SCHWInvestment Banking
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Get what investors say about SCHW next
4 investor calls on SCHW in the last 90 days (4 bullish, 0 bearish). Follow SCHW free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SCHW did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SCHW
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | AI disruption fears are overblown — CEO explicitly blocking unauthorized agents, record new assets flowing… |
| 2026-09-19 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Schwab keeps growing and carries minimal credit risk relative to the broader bank complex, making it one of… |
| 2026-09-13 | Jack HoughColumnist, Barron's | Bullish | Barron's Roundtable | Schwab's cash-sorting headwind has plateaued, customer funds continue to pour in, margins are rising, and the… |
| 2026-09-12 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Schwab benefits from structural AUM growth driven by an inflationary environment pushing investors toward… |
| 2026-04-21 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | interview | Schwab trades at 15x forward earnings (below-market multiple) after posting its best-ever quarter with 1.3M… |
| 2025-09-29 | Jenny Harrington (Gilman Hill)CEO, Gilman Hill Asset Management | Bullish | CNBC Halftime Final Trades | Charles Schwab has the fastest earnings growth in the financial sector, benefits from both high share prices… |
| 2025-09-24 | Jenny Harrington (Gilman Hill)CEO, Gilman Hill Asset Management | Neutral | CNBC Halftime Committee | Charles Schwab's $20B buyback is surprising given the company only recently emerged from a bank-deposit… |
| 2024-01-19 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Halftime Final Trades | Charles Schwab may have bottomed after an initial negative earnings reaction that improved as the call… |
| 2023-08-16 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | Morningstar, Inc. | Schwab is fundamentally a competitively advantaged, lowest-cost wealth management platform that continues to… |
| 2023-04-19 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | CNBC Television | Schwab is the lowest-cost wealth management provider with seasoned, sticky deposits (~$10k average per… |
Show all 12 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-03-07 | Committee MemberUnnamed member, CNBC Halftime Report investment committee | Bullish | CNBC Halftime Committee | Schwab trades below a market multiple despite organic growth, market share gains from industry consolidation… |
| 2020-09-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Claman Countdown | TD Ameritrade acquisition closes year-end, forcing a pivot to high-margin wealth management, and rising… |
Next report: 19 Jan 2027 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 15 Oct 2026 | — | 1.69 vs 1.69 | -2.6% |
Notable options days
Sessions in the last 120 where SCHW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-09-22 | ||||||
| 2026-09-16 | ||||||
| 2026-08-17 | ||||||
| 2026-08-13 | ||||||
| 2026-07-20 | ||||||
| 2026-06-01 |
SCHW on the Wheel
SCHW did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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