Compare · SCHW vs WT
SCHW vs WT
Side-by-side comparison of Charles Schwab Corporation (SCHW) and WisdomTree Inc. (WT): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both SCHW and WT operate in Investment Bankers/Brokers/Service (Finance), so they compete in similar markets.
- SCHW is the larger of the two at $154.50B, about 55.6x WT ($2.78B).
- Over the past year, SCHW is up 0.7% and WT is up 81.3% - WT leads by 80.7 points.
- SCHW has been more active in the news (25 items in the past 4 weeks vs 3 for WT).
- SCHW has more recent analyst coverage (25 ratings vs 9 for WT).
- Company
- Charles Schwab Corporation
- WisdomTree Inc.
- Price
- $88.78+0.93%
- $18.17-4.32%
- Market cap
- $154.50B
- $2.78B
- 1M return
- -3.62%
- -4.67%
- 1Y return
- +0.65%
- +81.34%
- Industry
- Investment Bankers/Brokers/Service
- Investment Bankers/Brokers/Service
- Exchange
- NYSE
- NYSE
- IPO
- 2022
- News (4w)
- 25
- 3
- Recent ratings
- 25
- 9
Charles Schwab Corporation
The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Latest SCHW
- CFO Verdeschi Michael D covered exercise/tax liability with 6,519 shares, decreasing direct ownership by 12% to 47,442 units (SEC Form 4)
- Schwab Announces Latest Round of Enhancements to Retail Trading Experience
- SEC Form 8-K filed by Charles Schwab Corporation
- Director Adams John K Jr was granted 1,602 shares, increasing direct ownership by 3% to 50,711 units (SEC Form 4)
- Director Ruffel Charles A. was granted 1,602 shares, increasing direct ownership by 16% to 11,381 units (SEC Form 4)
- Director Schwab-Pomerantz Carolyn was granted 1,602 shares, increasing direct ownership by 17% to 11,226 units (SEC Form 4)
- Director Dea Joan was granted 1,602 shares, increasing direct ownership by 6% to 28,440 units (SEC Form 4)
- President & CEO Wurster Richard A bought $1,849,512 worth of shares (21,959 units at $84.23), increasing direct ownership by 11% to 218,409 units (SEC Form 4)
- Director Brown Marianne Catherine was granted 1,602 shares, increasing direct ownership by 10% to 17,353 units (SEC Form 4)
- Director Dodds Christopher V was granted 1,602 shares, increasing direct ownership by 39% to 5,669 units (SEC Form 4)
Latest WT
- WisdomTree Appoints John Whelan as Head of Strategy for Digital Assets
- President and COO Lilien R Jarrett sold $569,700 worth of shares (30,000 units at $18.99) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 1,110,245 units (SEC Form 4)
- Chief Administrative Officer Ziemba Peter M sold $1,931,000 worth of shares (100,000 units at $19.31), decreasing direct ownership by 10% to 885,686 units (SEC Form 4)
- WisdomTree Launches Physical AI, Humanoids, and Drones Fund (WDRN)
- WisdomTree Reports Monthly Metrics for April 2026
- WisdomTree Launches Efficient Rare Earth Plus Strategic Metals Fund (WDIG)
- SEC Form 10-Q filed by WisdomTree Inc.
- Chief Information Officer Yates David M sold $270,900 worth of shares (15,000 units at $18.06), decreasing direct ownership by 9% to 157,499 units (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13G/A filed by WisdomTree Inc.
- SEC Form 144 filed by WisdomTree Inc.