The Charles Schwab Corporation (SCHW)
2026-04-17
Recap: Q1 2026
Record Quarter, Sharp Sell-Off: The Street Punishes a 1% NII Miss and a Cash-Sweep Scare — We Stay Outperform on the De-Rating
2026-01-22
Recap: Q4 2025
A Record Year Closes and the 2026 Guide Settles the Debate: NIM Keeps Rising as Rates Fall, the Balance Sheet Grows Again — Maintain Outperform
2025-10-17
Recap: Q3 2025
The Inflection Confirms Itself: NIM Rises Through the Cuts, the Funding Paydown Finishes, and the Buyback Ramps — Upgrading SCHW to Outperform
2025-07-19
Recap: Q2 2025
A Record First Half and a Genuine Earnings Inflection, But the Re-Rating Got There First: Initiating SCHW at Hold