Charles Schwab Corp (SCHW)
72.63
-0.62 (-0.85%)
USD |
NYSE |
Sep 29, 16:00
72.95
+0.32 (+0.44%)
After-Hours: 20:00
Price Chart
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 137.79B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | -2.83% |
| Valuation | |
| PE Ratio | 23.89 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 7.256 |
| Price to Book Value | 4.074 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | 0.22 |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 0.5027 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | 51.08% |
News
Headline
Wire
Time (ET)
Yahoo
09/29 13:52
Yahoo
09/28 07:00
Yahoo
09/27 09:00
MT Newswires
09/27 07:47
Yahoo
09/26 04:00
Yahoo
09/24 13:46
Events
| DATE | TIME | TYPE | PERIOD | REPORTED EPS |
ESTIMATED EPS |
SURPRISE | |
| 11/08/2022* | -- | Results | Q3 2022 | -- | 1.06 | -- | |
| 07/18/2022 | -- | Results | Q2 2022 | 0.97 | 0.91 | 6.90% | |
| 04/18/2022 | -- | Results | Q1 2022 | 0.77 | 0.84 | -8.35% | |
| 01/18/2022 | -- | Results | Q4 2021 | 0.86 | 0.88 | -2.43% | |
| 11/08/2021 | -- | Results | Q3 2021 | 0.84 | 0.81 | 3.45% | |
| 07/16/2021 | -- | Results | Q2 2021 | 0.70 | 0.72 | -2.30% | |
| 05/07/2021 | -- | Results | Q1 2021 | 0.84 | 0.82 | 2.00% | |
| 01/19/2021 | -- | Results | Q4 2020 | 0.74 | 0.70 | 5.41% |
*Estimated Date/Time
Earnings
Profile
Edit
| Charles Schwab operates in brokerage, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of 2021. Nearly all of its revenue is from the United States. |
| URL | https://www.aboutschwab.com |
| Investor Relations URL | https://www.aboutschwab.com/investor-relations |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Capital Markets |
| Equity Style | Large Cap/Growth |
| Next Earnings Release | Nov. 08, 2022 (est.) |
| Last Earnings Release | Jul. 18, 2022 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Aug. 11, 2022 |
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Dividends
| Dividend Per Share (TTM) | 0.76 |
|
2017
2018
2019
2020
2021
6.00%
4.00%
2.00%
|
|
| Yield to Market | 0.7633 |
| Yield to Sector | 0.1654 |
| Yield to Industry | 0.3307 |
| Last Dividend Amt. | 0.22 |
| Dividend Frequency | Quarterly |
| Last Ex-Dividend Date | Aug. 11, 2022 |
| Yield (TTM) | 1.10% |
| Forward Yield | 1.20% |
| Payout Ratio | 30.82% |
| Cash Payout Ratio | 126.4% |
| Consistent Payer (5Y) |
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| Consistent Growth (5Y) |
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Risk Info
Total Returns Comparison
Annual Total Returns Versus Peers
As of September 28, 2022.
Fundamentals
| Revenue (TTM) | 19.04B |
| Total Expenses (TTM) | -- |
| Net Income (TTM) | 6.301B |
| Total Assets (Quarterly) | 637.56B |
| Total Liabilities (Quarterly) | 593.04B |
| Shareholders Equity (Quarterly) | 44.51B |
| Cash from Operations (TTM) | 2.564B |
| Cash from Investing (TTM) | -45.90B |
| Cash from Financing (TTM) | 72.43B |
Ratings
Profile
Edit
| Charles Schwab operates in brokerage, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $8 trillion of client assets at the end of 2021. Nearly all of its revenue is from the United States. |
| URL | https://www.aboutschwab.com |
| Investor Relations URL | https://www.aboutschwab.com/investor-relations |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Capital Markets |
| Equity Style | Large Cap/Growth |
| Next Earnings Release | Nov. 08, 2022 (est.) |
| Last Earnings Release | Jul. 18, 2022 |
| Next Ex-Dividend Date | N/A |
| Last Ex-Dividend Date | Aug. 11, 2022 |
Risk Info
Ownership
| Insider Ownership Percentage | Upgrade |
Jul '20
Nov '20
Mar '21
80.00%
40.00%
10.00%
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Top Fund Holders
| Symbol | Dollars Invested | % Weight |
|---|---|---|
| DOXGX | 3.251B USD | 3.81% |
| CET | 37.91M USD | 3.55% |
| IYG | 45.02M USD | 3.48% |
| XLF | 904.33M USD | 3.28% |
| IYF | 55.99M USD | 3.08% |
| PRBLX | 673.87M USD | 2.63% |
| VFH | 219.11M USD | 2.33% |
| VWELX | 2.320B USD | 2.22% |
| SPHQ | 58.04M USD | 1.79% |
| JLGZX | 630.14M USD | 1.79% |
| VWNDX | 362.71M USD | 1.68% |
| MFELX | 427.78M USD | 1.21% |
Other Resources
| Whale Wisdom | 13F Filings |
| Seeking Alpha | Call Transcripts |
| Morningstar | Insider Trading |
| Nasdaq | Institutional Ownership |
| Nasdaq | Option Chain |
| SEC | SEC Filings |
| SCHW Tweets |