Added to YB: 2025-06-02
Pitch date: 2025-05-28
SCHW [neutral]
The Charles Schwab Corporation
+7.22%
current return
Author Info
No bio for this author
Company Info
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
Market Cap
$169.5B
Pitch Price
$87.55
Price Target
N/A
Dividend
1.34%
EV/EBITDA
N/A
P/E
20.51
EV/Sales
N/A
Sector
Capital Markets
Category
growth
RiverPark Long/Short Opportunity Fund Portfolio Holding: The Charles Schwab Corporation
SCHW (holding update): Rebounded as interest rate fears & deposit outflow concerns receded. Stabilized client cash balances, solid net new asset growth. Scale, low-cost structure & diversified revenue base position well for normalized rates. Long-term wealth management opportunity remains compelling.
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