso, Lone Tree, Orlando, and San Francisco, with its London office serving as a key international hub.

The Charles Schwab Corporation generally maintains a strong brand reputation, which is crucial in an industry dependent on trust. Charles Schwab Bank received the highest ranking in customer satisfaction among checking providers in the J.D. Power 2025 U.S. Direct Banking Satisfaction Study for the seventh consecutive year. The company's robust financial performance, including record earnings and significant client asset growth, contributes positively to its reputation. The successful integration of TD Ameritrade accounts likely enhanced its reputation.

The ownership structure of The Charles Schwab Corporation (SCHW) stock is a mix of institutional, retail, and individual investors. Approximately 82.12% of the company's stock is owned by institutional shareholders, including Vanguard Group Inc. and BlackRock, Inc. Charles R. Schwab is the largest individual shareholder, owning 11.79% of the company. Retail investors own approximately 5.39% of the company.