Skip to Content
Morningstar
Get 14 Days Free

Charles Schwab Corp

SCHW Morningstar Rating
Rating as of

Related

Stock Analyst Update
Schwab's Results Show Downward Pressure on Revenue
The wide-moat firm looks fairly valued.
Michael Wong
Commentary
The Week Ahead: Banks Dominate Earnings Releases
Citigroup, Wells Fargo, and JPMorgan Chase are among the big banks set to report.
Hannah Pelfresne
Stock Strategist Industry Reports
4 Traits Asset Managers Need for Success
Here's what we believe is required for these companies to thrive over the next decade.
Greggory Warren
Stock Analyst Update
Schwab, TD Merger Should Be Positive for Valuations
We believe that Schwab's already strong business model will be enhanced by the merger with TD Ameritrade, and we expect to assign a wide moat to the combined entity.
Michael Wong
Stock Analyst Update
What to Make of Schwab-TD Merger Talks
If a deal is announced, we anticipate multiple hurdles including a headline risk of antitrust, but we currently believe it's surmountable.
Michael Wong
Investing Specialists
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
Several funds dive into financial services and undervalued healthcare stocks.
The Morningstar Ultimate Stock-Pickers Team
US Videos
Online Brokers Worth a Look Amid Pricing Battle
We explain our latest views on Charles Schwab, TD Ameritrade, and E-Trade.
Michael Wong
Stock Strategist
BlackRock's Solid Growth Continues
Positive flows and market gains lift assets under management to a new record.
Greggory Warren
Commentary
The Week Ahead: Earnings From Johnson & Johnson, Verizon, JPMorgan
The new earnings season kicks off with names from a variety of sectors.
Jess Liu
Stock Analyst Update
E-Trade Matches Peers' Reductions in Commissions
We're reducing fair value estimate for the narrow-moat firm.
Michael Wong
Stock Analyst Update
TD Ameritrade Joins Pricing War
The narrow-moat firm is reducing commissions on U.S.-listed equities, ETFs, and options to $0.
Michael Wong
Stock Analyst Update
Bad Timing for Commission Price War for Online Brokers
We expect to decrease our fair value estimate for wide-moat Charles Schwab amid news of its pricing cut.
Michael Wong
Stock Strategist Industry Reports
Asset Managers: Our Take on Earnings
Wide-moat BlackRock and T. Rowe may not be the cheapest, but they're the best.
Greggory Warren
Premium Article
16 High-Quality Companies With Exceptional Leadership
These wide-moat firms all earn Exemplary stewardship ratings and trade in 4- and 5-star range.
Susan Dziubinski
Fund Spy
A Contrarian Masterpiece
Gold-rated Dodge & Cox Stock proves that low-cost active management can still add value.
Tony Thomas, Ph.D.
Fund Spy
Should You Dump That Slumping Fund?
One of the hardest decisions for fund investors is whether to stay with a slumping fund.
Russel Kinnel
Our Picks
15 New Stocks in the Wide-Moat Focus Index
We review the adds and drops from the latest reconstitution as well as the index's cheapest names today.
Susan Dziubinski
Stock Analyst Update
Schwab: Is a Dividend Boost in the Cards?
The large increase in fourth-quarter net income was due to tax reform, but the strong revenue and operating income growth were due to positive trends in the company's business model and expense discipline.
Michael Wong
Premium Article
Are These Wide-Moat Stocks Subpar?
More than 50 stocks derive their wide moats from just one source. Is that a problem?
Susan Dziubinski
Market Update
5 Stocks Top Managers Have Been Buying
Managers of Gold-rated from Oakmark and Diamond Hill picked up an IT service company, a discount brokerage, and an alcoholic beverage maker, among others, last quarter.
Susan Dziubinski