SCHW — The Charles Schwab Corporation

Summary

Table of Contents

Company

Data:

{
  "symbol": "SCHW",
  "price": 91.06,
  "marketCap": 157473700400,
  "beta": 0.782,
  "lastDividend": 1.23,
  "range": "83.96-114.53",
  "change": -0.9,
  "changePercentage": -0.97869,
  "volume": 569042,
  "averageVolume": 8994749,
  "companyName": "The Charles Schwab Corporation",
  "currency": "USD",
  "cik": "0000316709",
  "isin": "US8085131055",
  "cusip": "808513105",
  "exchangeFullName": "New York Stock Exchange",
  "exchange": "NYSE",
  "industry": "Financial - Capital Markets",
  "website": "https://www.aboutschwab.com",
  "description": "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 Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.",
  "ceo": "Richard Andrew Wurster",
  "sector": "Financial Services",
  "country": "US",
  "fullTimeEmployees": "33900",
  "phone": "817 859 5000",
  "address": "3000 Schwab Way",
  "city": "Westlake",
  "state": "TX",
  "zip": "76262",
  "image": "https://images.financialmodelingprep.com/symbol/SCHW.png",
  "ipoDate": "1987-09-22",
  "defaultImage": false,
  "isEtf": false,
  "isActivelyTrading": true,
  "isAdr": false,
  "isFund": false
}

Price / Quote

Data:

{
  "symbol": "SCHW",
  "name": "The Charles Schwab Corporation",
  "price": 90.17,
  "changePercentage": 0.65863,
  "change": 0.59,
  "volume": 575792,
  "dayLow": 89.34,
  "dayHigh": 90.25,
  "yearHigh": 114.53,
  "yearLow": 83.96,
  "marketCap": 155934587800,
  "priceAvg50": 104.0788,
  "priceAvg200": 98.0989,
  "exchange": "NYSE",
  "open": 89.6,
  "previousClose": 89.58,
  "timestamp": 1792503748,
  "quote_spread": {},
  "chart_vwap_daily": [
    {
      "t": "2026-09-09",
      "v": 106.9031,
      "c": 106.54
    },
    {
      "t": "2026-09-10",
      "v": 107.1298,
      "c": 107.33
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    {
      "t": "2026-09-11",
      "v": 106.9391,
      "c": 107.25
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    {
      "t": "2026-09-14",
      "v": 107.3171,
      "c": 107.31
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    {
      "t": "2026-09-15",
      "v": 108.0093,
      "c": 107.79
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    {
      "t": "2026-09-16",
      "v": 105.5343,
      "c": 105.16
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    {
      "t": "2026-09-17",
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      "c": 104.63
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    {
      "t": "2026-09-18",
      "v": 105.1456,
      "c": 105.25
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    {
      "t": "2026-09-21",
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      "c": 106.88
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    {
      "t": "2026-09-22",
      "v": 100.9862,
      "c": 100.35
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    {
      "t": "2026-09-23",
      "v": 100.0352,
      "c": 99.5
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    {
      "t": "2026-09-24",
      "v": 99.1025,
      "c": 99.49
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    {
      "t": "2026-09-25",
      "v": 99.2051,
      "c": 99.03
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    {
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      "t": "2026-09-29",
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    {
      "t": "2026-10-01",
      "v": 98.014,
      "c": 98.37
    },
    {
      "t": "2026-10-02",
      "v": 96.8565,
      "c": 96.7
    },
    {
      "t": "2026-10-05",
      "v": 97.626,
      "c": 97.96
    },
    {
      "t": "2026-10-06",
      "v": 97.23,
      "c": 96.8
    },
    {
      "t": "2026-10-07",
      "v": 95.4278,
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    {
      "t": "2026-10-08",
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    {
      "t": "2026-10-09",
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    {
      "t": "2026-10-12",
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    {
      "t": "2026-10-13",
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    {
      "t": "2026-10-14",
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    {
      "t": "2026-10-15",
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      "c": 94.16
    },
    {
      "t": "2026-10-16",
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    {
      "t": "2026-10-19",
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    {
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  "vwap_summary": {
    "days": 30,
    "days_above": 15,
    "days_below": 15,
    "pct_days_above": 50,
    "position": "above",
    "gap_pct": 0.41,
    "streak_days": 1
  }
}

Volume

Data:

{
  "volume": 575792,
  "avgVolume": 8994749,
  "short_ratio": [
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      "symbol": "SCHW",
      "file_date": "2026-10-19",
      "date": "20261019",
      "short_volume": 1728808,
      "short_exempt_volume": 3864,
      "total_volume": 3919631,
      "short_volume_ratio": 0.4411,
      "signal": "Bullish"
    }
  ],
  "volume_profile": {
    "poc": 96.78,
    "vah": 100.4,
    "val": 94.93,
    "profile": [
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        "price": 100.89,
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      {
        "price": 101.08,
        "volume": 618209
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    ],
    "sessions": 20
  }
}

Fundamentals

Data:

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  "symbol": "SCHW",
  "marketCap": 155865414200,
  "enterpriseValueTTM": 159217300733,
  "evToSalesTTM": 5.108988065737947,
  "evToOperatingCashFlowTTM": 41.94082060606061,
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  "evToEBITDATTM": 10.50111593323217,
  "netDebtToEBITDATTM": 0.21772118493105497,
  "currentRatioTTM": 13.814814814814815,
  "incomeQualityTTM": 0.7685297691373025,
  "grahamNumberTTM": 64.20687209924276,
  "grahamNetNetTTM": -164.4820601851852,
  "taxBurdenTTM": 0.7705226581728681,
  "interestBurdenTTM": 1,
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  "returnOnAssetsTTM": 0.02044171307854811,
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  "returnOnTangibleAssetsTTM": 0.02044171307854811,
  "returnOnEquityTTM": 0.2129406880961074,
  "returnOnInvestedCapitalTTM": 0.02044171307854811,
  "returnOnCapitalEmployedTTM": 0.027381565906838455,
  "earningsYieldTTM": 0.06834264087675827,
  "freeCashFlowYieldTTM": 0.021249101457172404,
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  "freeCashFlowToEquityTTM": 12550000000,
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  "grossProfitMarginTTM": 0.8686204018745587,
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  "continuousOperationsProfitMarginTTM": 0.34165757206137254,
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  "receivablesTurnoverTTM": 0.2006052801030264,
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  "priceToEarningsRatioTTM": 15.307300509337862,
  "priceToEarningsGrowthRatioTTM": 0.40692699490662176,
  "forwardPriceToEarningsGrowthRatioTTM": 0.46947317526186166,
  "priceToEarningsDilutedRatioTTM": 15.385665529010238,
  "priceToEarningsDilutedGrowthRatioTTM": 0.41318736986713056,
  "priceToBookRatioTTM": 3.031059922178988,
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  "dividendPaidAndCapexCoverageRatioTTM": 1.6343669250645996,
  "dividendPayoutRatioTTM": 0.17277339346110485,
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    "symbol": "SCHW",
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    "Stock Price": 89.58
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        "symbol": "SCHW",
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    "balance_sheet": [
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    "cash_flow": [
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        "salesMaturitiesOfInvestments": 47207000000,
        "otherInvestingActivities": -12542000000,
        "netCashProvidedByInvestingActivities": 24538000000,
        "netDebtIssuance": -14250000000,
        "longTermNetDebtIssuance": -15112000000,
        "shortTermNetDebtIssuance": 862000000,
        "netStockIssuance": -12106000000,
        "netCommonStockIssuance": -9648000000,
        "commonStockIssuance": 156000000,
        "commonStockRepurchased": -9804000000,
        "netPreferredStockIssuance": -2458000000,
        "netDividendsPaid": -2329000000,
        "commonDividendsPaid": -2329000000,
        "preferredDividendsPaid": 0,
        "otherFinancingActivities": -1017000000,
        "netCashProvidedByFinancingActivities": -29702000000,
        "effectOfForexChangesOnCash": 0,
        "netChangeInCash": 4147000000,
        "cashAtEndOfPeriod": 69661000000,
        "cashAtBeginningOfPeriod": 65514000000,
        "operatingCashFlow": 9311000000,
        "capitalExpenditure": -548000000,
        "freeCashFlow": 8763000000,
        "incomeTaxesPaid": 1575000000,
        "interestPaid": 4557000000
      }
    ]
  }
}

