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Charles Schwab (SCHW) Competitors

Charles Schwab logo
$91.13 +0.95 (+1.05%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$91.30 +0.17 (+0.19%)
As of 05/13/2026 07:59 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?

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

Charles Schwab currently has a consensus price target of $114.00, suggesting a potential upside of 25.10%. Robinhood Markets has a consensus price target of $107.88, suggesting a potential upside of 40.55%. Given Robinhood Markets' higher probable upside, analysts plainly believe Robinhood Markets is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
4 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.78
Robinhood Markets
2 Sell rating(s)
5 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.64

84.4% of Charles Schwab shares are held by institutional investors. Comparatively, 93.3% of Robinhood Markets shares are held by institutional investors. 6.3% of Charles Schwab shares are held by insiders. Comparatively, 14.5% of Robinhood Markets shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Charles Schwab and Charles Schwab both had 41 articles in the media. Charles Schwab's average media sentiment score of 1.14 beat Robinhood Markets' score of 1.02 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
29 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Robinhood Markets
23 Very Positive mention(s)
7 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Charles Schwab37.99% 23.05% 2.06%
Robinhood Markets 41.12%21.39%4.73%

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
Charles Schwab$23.92B6.63$8.85B$5.0418.08
Robinhood Markets$4.47B15.45$1.88B$2.0737.08

Charles Schwab has a beta of 0.8, indicating that its stock price is 20% less volatile than the broader market. Comparatively, Robinhood Markets has a beta of 2.29, indicating that its stock price is 129% more volatile than the broader market.

Summary

Robinhood Markets beats Charles Schwab on 9 of the 16 factors compared between the two stocks.

How does Charles Schwab compare to Interactive Brokers Group?

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

Charles Schwab currently has a consensus price target of $114.00, suggesting a potential upside of 25.10%. Interactive Brokers Group has a consensus price target of $83.25, suggesting a potential downside of 2.20%. Given Charles Schwab's stronger consensus rating and higher probable upside, equities analysts plainly believe Charles Schwab is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
4 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.78
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 23.8% of Interactive Brokers Group shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 2.8% of Interactive Brokers Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Interactive Brokers Group pays an annual dividend of $0.32 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. Interactive Brokers Group pays out 13.8% 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 and Interactive Brokers Group has raised its dividend for 2 consecutive years.

In the previous week, Charles Schwab had 32 more articles in the media than Interactive Brokers Group. MarketBeat recorded 41 mentions for Charles Schwab and 9 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.34 beat Charles Schwab's score of 1.14 indicating that Interactive Brokers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
29 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Interactive Brokers Group
7 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Charles Schwab37.99% 23.05% 2.06%
Interactive Brokers Group 9.65%5.19%0.52%

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
Charles Schwab$23.92B6.63$8.85B$5.0418.08
Interactive Brokers Group$10.42B13.85$984M$2.3236.69

Charles Schwab has a beta of 0.8, suggesting that its share price is 20% less volatile than the broader market. Comparatively, Interactive Brokers Group has a beta of 1.32, suggesting that its share price is 32% more volatile than the broader market.

Summary

Charles Schwab beats Interactive Brokers Group on 14 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 investment? We will contrast the two businesses based on the strength of their risk, media sentiment, valuation, institutional ownership, earnings, dividends, analyst recommendations and profitability.

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. 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.

Charles Schwab currently has a consensus price target of $114.00, suggesting a potential upside of 25.10%. LPL Financial has a consensus price target of $398.86, suggesting a potential upside of 32.43%. Given LPL Financial's stronger consensus rating and 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)
4 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.78
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

84.4% of Charles Schwab shares are held by institutional investors. Comparatively, 95.7% of LPL Financial shares are held by institutional investors. 6.3% of Charles Schwab shares are held by company insiders. Comparatively, 0.6% of LPL Financial shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Charles Schwab had 32 more articles in the media than LPL Financial. MarketBeat recorded 41 mentions for Charles Schwab and 9 mentions for LPL Financial. Charles Schwab's average media sentiment score of 1.14 beat LPL Financial's score of 0.96 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
29 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
3 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 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%

Charles Schwab has a beta of 0.8, meaning that its share price is 20% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.57, meaning that its share price is 43% 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$23.92B6.63$8.85B$5.0418.08
LPL Financial$16.99B1.42$863.02M$11.2026.89

Summary

Charles Schwab beats LPL Financial on 11 of the 19 factors compared between the two stocks.

