Market Cap | 118.92B | P/E | 18.99 | EPS this Y | -2.90% | Ern Qtrly Grth | 2.90% |
Income | 4.41B | Forward P/E | 15.56 | EPS next Y | 28.60% | 50D Avg Chg | 13.00% |
Sales | 18.4B | PEG | 1.75 | EPS past 5Y | 6.13% | 200D Avg Chg | -2.00% |
Dividend | 1.00% | Price/Book | 4.38 | EPS next 5Y | 12.02% | 52W High Chg | -25.00% |
Recommedations | 2.30 | Quick Ratio | 0.44 | Shares Outstanding | 1.78B | 52W Low Chg | 45.00% |
Insider Own | 6.27% | ROA | 1.01% | Shares Float | 1.54B | Beta | 0.96 |
Inst Own | 80.70% | ROE | 12.00% | Shares Shorted/Prior | 16.24M/18.42M | Price | 65.34 |
Gross Margin | 96.70% | Profit Margin | 26.44% | Avg. Volume | 13,187,304 | Target Price | 72.75 |
Oper. Margin | 38.32% | Earnings Date | Oct 15 | Volume | 8,889,104 | Change | -0.58% |
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. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Citigroup | Neutral | Sep 27, 24 |
Goldman Sachs | Neutral | Sep 26, 24 |
Wells Fargo | Equal-Weight | Sep 12, 24 |
Keefe, Bruyette & Woods | Outperform | Aug 22, 24 |
Morgan Stanley | Equal-Weight | Aug 16, 24 |
Deutsche Bank | Buy | Aug 15, 24 |
Piper Sandler | Neutral | Jul 29, 24 |
JMP Securities | Market Outperform | Jul 23, 24 |
JP Morgan | Overweight | Jul 17, 24 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
HERRINGER FRANK C | Director Director | Feb 01 | Sell | 62.25 | 7,587 | 472,291 | 167,206 | 02/05/24 |
HERRINGER FRANK C | Director Director | Feb 01 | Option | 25.01 | 10,511 | 262,880 | 7,395 | 02/05/24 |
Schwab Charles R. | Co-Chairman Co-Chairman | Jan 24 | Sell | 63.9373 | 16,390 | 1,047,932 | 61,331,688 | 01/26/24 |
Crawford Peter B. | CFO CFO | Jan 22 | Sell | 64.4937 | 4,000 | 257,975 | 37,611 | 01/24/24 |
Ellis Stephen A | Director Director | Dec 15 | Option | 25.82 | 2,247 | 58,018 | 7,395 | 12/19/23 |
Schwab-Pomerantz Carolyn | Director Director | Nov 30 | Sell | 61.2802 | 12,208 | 748,109 | 1,722,400 | 12/04/23 |
Crawford Peter B. | CFO CFO | Nov 30 | Sell | 60.56 | 4,000 | 242,240 | 41,611 | 12/04/23 |
Crawford Peter B. | CFO CFO | Nov 30 | Option | 28.44 | 4,000 | 113,760 | 12/04/23 | |
Morgan Peter J. III | General Counsel General Counsel | Nov 30 | Sell | 60.7198 | 7,162 | 434,875 | 12/04/23 | |
SNEED PAULA A | Director Director | Oct 24 | Sell | 49.9764 | 6,918 | 345,737 | 112,398 | 10/26/23 |
Morgan Peter J. III | MD, General Counsel MD, General Counsel | Aug 29 | Sell | 59.609 | 8,000 | 476,872 | 8,014 | 08/30/23 |
Ruffel Charles A. | Director Director | Aug 17 | Buy | 60.5523 | 833 | 50,440 | 3,386 | 08/21/23 |
Schwab Charles R. | Co-Chairman Co-Chairman | Jul 24 | Sell | 66.63 | 147,807 | 9,848,380 | 59,672,778 | 07/26/23 |
Schwab Charles R. | Co-Chairman Co-Chairman | Jul 24 | Option | 23.12 | 72,047 | 1,665,727 | 07/26/23 | |
Schwab Charles R. | Co-Chairman Co-Chairman | May 22 | Sell | 51.76 | 77,640 | 4,018,646 | 59,771,278 | 05/24/23 |
Schwab Charles R. | Co-Chairman Co-Chairman | May 22 | Option | 22.67 | 77,640 | 1,760,099 | 05/24/23 | |
Brown Marianne Catherine | Director Director | Mar 28 | Buy | 53.4679 | 5,000 | 267,340 | 9,984 | 03/29/23 |
Clark Bernard J. | MD, Head of Adivsor.. MD, Head of Adivsor Services | Mar 17 | Buy | 54.8308 | 5,000 | 274,154 | 120,653 | 03/20/23 |
MARTIN-FLICKINGER GERRI | Director Director | Mar 17 | Buy | 54.161 | 3,700 | 200,396 | 8,455 | 03/20/23 |