Technical

Data:

{
  "price": 90.13,
  "rsi": 24.88323675964648,
  "sma20": 96.46750000000004,
  "sma50": 103.75319999999992,
  "sma200": 98.04960000000011,
  "adx": 36.729868904452125,
  "atr": 2.04,
  "atr_pct": 2.26,
  "atr_expansion_pct": -7.9,
  "di_plus": 8.1,
  "di_minus": 38.5,
  "high_52w": 113.65,
  "low_52w": 85.35,
  "structure": {
    "ema8": 93.47005371871195,
    "ema21": 96.87822861363902,
    "ema50": 100.1953118754255,
    "ema200": 98.17235594950044,
    "ema10": 94.09456235465896,
    "ema20": 96.66072628439325,
    "ema10_slope_pct": -3.33,
    "ema20_slope_pct": -2.71,
    "trend_dir": "down",
    "checks": {
      "price_above_all": false,
      "ema_stacked": false,
      "ema21_rising": false,
      "ema50_rising": false,
      "adx_over_30": true,
      "higher_highs_lows": false,
      "lower_highs_lows": true,
      "near_21ema": false
    },
    "dist_21ema_pct": -7.0,
    "_no_bars": false,
    "macd": {
      "macd": -3.187,
      "signal": -2.764,
      "histogram": -0.423
    },
    "bollinger": {
      "mid": 96.47,
      "upper": 101.73,
      "lower": 91.2,
      "width_pct": 10.91
    },
    "crossover": {
      "fresh_cross": null,
      "pre_compressed": null,
      "held_above_21": null,
      "candles_since": null,
      "intraday_support": false
    },
    "momentum": {
      "roc10": -6.9,
      "ret_3d": -4.28,
      "ret_5d": -6.06,
      "roc10_accel": -3.7,
      "checks": {
        "roc_over_5": false,
        "rsi_in_band": false,
        "macd_expanding": false,
        "top_quartile_3d": false,
        "no_big_down": true,
        "near_high": false
      },
      "volume": {
        "rvol": 0.07,
        "checks": {
          "rvol_over_2": false,
          "up_vol_beats_down": false,
          "obv_new_high": false,
          "surge_day": false,
          "pullback_declining_vol": false,
          "last_up_beats_down": true
        }
      }
    },
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "sector_etf_ret10d": 2.19,
      "checks": {
        "beats_spy_all": false,
        "beats_sector_10d": false,
        "rs_line_at_high": false,
        "sector_top3": false
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "mcap_2b_to_200b": true,
        "dollar_vol_over_10m": true,
        "common_stock": true,
        "no_earnings_7d": true
      },
      "avg_dollar_vol": 819061843.94
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": true,
        "iv_contracting": true,
        "oi_calls_above_price": true
      },
      "vals": {
        "call_vol_mult": 0.0,
        "iv_rank": 24.0
      }
    }
  }
}

Levels & Bars

Data:

{
  "prior_day": {
    "high": 90.26,
    "low": 89.33,
    "close": 90.11,
    "date": "2026-10-20"
  },
  "woodie_pivots": {
    "PP": 89.95,
    "R1": 90.58,
    "S1": 89.64,
    "R2": 90.89,
    "S2": 89.02
  },
  "swing": {
    "high_20d": 101.34,
    "low_20d": 89.33,
    "high_60d": 114.53,
    "low_60d": 89.33
  },
  "orb": {
    "high": 90.26,
    "low": 89.33,
    "date": "2026-10-20"
  },
  "vwap": 89.75,
  "volume_profile": {
    "poc": 96.78,
    "vah": 100.4,
    "val": 94.93,
    "sessions": 20
  },
  "intraday": {
    "h1_trend": "down",
    "h1_last": 89.41,
    "h1_ema9": 90.43,
    "h1_ema21": 91.83,
    "m15_trend": "down",
    "m15_last": 89.41,
    "m15_ema9": 89.7,
    "m15_ema21": 90.07,
    "rvol_intraday": 0.98,
    "as_of_et": "2026-10-20 09:40"
  },
  "premarket": {
    "date": "2026-10-20",
    "high": 89.96,
    "low": 89.5,
    "last": 89.65,
    "volume": 9813,
    "gap_pct": 0.08,
    "path": "07:00 89.87 -> 07:30 89.85 -> 08:20 89.76 -> 08:55 89.80 -> 09:25 89.65",
    "bars": 13,
    "last_bar_et": "09:25"
  },
  "recent_daily": [
    {
      "d": "2026-09-16",
      "o": 107.5,
      "h": 107.585,
      "l": 103.885,
      "c": 105.16,
      "v": 9661352.442263
    },
    {
      "d": "2026-09-17",
      "o": 105.3,
      "h": 105.385,
      "l": 103.5005,
      "c": 104.63,
      "v": 7426674.755381
    },
    {
      "d": "2026-09-18",
      "o": 104.68,
      "h": 105.7,
      "l": 104.205,
      "c": 105.25,
      "v": 18104531.460808
    },
    {
      "d": "2026-09-21",
      "o": 105.9,
      "h": 107.41,
      "l": 105.3303,
      "c": 106.88,
      "v": 5444865.733609
    },
    {
      "d": "2026-09-22",
      "o": 106.5,
      "h": 106.51,
      "l": 99.3,
      "c": 100.35,
      "v": 16922576.628722
    },
    {
      "d": "2026-09-23",
      "o": 100,
      "h": 101.34,
      "l": 99.45,
      "c": 99.5,
      "v": 10897224.7751
    },
    {
      "d": "2026-09-24",
      "o": 99.65,
      "h": 100,
      "l": 98.06,
      "c": 99.49,
      "v": 8907172.631472
    },
    {
      "d": "2026-09-25",
      "o": 99.52,
      "h": 100.61,
      "l": 98.37,
      "c": 99.03,
      "v": 7528887.943112
    },
    {
      "d": "2026-09-28",
      "o": 98.79,
      "h": 99.01,
      "l": 97.75,
      "c": 98.3,
      "v": 6031374.591106
    },
    {
      "d": "2026-09-29",
      "o": 98.07,
      "h": 99.13,
      "l": 97.4,
      "c": 99.1,
      "v": 8085192.556793
    },
    {
      "d": "2026-09-30",
      "o": 98.93,
      "h": 99.02,
      "l": 97.68,
      "c": 97.74,
      "v": 10334182.476466
    },
    {
      "d": "2026-10-01",
      "o": 97.38,
      "h": 98.5,
      "l": 96.87,
      "c": 98.37,
      "v": 6676273.154708
    },
    {
      "d": "2026-10-02",
      "o": 97.29,
      "h": 98.55,
      "l": 96.32,
      "c": 96.7,
      "v": 7722111.098395
    },
    {
      "d": "2026-10-05",
      "o": 96.9,
      "h": 98.02,
      "l": 96.44,
      "c": 97.96,
      "v": 5874897.276945
    },
    {
      "d": "2026-10-06",
      "o": 98.41,
      "h": 98.78,
      "l": 96.74,
      "c": 96.8,
      "v": 5662814.12694
    },
    {
      "d": "2026-10-07",
      "o": 95.94,
      "h": 96.27,
      "l": 94.7,
      "c": 95.58,
      "v": 7122690.056868
    },
    {
      "d": "2026-10-08",
      "o": 95.6,
      "h": 97.18,
      "l": 95.43,
      "c": 96.87,
      "v": 6570522.323233
    },
    {
      "d": "2026-10-09",
      "o": 97.48,
      "h": 97.48,
      "l": 96.37,
      "c": 96.7,
      "v": 6502505.505037
    },
    {
      "d": "2026-10-12",
      "o": 97.07,
      "h": 97.82,
      "l": 96.69,
      "c": 97.06,
      "v": 4636398.51688
    },
    {
      "d": "2026-10-13",
      "o": 97.3,
      "h": 97.69,
      "l": 95.8074,
      "c": 95.94,
      "v": 6860830.397621
    },
    {
      "d": "2026-10-14",
      "o": 95.75,
      "h": 97.21,
      "l": 95.06,
      "c": 96.8,
      "v": 13132517.545524
    },
    {
      "d": "2026-10-15",
      "o": 93.395,
      "h": 95.03,
      "l": 91.38,
      "c": 94.16,
      "v": 18591032.414814
    },
    {
      "d": "2026-10-16",
      "o": 93.54,
      "h": 94.61,
      "l": 91.66,
      "c": 91.96,
      "v": 13890130.979713
    },
    {
      "d": "2026-10-19",
      "o": 91.6,
      "h": 92.1892,
      "l": 89.4,
      "c": 89.58,
      "v": 12517962.943238
    },
    {
      "d": "2026-10-20",
      "o": 89.6,
      "h": 90.26,
      "l": 89.325,
      "c": 90.11,
      "v": 564699.183464
    }
  ]
}

