SCHW | The Charles Schwab Corporation

Financial | Capital Markets | USA | NYSE

Index	S&P 500	P/E	15.00	EPS (ttm)	3.67	Insider Own	6.34%	Shs Outstand	1.83B	Perf Week	1.16%
Market Cap	97.03B	Forward P/E	13.15	EPS next Y	4.18	Insider Trans	-0.68%	Shs Float	1.69B	Perf Month	15.67%
Income	6.89B	PEG	1.50	EPS next Q	0.77	Inst Own	88.50%	Short Float / Ratio	1.63% / 0.94	Perf Quarter	-6.30%
Sales	23.86B	P/S	4.07	EPS this Y	24.00%	Inst Trans	-0.60%	Short Interest	27.66M	Perf Half Y	-31.41%
Book/sh	14.81	P/B	3.71	EPS next Y	26.18%	ROA	1.20%	Target Price	66.71	Perf Year	-16.32%
Cash/sh	27.87	P/C	1.97	EPS next 5Y	10.03%	ROE	24.00%	52W Range	45.00 - 86.63	Perf YTD	-33.94%
Dividend	1.00	P/FCF	15.44	EPS past 5Y	16.30%	ROI	1.70%	52W High	-36.51%	Beta	0.88
Dividend %	1.82%	Quick Ratio	-	Sales past 5Y	20.00%	Gross Margin	88.90%	52W Low	22.22%	ATR	1.55
Employees	36000	Current Ratio	-	Sales Q/Q	32.30%	Oper. Margin	40.50%	RSI (14)	59.45	Volatility	2.30% 2.50%
Optionable	Yes	Debt/Eq	14.67	EPS Q/Q	24.10%	Profit Margin	28.90%	Rel Volume	0.27	Prev Close	55.03
Shortable	Yes	LT Debt/Eq	2.42	Earnings	Apr 17 BMO	Payout	24.20%	Avg Volume	29.40M	Price	55.00
Recom	2.00	SMA20	4.67%	SMA50	6.30%	SMA200	-20.77%	Volume	7,858,033	Change	-0.05%

Date	Action	Analyst	Rating Change	Price Target Change
May-15-23	Upgrade	Raymond James	Mkt Perform → Outperform	$63
Apr-20-23	Downgrade	Redburn	Neutral → Sell
Mar-30-23	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$99 → $68
Mar-15-23	Upgrade	Credit Suisse	Neutral → Outperform	$81.50 → $67.50
Mar-13-23	Upgrade	Citigroup	Neutral → Buy	$83 → $75
Jan-19-23	Downgrade	BofA Securities	Buy → Underperform	$92 → $75
Jan-04-23	Upgrade	Goldman	Neutral → Buy	$98
Nov-01-22	Downgrade	Credit Suisse	Outperform → Neutral	$84
Oct-19-22	Initiated	Credit Suisse	Outperform	$80
Oct-12-22	Initiated	Credit Suisse	Neutral	$83
Oct-12-22	Initiated	Citigroup	Neutral	$83
Aug-31-22	Initiated	Barclays	Equal Weight	$81
Jun-23-22	Initiated	Redburn	Neutral
Jun-21-22	Upgrade	UBS	Neutral → Buy	$68 → $75
Apr-26-22	Resumed	Goldman	Neutral	$99 → $75
Apr-12-22	Upgrade	Compass Point	Neutral → Buy	$98
Jan-10-22	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Dec-16-21	Resumed	BofA Securities	Buy	$97
Oct-22-21	Reiterated	Wolfe Research	Outperform	$94 → $90
Oct-22-21	Reiterated	Piper Sandler	Overweight	$84 → $90

Show Previous Ratings

Jun-09-23 09:00AM	Here is What to Know Beyond Why The Charles Schwab Corporation (SCHW) is a Trending Stock (Zacks)
06:20AM	Is Schwab Fundamental International Small Company Index ETF (FNDC) a Strong ETF Right Now? (Zacks)
02:30AM	The Best Online Brokers of 2023: Meeting the Challenge of Diverse Investors (Barrons.com)
Jun-07-23 10:00AM	This Schwab Stock Cash-Secured Put Could Return 29% At An Annualized Rate (Investor's Business Daily)
07:25AM	Top 16 Dividend Stocks To Buy According To Hedge Funds (Insider Monkey)
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05:50AM	Here's How Much Higher Wall Street Thinks Nvidia Stock Will Soar (Motley Fool)
Jun-06-23 04:24PM	Charles Schwab Cash Sorting Woes May Linger Into 2024 (Barrons.com)
07:00AM	Is Schwab 1000 Index (SNXFX) a Strong Mutual Fund Pick Right Now? (Zacks)
06:20AM	Is Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) a Strong ETF Right Now? (Zacks)
Jun-05-23 05:45PM	The Charles Schwab Corporation (SCHW) Gains As Market Dips: What You Should Know (Zacks)
02:23PM	Is it Time to Tap Dividend ETFs for Reliable Gains? (Zacks)
Jun-02-23 10:04AM	Schwab (SCHW) Rides on Buyouts, Higher Rates Amid Rising Costs (Zacks)
09:40AM	16 Best Retirement Communities in Florida Near the Beach (Insider Monkey)
08:20AM	Interactive Brokers (IBKR) Up as May DARTs Rise Sequentially (Zacks)
06:20AM	Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar? (Zacks)
