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- Charles Schwab Corporation (The)
Charles Schwab Corporation (The)
$89.00
$0.94
1.06%
24 Jun 20:00
$61.01
$90.60
52 weeks low/high
Market sentiment
Section about market participants' moods: bulls holding long positions (“longs”) and bears holding short positions (“shorts”).
Overall assessment
weak bearish sentiment increases
5day with a yield of0.40%
Share of longs and shorts
Long
100.00%Short
0.00%| Index | Bulls | Bears |
|---|---|---|
Confidence | — | |
Support | — | |
Cash flows | — |
Momentum
Indicators for analyzing trends in the instrument. Based on them you can choose the optimal moment to open or close a position.
Return/MDD
1.75Sentiment
BullishStart Date
05.09.2025Duration
46Yield
5.74%Avg.Yield
9.30%
Volatility
0.95%Max MDD
3.29%Avg. MDD
-1.02%Min Price
RUB 84.47Max Price
RUB 89.91
Protective stop levels
S/L 5%RUB 84.85 | S/L 10%RUB 80.39 | S/L 15%RUB 75.92 | |
|---|---|---|---|
Day | 0.00% | 0.00% | 0.00% |
Week | 1.63% | 0.00% | 0.00% |
Month | 24.11% | 1.61% | 0.02% |
Technical analysis
- Trend ClassFlat and Up
- Trend PowerSlow trend
- PatternAscending wedge
- EMA-20Bullish reversal2025-04-22 the price crossed up the moving average line and getting closer to the MA, which means that the upside trend weakens.
- EMA-50Bullish reversal2025-04-23 the price crossed up the moving average line and demonstrates an upside trend.
- EMA-100Bullish reversal2025-04-22 the price crossed up the moving average line and demonstrates an upside trend.
- StochasticBearish reversalThe stochastic indicator is in the upper part of the neutral territory and it falls. These factors indicate that the downside trend is confirmed. Last signal: main and signal line crossing.
- RSIBullish RecoveryRSI indicator is in the upper part of the neutral territory and it heading north. These factors indicate that positive dynamics is recovering. Last signal: entrance to the overbought zone.
- MACDBullish RecoveryOscillator MACD is in the positive territory it's lower than the signal line and grows. These factors mean that positive mood prevails, but this trend does not have a significant strength. Last signal: exit from the overbought zone.
- Candle pattern typeBearish HaramiConsists of an unusually large white body followed by a small black body contained within. Large white body It is considered as a bearish pattern when preceded by an uptrend.Date of signal:
Prices and risks
Price
| Change | Change by industry | Min. | Max. | Volume | |
|---|---|---|---|---|---|
| Yesterday | -1.19% | 2.05% | $88.91 | $90.48 | 554.46M |
| Week | -0.94% | 8.51% | $87.17 | $90.60 | 2.60B |
| Month | 2.23% | 5.59% | $85.76 | $90.60 | 9.46B |
| 3 Months | 9.70% | 10.50% | $65.88 | $90.60 | 30.21B |
| 6 Months | 17.91% | 15.44% | $65.88 | $90.60 | 58.02B |
| Year | 18.61% | 10.58% | $61.01 | $90.60 | 102.84B |
| 3 years | 40.26% | 98.39% | $45.00 | $90.60 | 343.30B |
| 5 years | 162.44% | 72.39% | $31.63 | $96.24 | 510.30B |
| All time | 673.40% | 144.14% | $6.17 | $96.24 | 482.64B |
Volatility
| SCHW | By industry | |
|---|---|---|
| Yesterday | 9.49% | 0.91% |
| Week | 1.52% | 3.39% |
| Month | 13.29% | 11.01% |
| 3 Months | 15.94% | 19.20% |
| 6 Months | 21.24% | 25.13% |
| Year | 29.11% | 35.90% |
| 3 years | 57.40% | 66.10% |
| 5 years | 75.57% | 94.77% |
| All time | — | — |
Risk ratios
- Sortino
- 0.62
- Sharpe
- 0.72
- Sterling
- 1.11
- Liquidity index
- 7.18
- Alpha
- -0.00118
- Beta
- 0.93
AI Factors
Drivers of growth or decline are external factors, selected using AI, that can significantly affect the price of a company's shares in the future.
Fundamental analysis
Indicators for the last quarter and their dynamics for 5 quarters
Ratios
Valuation
Debts
Efficiency
Other ratios
Revenue
Financials
Growth
Assets
Debts
News
About
$162.29B
Capitalization
1.82B
Shares outstanding
Financials
Sector
Capital Markets
Industry
Mr. Walter William Bettinger II
CEO
Website
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.