Sector Leadership

Data:

{
  "sector": "Financial Services",
  "etf": "XLF",
  "etf_trend": "mixed",
  "etf_r5d": 0.15,
  "etf_rvol": 0.36,
  "rs_5d": -6.26,
  "leading": false
}

Analyst Ratings

Data:

{
  "estimates": [
    {
      "symbol": "SCHW",
      "date": "2030-12-31",
      "revenueLow": 38214315278,
      "revenueHigh": 42643493936,
      "revenueAvg": 40681000000,
      "ebitdaLow": 25592141963,
      "ebitdaHigh": 29335224323,
      "ebitdaAvg": 27676732228,
      "ebitLow": 24361137811,
      "ebitHigh": 28104220171,
      "ebitAvg": 26445728076,
      "netIncomeLow": 18824667280,
      "netIncomeHigh": 21717072412,
      "netIncomeAvg": 20435500011,
      "sgaExpenseLow": 10377045691,
      "sgaExpenseHigh": 11579783172,
      "sgaExpenseAvg": 11046870595,
      "epsAvg": 11.5,
      "epsHigh": 12.2212,
      "epsLow": 10.59351,
      "numAnalystsRevenue": 14,
      "numAnalystsEps": 4
    },
    {
      "symbol": "SCHW",
      "date": "2029-12-31",
      "revenueLow": 34430021015,
      "revenueHigh": 38420586153,
      "revenueAvg": 36652434428,
      "ebitdaLow": 22702347095,
      "ebitdaHigh": 26005027595,
      "ebitdaAvg": 24541658981,
      "ebitLow": 21494788828,
      "ebitHigh": 24797469328,
      "ebitAvg": 23334100714,
      "netIncomeLow": 16609743399,
      "netIncomeHigh": 19161835260,
      "netIncomeAvg": 18031041310,
      "sgaExpenseLow": 9349425696,
      "sgaExpenseHigh": 10433058269,
      "sgaExpenseAvg": 9952919056,
      "epsAvg": 10.1469,
      "epsHigh": 10.78325,
      "epsLow": 9.34707,
      "numAnalystsRevenue": 14,
      "numAnalystsEps": 4
    },
    {
      "symbol": "SCHW",
      "date": "2028-12-31",
      "revenueLow": 32125582905,
      "revenueHigh": 39020220018,
      "revenueAvg": 35204626673,
      "ebitdaLow": 18820086254,
      "ebitdaHigh": 24714425110,
      "ebitdaAvg": 20413741380,
      "ebitLow": 17609037514,
      "ebitHigh": 23503376370,
      "ebitAvg": 19202692640,
      "netIncomeLow": 13607093187,
      "netIncomeHigh": 18161846280,
      "netIncomeAvg": 14838563890,
      "sgaExpenseLow": 8723658640,
      "sgaExpenseHigh": 10595888035,
      "sgaExpenseAvg": 9559768816,
      "epsAvg": 9.33866,
      "epsHigh": 10.22051,
      "epsLow": 7.65734,
      "numAnalystsRevenue": 16,
      "numAnalystsEps": 10
    },
    {
      "symbol": "SCHW",
      "date": "2027-12-31",
      "revenueLow": 30239323934,
      "revenueHigh": 33770055099,
      "revenueAvg": 32064196222,
      "ebitdaLow": 17026635723,
      "ebitdaHigh": 21412809200,
      "ebitdaAvg": 18246982562,
      "ebitLow": 15799436829,
      "ebitHigh": 20185610306,
      "ebitAvg": 17019783668,
      "netIncomeLow": 12208754116,
      "netIncomeHigh": 15598097298,
      "netIncomeAvg": 13151757000,
      "sgaExpenseLow": 8211447565,
      "sgaExpenseHigh": 9170212843,
      "sgaExpenseAvg": 8706989169,
      "epsAvg": 7.92895,
      "epsHigh": 8.77777,
      "epsLow": 6.87043,
      "numAnalystsRevenue": 16,
      "numAnalystsEps": 16
    }
  ],
  "price_target": {
    "symbol": "SCHW",
    "targetHigh": 145,
    "targetLow": 95,
    "targetConsensus": 118.93,
    "targetMedian": 117
  },
  "ratings": {
    "symbol": "SCHW",
    "rating": "A-",
    "overallScore": 4,
    "discountedCashFlowScore": 4,
    "returnOnEquityScore": 5,
    "returnOnAssetsScore": 5,
    "debtToEquityScore": 4,
    "priceToEarningsScore": 2,
    "priceToBookScore": 1
  },
  "grades": [
    {
      "symbol": "SCHW",
      "date": "2026-10-19",
      "gradingCompany": "BMO Capital",
      "previousGrade": "Market Perform",
      "newGrade": "Market Perform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "Evercore ISI Group",
      "previousGrade": "In Line",
      "newGrade": "In Line",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "Wells Fargo",
      "previousGrade": "Equal Weight",
      "newGrade": "Equal Weight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "Citizens",
      "previousGrade": "Market Outperform",
      "newGrade": "Market Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "Truist Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-16",
      "gradingCompany": "TD Cowen",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-13",
      "gradingCompany": "Truist Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-12",
      "gradingCompany": "TD Cowen",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-09",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-07",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-07",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-05",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Underperform",
      "newGrade": "Underperform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-10-02",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-27",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-23",
      "gradingCompany": "Argus Research",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-22",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-22",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-20",
      "gradingCompany": "BMO Capital",
      "previousGrade": "Outperform",
      "newGrade": "Market Perform",
      "action": "downgrade"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-15",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-10",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-09",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-07-08",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-05-15",
      "gradingCompany": "TD Cowen",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-05-15",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-05-15",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-05-15",
      "gradingCompany": "Raymond James",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-17",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-17",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-10",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-08",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-06",
      "gradingCompany": "Jefferies",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-04-01",
      "gradingCompany": "Truist Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-26",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-22",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-22",
      "gradingCompany": "Truist Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-22",
      "gradingCompany": "TD Cowen",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-22",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-14",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Neutral",
      "newGrade": "Neutral",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-14",
      "gradingCompany": "TD Cowen",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-12",
      "gradingCompany": "Citizens",
      "previousGrade": "Market Outperform",
      "newGrade": "Market Outperform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-07",
      "gradingCompany": "UBS",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2026-01-07",
      "gradingCompany": "Truist Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2025-12-22",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2025-12-12",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2025-12-10",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Underperform",
      "newGrade": "Underperform",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2025-11-03",
      "gradingCompany": "Morgan Stanley",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "SCHW",
      "date": "2025-10-20",
      "gradingCompany": "JP Morgan",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    }
  ]
}

News

Data:

