Go Pro

Charles Schwab (SCHW) Competitors

Charles Schwab logo
$112.36 +2.57 (+2.34%)
As of 08/21/2026 03:58 PM Eastern

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

Charles Schwab presently has a consensus price target of $121.17, indicating a potential upside of 7.84%. Robinhood Markets has a consensus price target of $120.52, indicating a potential upside of 11.46%. 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)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
Robinhood Markets
0 Sell rating(s)
5 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.81

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$23.92B8.12$8.85B$5.5020.43
Robinhood Markets$4.47B21.73$1.88B$2.2747.63

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%

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 company insiders. Comparatively, 13.5% of Robinhood Markets shares are owned 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.

In the previous week, Robinhood Markets had 17 more articles in the media than Charles Schwab. MarketBeat recorded 54 mentions for Robinhood Markets and 37 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.71 beat Robinhood Markets' score of 0.44 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
20 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Robinhood Markets
19 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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

Charles Schwab has a beta of 0.76, meaning that its stock price is 24% less volatile than the broader market. Comparatively, Interactive Brokers Group has a beta of 1.34, meaning that its stock price is 34% more volatile than the broader market.

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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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
Charles Schwab38.79% 24.53% 2.14%
Interactive Brokers Group 9.94%5.37%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$23.92B8.12$8.85B$5.5020.43
Interactive Brokers Group$10.42B15.32$984M$2.5037.55

In the previous week, Charles Schwab had 29 more articles in the media than Interactive Brokers Group. MarketBeat recorded 37 mentions for Charles Schwab and 8 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 0.93 beat Charles Schwab's score of 0.71 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
20 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Interactive Brokers Group
7 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.1%. Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. Charles Schwab pays out 23.3% of its earnings in the form of a dividend. Interactive Brokers Group pays out 14.0% 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.

Charles Schwab currently has a consensus price target of $121.17, indicating a potential upside of 7.84%. Interactive Brokers Group has a consensus price target of $96.89, indicating a potential upside of 3.22%. Given Charles Schwab's higher possible 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
Charles Schwab
1 Sell rating(s)
2 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.92

Summary

Charles Schwab beats Interactive Brokers Group on 12 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 better stock? We will compare the two companies based on the strength of their media sentiment, earnings, risk, valuation, profitability, institutional ownership, dividends and analyst recommendations.

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.1%. 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.

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

In the previous week, Charles Schwab had 12 more articles in the media than LPL Financial. MarketBeat recorded 37 mentions for Charles Schwab and 25 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.34 beat Charles Schwab's score of 0.71 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
20 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
LPL Financial
21 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Charles Schwab presently has a consensus target price of $121.17, suggesting a potential upside of 7.84%. LPL Financial has a consensus target price of $406.69, suggesting a potential upside of 12.55%. 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)
4 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75

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$23.92B8.12$8.85B$5.5020.43
LPL Financial$16.99B1.67$863.02M$12.5428.82

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

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?

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

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 insiders. Comparatively, 0.2% of Tradeweb Markets shares are owned by 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.

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
Charles Schwab38.79% 24.53% 2.14%
Tradeweb Markets 40.66%12.47%10.96%

In the previous week, Charles Schwab had 34 more articles in the media than Tradeweb Markets. MarketBeat recorded 37 mentions for Charles Schwab and 3 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 0.71 beat Tradeweb Markets' score of -0.86 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
20 Very Positive mention(s)
4 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

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$23.92B8.12$8.85B$5.5020.43
Tradeweb Markets$2.05B12.21$812.79M$4.1825.61

Charles Schwab presently has a consensus price target of $121.17, indicating a potential upside of 7.84%. Tradeweb Markets has a consensus price target of $133.42, indicating a potential upside of 24.64%. 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)
16 Buy rating(s)
2 Strong Buy rating(s)
2.90
Tradeweb Markets
0 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.54

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

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.1%. Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.5%. Charles Schwab pays out 23.3% of its earnings in the form of a dividend. Tradeweb Markets pays out 13.4% 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. Charles Schwab has increased its dividend for 1 consecutive years and Tradeweb Markets has increased its dividend for 3 consecutive years.

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

Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 1.8%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.1%. Bank of America pays out 25.7% 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 1.17, suggesting that its stock price is 17% more volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.76, suggesting 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$191.57B2.25$30.51B$4.3614.16
Charles Schwab$23.92B8.12$8.85B$5.5020.43

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 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 company will outperform the market over the long term.

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%

In the previous week, Bank of America had 120 more articles in the media than Charles Schwab. MarketBeat recorded 157 mentions for Bank of America and 37 mentions for Charles Schwab. Bank of America's average media sentiment score of 1.11 beat Charles Schwab's score of 0.71 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
116 Very Positive mention(s)
15 Positive mention(s)
15 Neutral mention(s)
7 Negative mention(s)
4 Very Negative mention(s)
Positive
Charles Schwab
20 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Bank of America presently has a consensus price target of $64.08, suggesting a potential upside of 3.81%. Charles Schwab has a consensus price target of $121.17, suggesting a potential upside of 7.84%. Given Charles Schwab's stronger consensus rating and 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
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

Summary

Charles Schwab beats Bank of America on 12 of the 20 factors compared between the two stocks.

Get Charles Schwab News Delivered to You Automatically

Sign up to receive the latest news and ratings for SCHW and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

SCHW vs. The Competition

MetricCharles SchwabCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$194.20B$5.66B$13.63B$24.31B
Dividend Yield1.14%7.38%5.89%3.70%
P/E Ratio20.4339.1029.6130.31
Price / Sales8.121,262.42521.6220.99
Price / Cash17.4248.3138.1932.49
Price / Book4.422.132.186.77
Net Income$8.85B$416.48M$1.31B$1.07B
7 Day Performance1.20%-0.25%-0.30%-0.65%
1 Month Performance10.57%2.06%2.37%3.38%
1 Year Performance17.47%5.71%9.68%14.90%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.9479 of 5 stars
$112.36
+2.3%
$121.17
+7.8%
+17.5%$194.20B$23.92B20.4333,000
HOOD
Robinhood Markets
4.1853 of 5 stars
$96.25
+0.7%
$120.52
+25.2%
-1.1%$86.54B$4.47B42.402,900
IBKR
Interactive Brokers Group
3.3699 of 5 stars
$94.33
+2.5%
$96.89
+2.7%
+50.4%$160.49B$10.42B37.733,182
LPLA
LPL Financial
4.9425 of 5 stars
$368.20
-0.7%
$406.69
+10.5%
-0.3%$28.99B$16.99B29.3610,000
TW
Tradeweb Markets
4.6616 of 5 stars
$105.17
-1.1%
$133.42
+26.9%
-16.4%$24.61B$2.05B25.161,569

Related Companies and Tools


This page (NYSE:SCHW) was last updated on 8/23/2026 by MarketBeat.com Staff.
From Our Partners