Price Chart

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

Next Report Date 11/08/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

Loading chart...
Last Report Date 07/18/2022
Beat/Miss Upgrade
Return Since 19.97%
Last FQE 06/30/2022
Next FQE 09/30/2022

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

Dividends

Dividend Per Share (TTM) 0.76
2017
2018
2019
2020
2021
No data available
 
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) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

Edit comparables

Annual Total Returns Versus Peers

Edit comparables
Loading chart...
Name
2015
2016
2017
2018
2019
2020
2021
YTD
9.92%
21.02%
31.16%
-18.43%
16.36%
13.59%
60.21%
-12.18%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-21.05%
51.12%
-15.35%
63.75%
-7.12%
-14.02%
31.73%
31.12%
-17.44%
-16.75%
36.06%
26.62%
-22.77%
32.66%
38.06%
46.61%
-14.94%
-2.34%
14.62%
38.18%
-21.61%
31.83%
47.20%
29.41%
-34.66%
8.37%
34.57%
26.73%
-6.65%
47.27%
-5.52%
27.73%
-30.26%
As of September 28, 2022.

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

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

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%

Top Portfolio Holders

0 of 0

Other Resources

Whale Wisdom 13F Filings
Seeking Alpha Call Transcripts
Morningstar Insider Trading
Nasdaq Institutional Ownership
Nasdaq Option Chain
SEC SEC Filings
Twitter SCHW Tweets