[
  {
    "title": "Bitcoin Stuck at $81,000 but Analyst Says 'Hold On' Before Run to $90,000",
    "url": "https://www.benzinga.com/crypto/cryptocurrency/26/10/62463484/bitcoin-stuck-at-81000-but-analyst-says-hold-on-before-run-to-90000",
    "source": "benzinga",
    "date": "2026-10-20T12:15:57.303000+00:00",
    "summary": "Bitcoin holds above $81,000 as tight volatility puts $83,500 in focus for a potential run toward the mid-$90,000s.",
    "image": ""
  },
  {
    "title": "Think The AI Boom Is Dead? I Don't: 2 Picks For The Next Wave",
    "url": "https://seekingalpha.com/article/4955315-think-the-ai-boom-is-dead-i-dont-2-picks-for-the-next-wave",
    "source": "Seeking Alpha",
    "date": "2026-10-20 08:30:00",
    "summary": "SiTime Corporation and Roundhill Memory ETF are compelling long-term plays on the AI infrastructure buildout, especially after recent pullbacks. SITM demonstrates robust growth, with triple-digit revenue increases, expanding margins, and a debt-light balance sheet, supporting a p",
    "image": "https://images.financialmodelingprep.com/news/think-the-ai-boom-is-dead-i-dont-2-20261020.jpg"
  },
  {
    "title": "BMO Capital Maintains Market Perform on Charles Schwab, Lowers Price Target to $97",
    "url": "https://www.benzinga.com/news/26/10/62448435/bmo-capital-maintains-market-perform-charles-schwab-lowers-price-target-97",
    "source": "benzinga",
    "date": "2026-10-19T17:49:16.253000+00:00",
    "summary": "BMO Capital  analyst Brennan Hawken   maintains Charles Schwab (NYSE:SCHW) with a Market Perform and lowers the price target from $105 to $97.",
    "image": ""
  },
  {
    "title": "Investors Have Borrowed a Near-Record $1.48 Trillion. This Surprising Tax Strategy Is Fueling the Binge",
    "url": "https://finance.yahoo.com/markets/options/articles/investors-borrowed-near-record-1-133024879.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-19T13:30:24Z",
    "summary": "* SCHW margin loans hit $188 billion, with $61 billion driven by tax-loss strategies that exploded from $1 billion in five years.\n\n* Unwinding tax-driven leverage risks triggering the deferred gains it was built to avoid, making this debt stickier than typical speculative margin ",
    "image": "https://s.yimg.com/lo/mysterio/api/42059c42ba2c0e9f90692a91f3288c074df568554f93a7827a038b64a4370702/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2F24_7_wall_st__718%2F30acceb194820119a736cd827d74b7eb.jpg"
  },
  {
    "title": "Charles Schwab: One Of My Best Ideas In Financials",
    "url": "https://seekingalpha.com/article/4955109-charles-schwab-stock-one-of-my-best-ideas-in-financials",
    "source": "Seeking Alpha",
    "date": "2026-10-19 09:00:00",
    "summary": "Charles Schwab is the largest self-directed brokerage in the US, controlling nearly 40 million active brokerage accounts. SCHW is on pace for two consecutive years of dividend increases. S&P has awarded Charles Schwab with a very strong, investment-grade credit rating of A- on se",
    "image": "https://images.financialmodelingprep.com/news/charles-schwab-one-of-my-best-ideas-in-financials-20261019.jpg"
  },
  {
    "title": "AI Agents Trading Stocks While You Sleep? Charles Schwab's CEO Is Skeptical",
    "url": "https://www.wsj.com/tech/ai/ai-agents-trading-stocks-while-you-sleep-charles-schwabs-ceo-is-skeptical-3ff1b5c3",
    "source": "The Wall Street Journal",
    "date": "2026-10-18T20:23:00Z",
    "summary": "Charles Schwab CEO Rick Wurster says the firm is blocking third-party AI agents from logging into customer accounts.View more\n\nRick Wurster says there is only so much that artificial-intelligence agents can do for Charles Schwab SCHW -2.34%decrease; down pointing triangle custome",
    "image": "https://images.wsj.net/im-01289235/social"
  },
  {
    "title": "Three in Four Crypto Owners Want to Hold It at Their Own Bank. Which Banks Already Let You?",
    "url": "https://247wallst.com/investing/cryptocurrency/2026/10/18/three-in-four-crypto-owners-want-to-hold-it-at-their-own-bank-which-banks-already-let-you/",
    "source": "247 Wallst",
    "date": "2026-10-18 17:00:39",
    "summary": "Three out of four crypto holders want their bank to manage their digital assets, yet most Americans still juggle separate apps, logins, and tax forms to do it. A handful of brokerages just changed that equation, but the fees, withdrawal limits, and insurance gaps may surprise you",
    "image": "https://images.financialmodelingprep.com/news/three-in-four-crypto-owners-want-to-hold-it-20261018.jpg"
  },
  {
    "title": "Deutsche Bank Is Weeks From Holding Bitcoin and Ethereum for Clients. Could Other Big Banks Follow?",
    "url": "https://finance.yahoo.com/markets/crypto/articles/deutsche-bank-weeks-holding-bitcoin-143032623.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-17T14:30:32Z",
    "summary": "* Deutsche Bank will hold Bitcoin and Ether for institutional clients in Germany within weeks, with Asian expansion set for 2027.\n\n* Bank custody adds access but not buyers. Bitcoin fell 23% and Ether 37% despite a year of major institutions launching new crypto products.\n\n* Easi",
    "image": "https://s.yimg.com/lo/mysterio/api/b2d9f84bdfa1becd5de65613a1f8b74b7dc7f0caa3d9a08bbc20022e17656597/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2F24_7_wall_st__718%2F00f772c522f89e9cbe212c8d96be073f.jpg"
  },
  {
    "title": "Bitcoin Bounces Off Its Lowest Point In A Month, But Charles Schwab's Adam Lynch Warns A Midterms Risk",
    "url": "https://finance.yahoo.com/markets/crypto/articles/bitcoin-bounces-off-lowest-point-123814039.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-17T12:38:14Z",
    "summary": "* Charles Schwab's Adam Lynch said crypto's progress in Washington could \"grind to a halt\" if the midterm elections change who holds power.\n\n* However, he remained \"somewhat optimistic\" about a bipartisan deal.\n\n* Bitcoin rebounded after dipping to around $80,000, its lowest leve",
    "image": "https://s.yimg.com/lo/mysterio/api/a34cc933d94666994e0a15d44da6603d9e0bed95e00d97d7ebf9dc55c7fa7e30/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fstocktwits_383%2F713fb207eb96caf103f2bb95cb70282f.jpg"
  },
  {
    "title": "Schwab: 3 Key Takeaways for Long-Term Investors",
    "url": "https://www.fool.com/earnings/takeaways/2026/10/16/schwab-3-key-takeaways-for-long-term-investors/?source=iedfolrf0000001",
    "source": "The Motley Fool",
    "date": "2026-10-17T03:12:36Z",
    "summary": "Charles Schwab reported record quarterly net revenue of $7.2 billion and adjusted EPS of $1.69 in Q3 2026. The company highlighted three key drivers: AI-powered developer productivity gains of 25%, record organic inflows of $190 billion in core net new assets, and high-margin sec",
    "image": "https://g.foolcdn.com/image/?url=https%3A%2F%2Fcdn.content.foolcdn.com%2Fimages%2F1umn9qeh%2Fproduction%2Fb4204f36ed605fc54d4ba32e2cb31d1dd892afd6-800x450.jpg%3Fw%3D800%26q%3D75%26fit%3Dmax%26auto%3Dformat&w=1200&op=resize"
  },
  {
    "title": "Fidelity, Schwab, and Vanguard Will Each Calculate Your RMD for You. None of Them Counts the IRA at the Other Two Firms, and the 25% Penalty on the Shortfall Is Yours",
    "url": "https://247wallst.com/personal-finance/2026/10/17/fidelity-schwab-and-vanguard-will-each-calculate-your-rmd-for-you-none-of-them-counts-the-ira-at-the-other-two-firms-and-the-25-penalty-on-the-shortfall-is-yours/",
    "source": "247 Wallst",
    "date": "2026-10-17 04:36:52",
    "summary": "Each of your IRA custodians hands you an accurate RMD figure every January, and trusting any one of them as your complete obligation can quietly trigger a federal excise tax the IRS assigns entirely to you.",
    "image": "https://images.financialmodelingprep.com/news/fidelity-schwab-and-vanguard-will-each-calculate-your-rmd-20261017.jpg"
  },
  {
    "title": "Banque Pictet & Cie SA Acquires 5,582 Shares of The Charles Schwab Corporation $SCHW",
    "url": "https://www.defenseworld.net/2026/10/17/banque-pictet-cie-sa-acquires-5582-shares-of-the-charles-schwab-corporation-schw.html",
    "source": "Defense World",
    "date": "2026-10-17 03:57:01",
    "summary": "Banque Pictet and Cie SA raised its holdings in shares of The Charles Schwab Corporation (NYSE: SCHW) by 4.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 145,818 shares of the financi",
    "image": "https://images.financialmodelingprep.com/news/banque-pictet-cie-sa-acquires-5582-shares-of-the-20261017.png"
  },
  {
    "title": "Charles Schwab CEO: AI agents trading on your behalf need 'rules of the road'",
    "url": "https://finance.yahoo.com/markets/article/charles-schwab-ceo-ai-agents-trading-on-your-behalf-need-rules-of-the-road-203402357.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-16T20:34:02Z",
