Long-Term Stock Portfolio: 15 Best Stocks for 15 Years

12. The Charles Schwab Corporation (NYSE:SCHW)

10-Year Revenue Growth: ~12.6%

Number of Hedge Fund Holders: 91

The Charles Schwab Corporation (NYSE:SCHW) operates in brokerage, banking, and asset-management businesses. Morgan Stanley analysts upped the company’s stock from “Equal-weight” to “Overweight.” The revision demonstrates a favorable outlook on its unique earnings recovery potential and the perceived value of the brokerage as a high-quality franchise amidst economic uncertainty. Furthermore, the upgrade was aided by the belief that The Charles Schwab Corporation (NYSE:SCHW) possesses defensive characteristics, making it suitable to the current economic environment.

The analysts at Morgan Stanley believe that the impact of tariffs on inflation can prevent the US Fed from cutting rates too soon or too sharply. This scenario is anticipated to favour The Charles Schwab Corporation (NYSE:SCHW). In a less certain economic landscape, customer sweep cash balances can witness an increase, providing additional support to earnings. Elsewhere, Jefferies analyst Daniel Fannon maintained a “Buy” rating on The Charles Schwab Corporation (NYSE:SCHW)’s stock with the price objective of $89.00. The improvement in macroeconomic conditions can benefit the company moving forward. As and when economic growth strengthens, it can lead to increased investor confidence and elevated trading volumes.

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies, published its Q4 2024 investor letter. Here is what the fund said:

“Finance is transforming. Technology is democratizing access, reshaping wealth management, and enabling entirely new models of investing. From algorithmic trading to digital-first advisory platforms, the sector is evolving rapidly. Investors demand smarter, more sustainable options. The potential is significant, and we are focused on companies shaping how people save, invest, and transact in the years to come.

The Charles Schwab Corporation (NYSE:SCHW): Core Opportunity: Schwab is rebounding after a challenging period, supported by leadership stability, operational improvements, and client retention gains.

Key Highlights: Leadership Transition: Incoming CEO Rick Wurster continues the strategic vision of Schwab’s founder and most recent CEO…” (Click here to read the full text)