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Charles Schwab (SCHW) Competitors

Charles Schwab logo
$102.46 -0.66 (-0.64%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$102.55 +0.09 (+0.09%)
As of 07/13/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

SCHW vs. HOOD, IBKR, LPLA, TW, and BAC

Should you buy Charles Schwab stock or one of its competitors? MarketBeat compares Charles Schwab with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Charles Schwab include Robinhood Markets (HOOD), Interactive Brokers Group (IBKR), LPL Financial (LPLA), Tradeweb Markets (TW), and Bank of America (BAC). These companies are all part of the "fin - invest bkrs" industry.

How does Charles Schwab compare to Robinhood Markets?

Robinhood Markets (NASDAQ:HOOD) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.

In the previous week, Robinhood Markets had 32 more articles in the media than Charles Schwab. MarketBeat recorded 73 mentions for Robinhood Markets and 41 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.95 beat Robinhood Markets' score of 0.55 indicating that Charles Schwab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Robinhood Markets
32 Very Positive mention(s)
11 Positive mention(s)
15 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Charles Schwab
25 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Robinhood Markets has a beta of 2.33, indicating that its stock price is 133% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market.

Robinhood Markets currently has a consensus price target of $118.00, suggesting a potential upside of 7.41%. Charles Schwab has a consensus price target of $116.32, suggesting a potential upside of 13.53%. Given Charles Schwab's stronger consensus rating and higher possible upside, analysts plainly believe Charles Schwab is more favorable than Robinhood Markets.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Robinhood Markets
0 Sell rating(s)
5 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.81
Charles Schwab
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95

Charles Schwab has higher revenue and earnings than Robinhood Markets. Charles Schwab is trading at a lower price-to-earnings ratio than Robinhood Markets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Robinhood Markets$4.47B22.12$1.88B$2.0753.07
Charles Schwab$23.92B7.45$8.85B$5.0420.33

93.3% of Robinhood Markets shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 13.5% of Robinhood Markets shares are held by company insiders. Comparatively, 6.3% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Robinhood Markets has a net margin of 41.12% compared to Charles Schwab's net margin of 37.99%. Charles Schwab's return on equity of 23.05% beat Robinhood Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Robinhood Markets41.12% 21.39% 4.73%
Charles Schwab 37.99%23.05%2.06%

Summary

Robinhood Markets beats Charles Schwab on 9 of the 17 factors compared between the two stocks.

How does Charles Schwab compare to Interactive Brokers Group?

Interactive Brokers Group (NASDAQ:IBKR) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

Charles Schwab has a net margin of 37.99% compared to Interactive Brokers Group's net margin of 9.65%. Charles Schwab's return on equity of 23.05% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Interactive Brokers Group9.65% 5.19% 0.52%
Charles Schwab 37.99%23.05%2.06%

In the previous week, Charles Schwab had 31 more articles in the media than Interactive Brokers Group. MarketBeat recorded 41 mentions for Charles Schwab and 10 mentions for Interactive Brokers Group. Charles Schwab's average media sentiment score of 0.95 beat Interactive Brokers Group's score of 0.93 indicating that Charles Schwab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Interactive Brokers Group
3 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Charles Schwab
25 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Charles Schwab has higher revenue and earnings than Interactive Brokers Group. Charles Schwab is trading at a lower price-to-earnings ratio than Interactive Brokers Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Interactive Brokers Group$10.42B15.23$984M$2.3240.33
Charles Schwab$23.92B7.45$8.85B$5.0420.33

23.8% of Interactive Brokers Group shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 2.8% of Interactive Brokers Group shares are held by company insiders. Comparatively, 6.3% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Interactive Brokers Group has a beta of 1.33, suggesting that its share price is 33% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

Interactive Brokers Group currently has a consensus price target of $90.25, suggesting a potential downside of 3.54%. Charles Schwab has a consensus price target of $116.32, suggesting a potential upside of 13.53%. Given Charles Schwab's stronger consensus rating and higher probable upside, analysts clearly believe Charles Schwab is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Interactive Brokers Group
0 Sell rating(s)
4 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.73
Charles Schwab
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95

Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Interactive Brokers Group pays out 15.1% of its earnings in the form of a dividend. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Interactive Brokers Group has raised its dividend for 2 consecutive years and Charles Schwab has raised its dividend for 1 consecutive years.

Summary

Charles Schwab beats Interactive Brokers Group on 15 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to LPL Financial?

Charles Schwab (NYSE:SCHW) and LPL Financial (NASDAQ:LPLA) are both large-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, media sentiment, earnings, risk, dividends, valuation and analyst recommendations.

Charles Schwab has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.5, indicating that its share price is 50% less volatile than the broader market.

Charles Schwab has higher revenue and earnings than LPL Financial. Charles Schwab is trading at a lower price-to-earnings ratio than LPL Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$23.92B7.45$8.85B$5.0420.33
LPL Financial$16.99B1.51$863.02M$11.2028.67

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Charles Schwab has raised its dividend for 1 consecutive years. Charles Schwab is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Charles Schwab had 8 more articles in the media than LPL Financial. MarketBeat recorded 41 mentions for Charles Schwab and 33 mentions for LPL Financial. Charles Schwab's average media sentiment score of 0.95 beat LPL Financial's score of 0.78 indicating that Charles Schwab is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
25 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
12 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Charles Schwab has a net margin of 37.99% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
LPL Financial 4.93%31.26%9.08%

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 95.7% of LPL Financial shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 0.6% of LPL Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Charles Schwab currently has a consensus price target of $116.32, indicating a potential upside of 13.53%. LPL Financial has a consensus price target of $397.92, indicating a potential upside of 23.94%. Given LPL Financial's higher possible upside, analysts plainly believe LPL Financial is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Summary

Charles Schwab beats LPL Financial on 13 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to Tradeweb Markets?