    "summary": "The rise of AI-driven trading on platforms such as Robinhood (HOOD) and Coinbase (COIN) is not lost on Charles Schwab (SCHW) CEO Rick Wurster. (Disclosure: Yahoo Finance has a partnership with Coinbase.)\n\nHe's down with it -- as long as there are proper guidelines.\n\n\"I think if y",
    "image": "https://s.yimg.com/lo/mysterio/api/7cde251a04aacff5cbf248aa657c0a3ae29175919c3e815eccc98d8a58d2be32/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fd29szjachogqwa.cloudfront.net%2Fimages%2F2026-10%2F2ed633c8-3f8f-4e23-9f16-d515a78246ee"
  },
  {
    "title": "Schwab to create 'tax-aware' strategy that's been attracting billions from wealthy investors",
    "url": "https://www.cnbc.com/2026/10/16/tax-strategies-capital-gains-wealthy-investors-schwab.html",
    "source": "CNBC",
    "date": "2026-10-16T16:11:48Z",
    "summary": "* Charles Schwab reported quarterly earnings this week that included margin loan balances increasing 14% quarter-over-quarter to $187.9 billion, including $60.7 billion related to long/short strategies.\n\n* Those \"tax aware\" strategies have been booming in the accounts of the weal",
    "image": "https://image.cnbcfm.com/api/v1/image/106161310-1570051395592charles.jpg?v=1571084910&w=1920&h=1080"
  },
  {
    "title": "Citizens reiterates Charles Schwab stock rating on business momentum By Investing.com",
    "url": "https://www.investing.com/news/analyst-ratings/citizens-reiterates-charles-schwab-stock-rating-on-business-momentum-93CH-4953505",
    "source": "Investing.com",
    "date": "2026-10-16T09:48:54Z",
    "summary": "Investing.com - Citizens maintained its Market Outperform rating on Charles Schwab Corp. (NYSE:SCHW) stock with a $120.00 price target.\n\nThe firm kept its rating despite recent pressure on the stock related to artificial intelligence perceptions and near-term net interest margin ",
    "image": "https://content-media.investing.com/news/moved_LYNXMPEM3T1AG_1200_L.jpg"
  },
  {
    "title": "Charles Schwab Stock Is Falling Friday: What's Going On?",
    "url": "https://www.benzinga.com/markets/large-cap/26/10/62418858/charles-schwab-stock-is-falling-friday-whats-going-on",
    "source": "Benzinga",
    "date": "2026-10-16 13:19:19",
    "summary": "Charles Schwab Corp. (NYSE:SCHW) drew mixed reactions from Wall Street analysts, who revised their price forecasts following the company's third-quarter results on Thursday.",
    "image": "https://images.financialmodelingprep.com/news/charles-schwab-stock-is-falling-friday-whats-going-on-20261016.jpg"
  },
  {
    "title": "Charles Schwab CEO Rick Wurster on Q3 results: A record quarter in serving clients",
    "url": "https://www.youtube.com/watch?v=b4DpwKOV_LQ",
    "source": "CNBC Television",
    "date": "2026-10-16 11:22:58",
    "summary": "Charles Schwab President and CEO Rick Wurster joins 'Squawk Box' to discuss the company's quarterly earnings results, state of the retail investor, impact of AI, and more.",
    "image": "https://images.financialmodelingprep.com/news/charles-schwab-ceo-rick-wurster-on-q3-results-a-20261016.jpg"
  },
  {
    "title": "These Analysts Revise Their Forecasts On Charles Schwab After Q3 Results",
    "url": "https://www.benzinga.com/analyst-stock-ratings/price-target/26/10/62412248/these-analysts-revise-their-forecasts-on-charles-schwab-after-q3-results",
    "source": "Benzinga",
    "date": "2026-10-16 10:29:58",
    "summary": "Charles Schwab Corp. (NYSE:SCHW) on Thursday reported mixed third-quarter results.",
    "image": "https://images.financialmodelingprep.com/news/these-analysts-revise-their-forecasts-on-charles-schwab-after-20261016.jpg"
  },
  {
    "title": "A Popular Tax-Minimizing Trade Is Juicing Wall Street's Borrowing Binge",
    "url": "https://www.wsj.com/finance/investing/a-popular-tax-minimizing-trade-is-juicing-wall-streets-borrowing-binge-6d81eac2",
    "source": "The Wall Street Journal",
    "date": "2026-10-15T19:08:00Z",
    "summary": "Charles Schwab reported that its margin loan balances swelled to roughly $188 billion in the third quarter, nearly doubling year over year.View more\n\nThe rip-roaring popularity of a strategy that helps individual investors lower their tax bills is powering an unprecedented borrow",
    "image": "https://images.wsj.net/im-11116247/social"
  },
  {
    "title": "Schwab Q3 2026 slides: record results show 29% EPS growth, shares fall By Investing.com",
    "url": "https://www.investing.com/news/company-news/schwab-q3-2026-slides-record-results-show-29-eps-growth-shares-fall-93CH-4952235",
    "source": "Investing.com",
    "date": "2026-10-15T14:59:25Z",
    "summary": "Charles Schwab Corporation (NYSE:SCHW) presented its Fall Business Update on October 15, 2026, showcasing record third-quarter results that nevertheless failed to satisfy investors. Despite posting a 29% year-over-year increase in adjusted earnings per share to $1.69 and 17% reve",
    "image": "https://content-media.investing.com/news/LYNXMPEM3G1AZ_1200_L.jpg"
  },
  {
    "title": "Tech slumps as AI financing worries grow, investors flock to bonds: AlphaCheck",
    "url": "https://finance.yahoo.com/markets/article/tech-slumps-as-ai-financing-worries-grow-investors-flock-to-bonds-alphacheck-140248350.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-15T14:02:48Z",
    "summary": "Good morning. Stocks were mixed on Thursday, and tech stocks declined over worries of AI financing in the face of higher borrowing costs.\n\nThe Tech (XLK) sector slumped as chip stocks declined, led by chip makers Nvidia (NVDA) and AMD (AMD). Memory giants Micron (MU) and SK Hynix",
    "image": "https://s.yimg.com/lo/mysterio/api/4da67d38152a351d609bdca0815ff11ee8257e7921140046c17a9e1ed633288b/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fd29szjachogqwa.cloudfront.net%2Fimages%2F2026-08%2Fb40e90e8-8c44-47d4-ac27-191caa3f66a4"
  },
  {
    "title": "Schwab Q3 Earnings Beat on Higher NIR, Stock Slides on Revenue Miss",
    "url": "https://www.zacks.com/stock/news/3008670/schwab-q3-earnings-beat-on-higher-nir-stock-slides-on-revenue-miss?cid=CS-ZC-FT-analyst_blog|earnings_article-3008670",
    "source": "Zacks Investment Research",
    "date": "2026-10-15T13:55:00Z",
    "summary": "Charles Schwab reported Q3 2026 adjusted EPS of $1.69, beating estimates of $1.66 with 29% year-over-year growth. However, revenues of $7.17B missed expectations of $7.19B, causing shares to decline 4.5% in pre-market trading. Positive drivers included record core net new assets ",
    "image": "https://staticx-tuner.zacks.com/images/articles/main/ac/1026.jpg"
  },
  {
    "title": "Earnings call transcript: Charles Schwab posts record Q3 2026 results but shares fall By Investing.com",
    "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-charles-schwab-posts-record-q3-2026-results-but-shares-fall-93CH-4952035",
    "source": "Investing.com",
    "date": "2026-10-15T13:42:13Z",
    "summary": "Charles Schwab reported record third-quarter 2026 earnings on revenue of $7.17 billion and adjusted earnings per share of $1.69, topping Wall Street's EPS estimate of $1.66 but coming in slightly below the $7.2 billion revenue forecast. The stock fell 3.97% to $92.96 in premarket",
    "image": "https://content-media.investing.com/news/LYNXNPEC0L0PD_L.jpg"
  },
  {
    "title": "Charles Schwab reports record $7.2bn revenue as quarterly profit rises 23%",
    "url": "https://finance.yahoo.com/markets/stocks/articles/charles-schwab-reports-record-7-125100998.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-15T12:51:00Z",
    "summary": "Charles Schwab Corp (NYSE:SCHW), the US financial services and brokerage firm, reported record third-quarter revenue of $7.17 billion as net income rose 23% to $2.91 billion, supported by stronger client asset inflows, lending and interest income.\n\nRevenue increased 17% year on y",
    "image": "https://s.yimg.com/lo/mysterio/api/57cba70ed77028c47874401fcff768ddb2819dbbed5f4b4dc4668ab789ff87f7/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fproactive_us_504%2F853e771bb821490f86da93116bd5d2bb.jpg"
  },
  {
    "title": "Charles Schwab Beats Q3 Earnings Forecasts as Revenue Rises 17% and Client Assets Reach $13.33 Trillion",
    "url": "https://finance.yahoo.com/markets/stocks/articles/charles-schwab-beats-q3-earnings-124643112.html",
    "source": "Yahoo! Finance",
    "date": "2026-10-15T12:46:43Z",
    "summary": "Charles Schwab Corporation (NYSE:SCHW) reported third-quarter adjusted earnings above analysts' expectations on Thursday, supported by higher trading activity, growth in client assets and increased net interest income.\n\nHowever, revenue fell slightly short of market forecasts, co",
    "image": "https://s.yimg.com/lo/mysterio/api/1f765037a9bfbbd145fe30ec029db0dd644285b734b93f46015f40f02b2b735f/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Finvestorshub_458%2Fe689a14517ce02e6602a1c585d5adee3.png"
  }
]

