Charles Schwab stock forecast for 2030: $12T asset giant tests $140 after AI-driven selloff

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Schwab stock price crashes on AI fears

Schwab stock is trading at $96.04, 0.84% lower, having fallen as much as 13% in a week amid fears of artificial intelligence disrupting business. The stock shattered heavily below the 20 EMA at $96.66 and is currently testing the 50 EMA at $96.82. Price continues to be above the 100 EMA at $96.66 and 200 EMA at $93.20, but the direction upward is under strain.

Highlights

Schwab falls 13% in a week to $96 as AI disruption fears trigger selloff.
SCHW manages $12T in client assets with $519B net new inflows.
Stock could reach $130–160 by 2030 if margins hold near 3% and Forge expands access.

SCHW price dynamics (Source: TradingView)

Prices went from highs toward $108 in late February to a selloff. The steep decline jolted out a trendline that underpinned the price since late 2022. RSI is now 46.63, a decline from overbought levels over 70. This highlights how quickly the momentum has shifted. The drop below the 20 and 50 EMAs on peak volume indicates that it is still a pressure scenario in the short run.

Support is seen on the 100 EMA at roughly $96.66, while 200 EMA around $93.20 is where it is stronger. And if it breaks below $93, then the $88–90 zone is open. The 50 EMA is at $96.82 and the 20 EMA is at $96.66, resistance. The technical damage would have to be corrected, and it would have to get back to $98–100.

Forge acquisition expands private markets access

Filed on March 2nd, 2026, Charles Schwab's acquisition of Forge Global Holdings is a giant step in accessing a broader market that has long remained closed for the public. Schwab bought shares for $45 apiece in a cash-only transaction and is rolling out Forge’s offerings gradually to more investors, enabling more people to invest in shares of companies before they go public. This move allows pre-IPO shares to be opened to 46 million client accounts, a market typically held by institutional buyers.

For 2026, Schwab anticipates a revenue growth of 9.5% to 10.5%, with adjusted earnings projected between $5.70 and $5.80 per share. The stock is currently trading at around 16-17 times the midpoint of its earnings guidance for 2026, priced at $96. Additionally, Schwab has announced a 19% increase in its quarterly dividend to $0.32 per share and returned $11.8 billion to shareholders in 2025, which includes $7.3 billion in stock buybacks.

In its monthly activity report for January 2026, Schwab revealed $27.8 billion in core net new assets, bringing total client assets to $12.15 trillion—an 18% increase from the previous year. Client margin loan balances also saw a significant rise, surpassing $112 billion, which is a 34% increase.

Analyst outlook and price forecast

Analyst Anton Kharitonov said, “The markets responded to AI news as if Schwab were a labor-intensive business, but that’s not the case. Schwab operates as a balance sheet and asset-gathering powerhouse. With $12 trillion on its platform, the key factors are net interest margin and asset flows, not whether an algorithm is drafting portfolio notes. If the net interest margin stays around 3% and Forge opens private markets to 46 million accounts, any selloff will likely be considered a temporary reaction rather than a fundamental issue.”

Recently, Schwab crashed from $108 to $96 on AI disruption fears following Block's layoff announcement, with the stock breaking below key EMAs despite completing the Forge acquisition and posting record $12 trillion in client assets with 2.90% NIM up 57 basis points.

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