SCHW Stock Overview
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
The Charles Schwab Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$72.50 |
| 52 Week High | US$73.65 |
| 52 Week Low | US$45.65 |
| Beta | 1 |
| 1 Month Change | 7.57% |
| 3 Month Change | 15.59% |
| 1 Year Change | 30.51% |
| 3 Year Change | 10.86% |
| 5 Year Change | 60.86% |
| Change since IPO | 19,919.88% |
Recent News & Updates
Recent updates
Charles Schwab Earnings Preview: Cash Sorting Remains An Issue (Rating Downgrade)
Apr 12The Charles Schwab Corporation (NYSE:SCHW) Not Flying Under The Radar
Mar 24
Charles Schwab: The Bull Market Could Supercharge Earnings
Mar 23Charles Schwab: A Mix Between Headwinds And A Robust Legacy Business That Justify A Hold Rating
Mar 13Charles Schwab: Mr. Market Says Actions Speak Louder Than Words
Feb 14Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25
Jan 30Charles Schwab: A Solid Value Play
Jan 20Analysts Are Updating Their The Charles Schwab Corporation (NYSE:SCHW) Estimates After Its Full-Year Results
Jan 19A Mixed Picture For Charles Schwab Warrants A Downgrade At Last
Jan 05Charles Schwab Is Likely A Major Beneficiary Of 2024 Rate Cuts (Rating Upgrade)
Dec 28Charles Schwab: Expecting A Bottom At The Technical Support Level
Nov 24Charles Schwab: Avoid, As Earnings Pressure Haunts Outlook
Oct 23Charles Schwab: Investors Struck By Fear Ran For Cover - Here's Why I Didn't Flee
Oct 13Charles Schwab: A Tough Third Quarter Coming Up
Oct 02Let's Build A Bond Portfolio Together: Charles Schwab Bonds Yield 5.7%
Sep 18Charles Schwab: A Discounted Behemoth, Buy The Earnings Contraction
Aug 22Charles Schwab: The Perpetual Growth Machine
Aug 16Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?
Aug 04Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Rating Upgrade)
Jul 28Charles Schwab Stock: The Surge After Q2 Earnings Justified
Jul 19Charles Schwab: The Fed Cleared The Path For A Higher Valuation
Jul 10Charles Schwab: Buy While The Market Is Pessimistic
Jun 26Charles Schwab: The Multi-Trillion Dollar Asset Play That Just Gave You Billions More Reasons To Buy
Jun 17Charles Schwab: No Fat Pitch Here
May 30Charles Schwab's (NYSE:SCHW) Upcoming Dividend Will Be Larger Than Last Year's
Apr 30Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?
Mar 29Charles Schwab's client assets climb 6% M/M in January on market strength
Feb 14Schwab Continues Increasing Net Interest Revenue
Feb 03Charles Schwab (NYSE:SCHW) Is Paying Out A Larger Dividend Than Last Year
Jan 30Charles Schwab acquires Family Wealth Alliance, terms not disclosed
Jan 24Charles Schwab Q4 2022 Earnings Preview
Jan 17Charles Schwab Offers A Win-Win Proposition For Investors In 2023
Dec 28Chalres Schwab's client assets advance 5% from prior month
Dec 14We Ran A Stock Scan For Earnings Growth And Charles Schwab (NYSE:SCHW) Passed With Ease
Dec 05Charles Schwab client assets perk up 5% from September
Nov 14Shareholder Returns
| SCHW | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 2.0% | -4.9% | -3.5% |
| 1Y | 30.5% | 22.2% | 20.2% |
Return vs Industry: SCHW exceeded the US Capital Markets industry which returned 22.2% over the past year.
Return vs Market: SCHW exceeded the US Market which returned 20.2% over the past year.
Price Volatility
| SCHW volatility | |
|---|---|
| SCHW Average Weekly Movement | 2.6% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: SCHW has not had significant price volatility in the past 3 months.
Volatility Over Time: SCHW's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 32,600 | Walt Bettinger | www.schwab.com |
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services.
The Charles Schwab Corporation Fundamentals Summary
| SCHW fundamental statistics | |
|---|---|
| Market cap | US$133.50b |
| Earnings (TTM) | US$4.37b |
| Revenue (TTM) | US$18.46b |
30.3x
P/E Ratio7.2x
P/S RatioIs SCHW overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SCHW income statement (TTM) | |
|---|---|
| Revenue | US$18.46b |
| Cost of Revenue | US$624.00m |
| Gross Profit | US$17.84b |
| Other Expenses | US$13.47b |
| Earnings | US$4.37b |
Last Reported Earnings
Mar 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.39 |
| Gross Margin | 96.62% |
| Net Profit Margin | 23.66% |
| Debt/Equity Ratio | 130.4% |
How did SCHW perform over the long term?
See historical performance and comparison