The Charles Schwab Corporation
IndexS&P 500 P/E24.81 EPS (ttm)3.04 Insider Own0.10% Shs Outstand1.90B Perf Week7.89%
Market Cap138.52B Forward P/E15.66 EPS next Y4.82 Insider Trans-27.81% Shs Float1.70B Perf Month19.40%
Income5.79B PEG1.26 EPS next Q1.05 Inst Own76.40% Short Float0.78% Perf Quarter15.74%
Sales19.60B P/S7.07 EPS this Y33.20% Inst Trans1.63% Short Ratio1.61 Perf Half Y-15.82%
Book/sh17.84 P/B4.23 EPS next Y23.41% ROA0.90% Target Price87.54 Perf Year4.08%
Cash/sh35.17 P/C2.15 EPS next 5Y19.65% ROE14.00% 52W Range59.35 - 96.24 Perf YTD-10.27%
Dividend0.88 P/FCF62.62 EPS past 5Y16.60% ROI1.10% 52W High-21.73% Beta1.09
Dividend %1.17% Quick Ratio- Sales past 5Y20.00% Gross Margin97.20% 52W Low26.93% ATR2.07
Employees35200 Current Ratio- Sales Q/Q13.10% Oper. Margin41.60% RSI (14)69.30 Volatility3.22% 2.85%
OptionableYes Debt/Eq13.73 EPS Q/Q47.30% Profit Margin29.50% Rel Volume0.32 Prev Close75.46
ShortableYes LT Debt/Eq0.62 EarningsJul 18 BMO Payout24.90% Avg Volume8.19M Price75.33
Recom2.00 SMA209.39% SMA5015.42% SMA200-2.41% Volume1,308,049 Change-0.17%
Jun-23-22Initiated Redburn Neutral
Jun-21-22Upgrade UBS Neutral → Buy $68 → $75
Apr-26-22Resumed Goldman Neutral $99 → $75
Apr-12-22Upgrade Compass Point Neutral → Buy $98
Jan-10-22Downgrade JMP Securities Mkt Outperform → Mkt Perform
Dec-16-21Resumed BofA Securities Buy $97
Oct-22-21Reiterated Wolfe Research Outperform $94 → $90
Oct-22-21Reiterated Piper Sandler Overweight $84 → $90
Oct-22-21Reiterated Jefferies Buy $89 → $96
Oct-22-21Reiterated Citigroup Buy $98 → $100
Oct-05-21Initiated Atlantic Equities Overweight $95
Jul-08-21Downgrade Goldman Buy → Neutral $76
Apr-27-21Upgrade Credit Suisse Neutral → Outperform $74 → $86
Apr-09-21Upgrade JMP Securities Mkt Perform → Mkt Outperform $80
Apr-05-21Upgrade Wolfe Research Peer Perform → Outperform
Mar-04-21Resumed JP Morgan Overweight $79
Feb-22-21Upgrade Wolfe Research Underperform → Peer Perform $67
Jan-12-21Upgrade BofA Securities Neutral → Buy $52 → $68
Jan-05-21Downgrade Wolfe Research Peer Perform → Underperform $39 → $56
Dec-01-20Upgrade Wells Fargo Equal Weight → Overweight $44 → $58
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The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 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 incorporated in 1971 and is headquartered in Westlake, Texas.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Craig Jonathan M.Please see remarksAug 12Sale75.008,032602,4144,019Aug 15 06:33 PM
Schwab Charles R.Co-ChairmanJul 29Sale69.43135,3009,393,63569,613,930Aug 01 01:45 PM
Schwab Charles R.Co-ChairmanJul 28Sale65.36149,6009,778,55969,749,230Aug 01 01:45 PM
Schwab Charles R.ChairmanJul 21Sale62.52120,0007,501,88470,486,926Jul 22 11:09 AM
Schwab Charles R.ChairmanJul 20Sale62.70120,0007,524,38471,083,305Jul 20 07:24 PM
Schwab Charles R.ChairmanMay 26Sale68.96147,27510,155,96674,423,993May 27 03:39 PM
Bettinger Walter WCEOApr 29Buy67.0763,1884,238,234432,625Apr 29 06:15 PM
Bettinger Walter WCEOApr 28Buy68.169,723662,677369,437Apr 29 06:15 PM
Bettinger Walter WCEOApr 27Buy68.554,341297,567359,714Apr 28 04:02 PM
Bettinger Walter WCEOApr 26Buy68.5526,1081,789,688355,373Apr 26 06:51 PM
Bettinger Walter WCEOApr 25Buy69.4936,6402,545,960329,265Apr 25 09:29 PM
