SCHW analyst scorecard · Charles Schwab Corporation
56 rating actions on SCHW in the last 12 months. Of 96 price targets that resolved, 19 were reached while they stood, 71 were replaced by the same firm first, and 6 fell short at their deadline. Ratings: 77% Buy-type, 20% Hold-type, 4% Sell-type. Consensus target $117, 31% above the last close.
Checked through 2026-10-29 · last close $89.33 (2026-10-29). Rebuilt every morning.
What the Holds say: 11 Hold-type ratings on SCHW in the last 12 months carried a median target +9% from the price on the day; 0% sat below it.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | Overweight | 2026-10-21 | $132 | 1 | 11 | 12 | 1 of 1 |
| Barclays | Overweight | 2026-10-16 | $115 | 1 | 14 | 15 | 1 of 1 |
| UBS | Buy | 2026-10-16 | $109 | 1 | 7 | 8 | 1 of 1 |
| Piper Sandler | Neutral | 2026-10-02 | $100 | 2 | 1 | 3 | — |
| JPMorgan | Overweight | 2026-10-16 | $147 | 1 | 3 | 4 | 1 of 1 |
| Compass Point | Buy | 2026-08-03 | $135 | — | — | 0 | — |
| Argus Research | Buy | 2026-07-23 | $114 | — | — | 0 | — |
| Raymond James | Outperform | 2026-05-15 | $137 | 1 | 0 | 1 | 1 of 1 |
| TD Cowen | Buy | 2026-10-16 | $129 | 1 | 3 | 4 | 0 of 1 |
| Truist Securities | Buy | 2026-10-16 | $112 | 1 | 12 | 13 | 1 of 1 |
| Evercore ISI Group | In-Line | 2026-10-28 | $98 | 0 | 2 | 2 | — |
| BMO Capital | Market Perform | 2026-10-19 | $97 | 0 | 1 | 1 | — |
| Wells Fargo | Equal-Weight | 2026-10-16 | $103 | 2 | 4 | 6 | 1 of 1 |
| Citizens | Market Outperform | 2026-10-16 | $120 | — | — | 0 | — |
| Bank of America | Underperform | 2026-10-05 | $95 | 1 | 2 | 3 | 1 of 1 |
| Jefferies | Buy | 2026-04-06 | $118 | 1 | 0 | 1 | 1 of 1 |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor SCHW carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | Evercore ISI Group | In-Line | maintained | $88.76 | $98 | running to 2027-10-28 | -9.7% |
| 2026-10-21 | Morgan Stanley | Overweight | maintained | $91.64 | $132 | running to 2028-04-21 | -14.3% |
| 2026-10-19 | BMO Capital | Market Perform | maintained | $89.58 | $97 | running to 2027-10-19 | -14.9% |
| 2026-10-16 | Barclays | Overweight | maintained | $91.96 | $115 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | UBS | Buy | maintained | $91.96 | $109 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | Wells Fargo | Equal-Weight | maintained | $91.96 | $103 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | JPMorgan | Overweight | maintained | $91.96 | $147 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | Evercore ISI Group | In-Line | maintained | $91.96 | $104 | replaced 2026-10-28, new $98 | -12.6% |
| 2026-10-16 | TD Cowen | Buy | reiterated | $91.96 | $129 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | Citizens | Market Outperform | reiterated | $91.96 | $120 | running to 2027-10-16 | -12.6% |
| 2026-10-16 | Truist Securities | Buy | maintained | $91.96 | $112 | running to 2027-10-16 | -12.6% |
| 2026-10-13 | Truist Securities | Buy | maintained | $95.94 | $125 | replaced 2026-10-16, new $112 | -10.6% |
| 2026-10-12 | TD Cowen | Buy | maintained | $97.06 | $129 | running to 2027-10-12 | -9.5% |
| 2026-10-12 | Evercore ISI Group | In-Line | initiated | $97.06 | $107 | replaced 2026-10-16, new $104 | -9.5% |
| 2026-10-09 | Morgan Stanley | Overweight | maintained | $96.70 | $141 | replaced 2026-10-21, new $132 | -9.2% |
| 2026-10-07 | UBS | Buy | maintained | $95.58 | $113 | replaced 2026-10-16, new $109 | -12.5% |
| 2026-10-07 | Barclays | Overweight | maintained | $95.58 | $118 | replaced 2026-10-16, new $115 | -12.5% |
| 2026-10-05 | Bank of America | Underperform | maintained | $97.96 | $95 | within 5% of price when set | -10.4% |
| 2026-10-02 | Piper Sandler | Neutral | maintained | $96.70 | $100 | within 5% of price when set | -10.7% |
| 2026-10-02 | Wells Fargo | Equal-Weight | initiated | $96.70 | $105 | replaced 2026-10-16, new $103 | -10.7% |
| 2026-08-03 | Compass Point | Buy | initiated | $105.87 | $135 | running to 2027-08-03 | +9.1% |