Calendar / Earnings

Data:

[
  {
    "symbol": "SCHW",
    "date": "2027-01-20",
    "epsActual": null,
    "epsEstimated": 1.73,
    "revenueActual": null,
    "revenueEstimated": 7405012000,
    "lastUpdated": "2026-10-20"
  },
  {
    "symbol": "SCHW",
    "date": "2026-10-15",
    "epsActual": 1.69,
    "epsEstimated": 1.65,
    "revenueActual": 7171000000,
    "revenueEstimated": 7180970000,
    "lastUpdated": "2026-10-20"
  },
  {
    "symbol": "SCHW",
    "date": "2026-07-21",
    "epsActual": 1.62,
    "epsEstimated": 1.56,
    "revenueActual": 7072000000,
    "revenueEstimated": 6895725000,
    "lastUpdated": "2026-10-20"
  },
  {
    "symbol": "SCHW",
    "date": "2026-04-16",
    "epsActual": 1.43,
    "epsEstimated": 1.4,
    "revenueActual": 6482000000,
    "revenueEstimated": 6500439000,
    "lastUpdated": "2026-07-16"
  },
  {
    "symbol": "SCHW",
    "date": "2026-01-21",
    "epsActual": 1.39,
    "epsEstimated": 1.36,
    "revenueActual": 6336000000,
    "revenueEstimated": 6380579000,
    "lastUpdated": "2026-04-21"
  }
]

Short & Liquidity

Data:

{
  "borrow": [],
  "short_interest": [
    {
      "symbol": "SCHW",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file",
      "days_to_cover": null
    }
  ],
  "ftd": {
    "symbol": "SCHW",
    "periods": [
      {
        "file_period": "202607a",
        "settlement_date": "20260713",
        "quantity_fails": 488,
        "price": 103.12
      },
      {
        "file_period": "202607b",
        "settlement_date": "20260723",
        "quantity_fails": 7,
        "price": 100.8
      },
      {
        "file_period": "202608a",
        "settlement_date": "20260814",
        "quantity_fails": 2469,
        "price": 110.06
      },
      {
        "file_period": "202608b",
        "settlement_date": "20260828",
        "quantity_fails": 211,
        "price": 108.05
      },
      {
        "file_period": "202609b",
        "settlement_date": "20260925",
        "quantity_fails": 6,
        "price": 99.49
      }
    ],
    "trend": "falling",
    "trend_description": "FTD quantity declining \u2014 shorts covering or delivery improving"
  }
}

Whales & Insiders

Data:

