The Charles Schwab Corporation (SCHW)
Coverage summary
Aardvark Labs Capital Research has covered The Charles Schwab Corporation (SCHW) since July 19, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 21, 2026. The current rating is Outperform, unchanged since the Q3 2025 Earnings Recap of October 17, 2025. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All SCHW reports
Recap: Q3 2026
Record Flows, Thinner Spread: Lending Outruns Deposits and the Q4 NIM Exit Slips
Recap: Q2 2026
NIM Tops 3% and the Rate Bear Turns Bull: A Clean Beat-and-Raise the Market Still Faded
Recap: Q1 2026
Record Quarter, Sharp Sell-Off: The Street Punishes a 1% NII Miss and a Cash-Sweep Scare — We Stay Outperform on the De-Rating
Recap: Q4 2025
A Record Year Closes and the 2026 Guide Settles the Debate: NIM Keeps Rising as Rates Fall, the Balance Sheet Grows Again — Maintain Outperform
Recap: Q3 2025
The Inflection Confirms Itself: NIM Rises Through the Cuts, the Funding Paydown Finishes, and the Buyback Ramps — Upgrading SCHW to Outperform
Recap: Q2 2025
A Record First Half and a Genuine Earnings Inflection, But the Re-Rating Got There First: Initiating SCHW at Hold