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 $184.1 billion and operates through the Investor Services and Advisor Services segments.
SCHW stock has lagged behind the broader market over the past year, growing 8.8% compared to the S&P 500 Index’s ($SPX) 21.8% surge. Moreover, in 2026, the stock has risen by nearly 5.7%, underperforming the SPX’s 11% gain.