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Charles Schwab (SCHW) Competitors

Charles Schwab logo
$107.30 -0.03 (-0.03%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$106.93 -0.37 (-0.35%)
As of 09/11/2026 07:53 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? Charles Schwab's main competitors and comparable companies include Robinhood Markets (HOOD), Interactive Brokers Group (IBKR), LPL Financial (LPLA), Tradeweb Markets (TW), and Bank of America (BAC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

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 superior business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, media sentiment, earnings and analyst recommendations.

Charles Schwab has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market. Comparatively, Robinhood Markets has a beta of 2.34, meaning that its share price is 134% more volatile than the broader market.

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$23.92B7.76$8.85B$5.5019.51
Robinhood Markets$4.93B20.52$1.88B$2.2749.59

In the previous week, Robinhood Markets had 53 more articles in the media than Charles Schwab. MarketBeat recorded 68 mentions for Robinhood Markets and 15 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.77 beat Robinhood Markets' score of 0.48 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
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Robinhood Markets
25 Very Positive mention(s)
15 Positive mention(s)
19 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 company insiders. Comparatively, 13.5% of Robinhood Markets 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.

Robinhood Markets has a net margin of 42.01% compared to Charles Schwab's net margin of 38.79%. Charles Schwab's return on equity of 24.53% beat Robinhood Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.53% 2.14%
Robinhood Markets 42.01%22.43%4.56%

Charles Schwab presently has a consensus price target of $121.17, suggesting a potential upside of 12.92%. Robinhood Markets has a consensus price target of $129.83, suggesting a potential upside of 15.34%. Given Robinhood Markets' stronger consensus rating and higher probable upside, analysts clearly 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)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
Robinhood Markets
0 Sell rating(s)
3 Hold rating(s)
23 Buy rating(s)
1 Strong Buy rating(s)
2.93

Summary

Robinhood Markets beats Charles Schwab on 11 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 businesses based on the strength of their valuation, institutional ownership, profitability, analyst recommendations, earnings, dividends, risk and media sentiment.

Charles Schwab has a net margin of 38.79% compared to Interactive Brokers Group's net margin of 9.94%. Charles Schwab's return on equity of 24.53% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Interactive Brokers Group9.94% 5.37% 0.52%
Charles Schwab 38.79%24.53%2.14%

In the previous week, Charles Schwab had 8 more articles in the media than Interactive Brokers Group. MarketBeat recorded 15 mentions for Charles Schwab and 7 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.30 beat Charles Schwab's score of 0.77 indicating that Interactive Brokers Group is being referred to more favorably in the media.

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

23.8% of Interactive Brokers Group shares are owned by institutional investors. Comparatively, 84.4% of Charles Schwab shares are owned by institutional investors. 2.8% of Interactive Brokers Group shares are owned by insiders. Comparatively, 6.3% of Charles Schwab shares are owned 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.

Interactive Brokers Group has a beta of 1.35, suggesting that its share price is 35% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.76, suggesting that its share price is 24% less volatile than the broader market.

Interactive Brokers Group presently has a consensus price target of $98.90, suggesting a potential upside of 8.24%. Charles Schwab has a consensus price target of $121.17, suggesting a potential upside of 12.92%. Given Charles Schwab's stronger consensus rating and higher probable upside, analysts plainly 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)
5 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.79
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90

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 14.0% of its earnings in the form of a dividend. Charles Schwab pays out 23.3% 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 increased its dividend for 2 consecutive years and Charles Schwab has increased its dividend for 1 consecutive years.

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$11.09B14.02$984M$2.5036.55
Charles Schwab$23.92B7.76$8.85B$5.5019.51

Summary

Charles Schwab beats Interactive Brokers Group on 13 of the 19 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 stock? We will contrast the two businesses based on the strength of their profitability, institutional ownership, risk, valuation, analyst recommendations, media sentiment, dividends and earnings.

Charles Schwab has a beta of 0.76, meaning that its stock price is 24% less volatile than the broader market. Comparatively, LPL Financial has a beta of 0.48, meaning that its stock price is 52% less volatile than the broader market.

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, endowments and hedge funds 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 1.2%. LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Charles Schwab pays out 23.3% of its earnings in the form of a dividend. LPL Financial pays out 9.6% 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. 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 3 more articles in the media than LPL Financial. MarketBeat recorded 15 mentions for Charles Schwab and 12 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.29 beat Charles Schwab's score of 0.77 indicating that LPL Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Charles Schwab currently has a consensus target price of $121.17, suggesting a potential upside of 12.92%. LPL Financial has a consensus target price of $405.79, suggesting a potential upside of 14.70%. 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)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
LPL Financial
0 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.71

Charles Schwab has a net margin of 38.79% compared to LPL Financial's net margin of 5.13%. LPL Financial's return on equity of 32.20% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.53% 2.14%
LPL Financial 5.13%32.20%9.35%

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$23.92B7.76$8.85B$5.5019.51
LPL Financial$19.61B1.42$863.02M$12.5428.21

Summary

Charles Schwab beats LPL Financial on 12 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 superior business? We will contrast the two companies based on the strength of their risk, earnings, media sentiment, profitability, analyst recommendations, institutional ownership, valuation and dividends.

