SCHW SCHWAB (CHARLES) CORP

2026Q1 · CUSIP 808513105 · Sector: Financials

Danger · Dual-confirm: breadth + price

Holders

2,316

Δ holders QoQ

-6

Breadth percentile

Top 80%

Whale holders

346

Δ whales

-5

Inst. holding value

$126.6B

New positions

195

Closed positions

201

Price momentum (1Q)

-0.4%

Put / Call

41/41

Breadth history (34 quarters)

Period	Percentile	Next-1Q return	Next-2Q return
2025Q4	Top 2%	-0.4%	—
2025Q3	Top 13%	+2.5%	-1.3%
2025Q2	Top 1%	-1.6%	-0.2%
2025Q1	Top 5%	+7.6%	+3.6%
2024Q4	Top 2%	+9.9%	+18.2%
2024Q2	Top 17%	+22.8%	+26.0%
2023Q4	Top 2%	+22.7%	+2.6%
2023Q2	Top 1%	-8.9%	+7.8%
2023Q1	Top 1%	+15.8%	+9.1%
2022Q4	Top 2%	-35.2%	-25.2%
2022Q3	Top 3%	+4.1%	-32.7%
2022Q1	Top 1%	+16.1%	+20.8%
2021Q4	Top 2%	-29.0%	-14.7%
2021Q2	Top 7%	+12.3%	+20.3%
2021Q1	Top 1%	+0.6%	+13.0%
2020Q4	Top 2%	+20.1%	+20.8%
2019Q4	Top 3%	-26.4%	-25.1%
2019Q1	Top 3%	-13.7%	+1.2%
2018Q2	Top 8%	-8.1%	-7.4%
2018Q1	Top 9%	-13.6%	-20.6%

Show all 20 events

Put holders

QoQ: 0

Call holders

QoQ: -5

See methodology →

PE (TTM)

20.3

EPS (TTM)

$5.03

EPS YoY

+52.4%

Revenue (TTM)

$24.8B

Revenue YoY

+21.2%

Quarterly Revenue & EPS (4Y)

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)