Craig Jonathan M.MD, Senior EVPApr 07Sale80.024,016321,37912,051Apr 07 04:01 PM
Crawford Peter B.MD, EVP, and CFOMar 22Sale91.003,114283,37416,111Mar 22 04:27 PM
Crawford Peter B.MD, EVP, and CFOMar 16Sale87.013,114270,95719,225Mar 17 12:37 PM
Crawford Peter B.MD, EVP, and CFOMar 01Option Exercise80.069,342747,94422,339Mar 03 07:28 PM
Murtagh Nigel JMD, EVP - Corporate RiskMar 01Option Exercise80.069,916793,90067,568Mar 03 07:27 PM
Craig Jonathan M.MD, Senior EVPMar 01Option Exercise80.0616,0671,286,36416,067Mar 03 07:26 PM
MARTINETTO JOSEPH RMD, Senior EVP and COOMar 01Option Exercise80.0624,2881,944,558210,876Mar 03 07:24 PM
Clark Bernard J.MD, EVP - Advisor ServicesMar 01Option Exercise80.0613,5851,087,64985,854Mar 03 07:24 PM
Bettinger Walter WCEOMar 01Option Exercise80.0684,7116,782,174292,625Mar 03 07:23 PM
Schwab Charles R.ChairmanMar 01Option Exercise80.0631,3892,513,08274,589,718Mar 03 07:22 PM
Schwab Charles R.ChairmanFeb 22Sale85.93156,86013,478,95675,005,463Feb 22 05:12 PM
Schwab Charles R.ChairmanFeb 17Sale86.6358,1405,036,93675,197,943Feb 17 07:59 PM
Schwab Charles R.ChairmanFeb 10Sale95.5030,8732,948,43075,497,971Feb 11 12:35 PM
Wurster Richard APresidentFeb 09Option Exercise43.6561,4232,681,280148,377Feb 10 12:36 PM
Wurster Richard APresidentFeb 09Sale94.6261,4235,811,71586,954Feb 10 12:36 PM
HERRINGER FRANK CDirectorFeb 08Option Exercise12.6616,491208,776151,877Feb 10 02:09 PM
Morgan Peter J. IIIMD, EVP, and General CounselFeb 08Option Exercise45.304,480202,9329,058Feb 08 04:00 PM
Morgan Peter J. IIIMD, EVP, and General CounselFeb 08Sale94.044,480421,3194,578Feb 08 04:00 PM
Crawford Peter B.MD, EVP, and CFOFeb 07Option Exercise23.127,500173,40020,497Feb 08 04:13 PM
Schwab Charles R.ChairmanFeb 07Sale92.59119,28011,043,87375,528,844Feb 08 12:57 PM
Crawford Peter B.MD, EVP, and CFOFeb 07Sale93.117,500698,33112,997Feb 08 04:13 PM
Schwab Charles R.ChairmanFeb 03Sale90.20119,28010,759,45075,648,124Feb 03 07:43 PM
Schwab Charles R.ChairmanFeb 02Sale89.75119,28010,705,75075,767,404Feb 02 04:03 PM
Crawford Peter B.MD, EVP, and CFOFeb 01Option Exercise23.126,000138,72020,997Feb 02 03:15 PM
Schwab Charles R.ChairmanFeb 01Sale89.431,420126,98775,889,462Feb 02 04:03 PM
Crawford Peter B.MD, EVP, and CFOFeb 01Sale89.386,000536,26414,997Feb 02 03:15 PM
Morgan Peter J. IIIMD, EVP, and General CounselJan 31Sale87.142,239195,1044,578Feb 01 01:03 PM
Ruffel Charles A.DirectorJan 13Option Exercise43.052,798120,45415,076Jan 14 01:18 PM
Craig Jonathan M.Senior EVPJan 12Option Exercise26.394,976131,3174,976Jan 13 12:36 PM
Craig Jonathan M.Senior EVPJan 12Sale95.004,976472,7230Jan 13 12:36 PM
Schwab Charles R.ChairmanJan 10Sale90.0760,0005,404,30230,895,178Jan 11 06:07 PM
Ruffel Charles A.DirectorJan 06Option Exercise59.322,998177,84112,278Jan 07 01:35 PM
Schwab Charles R.ChairmanDec 27Sale85.4360,0005,125,61428,455,178Dec 28 07:01 PM
Schwab Charles R.ChairmanDec 20Sale80.6160,0004,836,88228,515,178Dec 20 08:30 PM
Schwab Charles R.ChairmanNov 23Sale82.2549,1004,038,36580,692,174Nov 23 05:53 PM
Schwab Charles R.ChairmanNov 22Sale82.4349,1004,047,10780,741,274Nov 22 03:17 PM
Dea JoanDirectorNov 22Sale82.641,250103,29820,365Nov 22 05:47 PM
Schwab Charles R.ChairmanNov 18Sale81.9049,1004,021,41380,905,754Nov 19 06:17 PM