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 13.4% of its earnings in the form of a dividend. Charles Schwab pays out 23.3% 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 increased its dividend for 3 consecutive years and Charles Schwab has increased its dividend for 1 consecutive years.

In the previous week, Charles Schwab had 8 more articles in the media than Tradeweb Markets. MarketBeat recorded 15 mentions for Charles Schwab and 7 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 0.77 beat Tradeweb Markets' score of 0.29 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
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Charles Schwab
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 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 insiders. Comparatively, 6.3% of Charles Schwab shares are held by 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 presently has a consensus target price of $131.45, indicating a potential upside of 29.59%. Charles Schwab has a consensus target price of $121.17, indicating a potential upside of 12.92%. Given Tradeweb Markets' higher possible upside, equities research analysts plainly 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)
6 Buy rating(s)
0 Strong Buy rating(s)
2.50
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90

Tradeweb Markets has a net margin of 40.66% compared to Charles Schwab's net margin of 38.79%. Charles Schwab's return on equity of 24.53% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Tradeweb Markets40.66% 12.47% 10.96%
Charles Schwab 38.79%24.53%2.14%

Tradeweb Markets has a beta of 0.63, indicating that its share price is 37% less volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.76, indicating that its share price is 24% less volatile than the broader market.

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$2.21B10.76$812.79M$4.1824.27
Charles Schwab$23.92B7.76$8.85B$5.5019.51

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 superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.

In the previous week, Bank of America had 40 more articles in the media than Charles Schwab. MarketBeat recorded 55 mentions for Bank of America and 15 mentions for Charles Schwab. Bank of America's average media sentiment score of 0.86 beat Charles Schwab's score of 0.77 indicating that Bank of America is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bank of America
32 Very Positive mention(s)
9 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive
Charles Schwab
6 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

70.7% of Bank of America shares are owned by institutional investors. Comparatively, 84.4% of Charles Schwab shares are owned by institutional investors. 0.3% of Bank of America shares are owned by insiders. Comparatively, 6.3% of Charles Schwab shares are owned 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.

Bank of America presently has a consensus target price of $64.08, indicating a potential upside of 2.27%. Charles Schwab has a consensus target price of $121.17, indicating a potential upside of 12.92%. Given Charles Schwab's stronger consensus rating and higher possible 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
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)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90

Charles Schwab has a net margin of 38.79% compared to Bank of America's net margin of 17.56%. Charles Schwab's return on equity of 24.53% beat Bank of America's return on equity.

Company Net Margins Return on Equity Return on Assets
Bank of America17.56% 12.20% 0.98%
Charles Schwab 38.79%24.53%2.14%

Bank of America pays an annual dividend of $1.28 per share and has a dividend yield of 2.0%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Bank of America pays out 29.4% of its earnings in the form of a dividend. Charles Schwab pays out 23.3% 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.

Bank of America has a beta of 1.15, indicating that its stock price is 15% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.76, indicating that its stock price is 24% less volatile than the broader market.

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$191.57B2.29$30.51B$4.3614.37
Charles Schwab$23.92B7.76$8.85B$5.5019.51

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 SchwabCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$185.61B$5.50B$14.01B$23.19B
Dividend Yield1.19%7.47%5.94%3.56%
P/E Ratio19.5130.5425.6728.69
Price / Sales7.761,230.73510.2099.79
Price / Cash16.6447.8940.1633.82
Price / Book4.413.532.754.74
Net Income$8.85B$418.04M$1.32B$1.07B
7 Day Performance-1.94%-1.39%-1.17%-1.99%
1 Month Performance-1.81%-1.45%0.26%-2.68%
1 Year Performance14.76%4.82%9.27%10.45%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.8703 of 5 stars
$107.30
0.0%
$121.17
+12.9%
+14.3%$185.61B$23.92B19.5133,000
HOOD
Robinhood Markets
3.8562 of 5 stars
$122.11
flat
$122.67
+0.5%
-4.4%$109.79B$4.47B53.792,900
IBKR
Interactive Brokers Group
3.8519 of 5 stars
$92.62
flat
$98.90
+6.8%
+44.3%$157.58B$10.42B37.053,182
LPLA
LPL Financial
4.9388 of 5 stars
$359.33
flat
$405.79
+12.9%
+1.7%$28.29B$16.99B28.6510,000
TW
Tradeweb Markets
4.646 of 5 stars
$106.20
flat
$133.42
+25.6%
-15.2%$24.85B$2.05B25.411,569

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This page (NYSE:SCHW) was last updated on 9/12/2026 by MarketBeat.com Staff.
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