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03:08AM	Investor Concerns Affected The Charles Schwab Corporation (SCHW) in Q1 (Insider Monkey)
May-31-23 06:20AM	Is Schwab Fundamental U.S. Small Company Index ETF (FNDA) a Strong ETF Right Now? (Zacks)
04:51AM	The Zacks Analyst Blog Highlights Tesla, TotalEnergies, Intuitive Surgical, Charles Schwab and Monster Beverage (Zacks)
May-30-23 05:45PM	The Charles Schwab Corporation (SCHW) Stock Moves 0.32%: What You Should Know (Zacks)
04:29PM	Top Research Reports for Tesla, TotalEnergies & Intuitive Surgical (Zacks)
11:04AM	3 Retirement Rules You Should Follow And Why You Should Forget the 4% Rule (GOBankingRates)
May-29-23 09:00AM	Is Trending Stock The Charles Schwab Corporation (SCHW) a Buy Now? (Zacks)
May-28-23 09:45PM	Charles Schwab Congratulates Emiliano Grillo as Champion of the 2023 Charles Schwab Challenge (Business Wire)
May-27-23 04:36AM	20 Best Places to Retire in Florida (Insider Monkey)
May-26-23 11:31AM	Raymond James Financial, Inc. (RJF) Up 3.5% Since Last Earnings Report: Can It Continue? (Zacks)
10:01AM	Is Now The Time To Put Charles Schwab (NYSE:SCHW) On Your Watchlist? (Simply Wall St.)
09:30AM	Charles Schwab Recognized by Points of Light as One of the 50 Most Community-Minded Companies in the United States for Seventh Consecutive Year (Business Wire)
07:30AM	2 Value Stocks That Can Keep Growing Profit (Motley Fool)
06:20AM	Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar? (Zacks)
May-25-23 10:15AM	Analysts are Upgrading These 10 Stocks (Insider Monkey)
06:20AM	Loading…
06:20AM	Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar? (Zacks)
May-23-23 05:45PM	The Charles Schwab Corporation (SCHW) Gains As Market Dips: What You Should Know (Zacks)
10:05AM	5 ETFs That Gained Maximum Investor Love Last Week (Zacks)
08:27AM	Investing $100,000 in This ETF Could be Life Changing (Motley Fool)
07:16AM	3 Healthcare Mutual Funds for Spectacular Returns (Zacks)
May-22-23 02:40PM	Regional Banks Could Tap Debt Market After Charles Schwab Raised $2.5 Billion in Bonds (Bloomberg)
11:10AM	What Cardboard Box Demand and Movie Tickets Tell Us About the Markets (Investopedia)
May-20-23 07:30AM	Author John M. Jennings Talks About Uncertainty (Motley Fool)
06:08AM	16 Best Retirement Communities in Florida for Singles (Insider Monkey)
May-19-23 07:33AM	3 Stocks You Can Keep Forever (Motley Fool)
06:20AM	Should Schwab U.S. Small-Cap ETF (SCHA) Be on Your Investing Radar? (Zacks)
06:20AM	Should Schwab U.S. Large-Cap Growth ETF (SCHG) Be on Your Investing Radar? (Zacks)
May-18-23 03:52PM	Prime Capital Adds Goldman Sachs as a Custodian (Barrons.com)
02:38PM	LYFT CFO to Step Down Shortly, Company Appoints Replacement (Zacks)
10:25AM	Charles Schwab to Raise $2.5 Billion Via Bond Sales (Investopedia)
08:46AM	Schwab Raises $2.5 Billion in Bonds to Shore Up Finances (Barrons.com)
07:26AM	5 Things to Know Before Markets Open (Investopedia)
06:46AM	LPL Financial's (LPLA) April Metrics Rise on Upbeat Markets (Zacks)
06:20AM	Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar? (Zacks)
06:16AM	Brokerage Charles Schwab joins corporate debt rush with $2.5 billion offering (Reuters)
04:09AM	Walmart, Take-Two and Canada Goose rise premarket; Cisco falls ; (Investing.com)
02:03AM	PRESS DIGEST-Wall Street Journal - May 18 (Reuters)
May-17-23 06:29PM	Charles Schwab to raise $2.5 billion in long-term debt - WSJ (Reuters)
06:26PM	Charles Schwab to raise $2.5 bln in long-term debt - WSJ (Reuters)
05:24PM	Schwab Taps Credit Markets to Raise $2.5 Billion in Debt (The Wall Street Journal)
11:30AM	Why Is The Charles Schwab Corporation (SCHW) Down 7.2% Since Last Earnings Report? (Zacks)
09:00AM	New Schwab Data: Participants Choose Virtual 401(k) Education at Record Levels (Business Wire)
07:00AM	Charles Schwab's (NYSE:SCHW) three-year earnings growth trails the 16% YoY shareholder returns (Simply Wall St.)