{
  "insider": [
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001739929",
      "companyCik": "0000316709",
      "transactionType": "A-Award",
      "securitiesOwned": 1222,
      "reportingName": "Ruffel Charles A.",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 1222,
      "price": 98.37,
      "securityName": "Nonqualified Stock Option (right to buy)",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000173992926000010/0001739929-26-000010-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001171694",
      "companyCik": "0000316709",
      "transactionType": "A-Award",
      "securitiesOwned": 153636.78,
      "reportingName": "HERRINGER FRANK C",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 445,
      "price": 0,
      "securityName": "Restricted Stock Units",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000117169426000012/0001171694-26-000012-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001561563",
      "companyCik": "0000316709",
      "transactionType": "A-Award",
      "securitiesOwned": 13683.75,
      "reportingName": "Ellis Stephen A",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 369,
      "price": 0,
      "securityName": "Restricted Stock Units",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000156156326000025/0001561563-26-000025-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001804183",
      "companyCik": "0000316709",
      "transactionType": "A-Award",
      "securitiesOwned": 8700.21,
      "reportingName": "Brown Marianne Catherine",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 407,
      "price": 0,
      "securityName": "Restricted Stock Units",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000180418326000016/0001804183-26-000016-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001879974",
      "companyCik": "0000316709",
      "transactionType": "M-Exempt",
      "securitiesOwned": 13950,
      "reportingName": "Hathi Neesha",
      "typeOfOwner": "officer: MD, Head Wealth Adv, Bnk, Tst",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 5000,
      "price": 41.98,
      "securityName": "Nonqualified Stock Option (right to buy)",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000187997426000015/0001879974-26-000015-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001879974",
      "companyCik": "0000316709",
      "transactionType": "S-Sale",
      "securitiesOwned": 5770,
      "reportingName": "Hathi Neesha",
      "typeOfOwner": "officer: MD, Head Wealth Adv, Bnk, Tst",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "I",
      "formType": "4",
      "securitiesTransacted": 5000,
      "price": 97.8014,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000187997426000015/0001879974-26-000015-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-10-05",
      "transactionDate": "2026-10-01",
      "reportingCik": "0001879974",
      "companyCik": "0000316709",
      "transactionType": "M-Exempt",
      "securitiesOwned": 0,
      "reportingName": "Hathi Neesha",
      "typeOfOwner": "officer: MD, Head Wealth Adv, Bnk, Tst",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 5000,
      "price": 41.98,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000187997426000015/0001879974-26-000015-index.htm"
    },
    {
      "symbol": "SCHW",
      "filingDate": "2026-09-25",
      "transactionDate": "2026-09-23",
      "reportingCik": "0001561563",
      "companyCik": "0000316709",
      "transactionType": "M-Exempt",
      "securitiesOwned": 7445,
      "reportingName": "Ellis Stephen A",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 1918,
      "price": 31.48,
      "securityName": "Common Stock",
      "url": "https://www.sec.gov/Archives/edgar/data/316709/000156156326000023/0001561563-26-000023-index.htm"
    }
  ],
  "congress": [
    {
      "symbol": "SCHW",
      "senateID": "A000383",
      "disclosureDate": "2026-07-21",
      "transactionDate": "2026-03-30",
      "firstName": "Alan",
      "lastName": "Armstrong",
      "office": "Armstrong, Alan (Senator)",
      "district": "",
      "owner": "Self",
      "assetDescription": "Charles Schwab Corporation (The) Common Stock",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/fda235b3-bad7-4637-8fa1-053f354d929c/"
    },
    {
      "symbol": "SCHW",
      "senateID": "A000383",
      "disclosureDate": "2026-07-21",
      "transactionDate": "2026-03-27",
      "firstName": "Alan",
      "lastName": "Armstrong",
      "office": "Armstrong, Alan (Senator)",
      "district": "",
      "owner": "Self",
      "assetDescription": "Charles Schwab Corporation (The) Common Stock",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/fda235b3-bad7-4637-8fa1-053f354d929c/"
    },
    {
      "symbol": "SCHW",
      "senateID": "S001198",
      "disclosureDate": "2023-09-22",
      "transactionDate": "2023-08-22",
      "firstName": "Daniel Scott",
      "lastName": "Sullivan",
      "office": "Daniel S Sullivan",
      "district": "AK",
      "owner": "Joint",
      "assetDescription": "The Charles Schwab Corp",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer\u2019s parents for EIFs.",
      "link": "https://efdsearch.senate.gov/search/view/ptr/f9252211-a695-4c37-869a-0e223fce8d88/"
    },
    {
      "symbol": "SCHW",
      "senateID": "S001198",
      "disclosureDate": "2023-09-18",
      "transactionDate": "2023-08-22",
      "firstName": "Daniel Scott",
      "lastName": "Sullivan",
      "office": "Daniel S Sullivan",
      "district": "AK",
      "owner": "Joint",
      "assetDescription": "The Charles Schwab Corp",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/58c402ff-7995-4e0a-809d-b08544832300/"
    },
    {
      "symbol": "SCHW",
      "senateID": "S001198",
      "disclosureDate": "2023-03-16",
      "transactionDate": "2023-02-10",
      "firstName": "Daniel Scott",
      "lastName": "Sullivan",
      "office": "Daniel S Sullivan",
      "district": "AK",
      "owner": "Joint",
      "assetDescription": "Charles Schwab Corporation (The) Common Stock",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/58a2554f-5865-4c99-93dc-3be5490ae475/"
    },
    {
      "symbol": "SCHW",
      "senateID": "C001035",
      "disclosureDate": "2015-07-20",
      "transactionDate": "2014-04-21",
      "firstName": "Susan Margaret",
      "lastName": "Collins",
      "office": "Susan M. Collins",
      "district": "ME",
      "owner": "Spouse",
      "assetDescription": "The Charles Schwab Corporation (NYSE)",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/72d3d607-4c1d-447a-9163-50979745dd6c/"
    },
    {
      "symbol": "SCHW",
      "senateID": "C001035",
      "disclosureDate": "2014-04-29",
      "transactionDate": "2014-04-21",
      "firstName": "Susan Margaret",
      "lastName": "Collins",
      "office": "Susan M Collins",
      "district": "ME",
      "owner": "Spouse",
      "assetDescription": "The Charles Schwab Corporation (NYSE)",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://efdsearch.senate.gov/search/view/ptr/07448275-6b41-47f5-a3ce-73c8f316a166/"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2026-10-09",
      "transactionDate": "2026-09-25",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116376.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2026-10-09",
      "transactionDate": "2026-09-04",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116376.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2026-07-08",
      "transactionDate": "2026-06-02",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116206.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2026-06-11",
      "transactionDate": "2026-05-01",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116142.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2026-05-13",
      "transactionDate": "2026-04-13",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9115822.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "C001123",
      "disclosureDate": "2026-04-08",
      "transactionDate": "2026-03-27",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034285.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "W000829",
      "disclosureDate": "2026-03-12",
      "transactionDate": "2026-02-19",
      "firstName": "Tony",
      "lastName": "Wied",
      "office": "Tony Wied",
      "district": "WI08",
      "owner": "Joint",
      "assetDescription": "Schwab (Charles) Corp",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$50,001 - $100,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/8221360.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "C001123",
      "disclosureDate": "2026-02-13",
      "transactionDate": "2026-01-09",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033983.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "J000310",
      "disclosureDate": "2026-01-16",
      "transactionDate": "2025-12-18",
      "firstName": "Julie",
      "lastName": "Johnson",
      "office": "Julie Johnson",
      "district": "TX32",
      "owner": "Joint",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033789.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "N000189",
      "disclosureDate": "2026-01-15",
      "transactionDate": "2025-12-11",
      "firstName": "Daniel Milton",
      "lastName": "Newhouse",
      "office": "Dan Newhouse",
      "district": "WA04",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033654.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "C001123",
      "disclosureDate": "2026-01-12",
      "transactionDate": "2025-12-10",
      "firstName": "Gilbert",
      "lastName": "Cisneros",
      "office": "Gilbert Cisneros",
      "district": "CA31",
      "owner": "",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033762.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "J000310",
      "disclosureDate": "2025-12-12",
      "transactionDate": "2025-11-13",
      "firstName": "Julie",
      "lastName": "Johnson",
      "office": "Julie Johnson",
      "district": "TX32",
      "owner": "Joint",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033611.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "H001094",
      "disclosureDate": "2025-10-10",
      "transactionDate": "2025-09-23",
      "firstName": "Val",
      "lastName": "Hoyle",
      "office": "Valerie Hoyle",
      "district": "OR04",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032211.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "B001325",
      "disclosureDate": "2025-10-06",
      "transactionDate": "2025-03-19",
      "firstName": "Sheri",
      "lastName": "Biggs",
      "office": "Sheri Biggs",
      "district": "SC03",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$15,001 - $50,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032149.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2025-10-03",
      "transactionDate": "2025-09-15",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/9115679.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "K000389",
      "disclosureDate": "2025-10-03",
      "transactionDate": "2025-09-17",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/9115679.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "J000310",
      "disclosureDate": "2025-09-12",
      "transactionDate": "2025-08-14",
      "firstName": "Julie",
      "lastName": "Johnson",
      "office": "Julie Johnson",
      "district": "TX32",
      "owner": "Joint",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Partial)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032066.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "M001136",
      "disclosureDate": "2025-08-13",
      "transactionDate": "2025-07-10",
      "firstName": "Lisa C.",
      "lastName": "McClain",
      "office": "Lisa McClain",
      "district": "MI09",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "M001136",
      "disclosureDate": "2025-08-13",
      "transactionDate": "2025-07-16",
      "firstName": "Lisa C.",
      "lastName": "McClain",
      "office": "Lisa McClain",
      "district": "MI09",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf"
    },
    {
      "symbol": "SCHW",
      "senateID": "A000372",
      "disclosureDate": "2025-08-12",
      "transactionDate": "2025-07-10",
      "firstName": "Rick",
      "lastName": "Allen",
      "office": "Rick Allen",
      "district": "GA12",
      "owner": "Spouse",
      "assetDescription": "Charles Schwab Corporation",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$15,001 - $50,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030850.pdf"
    }
  ],
  "dark_pool": [
    {
      "ticker": "SCHW",
      "executed_at": "2026-10-20T13:41:46.330000Z",
      "size": 403.0,
      "price": 90.155,
      "premium": 36332.465000000004,
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      "trade_code": " "
    },
    {
      "ticker": "SCHW",
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      "size": 327.0,
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      "volume": 327.0,
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    },
    {
      "ticker": "SCHW",
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      "size": 300.0,
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      "trade_code": " "
    },
    {
      "ticker": "SCHW",
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      "size": 300.0,
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      "volume": 300.0,
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    {
      "ticker": "SCHW",
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      "size": 300.0,
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    },
    {
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    },
    {
      "ticker": "SCHW",
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    },
    {
      "ticker": "SCHW",
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  ],
  "ats": {
    "symbol": "SCHW",
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    "ats_volume": 0,
    "total_volume": 3919631,
    "ats_ratio": 0.0,
    "ats_pct": 0.0,
    "signal": "Low",
    "history": [
      {
        "date": "20261019",
        "ats_ratio": 0.0
      },
      {
        "date": "20261016",
        "ats_ratio": 0.0
      },
      {
        "date": "20261015",
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      },
      {
        "date": "20261014",
        "ats_ratio": 0.0
      },
      {
        "date": "20261013",
        "ats_ratio": 0.0
      }
    ]
  },
  "polygon_dp": {
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    "days": [
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        "date": "2026-10-20",
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        "vwap": 89.75,
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        "vwap_discount_pct": -0.4
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      {
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        "volume": 12517962,
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        "vwap_discount_pct": -0.45
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    ],
    "avg_vwap_discount_pct": -0.12,
    "signal": "Neutral"
  },
  "options_flow": [
    {
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      "strike": "85",
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      "size": 65,
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      "option_type": "put",
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      "executed_at": "2026-10-20T13:41:48.878000Z",
      "volume": 65,
      "nbbo_ask": "1.64",
      "sector": "Financial Services"
    }
  ],
  "net_premium": {
    "ticker": "SCHW",
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    "net_put_premium": "-21571.00",
    "call_premium": "37121.00",
    "put_premium": "60656.00",
    "bullish_premium": "58464.00",
    "bearish_premium": "36689.00",
    "put_call_ratio": "1.504950495049504950495049505",
    "iv_rank": "24.2841",
    "implied_move_perc": "0.048",
    "gex_ratio": "1.5224694035256390",
    "gex_net_change": "-69177.3379",
    "gex_call": "339282.2138",
    "gex_put": "-525537.1604",
    "gex_net": -186254.9466,
    "gex_call_delta": "5220133.8276",
    "gex_put_delta": "-9153192.9523",
    "gex_date": "2026-10-20"
  },
  "hot_chains": [
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      "implied_volatility": "0.2675606688614031",
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      "bid_volume": 123,
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      "strike": "85",
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      "iv": 0.267457337394998,
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      "iv": 0.372123084334543,
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    },
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    {
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      "implied_volatility": "0.3082126305043048",
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      "bid_volume": 20,
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      "option_symbol": "SCHW261030C00100000",
      "total_premium": "60.00",
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    },
    {
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      "implied_volatility": "0.570147994779405",
      "gamma": 0.00617663144522797,
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      "bid_volume": 0,
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      "total_premium": "54.00",
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    },
    {
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      "implied_volatility": "0.2882979824336902",
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      "bid_volume": 0,
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      "total_premium": "532.00",
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  ],
  "gamma_profile": {
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    "spot": 90.125,
    "date": "2026-10-20",
    "flip_point": 53.37,
    "net_gex": -186254.95,
    "call_walls": [
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        "strike": 105.0,
        "gex": 55073.08
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        "strike": 100.0,
        "gex": 53968.87
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    "put_walls": [
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    "by_strike": [
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        "strike": 77.5,
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        "net_gex": -7969.62
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      {
        "strike": 80.0,
        "call_gex": 2313.64,
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      {
        "strike": 82.0,
        "call_gex": 0.0,
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      {
        "strike": 82.5,
        "call_gex": 1852.97,
        "put_gex": -6773.89,
        "net_gex": -4920.92
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      {
        "strike": 83.0,
        "call_gex": 0.0,
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      {
        "strike": 84.0,
        "call_gex": 11.35,
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        "net_gex": -735.13
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      {
        "strike": 85.0,
        "call_gex": 24210.87,
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      {
        "strike": 86.0,
        "call_gex": 145.27,
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        "net_gex": -1487.6
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      {
        "strike": 87.0,
        "call_gex": 326.64,
        "put_gex": -5581.16,
        "net_gex": -5254.52
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      {
        "strike": 87.5,
        "call_gex": 4008.76,
        "put_gex": -20822.69,
        "net_gex": -16813.93
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      {
        "strike": 88.0,
        "call_gex": 820.82,
        "put_gex": -5059.73,
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      {
        "strike": 89.0,
        "call_gex": 1321.46,
        "put_gex": -10034.89,
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      {
        "strike": 90.0,
        "call_gex": 18789.4,
        "put_gex": -122783.19,
        "net_gex": -103993.79
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      {
        "strike": 91.0,
        "call_gex": 5856.74,
        "put_gex": -14136.18,
        "net_gex": -8279.45
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      {
        "strike": 92.0,
        "call_gex": 4832.36,
        "put_gex": -6079.44,
        "net_gex": -1247.08
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      {
        "strike": 92.5,
        "call_gex": 10222.82,
        "put_gex": -45750.38,
        "net_gex": -35527.56
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      {
        "strike": 93.0,
        "call_gex": 5219.82,
        "put_gex": -4734.58,
        "net_gex": 485.24
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      {
        "strike": 94.0,
        "call_gex": 26233.18,
        "put_gex": -5715.85,
        "net_gex": 20517.33
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      {
        "strike": 95.0,
        "call_gex": 25897.2,
        "put_gex": -67367.71,
        "net_gex": -41470.51
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      {
        "strike": 96.0,
        "call_gex": 2411.84,
        "put_gex": -742.49,
        "net_gex": 1669.35
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      {
        "strike": 97.0,
        "call_gex": 2314.5,
        "put_gex": -593.19,
        "net_gex": 1721.32
      },
      {
        "strike": 97.5,
        "call_gex": 12878.41,
        "put_gex": -19847.22,
        "net_gex": -6968.81
      },
      {
        "strike": 98.0,
        "call_gex": 1070.35,
        "put_gex": -50.21,
        "net_gex": 1020.15
      },
      {
        "strike": 99.0,
        "call_gex": 550.57,
        "put_gex": -52.38,
        "net_gex": 498.19
      },
      {
        "strike": 100.0,
        "call_gex": 53968.87,
        "put_gex": -48819.8,
        "net_gex": 5149.07
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  },
  "oi_changes": {
    "net_call_oi_change": 272,
    "net_put_oi_change": 5,
    "top": [
      {
        "strike": "100",
        "oi_change": 252,
        "type": "call"
      },
      {
        "strike": "100",
        "oi_change": 167,
        "type": "call"
      },
      {
        "strike": "115",
        "oi_change": -135,
        "type": "call"
      },
      {
        "strike": "105",
        "oi_change": -11,
        "type": "call"
      },
      {
        "strike": "90",
        "oi_change": 5,
        "type": "put"
      }
    ]
  },
  "opds": {
    "opds": 12.1,
    "D": 40.9,
    "P": -61.7,
    "O": 20.0,
    "C": 29.7,
    "signal": "NEUTRAL",
    "direction": "bullish",
    "coverage": 0.85,
    "ranked": true,
    "components": {
      "M": -47.8,
      "T": -100.0,
      "RS": -100.0,
      "V": 0.0,
      "F": 100.0,
      "OI": 96.4,
      "S": -71.3,
      "IV": -100.0,
      "B": null,
      "Liquidity": 45.3,
      "OpeningConfidence": 0.0,
      "FlowAgreement": 50.0,
      "StrikeBreadth": 16.7
    },
    "drivers": [
      "+ aggressive flow +100",
      "- IV behaviour -100",
      "- trend -100",
      "- relative strength -100",
      "+ open-interest change +96"
    ]
  }
}

