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.
🇺🇸United States82EXITView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | ↓86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | ↓86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓86% | 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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Mar 27, 26 | -6.1% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | -6.5% |
| Dan NewhouseWA | R | Buy | $1k–$15k | Dec 11, 25 | -14.4% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -14.4% |
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Dec 10, 25 | -13.7% |
| Morgan McGarveyKY | D | Buy | $1k–$15k | Nov 13, 24 | +8.2% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Nov 25, 24 | +7.8% |
| Richard W. AllenGA | R | Buy | Unknown amount | Sep 12, 24 | +25.2% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1k–$15k | Sep 3, 24 | +39.8% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | +20.4% |