06:20AM	Is Schwab Fundamental International Large Company Index ETF (FNDF) a Strong ETF Right Now? (Zacks)
May-16-23 08:03PM	Lyft Taps New CFO Amid Layoffs, Soft Earnings Forecast (The Wall Street Journal)
05:14PM	Lyft Taps Erin Brewer as CFO (The Wall Street Journal)
09:00AM	Is Most-Watched Stock The Charles Schwab Corporation (SCHW) Worth Betting on Now? (Zacks)
02:25AM	4 big analyst picks: Meta stock a buy on sprightly revenue prospects (Investing.com)
May-15-23 04:54PM	Why Shares of Western Alliance, KeyCorp, and Charles Schwab Rose Today (Motley Fool)
04:43PM	Schwab Investors Wellington, GQG, TIAA-CREF Sold Last Quarter (Bloomberg)
04:09PM	Michael Burry of The Big Short gambles on regional bank stocks (Yahoo Finance)
11:53AM	Schwab (SCHW) Records a Fall in April Core Net New Assets (Zacks)
11:01AM	Schwab Stock Gains on Upgrade. Are Its Deposit Problems Over? (Barrons.com)
10:53AM	Up 7% In 2023, Is It Safe to Invest In the S&P 500 Right Now? (Motley Fool)
09:30AM	Is It Worth Investing in The Charles Schwab Corporation (SCHW) Based on Wall Street's Bullish Views? (Zacks)
09:02AM	US STOCKS-Wall St set to open higher on debt talks optimism (Reuters)
04:02AM	Newmont, Magellan Midstream, Ford and Meta rise premarket; ONEOK falls (Investing.com)
May-14-23 11:30AM	3 Reasons Too Much Debt Can Negatively Impact Your Retirement (and What to Do About It) (Motley Fool)
05:00AM	3 Stocks I'm Not Selling in May (Motley Fool)
May-12-23 04:48PM	Markets Fall on a Drop in Consumer Sentiment (Investopedia)
11:57AM	Charles Schwab Says Client Assets Grew in April. Stock Rises. (Barrons.com)
10:10AM	Midday movers: First Solar, Tesla, Charles Schwab and more (Investing.com)
08:45AM	Schwab Reports Monthly Activity Highlights (Business Wire)
08:00AM	Charles Schwab Insiders Sell US$140m Of Stock, Possibly Signalling Caution \ (Simply Wall St.)
May-11-23 06:20AM	Should Schwab U.S. Large-Cap ETF (SCHX) Be on Your Investing Radar? (Zacks)
May-10-23 11:00AM	Is There Such a Thing as Being Too Old to Own Stocks? (Motley Fool)
08:30AM	Schwab Announces Enhancements to Trading Experience on Schwab.com and Schwab Mobile (Business Wire)
06:20AM	Is Schwab Fundamental U.S. Broad Market Index ETF (FNDB) a Strong ETF Right Now? (Zacks)
May-09-23 04:13PM	Schwab Began Hedging Interest-Rate Risk With About $3.9 Billion in Derivatives (Bloomberg)
08:44AM	3 Financial Stocks With Up to 30% Upside (Motley Fool)
07:34AM	The Charles Schwab Corporation (SCHW) Detracted on Banking Sector Decline (Insider Monkey)
May-08-23 10:17AM	Weekly Stock List (Argus Research)
06:20AM	Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar? (Zacks)
May-07-23 08:30PM	If a New Bull Market Is Coming, Don't Make This Expensive Mistake (Motley Fool)
05:06AM	For Only the 4th Time in 50 Years, This Banking Metric Is Forecasting a Big Move in the Stock Market (Motley Fool)
May-06-23 08:14AM	The Charles Schwab Corporation (NYSE:SCHW) Looks Like A Good Stock, And It's Going Ex-Dividend Soon (Simply Wall St.)
