- Bank deposits at Schwab in February 2025 amounted to $83.09 billion.
- Core net new assets brought by new and existing clients reached $48.0 billion.
- Total net new client assets reported were $46.6 billion.
- Total client assets under management stood at $10.28 trillion.
- Schwab opened 362,000 new brokerage accounts.
- Analyst sentiment for Schwab shows 19 buys, 5 holds, and 3 sells.
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A look at Schwab (Charles) Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 5 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Charles Schwab appears to have a positive long-term outlook. With solid scores across multiple factors including Value, Dividend, and Growth at 3, the company positions itself as a reliable option for investors seeking stable returns. In addition, its high Resilience score of 5 indicates a strong ability to weather market fluctuations and economic uncertainties. The Momentum score of 4 suggests that the company is showing promising signs of growth and development in the market.
The Charles Schwab Corporation, known for providing a range of financial services to various client segments, seems well-positioned for steady performance in the long run. Its wide array of offerings, which include securities brokerage, banking, and financial services, cater to individual investors, independent investment managers, retirement plans, and institutions. With balanced scores across key factors, Charles Schwab demonstrates a commitment to providing value and stability to its clients in the ever-evolving financial landscape.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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