Charles Schwab's bank-deposit normalization is largely past, with cash sorting headwinds easing. Net interest margin expanding on shorter-duration balance sheet repositioning. Ameritrade integration complete. Strong organic client asset growth resumes.
Thesis reviewed May 29, 2026
The Charles Schwab Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β52% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β52% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β52% | ENTRY |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β52% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β52% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β52% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β52% | AVOID |
Investors who hold SCHW may also have indirect exposure through these country funds.
Schwab Q1 2026 client cash balances stabilize; NIM expands 15bps QoQ
Net new assets +6% annualized in Q1 2026
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 27, 26 | -6.1% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | -6.5% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -14.4% |
| Dan NewhouseWA | R | Buy | $1kβ$15k | Dec 11, 25 | -14.4% |
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Dec 10, 25 | -13.7% |
| Morgan McGarveyKY | D | Buy | $1kβ$15k | Nov 13, 24 | +8.2% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 25, 24 | +7.8% |
| Richard W. AllenGA | R | Buy | Unknown amount | Sep 12, 24 | +25.2% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Sep 3, 24 | +39.8% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +20.4% |