SCHW
The Charles Schwab CorporationFinancial Services · $172.0B market cap
Verdict
Share price
$96.70
close of Oct 3, 2026
Fair value
$85.33
Sticker Price
Payback Price
$34.13
buy price
SCHW is Overpriced: at $96.70 it trades 13% above its fair value of $85.33. Its buy price (Payback Price) is $34.13, 65% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Justified P/B (Financials). A bank or insurer. These are best valued on their book value and how much they earn on it.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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10 of the investors we track hold SCHW. In Q2 2026, 2 added and 2 trimmed. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$7.1B
76,968,323 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$2.2B
24,201,471 shares
Viking Global Investors
Viking Global Investors · as of Q2 2026
$981.6M
10,638,869 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$421.8M
4,571,355 shares
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$378.5M
4,101,552 shares
Show all 10 holdersShow fewer
Francois Rochon
Giverny Capital · as of Q2 2026
$155.2M
1,681,567 shares
Thomas Gayner
Markel Group · as of Q2 2026
$128.7M
1,394,800 shares
John Rogers
Ariel Investments · as of Q2 2026
$48.5M
525,299 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$20.0M
216,288 shares
Greenhaven Associates
Greenhaven Associates · as of Q2 2026
$1.2M
12,500 shares
Moves in Q2 2026
Added: Bill Nygren, John Rogers
Trimmed: Viking Global Investors, Mairs & Power Funds
Insider activity
Since Jun 23, 2026: no open-market purchases, 37 sales worth $143.8M and 27 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-09-01
Sold
$346K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-08-28
Sold
$343K
Bettinger Walter W
Co-Chairman · 2026-08-28
Sold
$8.3M
Schwab-Pomerantz Carolyn
director · 2026-08-26
Sold
$1.0M
Bettinger Walter W
Co-Chairman · 2026-08-24
Sold
$20.0M
Show all 37 salesShow fewer
Schwab Charles R.
Co-Chairman · 2026-08-24
Sold
$13.2M
Beatty Jonathan S
MD, Head of Advisor Services · 2026-08-17
Sold
$111K
Craig Jonathan M.
MD, Head of Retail Investing · 2026-08-14
Sold
$2.4M
Howard Dennis
MD, Chief Tech, OPS & Data Off · 2026-08-13
Sold
$242K
Schwab Charles R.
Co-Chairman · 2026-08-12
Sold
$5.0M
Schwab Charles R.
Co-Chairman · 2026-08-11
Sold
$5.0M
Murtagh Nigel J
Chief Risk Officer · 2026-08-10
Sold
$2.7M
SNEED PAULA A
director · 2026-08-07
Sold
$564K
Murtagh Nigel J
Chief Risk Officer · 2026-08-06
Sold
$207K
Craig Jonathan M.
MD, Head of Retail Investing · 2026-08-05
Sold
$2.3M
Schwab-Pomerantz Carolyn
director · 2026-08-05
Sold
$2.0M
Schwab Charles R.
Co-Chairman · 2026-08-04
Sold
$5.1M
Schwab-Pomerantz Carolyn
director · 2026-08-04
Sold
$2.4M
Schwab Charles R.
Co-Chairman · 2026-08-03
Sold
$10.1M
Schwab Charles R.
Co-Chairman · 2026-07-29
Sold
$10.1M
Bettinger Walter W
Co-Chairman · 2026-07-28
Sold
$1.4M
Bettinger Walter W
Co-Chairman · 2026-07-28
Sold
$4.0M
Bettinger Walter W
Co-Chairman · 2026-07-28
Sold
$4.4M
Howard Dennis
MD, Chief Tech, OPS & Data Off · 2026-07-28
Sold
$2.9M
Schwab-Pomerantz Carolyn
director · 2026-07-28
Sold
$2.4M
Schwab Charles R.
Co-Chairman · 2026-07-28
Sold
$5.1M
Murtagh Nigel J
Chief Risk Officer · 2026-07-27
Sold
$1.1M
Murtagh Nigel J
Chief Risk Officer · 2026-07-27
Sold
$2.3M
Bettinger Walter W
Co-Chairman · 2026-07-27
Sold
$20.0M
Schwab Charles R.
Co-Chairman · 2026-07-24
Sold
$4.6M
Morgan Peter J. III
General Counsel · 2026-07-23
Sold
$709K
Beatty Jonathan S
MD, Head of Advisor Services · 2026-07-21
Sold
$208K
Murtagh Nigel J
Chief Risk Officer · 2026-07-21
Sold
$422K
Beatty Jonathan S
MD, Head of Advisor Services · 2026-07-07
Sold
$204K
Craig Jonathan M.
MD, Head of Retail Investing · 2026-07-07
Sold
$2.2M
Beatty Jonathan S
MD, Head of Advisor Services · 2026-07-06
Sold
$200K
Beatty Jonathan S
MD, Head of Advisor Services · 2026-07-02
Sold
$194K
Other filings
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-09-01
Option exercise
$165K
Hathi Neesha
MD, Head Wealth Adv, Bnk, Tst · 2026-08-28
Option exercise
$165K
Bettinger Walter W
Co-Chairman · 2026-08-28
Option exercise
$3.5M
Schwab Charles R.
Co-Chairman · 2026-08-27
G-Gift
9,300 shares
Bettinger Walter W
Co-Chairman · 2026-08-24
Option exercise
$8.2M
Show all 27 other filingsShow fewer
Schwab Charles R.
Co-Chairman · 2026-08-18
G-Gift
54,550 shares
Schwab Charles R.
Co-Chairman · 2026-08-17
G-Gift
45,500 shares
Craig Jonathan M.
MD, Head of Retail Investing · 2026-08-14
Option exercise
$1.0M
Murtagh Nigel J
Chief Risk Officer · 2026-08-10
Option exercise
$1.2M
Murtagh Nigel J
Chief Risk Officer · 2026-08-06
Option exercise
$89K
Schwab Charles R.
Co-Chairman · 2026-08-06
G-Gift
37,200 shares
Craig Jonathan M.
MD, Head of Retail Investing · 2026-08-05
Option exercise
$1.0M
Howard Dennis
MD, Chief Tech, OPS & Data Off · 2026-08-01
Tax withholding
$135K
Bettinger Walter W
Co-Chairman · 2026-07-28
Option exercise
$4.9M
Howard Dennis
MD, Chief Tech, OPS & Data Off · 2026-07-28
Option exercise
$1.8M
Schwab-Pomerantz Carolyn
director · 2026-07-28
G-Gift
271 shares
Schwab Charles R.
Co-Chairman · 2026-07-28
G-Gift
60,000 shares
Murtagh Nigel J
Chief Risk Officer · 2026-07-27
Option exercise
$1.5M
Bettinger Walter W
Co-Chairman · 2026-07-27
Option exercise
$10.0M
Murtagh Nigel J
Chief Risk Officer · 2026-07-21
Option exercise
$190K
Craig Jonathan M.
MD, Head of Retail Investing · 2026-07-07
Option exercise
$1.0M
Beatty Jonathan S
MD, Head of Advisor Services · 2026-07-01
Tax withholding
$96K
Brown Marianne Catherine
director · 2026-07-01
Award
418 shares
Ruffel Charles A.
director · 2026-07-01
Award
$123K
HERRINGER FRANK C
director · 2026-07-01
Award
457 shares
Ellis Stephen A
director · 2026-07-01
Award
379 shares
Ellis Stephen A
director · 2026-06-23
Option exercise
$57K
About The Charles Schwab Corporation
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor…
Financial - Capital Markets
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works