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Charles Schwab (SCHW) Competitors

Charles Schwab logo
$105.40 +0.16 (+0.15%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$105.17 -0.22 (-0.21%)
As of 07/31/2026 07:49 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 "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 better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, media sentiment, earnings and dividends.

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$23.92B7.66$8.85B$5.5019.16
Robinhood Markets$4.47B17.43$1.88B$2.2738.13

In the previous week, Robinhood Markets had 11 more articles in the media than Charles Schwab. MarketBeat recorded 77 mentions for Robinhood Markets and 66 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.01 beat Robinhood Markets' score of 0.57 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
45 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Robinhood Markets
30 Very Positive mention(s)
12 Positive mention(s)
18 Neutral mention(s)
11 Negative mention(s)
0 Very Negative mention(s)
Positive

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 24.73% beat Robinhood Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.73% 2.18%
Robinhood Markets 42.01%22.43%4.56%

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 93.3% of Robinhood Markets shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 13.5% of Robinhood Markets 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 currently has a consensus price target of $120.78, suggesting a potential upside of 14.60%. Robinhood Markets has a consensus price target of $120.30, suggesting a potential upside of 38.98%. Given Robinhood Markets' higher possible 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)
17 Buy rating(s)
1 Strong Buy rating(s)
2.86
Robinhood Markets
0 Sell rating(s)
5 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.81

Charles Schwab has a beta of 0.76, indicating that its share price is 24% less volatile than the broader market. Comparatively, Robinhood Markets has a beta of 2.35, indicating that its share price is 135% more volatile than the broader market.

Summary

Robinhood Markets beats Charles Schwab on 10 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 investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, earnings, institutional ownership, profitability, media sentiment and dividends.

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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Charles Schwab had 52 more articles in the media than Interactive Brokers Group. MarketBeat recorded 66 mentions for Charles Schwab and 14 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.52 beat Charles Schwab's score of 1.01 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
13 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Charles Schwab
45 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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 raised its dividend for 2 consecutive years and Charles Schwab has raised its dividend for 1 consecutive years.

Interactive Brokers Group has a beta of 1.34, suggesting that its share price is 34% 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 target price of $96.89, suggesting a potential upside of 10.11%. Charles Schwab has a consensus target price of $120.78, suggesting a potential upside of 14.60%. Given Charles Schwab's higher possible 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)
3 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.92
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.86

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 24.73% 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%24.73%2.18%

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$10.42B14.32$984M$2.5035.20
Charles Schwab$23.92B7.66$8.85B$5.5019.16

Summary

Charles Schwab beats Interactive Brokers Group on 12 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to LPL Financial?

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

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 32.80% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial5.13% 32.80% 9.52%
Charles Schwab 38.79%24.73%2.18%

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

LPL Financial has a beta of 0.48, indicating that its share price is 52% 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.

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.3%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. LPL Financial pays out 9.6% 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. 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 30 more articles in the media than LPL Financial. MarketBeat recorded 66 mentions for Charles Schwab and 36 mentions for LPL Financial. Charles Schwab's average media sentiment score of 1.01 beat LPL Financial's score of 1.00 indicating that Charles Schwab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
17 Very Positive mention(s)
2 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Charles Schwab
45 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

LPL Financial presently has a consensus price target of $406.62, indicating a potential upside of 14.96%. Charles Schwab has a consensus price target of $120.78, indicating a potential upside of 14.60%. Given LPL Financial's higher probable upside, analysts clearly believe LPL Financial is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.86

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
LPL Financial$16.99B1.67$863.02M$12.5428.21
Charles Schwab$23.92B7.66$8.85B$5.5019.16

Summary

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

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 24.73% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.73% 2.18%
Tradeweb Markets 40.66%12.47%10.96%

Charles Schwab has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market. Comparatively, Tradeweb Markets has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market.

