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Charles Schwab Corp (SCHW) — chart, structure and Closelook read

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Company snapshot — Charles Schwab Corp

SCHW in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Charles Schwab holds a savings-and-loan charter and provides brokerage, banking, custody, asset management and advisory services across the United States and abroad. It runs two segments, Investor Services for individual clients and Advisor Services for independent financial advisers, covering trading platforms, mutual funds, ETFs, banking products and retirement planning. It was founded in 1971 and is based in Westlake, Texas.
Where it sits in the stack
Schwab carries no seat in Rubin, our AI build-out index; it sits instead in the diary's financial-services sleeve, within capital markets, as a listed brokerage-and-custody group rather than a build-out constituent.
Who it is priced against
Our peer-group data holds no defined entry for Schwab; the comparison the market usually draws is with Fidelity and Interactive Brokers as similar large brokerage-and-custody platforms.
Why Closelook tracks it
Schwab holds a seat only in the S&P 500 among our index set; it carries no Closelook score yet, and the diary has recorded no quotes or edition mentions for it to date.
What the diary watches
The diary watches how client cash moves between low-yield bank deposits and higher-yield brokerage sweep balances, since that split shapes Schwab's banking-segment income.

Charles Schwab Corp (SCHW) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: SCHW news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for SCHW, from the same nightly bakes the boards use. Research diary readings, not advice.

Who it is priced against Capital Markets · US · 8 names with week and year-to-date

Peer group

Capital Markets · US

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against SCHW on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 1.18%, quarterly · last 0.32 USD on 2026-08-14

Dividends and capital return

What SCHW pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 1.23 USD per share · a 1.18% yield on the 2026-09-17 close 4 distributions, paid quarterly 2026-09-17
  • Change on the year +16.0% against the prior twelve months prior twelve months 1.06 USD per share
  • Last distribution 0.32 USD per share as the price series records it, within days of the ex-date 2026-08-14
  • By calendar year 2023: 0.25 USD (partial) · 2024: 1.00 USD · 2025: 1.08 USD · 2026: 0.96 USD to date first distribution recorded in the three-year window: 2023-11-09

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Charles Schwab Corp (SCHW)?

Charles Schwab Corp trades as SCHW on the US exchange (US) in the Closelook research universe, as of the registry build of 2026-09-18.

Is SCHW in a Closelook index?

Not currently — Charles Schwab Corp is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-18.

Where does SCHW trade against its moving averages?

Pullback inside an uptrend stack: Trades -1.9% vs the 50-day and +6.8% vs the 200-day average, 8.6% below the 52-week high and +24.6% off the 52-week low; a golden cross printed 33 sessions ago. Computed from daily closes. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Charles Schwab Corp do?

Charles Schwab holds a savings-and-loan charter and provides brokerage, banking, custody, asset management and advisory services across the United States and abroad. It runs two segments, Investor Services for individual clients and Advisor Services for independent financial advisers, covering trading platforms, mutual funds, ETFs, banking products and retirement planning. It was founded in 1971 and is based in Westlake, Texas. Our peer-group data holds no defined entry for Schwab; the comparison the market usually draws is with Fidelity and Interactive Brokers as similar large brokerage-and-custody platforms.

Where does Charles Schwab Corp sit in the AI build-out?

Schwab carries no seat in Rubin, our AI build-out index; it sits instead in the diary's financial-services sleeve, within capital markets, as a listed brokerage-and-custody group rather than a build-out constituent. Schwab holds a seat only in the S&P 500 among our index set; it carries no Closelook score yet, and the diary has recorded no quotes or edition mentions for it to date.

Does Charles Schwab Corp pay a dividend?

Charles Schwab Corp has paid 1.23 USD per share over the last twelve months, paid quarterly, a trailing yield of 1.18% on the 2026-09-17 close; the last distribution recorded in the price series was 0.32 USD on 2026-08-14. The "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for SCHW, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Related in the Closelook universe

then Capital Markets. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.