How does Charles Schwab compare to Tradeweb Markets?

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

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
Charles Schwab$23.92B6.63$8.85B$5.0418.08
Tradeweb Markets$2.05B12.61$812.79M$4.0427.20

Charles Schwab has a beta of 0.8, meaning that its share price is 20% less volatile than the broader market. Comparatively, Tradeweb Markets has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market.

In the previous week, Charles Schwab had 29 more articles in the media than Tradeweb Markets. MarketBeat recorded 41 mentions for Charles Schwab and 12 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 1.14 beat Tradeweb Markets' score of -0.47 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
29 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Tradeweb Markets
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.5%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Tradeweb Markets pays out 13.9% 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 and Tradeweb Markets has raised its dividend for 3 consecutive years.

Charles Schwab currently has a consensus price target of $114.00, suggesting a potential upside of 25.10%. Tradeweb Markets has a consensus price target of $132.50, suggesting a potential upside of 20.60%. Given Charles Schwab's stronger consensus rating and higher possible upside, research analysts plainly believe Charles Schwab is more favorable than Tradeweb Markets.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
4 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.78
Tradeweb Markets
0 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.46

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
Charles Schwab37.99% 23.05% 2.06%
Tradeweb Markets 40.25%12.43%10.75%

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

Summary

Charles Schwab beats Tradeweb Markets on 13 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to Bank of America?

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

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
Charles Schwab$23.92B6.63$8.85B$5.0418.08
Bank of America$191.57B1.85$30.51B$4.0412.34

Charles Schwab has a beta of 0.8, meaning that its share price is 20% less volatile than the broader market. Comparatively, Bank of America has a beta of 1.21, meaning that its share price is 21% more volatile than the broader market.

In the previous week, Bank of America had 54 more articles in the media than Charles Schwab. MarketBeat recorded 95 mentions for Bank of America and 41 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.14 beat Bank of America's score of 0.94 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
29 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Bank of America
64 Very Positive mention(s)
13 Positive mention(s)
5 Neutral mention(s)
6 Negative mention(s)
5 Very Negative mention(s)
Positive

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 2.2%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Bank of America pays out 27.7% 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 increased its dividend for 1 consecutive years and Bank of America has increased its dividend for 11 consecutive years. Bank of America is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Charles Schwab presently has a consensus price target of $114.00, indicating a potential upside of 25.10%. Bank of America has a consensus price target of $61.06, indicating a potential upside of 22.53%. Given Charles Schwab's higher probable upside, analysts clearly believe Charles Schwab is more favorable than Bank of America.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
4 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.78
Bank of America
0 Sell rating(s)
5 Hold rating(s)
22 Buy rating(s)
0 Strong Buy rating(s)
2.81

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
Charles Schwab37.99% 23.05% 2.06%
Bank of America 16.78%11.49%0.93%

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

Summary

Charles Schwab beats Bank of America on 12 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$156.84B$108.23B$13.49B$22.96B
Dividend Yield1.42%1.77%5.82%4.07%
P/E Ratio18.0814.0923.1328.29
Price / Sales6.634.08175.8024.55
Price / Cash13.9818.5620.5025.11
Price / Book3.733.042.144.73
Net Income$8.85B$7.52B$1.11B$1.07B
7 Day Performance2.04%-0.44%-1.14%-1.11%
1 Month Performance-7.34%-4.93%0.14%1.36%
1 Year Performance4.72%7.09%10.81%24.41%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.9922 of 5 stars
$91.13
+1.1%
$114.00
+25.1%
+5.7%$156.84B$23.92B18.0833,000
HOOD
Robinhood Markets
4.7043 of 5 stars
$80.79
+4.9%
$107.88
+33.5%
+22.7%$72.75B$4.47B39.032,900
IBKR
Interactive Brokers Group
3.5148 of 5 stars
$84.91
+0.6%
$83.25
-2.0%
+67.9%$144.04B$10.42B36.603,182
LPLA
LPL Financial
4.8972 of 5 stars
$289.04
-4.8%
$398.86
+38.0%
-21.4%$23.12B$16.99B25.8110,000
TW
Tradeweb Markets
4.1172 of 5 stars
$109.96
+1.1%
$132.50
+20.5%
-22.3%$25.91B$2.05B27.221,569

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This page (NYSE:SCHW) was last updated on 5/14/2026 by MarketBeat.com Staff.
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