Westlake, Texas-based The Charles Schwab Corporation (SCHW) 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 has a market cap of $159.1 billion and operates through the Investor Services and Advisor Services segments.
Shares of the company have lagged behind the broader market over the past year and in 2026. SCHW stock has surged 10.1% over the past 52 weeks and has declined 8.4% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 26.6% over the past year and risen 5.2% in 2026.