07:30AM	Esteemed Value Investor Rogers Touts Schwab, ADT (TheStreet.com)
May-05-23 04:12PM	Bank Crisis: Bankers Call For Probe Into Short Sellers. Elizabeth Warren Wants Answers From First Republic. (Investor's Business Daily)
03:37PM	Why TD Bank Stock Was Rising Today (Motley Fool)
01:40PM	Charles Schwab Sees Hope for Renewed Growth in Holdings of Client Cash (Barrons.com)
09:00AM	The Charles Schwab Corporation (SCHW) is Attracting Investor Attention: Here is What You Should Know (Zacks)
May-04-23 05:37PM	20 Biggest Holding Companies in USA (Insider Monkey)
01:59PM	Interactive Brokers (IBKR) Tanks 6.8% as April DARTs Decline (Zacks)
May-03-23 09:26AM	History Says the S&P 500 Could Soon Soar to New Highs -- 2 Growth Stocks to Buy Now (Motley Fool)
08:31AM	There's No Need for Investors to Rush Into Schwab's Stock (Motley Fool)

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. 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; and retirement plan services. The Company operates domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schwab Charles R.	Co-Chairman	May 22	Option Exercise	22.67	77,640	1,760,099	0	May 24 07:38 PM
Schwab Charles R.	Co-Chairman	May 22	Sale	51.76	77,640	4,018,584	59,771,278	May 24 07:38 PM
Brown Marianne Catherine	Director	Mar 28	Buy	53.47	5,000	267,340	9,984	Mar 29 07:06 PM
Clark Bernard J.	MD, Head of Adivsor Services	Mar 17	Buy	54.83	5,000	274,154	120,653	Mar 20 05:43 PM
MARTIN-FLICKINGER GERRI	Director	Mar 17	Buy	54.16	3,700	200,396	8,455	Mar 20 05:42 PM
Wurster Richard A	President	Mar 17	Buy	54.39	2,000	108,773	101,391	Mar 17 07:22 PM
Goldfarb Mark A	Director	Mar 16	Buy	58.37	4,000	233,468	27,017	Mar 16 07:43 PM
Ellis Stephen A	Director	Mar 15	Buy	58.26	34,387	2,003,325	99,801	Mar 15 06:57 PM
Bettinger Walter W	Co-Chairman and CEO	Mar 14	Buy	59.31	50,000	2,965,500	656,501	Mar 14 07:05 PM
Ricketts Todd M	Director	Mar 14	Buy	56.79	10,000	567,862	230,892	Mar 14 07:07 PM
Ellis Stephen A	Director	Mar 14	Buy	56.08	6,757	378,928	65,414	Mar 14 07:05 PM
ADAMS JOHN K JR	Director	Mar 14	Buy	59.31	5,000	296,550	41,955	Mar 14 07:06 PM
Crawford Peter B.	MD and CFO	Mar 14	Buy	57.96	5,000	289,780	44,725	Mar 14 07:06 PM
Craig Jonathan M.	Please see remarks	Mar 06	Sale	76.33	34,667	2,646,240	11,159	Mar 06 09:05 PM
Murtagh Nigel J	MD, Chief Risk Officer	Feb 24	Sale	80.23	10,796	866,145	57,322	Feb 28 04:16 PM
Ruffel Charles A.	Director	Feb 16	Sale	80.88	5,176	418,656	12,073	Feb 21 08:30 PM
HERRINGER FRANK C	Director	Feb 14	Option Exercise	19.21	14,345	275,567	19,244	Feb 16 07:22 PM
Schwab Charles R.	Co-Chairman	Feb 14	Sale	80.65	28,775	2,320,756	59,911,309	Feb 15 05:20 PM
HERRINGER FRANK C	Director	Feb 14	Sale	80.87	9,139	739,051	157,026	Feb 16 07:22 PM
Schwab Charles R.	Co-Chairman	Feb 13	Sale	81.04	95,030	7,700,804	60,002,584	Feb 15 05:20 PM
