SCHW NYSE Week ended 24 Jul 2026

Weekly Investor Report

Charles Schwab Corp · Financial Services · Capital Markets

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Latest close 102.0 USD
0.4% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 7.3% above the Trend Line and sits at 79.0% of its 52-week range. The latest completed week returned 0.4%, after a 12.5% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 37/100 conviction, while the latest news-sentiment score is 53/100. Near-term considerations: earnings are due in 78d.

Setup score 61 out of 100
Latest Close 102.0 USD 24 Jul 2026
1W Return 0.4% latest completed week
4W Return 12.5% short-term follow-through
12W Return 11.8% quarterly tape
Trend Breadth 59.6% 31 of 52 weeks active
Volume Ratio 1.0x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 55.96% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Activity pressure is weak, so confirmation is not yet broad enough.
  • 2 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 0.4% Latest completed week; four-week move 12.5%. Indicator stack 33/100 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 55.96% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 37/100 conviction; expected move 4.3%. News sentiment 53/100 47 relevant articles in the latest sentiment read. Event risk 78d Next report is scheduled for 15 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 7.3% above the Trend Line and sits at 79.0% of its 52-week range. The latest completed week returned 0.4%, after a 12.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.2712-week average 0.12

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure4/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.27Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers

No recent accumulation markers. 2 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 12.5% over four weeks, 11.8% over 12 weeks, and 6.4% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W0.4%
4W12.5%
12W11.8%
26W0.5%
52W6.4%
Active trend streak0 weeks
Active weeks in one year31
Trend breadth59.6%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.88Latest activity-pressure read.
Pressure change528.7%Four-week change in activity pressure.
Leadership-0.42Latest relative-leadership reading.
RS change96.2%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength38/100Blend of value, momentum, and quality. Underlying universe rank 63; rank 1 is best.
Value27/100Relative valuation strength. Underlying universe rank 74; rank 1 is best.
Quality94/100Profitability and accounting quality. Underlying universe rank 7; rank 1 is best.
Momentum29/100Medium-term price momentum. Underlying universe rank 72; rank 1 is best.
Growth94/100Revenue and earnings growth. Underlying universe rank 7; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework55/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
17.6x
Price divided by trailing earnings.
Price / sales
5.9x
Market value relative to trailing revenue.
EV / EBITDA
11.8x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
5.8%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
86.7%
Gross profit retained from each unit of revenue.
Operating margin
43.5%
Operating profit retained from revenue.
Free-cash-flow margin
32.8%
Free cash flow generated from revenue.
Return on invested capital
28.5%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
12.6%
Latest one-year revenue growth.
EPS growth
38.6%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
8/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.2%
Cash dividends relative to market value.
Buyback yield
5.5%
Net share repurchases relative to market value.
Shareholder yield
6.7%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-1.0x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

SCHW shows bullish options pressure with a 37/100 conviction score, put-call volume ratio of 0.45, expected move of 4.3%, and Sharemaestro trend signal inactive.

Conviction37/100
Expected move4.3%
Put/call volume0.45
Pressure41
Speculation41
Volatility44
Trend agreement24
Open options detail
Insider activity9 / 11

9 acquisitions and 11 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment53/100

Weighted news tone is neutral across 47 relevant articles.

10 positive · 33 neutral · 4 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings78dNext report is scheduled for 15 Oct 2026; event risk rises as the date approaches.
Options expected move4.3%Nearest-chain priced movement where available.
52-week drawdown-4.5%Distance below the 52-week high.
13-week volatility3.1%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher16 of 2610 weeks finished lower.
Best week+7.0%Week of 3 Jul.
Worst week-10.5%Week of 13 Feb.
Latest week+0.4%Week of 24 Jul.

Shape of recent returns

Strong gains2
Modest gains14
Flat weeks0
Modest losses8
Sharp losses2
Recent vol3.1%13-week weekly-return volatility.
Base vol2.8%52-week weekly-return volatility.
Up/down split31/21Count of positive and negative weeks in the 52-week window.
Average skew1.9% / -2.4%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape57/100

Trend, activity pressure, participation, and risk combine to a 57/100 tape read.

 Indicator analysis16/100

Latest 12-week confirmation: trend 0/12, activity pressure 4/12, relative leadership 0/12.

Activity pressure 0.27; 2 reversal markers Next-Week ExpectancyPositive 55.96%

Next-week expectancy is positive with a 55.96% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors47/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 11 SVQF55/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 453.0 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options47/100

SCHW shows bullish options pressure with a 37/100 conviction score, put-call volume ratio of 0.45, expected move of 4.3%, and Sharemaestro trend signal inactive.

Bullish · Call-side pressure · Expected move 4.3% Sentiment53/100

Weighted news tone is neutral across 47 relevant articles.

Schwab General Counsel Sold Shares Worth Over $709K Insiders9 / 11

9 acquisitions and 11 disposals in the latest 180-day insider tape.

 Earnings78d

Next report is scheduled for 15 Oct 2026; event risk rises as the date approaches.

 Research flow1 items

0 recent research articles and 1 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 2026102.0 USD0.4%95.02 USD78.05 USD0.88-0.4249.7MOff
17 Jul 2026101.6 USD-1.5%94.99 USD77.80 USD0.66-1.5941.8MOff
10 Jul 2026103.1 USD6.3%94.88 USD77.55 USD0.51-1.8441.8MOff
3 Jul 202697.00 USD7.0%94.64 USD77.25 USD0.15-6.5438.6MOff
26 Jun 202690.67 USD-1.1%94.51 USD76.98 USD-0.21-10.9464.7MOff
19 Jun 202691.70 USD0.7%94.56 USD76.75 USD-0.43-12.3363.4MOff
12 Jun 202691.10 USD2.5%94.50 USD76.49 USD-0.71-12.4252.3MOff
5 Jun 202688.84 USD1.7%94.58 USD76.24 USD-0.91-14.3857.9MOff
29 May 202687.35 USD-3.1%94.77 USD76.00 USD-1.05-18.2267.4MOff
22 May 202690.15 USD-0.8%94.97 USD75.78 USD-1.13-14.7744.7MOff
15 May 202690.88 USD2.6%95.09 USD75.53 USD-1.16-13.6856.8MOff
8 May 202688.61 USD-2.9%95.16 USD75.27 USD-1.01-15.9544.4MOff
1 May 202691.21 USD3.4%95.24 USD75.00 USD-0.88-11.8047.1MOff
24 Apr 202688.18 USD-4.1%95.31 USD74.71 USD-0.89-14.1564.5MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.