SCHW Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Strong digital strategy and interest rate benefits, combined with robust asset inflows, create a growth platform. Optimism around integration and tech investments could further enhance margins.




Bearish Case: Legal and regulatory challenges, alongside market volatility and insider actions, may undermine investor trust, pressuring future revenues and stock stability.




Potential Outcomes:
  • Growth via tech investments: 40% chance.
  • Regulatory impact: 30% chance of adverse outcomes affecting earnings.
  • Continued volatility: 30% chance affecting short-term performance.



April 30, 2025


Charles Schwab Forecast

SCHW        Charles Schwab











Correlated Assets

Assets that tend to move strongly with SCHW



HUBS Forecast + Options Trading Strategies   HUBS  HubSpot (0.83)


RJF Forecast + Options Trading Strategies   RJF  Raymond James Financial (0.78)


FSK Forecast + Options Trading Strategies   FSK  FS KKR (0.78)


PCOR Forecast + Options Trading Strategies   PCOR  Procore (0.78)


ET Forecast + Options Trading Strategies   ET  Energy Transfer LP (0.77)



Uncorrelated Assets

Assets with little price relationship to SCHW



PRAA Forecast + Options Trading Strategies   PRAA  PRA (-0.0)


IPGP Forecast + Options Trading Strategies   IPGP  IPG Photonics (-0.0)


ALLY Forecast + Options Trading Strategies   ALLY  Ally Financial (-0.01)


CB Forecast + Options Trading Strategies   CB  Chubb (-0.01)


NFE Forecast + Options Trading Strategies   NFE  New Fortress Energy (0.02)



Anticorrelated Assets

Assets that tend to move strongly against SCHW



UBT Forecast + Options Trading Strategies   UBT  ProShares Ultra 20+ Year Treasury (-0.65)


ZROZ Forecast + Options Trading Strategies   ZROZ  PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded (-0.65)


EPI Forecast + Options Trading Strategies   EPI  WisdomTree India Earnings (-0.66)


TYD Forecast + Options Trading Strategies   TYD  Direxion Daily 7-10 Year Treasury Bull 3X Shares (-0.66)


MPWR Forecast + Options Trading Strategies   MPWR  Monolithic Power System (-0.67)









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