Market Environment

Data:

{
  "vix": 16.87,
  "sp500": 7744.06,
  "fed_funds": 3.63,
  "yield_curve_10y2y": 0.33,
  "hy_spread": 3.25,
  "treasury": {
    "date": "2026-10-16",
    "month1": 4.12,
    "month2": 4.17,
    "month3": 4.26,
    "month6": 4.34,
    "year1": 4.46,
    "year2": 4.74,
    "year3": 4.82,
    "year5": 4.89,
    "year7": 4.98,
    "year10": 5.09,
    "year20": 5.47,
    "year30": 5.43
  },
  "events": []
}

Intraday Patterns

Data:

{
  "days": 102,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 102,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 102,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 102,
      "pct": 100
    },
    {
      "name": "ORB Breakout",
      "count": 97,
      "pct": 95
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 93,
      "pct": 91
    },
    {
      "name": "PDH/PDL Touch",
      "count": 86,
      "pct": 84
    },
    {
      "name": "Open Retracement",
      "count": 80,
      "pct": 78
    },
    {
      "name": "Gap Fill",
      "count": 68,
      "pct": 67
    },
    {
      "name": "Darvas Box",
      "count": 25,
      "pct": 25
    },
    {
      "name": "High Vol Open",
      "count": 21,
      "pct": 21
    },
    {
      "name": "Power Hour",
      "count": 17,
      "pct": 17
    }
  ]
}