Wurster Richard A | President President | Mar 17 | Buy | 54.3863 | 2,000 | 108,773 | 101,391 | 03/17/23 |
Wurster Richard A | President President | Mar 14 | Buy | 57.2793 | 5,000 | 286,396 | 99,391 | 03/17/23 |
Goldfarb Mark A | Director Director | Mar 16 | Buy | 58.3669 | 4,000 | 233,468 | 27,017 | 03/16/23 |
Ellis Stephen A | Director Director | Mar 15 | Buy | 58.2582 | 34,387 | 2,003,325 | 99,801 | 03/15/23 |
Ricketts Todd M | Director Director | Mar 14 | Buy | 56.7862 | 10,000 | 567,862 | 230,892 | 03/14/23 |
ADAMS JOHN K JR | Director Director | Mar 14 | Buy | 59.31 | 5,000 | 296,550 | 41,955 | 03/14/23 |
Craig Jonathan M. | Please see remarks Please see remarks | Mar 02 | Sell | 76.33 | 34,667 | 2,646,132 | 11,159 | 03/06/23 |
Ruffel Charles A. | Director Director | Feb 16 | Sell | 80.8841 | 5,176 | 418,656 | 12,073 | 02/21/23 |
HERRINGER FRANK C | Director Director | Feb 14 | Sell | 80.87 | 9,139 | 739,071 | 157,026 | 02/16/23 |
HERRINGER FRANK C | Director Director | Feb 14 | Option | 19.21 | 14,345 | 275,567 | 19,244 | 02/16/23 |
SNEED PAULA A | Director Director | Feb 06 | Sell | 80 | 20,888 | 1,671,040 | 116,723 | 02/08/23 |
SNEED PAULA A | Director Director | Feb 06 | Option | 47.29 | 20,888 | 987,794 | 25,787 | 02/08/23 |
Schwab Charles R. | Co-Chairman Co-Chairman | Feb 03 | Sell | 79.96 | 317,700 | 25,403,292 | 60,160,509 | 02/07/23 |
Schwab-Pomerantz Carolyn | Director Director | Nov 01 | Sell | 79.56 | 12,540 | 997,682 | 1,733,853 | 11/03/22 |
Craig Jonathan M. | Please see remarks Please see remarks | Aug 12 | Sell | 75.0018 | 8,032 | 602,414 | 4,019 | 08/15/22 |
Schwab Charles R. | Co-Chairman Co-Chairman | Jul 28 | Sell | 67.4 | 284,900 | 19,202,260 | 69,613,930 | 08/01/22 |
Schwab Charles R. | Chairman Chairman | Jul 21 | Sell | 62.52 | 120,000 | 7,502,400 | 70,486,926 | 07/22/22 |
Schwab Charles R. | Chairman Chairman | Jul 20 | Sell | 62.7 | 120,000 | 7,524,000 | 71,083,305 | 07/20/22 |
Bettinger Walter W | CEO CEO | Apr 28 | Buy | 67.61 | 72,911 | 4,929,513 | 432,625 | 04/29/22 |
Bettinger Walter W | CEO CEO | Apr 26 | Buy | 68.5494 | 26,108 | 1,789,688 | 355,373 | 04/26/22 |
Bettinger Walter W | CEO CEO | Apr 25 | Buy | 69.4858 | 36,640 | 2,545,960 | 329,265 | 04/25/22 |
Crawford Peter B. | MD, EVP, and CFO MD, EVP, and CFO | Mar 16 | Sell | 87.0124 | 3,114 | 270,957 | 19,225 | 03/17/22 |
Crawford Peter B. | MD, EVP, and CFO MD, EVP, and CFO | Mar 01 | Option | 80.0625 | 9,342 | 747,944 | 22,339 | 03/03/22 |
Murtagh Nigel J | MD, EVP - Corporate.. MD, EVP - Corporate Risk | Mar 01 | Option | 80.0625 | 9,916 | 793,900 | 67,568 | 03/03/22 |
Craig Jonathan M. | MD, Senior EVP MD, Senior EVP | Mar 01 | Option | 80.0625 | 16,067 | 1,286,364 | 16,067 | 03/03/22 |
Clark Bernard J. | MD, EVP - Advisor Se.. MD, EVP - Advisor Services | Mar 01 | Option | 80.0625 | 13,585 | 1,087,649 | 85,854 | 03/03/22 |
MARTINETTO JOSEPH R | MD, Senior EVP and C.. MD, Senior EVP and COO | Mar 01 | Option | 80.0625 | 24,288 | 1,944,558 | 210,876 | 03/03/22 |
Bettinger Walter W | CEO CEO | Mar 01 | Option | 80.0625 | 84,711 | 6,782,174 | 292,625 | 03/03/22 |
Schwab Charles R. | Chairman Chairman | Mar 01 | Option | 80.0625 | 31,389 | 2,513,082 | 74,589,718 | 03/03/22 |
Schwab Charles R. | Chairman Chairman | Feb 22 | Sell | 85.93 | 156,860 | 13,478,980 | 75,005,463 | 02/22/22 |
Schwab Charles R. | Chairman Chairman | Feb 17 | Sell | 86.6346 | 58,140 | 5,036,936 | 75,197,943 | 02/17/22 |