| 2026-07-27 | Morgan Stanley | Overweight | maintained | $104.18 | $136 | replaced 2026-10-09, new $141 | +14.9% |
| 2026-07-23 | Argus Research | Buy | maintained | $101.61 | $114 | running to 2027-07-23 | +9.1% |
| 2026-07-22 | UBS | Buy | maintained | $100.80 | $128 | replaced 2026-10-07, new $113 | +9.5% |
| 2026-07-22 | Barclays | Overweight | maintained | $100.80 | $125 | replaced 2026-10-07, new $118 | +9.5% |
| 2026-07-20 | BMO Capital | Outperform → Market Perform | downgrade | $102.54 | $105 | within 5% of price when set | +11.8% |
| 2026-07-15 | Piper Sandler | Neutral | maintained | $102.79 | $112 | reached 2026-08-21 | +13.0% |
| 2026-07-10 | Morgan Stanley | Overweight | maintained | $103.12 | $133 | replaced 2026-07-27, new $136 | +15.5% |
| 2026-07-09 | Barclays | Overweight | maintained | $101.91 | $122 | replaced 2026-07-22, new $125 | +14.8% |
| 2026-07-08 | UBS | Buy | maintained | $101.70 | $122 | replaced 2026-07-22, new $128 | +15.5% |
| 2026-05-15 | Raymond James | Outperform | maintained | $90.88 | $137 | running to 2027-05-15 | -9.4% |
| 2026-05-15 | TD Cowen | Buy | maintained | $90.88 | $109 | reached 2026-08-12 | -9.4% |
| 2026-05-15 | Piper Sandler | Neutral | maintained | $90.88 | $105 | replaced 2026-07-15, new $112 | -9.4% |
| 2026-05-15 | Barclays | Overweight | maintained | $90.88 | $127 | replaced 2026-07-09, new $122 | -9.4% |
| 2026-04-17 | JPMorgan | Overweight | maintained | $92.28 | $131 | replaced 2026-10-16, new $147 | -1.1% |
| 2026-04-17 | Morgan Stanley | Overweight | maintained | $92.28 | $125 | replaced 2026-07-10, new $133 | -1.1% |
| 2026-04-10 | Morgan Stanley | Overweight | maintained | $94.80 | $135 | replaced 2026-04-17, new $125 | +2.3% |
| 2026-04-08 | UBS | Buy | maintained | $96.70 | $119 | replaced 2026-07-08, new $122 | +2.5% |
| 2026-04-08 | Barclays | Overweight | maintained | $96.70 | $117 | replaced 2026-05-15, new $127 | +2.5% |
| 2026-04-06 | Jefferies | Buy | maintained | $92.99 | $118 | running to 2027-04-06 | -2.4% |
| 2026-04-01 | Truist Securities | Buy | maintained | $92.36 | $120 | replaced 2026-10-13, new $125 | -3.3% |
| 2026-01-26 | Barclays | Overweight | maintained | $102.94 | $126 | replaced 2026-04-08, new $117 | +1.0% |
| 2026-01-22 | Barclays | Overweight | maintained | $104.05 | $125 | replaced 2026-01-26, new $126 | +2.8% |
| 2026-01-22 | Truist Securities | Buy | maintained | $104.05 | $122 | replaced 2026-04-01, new $120 | +2.8% |
| 2026-01-22 | TD Cowen | Buy | maintained | $104.05 | $138 | replaced 2026-05-15, new $109 | +2.8% |
| 2026-01-22 | UBS | Buy | maintained | $104.05 | $125 | replaced 2026-04-08, new $119 | +2.8% |
| 2026-01-14 | TD Cowen | Buy | maintained | $101.92 | $135 | replaced 2026-01-22, new $138 | +7.0% |
| 2026-01-14 | Piper Sandler | Neutral | maintained | $101.92 | $105 | within 5% of price when set | +7.0% |
| 2026-01-12 | Citizens | Market Outperform | maintained | $101.90 | $120 | running to 2027-01-12 | +5.4% |
| 2026-01-08 | Barclays | Overweight | maintained | $101.34 | $120 | replaced 2026-01-22, new $125 | +7.6% |
| 2026-01-07 | UBS | Buy | maintained | $101.93 | $123 | replaced 2026-01-22, new $125 | +8.1% |
| 2026-01-07 | Truist Securities | Buy | maintained | $101.93 | $120 | replaced 2026-01-22, new $122 | +8.1% |
| 2025-12-22 | Morgan Stanley | Overweight | maintained | $101.41 | $148 | replaced 2026-04-10, new $135 | +12.0% |
| 2025-12-12 | Barclays | Overweight | maintained | $96.65 | $111 | replaced 2026-01-08, new $120 | -1.1% |
| 2025-12-10 | Bank of America | Underperform | maintained | $95.81 | $91 | reached 2026-04-23 | +0.2% |
| 2025-11-03 | Morgan Stanley | Overweight | maintained | $93.15 | $139 | replaced 2025-12-22, new $148 | — |
Also in Brokers & Exchanges
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How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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