
Westlake, Texas-based The Charles Schwab Corporation (SCHW) operates as a savings and loan holding company. With a market cap of $151.2 billion, Charles Schwab provides various services including wealth management, securities brokerage, banking, asset management, custody, and financial advisory.
The financial sector giant has significantly outperformed the broader market in 2025 but slightly lagged behind the market over the past year. SCHW stock has surged 11.9% on a YTD basis and 7.8% over the past 52 weeks, compared to the S&P 500 Index’s ($SPX) 4.7% dip in 2025 and 8.2% gains over the past year.