Schwab Charles R.	Co-Chairman	Feb 08	Sale	81.54	62,500	5,096,088	30,731,256	Feb 09 04:30 PM
Schwab Charles R.	Co-Chairman	Feb 07	Sale	81.07	62,890	5,098,505	30,793,756	Feb 09 04:30 PM
SNEED PAULA A	Director	Feb 06	Option Exercise	45.84	20,888	957,560	25,787	Feb 08 06:45 PM
Schwab Charles R.	Co-Chairman	Feb 06	Sale	80.07	188,670	15,107,172	30,856,646	Feb 07 06:16 PM
SNEED PAULA A	Director	Feb 06	Sale	80.00	20,888	1,671,055	116,723	Feb 08 06:45 PM
Schwab Charles R.	Co-Chairman	Feb 03	Sale	79.76	129,030	10,291,742	30,982,426	Feb 07 06:16 PM
Schwab Charles R.	Co-Chairman	Feb 01	Option Exercise	16.40	121,066	1,985,482	0	Feb 02 04:38 PM
Schwab Charles R.	Co-Chairman	Feb 01	Sale	77.84	121,066	9,424,153	60,223,399	Feb 02 04:38 PM
Craig Jonathan M.	Please see remarks	Jan 18	Option Exercise	30.17	51,144	1,543,014	0	Jan 20 04:30 PM
Craig Jonathan M.	Please see remarks	Jan 18	Sale	80.30	51,144	4,106,685	0	Jan 20 04:30 PM
Schwab Charles R.	Co-Chairman	Nov 18	Sale	79.66	132,050	10,519,187	31,111,456	Nov 21 04:11 PM
Schwab Charles R.	Co-Chairman	Nov 11	Sale	78.29	132,050	10,338,555	31,159,531	Nov 15 04:26 PM
Ellis Stephen A	Director	Nov 10	Option Exercise	18.34	17,030	312,271	4,899	Nov 14 04:26 PM
Morgan Peter J. III	MD, EVP, and General Counsel	Nov 08	Sale	80.04	1,463	117,104	1,803	Nov 09 05:19 PM
Schwab Charles R.	Co-Chairman	Nov 04	Sale	79.26	135,000	10,699,673	69,022,467	Nov 07 05:41 PM
Schwab-Pomerantz Carolyn	Director	Nov 02	Sale	79.29	6,270	497,164	1,733,853	Nov 03 07:26 PM
Schwab-Pomerantz Carolyn	Director	Nov 01	Sale	79.82	6,270	500,463	1,739,557	Nov 03 07:26 PM
Schwab Charles R.	Co-Chairman	Nov 01	Sale	79.84	2,160	172,459	69,182,722	Nov 02 04:54 PM
Morgan Peter J. III	MD, EVP, and General Counsel	Oct 31	Option Exercise	41.98	7,322	307,378	11,900	Nov 02 04:54 PM
Schwab Charles R.	Co-Chairman	Oct 31	Sale	79.49	135,000	10,731,110	69,184,882	Nov 02 04:54 PM
Morgan Peter J. III	MD, EVP, and General Counsel	Oct 31	Sale	80.03	7,322	585,968	4,578	Nov 02 04:54 PM
Schwab-Pomerantz Carolyn	Director	Oct 28	Sale	80.01	31,950	2,556,208	596,456	Nov 01 05:21 PM
Murtagh Nigel J	MD, EVP - Corporate Risk	Oct 28	Sale	80.00	16,169	1,293,444	51,798	Nov 01 05:24 PM
Craig Jonathan M.	Please see remarks	Oct 28	Sale	79.08	4,019	317,802	0	Nov 01 05:22 PM
Craig Jonathan M.	Please see remarks	Aug 12	Sale	75.00	8,032	602,414	4,019	Aug 15 06:33 PM
Schwab Charles R.	Co-Chairman	Jul 29	Sale	69.43	135,300	9,393,635	69,613,930	Aug 01 01:45 PM
Schwab Charles R.	Co-Chairman	Jul 28	Sale	65.36	149,600	9,778,559	69,749,230	Aug 01 01:45 PM
Schwab Charles R.	Chairman	Jul 21	Sale	62.52	120,000	7,501,884	70,486,926	Jul 22 11:09 AM
Schwab Charles R.	Chairman	Jul 20	Sale	62.70	120,000	7,524,384	71,083,305	Jul 20 07:24 PM

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SCHW | The Charles Schwab Corporation

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