SCHW US EQUITY Financials Investment Banking & Brokerage CIK: 316709

Charles Schwab Corporation (SCHW) Quant Factor Diagnostic & Fair Value Model

Charles Schwab Corporation (Ticker: SCHW) is listed in the Financials sector (Investment Banking & Brokerage). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$90.58

-0.94% Latest Close (2026-10-23)

Market Cap: $156.64B

P/E Ratio: 14.7

Momentum Strength 3M / 12M

-13.05%

1M: -8.96% 12M: -3.96%

Quality (ROE) Point-in-Time

+22.33%

Trailing Return on Equity

Technical Trend RSI 14

27.7

SMA50: $102.67 SMA200: $97.87

Valuation Multiplier Trailing

14.7

Deep Value (Under 15x P/E)

📊 Valuation & Multi-Factor Diagnostic

Deep Value (Under 15x P/E)

SCHW trades at an attractive earnings multiple of 14.7x, significantly lower than the broader S&P 500 average.

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📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线多头 (MA20/50) Piotroski F-Score: 4/9 (Moderate Financial Health)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 316709 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-06-30	2026-08-07	$7.07B	$2.80B	$11.64B	$1.54
10-Q	2025-12-31	2026-08-07	-	-	-	-
10-Q	2025-06-30	2026-08-07	$5.85B	$2.13B	$9.54B	$1.08
10-Q	2026-03-31	2026-05-08	$6.48B	$2.48B	$7.34B	$1.37
10-Q	2025-03-31	2026-05-08	$5.60B	$1.91B	$6.36B	$0.99
10-K	2025-12-31	2026-02-25	$23.92B	$8.85B	$9.31B	$4.65
10-K	2024-12-31	2026-02-25	$19.61B	$5.94B	$2.67B	$2.99
10-K	2023-12-31	2026-02-25	$18.84B	$5.07B	$19.59B	$2.54

💡 Methodology & Frequently Asked Questions

Key reference details regarding Charles Schwab Corporation (SCHW) valuation multiples, momentum factors, and point-in-time filing conventions.

How should SCHW's current valuation multiple be interpreted? ↓

SCHW trades at a trailing P/E of 14.7x within the Financials sector (deep value (under 15x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are SCHW's key momentum and technical factor indicators? ↓

As of the latest close, SCHW shows a 1-month return of -8.96%, 3-month return of -13.05%, and 12-month return of -3.96%, with a 14-day RSI of 27.7. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for SCHW? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can SCHW be incorporated into systematic factor models? ↓

SCHW can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.