Charles Schwab presently has a consensus target price of $120.78, indicating a potential upside of 14.60%. Tradeweb Markets has a consensus target price of $128.67, indicating a potential upside of 28.03%. Given Tradeweb Markets' higher probable upside, analysts clearly believe Tradeweb 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)
17 Buy rating(s)
1 Strong Buy rating(s)
2.86
Tradeweb Markets
0 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.54

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.6%. Charles Schwab pays out 23.3% 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 increased its dividend for 1 consecutive years and Tradeweb Markets has increased its dividend for 3 consecutive years.

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 99.5% of Tradeweb Markets shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by company insiders. Comparatively, 0.2% of Tradeweb Markets shares are owned 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.

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$23.92B7.66$8.85B$5.5019.16
Tradeweb Markets$2.05B11.54$812.79M$4.0424.88

In the previous week, Charles Schwab had 54 more articles in the media than Tradeweb Markets. MarketBeat recorded 66 mentions for Charles Schwab and 12 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 1.01 beat Tradeweb Markets' score of 0.60 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
45 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Tradeweb Markets
1 Very Positive mention(s)
0 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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?

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

Charles Schwab has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market. Comparatively, Bank of America has a beta of 1.17, meaning that its share price is 17% more volatile than the broader market.

In the previous week, Bank of America had 27 more articles in the media than Charles Schwab. MarketBeat recorded 93 mentions for Bank of America and 66 mentions for Charles Schwab. Bank of America's average media sentiment score of 1.04 beat Charles Schwab's score of 1.01 indicating that Bank of America is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
45 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Bank of America
58 Very Positive mention(s)
12 Positive mention(s)
13 Neutral mention(s)
4 Negative mention(s)
3 Very Negative mention(s)
Positive

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.2%. Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 1.8%. Charles Schwab pays out 23.3% of its earnings in the form of a dividend. Bank of America pays out 25.7% 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 and Bank of America has raised 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 currently has a consensus price target of $120.78, indicating a potential upside of 14.60%. Bank of America has a consensus price target of $64.00, indicating a potential upside of 3.10%. 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
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.86
Bank of America
0 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.78

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$23.92B7.66$8.85B$5.5019.16
Bank of America$191.57B2.30$30.51B$4.3614.24

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 24.73% beat Bank of America's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab38.79% 24.73% 2.18%
Bank of America 17.56%12.20%0.98%

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 company insiders. Comparatively, 0.3% of Bank of America shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments 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 SchwabCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$183.30B$5.45B$13.87B$23.67B
Dividend Yield1.22%7.50%5.95%4.22%
P/E Ratio19.1636.7728.6731.00
Price / Sales7.661,129.60468.2919.22
Price / Cash16.3284.8844.5018.73
Price / Book4.333.683.684.76
Net Income$8.85B$417.14M$1.31B$1.07B
7 Day Performance1.16%7.75%3.63%-0.34%
1 Month Performance8.86%-1.25%0.07%-0.53%
1 Year Performance10.28%5.61%12.94%19.19%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.9857 of 5 stars
$105.40
+0.1%
$120.78
+14.6%
+10.3%$183.30B$23.92B19.1633,000
HOOD
Robinhood Markets
4.6706 of 5 stars
$95.65
+0.8%
$122.22
+27.8%
-13.4%$86.13B$4.47B46.212,900
IBKR
Interactive Brokers Group
4.6529 of 5 stars
$92.27
+0.6%
$96.89
+5.0%
+38.3%$156.52B$10.42B36.913,182
LPLA
LPL Financial
4.7291 of 5 stars
$331.72
+0.9%
$397.92
+20.0%
-4.4%$26.53B$16.99B29.6210,000
TW
Tradeweb Markets
4.5977 of 5 stars
$102.01
+2.2%
$130.58
+28.0%
-26.7%$24.04B$2.05B25.251,569

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This page (NYSE:SCHW) was last updated on 8/3/2026 by MarketBeat.com Staff.
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