Tradeweb Markets (NASDAQ:TW) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, valuation, analyst recommendations, media sentiment, dividends, earnings and risk.

Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.6%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Tradeweb Markets pays out 13.9% of its earnings in the form of a dividend. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Tradeweb Markets has raised its dividend for 3 consecutive years and Charles Schwab has raised its dividend for 1 consecutive years.

In the previous week, Charles Schwab had 39 more articles in the media than Tradeweb Markets. MarketBeat recorded 41 mentions for Charles Schwab and 2 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 0.95 beat Tradeweb Markets' score of 0.93 indicating that Charles Schwab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tradeweb Markets
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Charles Schwab
25 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

99.5% of Tradeweb Markets shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.2% of Tradeweb Markets shares are held by company insiders. Comparatively, 6.3% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Tradeweb Markets has a net margin of 40.25% compared to Charles Schwab's net margin of 37.99%. Charles Schwab's return on equity of 23.05% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Tradeweb Markets40.25% 12.43% 10.75%
Charles Schwab 37.99%23.05%2.06%

Charles Schwab has higher revenue and earnings than Tradeweb Markets. Charles Schwab is trading at a lower price-to-earnings ratio than Tradeweb Markets, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tradeweb Markets$2.05B11.44$812.79M$4.0424.67
Charles Schwab$23.92B7.45$8.85B$5.0420.33

Tradeweb Markets currently has a consensus price target of $132.08, suggesting a potential upside of 32.51%. Charles Schwab has a consensus price target of $116.32, suggesting a potential upside of 13.53%. Given Tradeweb Markets' higher possible upside, analysts clearly believe Tradeweb Markets is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tradeweb Markets
0 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.54
Charles Schwab
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95

Tradeweb Markets has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market.

Summary

Charles Schwab beats Tradeweb Markets on 12 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to Bank of America?

Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, valuation, media sentiment, profitability, risk, dividends, earnings and institutional ownership.

Bank of America presently has a consensus price target of $62.19, indicating a potential upside of 4.53%. Charles Schwab has a consensus price target of $116.32, indicating a potential upside of 13.53%. Given Charles Schwab's stronger consensus rating and higher probable upside, analysts plainly believe Charles Schwab is more favorable than Bank of America.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bank of America
0 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.78
Charles Schwab
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95

Bank of America has higher revenue and earnings than Charles Schwab. Bank of America is trading at a lower price-to-earnings ratio than Charles Schwab, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bank of America$191.57B2.20$30.51B$4.0414.73
Charles Schwab$23.92B7.45$8.85B$5.0420.33

70.7% of Bank of America shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.3% of Bank of America shares are held by company insiders. Comparatively, 6.3% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Bank of America had 92 more articles in the media than Charles Schwab. MarketBeat recorded 133 mentions for Bank of America and 41 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.95 beat Bank of America's score of 0.73 indicating that Charles Schwab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bank of America
69 Very Positive mention(s)
25 Positive mention(s)
21 Neutral mention(s)
10 Negative mention(s)
7 Very Negative mention(s)
Positive
Charles Schwab
25 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Bank of America has a beta of 1.17, suggesting that its stock price is 17% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market.

Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 1.9%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Bank of America pays out 27.7% of its earnings in the form of a dividend. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Bank of America has increased its dividend for 11 consecutive years and Charles Schwab has increased its dividend for 1 consecutive years. Bank of America is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Charles Schwab has a net margin of 37.99% compared to Bank of America's net margin of 16.78%. Charles Schwab's return on equity of 23.05% beat Bank of America's return on equity.

Company Net Margins Return on Equity Return on Assets
Bank of America16.78% 11.49% 0.93%
Charles Schwab 37.99%23.05%2.06%

Summary

Charles Schwab beats Bank of America on 13 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SCHW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SCHW vs. The Competition

MetricCharles SchwabFIN IndustryFinance SectorNYSE Exchange
Market Cap$179.34B$122.94B$14.26B$23.46B
Dividend Yield1.24%1.63%5.70%4.02%
P/E Ratio20.3315.4620.4831.08
Price / Sales7.454.7144.2519.77
Price / Cash15.9920.2619.3418.64
Price / Book4.213.352.254.77
Net Income$8.85B$7.51B$1.13B$1.06B
7 Day Performance0.63%-0.41%-0.32%-0.23%
1 Month Performance12.54%4.83%0.66%-0.11%
1 Year Performance10.46%8.02%11.82%16.46%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.9689 of 5 stars
$102.46
-0.6%
$116.32
+13.5%
+11.4%$179.34B$23.92B20.3333,000
HOOD
Robinhood Markets
3.7589 of 5 stars
$117.55
+4.3%
$115.00
-2.2%
+11.7%$105.85B$4.61B56.792,900
IBKR
Interactive Brokers Group
4.2021 of 5 stars
$95.99
+5.1%
$85.22
-11.2%
+59.7%$162.83B$10.42B41.383,182
LPLA
LPL Financial
4.8566 of 5 stars
$304.75
+3.2%
$398.86
+30.9%
-13.7%$24.37B$16.99B27.2110,000
TW
Tradeweb Markets
4.4911 of 5 stars
$102.41
-0.4%
$135.33
+32.1%
-26.7%$24.13B$2.16B25.351,569

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This page (NYSE:SCHW) was last updated on 7/14/2026 by MarketBeat.com Staff.
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