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 moderate signals.
πΊπΈUnited States51EARLYView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | β88% | AVOID |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β88% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β89% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β89% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β89% | AVOID |
| SAN | Banco Santander SA | 90 | +16% | β88% | ENTRY |
| HSBC | HSBC Holdings plc | 90 | +8% | β88% | NEUTRAL |
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 |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Alan Armstrong | Buy | $1kβ$15k | Mar 30, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1kβ$15k | Mar 27, 26 | -6.1% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | -6.5% |
| Dan NewhouseWA | R | Buy | $1kβ$15k | Dec 11, 25 | -14.4% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 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% |