Schwab Charles R.ChairmanNov 16Sale81.7249,1004,012,41580,954,854Nov 17 01:20 PM
Schwab Charles R.ChairmanNov 15Sale81.9749,1004,024,58281,003,954Nov 17 01:20 PM
Schwab Charles R.ChairmanNov 08Sale81.5444,5003,628,67581,890,824Nov 08 06:49 PM
Schwab Charles R.ChairmanNov 08Sale81.751,973161,29331,447,606Nov 08 03:12 PM
Schwab Charles R.ChairmanNov 05Sale81.8059,1774,840,66131,449,579Nov 05 05:08 PM
Schwab Charles R.ChairmanNov 03Sale82.6961,1505,056,28631,508,756Nov 03 04:04 PM
Schwab Charles R.ChairmanNov 01Sale81.6761,3505,010,20331,569,906Nov 02 01:18 PM
Schwab Charles R.ChairmanOct 29Option Exercise13.64150,0002,046,00082,085,324Oct 29 06:26 PM
Schwab Charles R.ChairmanOct 29Sale82.02150,00012,302,59581,935,324Oct 29 06:26 PM
Schwab Charles R.ChairmanOct 28Option Exercise12.45155,8901,940,83082,091,214Oct 28 06:54 PM
Schwab Charles R.ChairmanOct 28Sale81.80155,89012,752,37981,935,324Oct 28 06:54 PM
Schwab Charles R.ChairmanOct 27Option Exercise12.457689,56281,936,092Oct 27 07:35 PM
Schwab Charles R.ChairmanOct 27Sale83.0076863,74481,935,324Oct 27 07:35 PM
Clark Bernard J.EVP - Advisor ServicesOct 26Option Exercise42.9928,3701,219,626100,639Oct 27 03:43 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 26Option Exercise42.9925,2551,085,712221,875Oct 27 04:46 PM
Schwab Charles R.ChairmanOct 26Sale83.7296,3028,062,39482,829,574Oct 27 04:50 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 26Sale83.9925,2552,121,173196,620Oct 27 04:46 PM
Clark Bernard J.EVP - Advisor ServicesOct 26Sale84.0028,3702,383,18872,269Oct 27 03:43 PM
Clark Bernard J.EVP - Advisor ServicesOct 25Option Exercise42.9930012,89772,569Oct 25 07:55 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 25Option Exercise42.992309,888196,850Oct 25 08:15 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 25Sale83.9923019,319196,620Oct 25 08:15 PM
Clark Bernard J.EVP - Advisor ServicesOct 25Sale84.0030025,20072,269Oct 25 07:55 PM
Schwab Charles R.ChairmanOct 25Sale83.0523,6981,968,18182,925,876Oct 25 07:54 PM
Murtagh Nigel JEVP - Corporate RiskOct 22Option Exercise26.3928,000738,92085,484Oct 25 04:41 PM
Schwab Charles R.ChairmanOct 22Sale82.56120,0009,907,20082,949,574Oct 25 01:27 PM
Crawford Peter B.EVP and CFOOct 22Sale83.3811,000917,13416,997Oct 25 01:27 PM
Murtagh Nigel JEVP - Corporate RiskOct 22Sale83.2628,0002,331,23257,484Oct 25 04:41 PM
Bettinger Walter WCEOOct 20Option Exercise30.17206,0256,215,774413,939Oct 21 02:14 PM
Schwab Charles R.ChairmanOct 20Sale81.18185,25015,039,41083,106,560Oct 20 06:17 PM
Bettinger Walter WCEOOct 20Sale81.19206,02516,727,747207,914Oct 21 02:14 PM
Bettinger Walter WCEOOct 19Option Exercise30.17245,2397,398,861453,153Oct 19 06:47 PM
Bettinger Walter WCEOOct 19Sale81.12245,23919,893,444207,914Oct 19 06:47 PM
DODDS CHRISTOPHER VDirectorOct 18Option Exercise49.2011,094545,847450,886Oct 19 12:39 PM
DODDS CHRISTOPHER VDirectorOct 18Sale80.3811,094891,750439,792Oct 19 12:39 PM
Schwab Charles R.ChairmanOct 18Sale80.3413,0001,044,37683,602,010Oct 19 12:39 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 15Option Exercise42.9925,4841,095,557232,135Oct 15 06:06 PM
MARTINETTO JOSEPH RSenior EVP and COOOct 15Sale80.5335,5152,860,150196,620Oct 15 06:06 PM
Clark Bernard J.EVP - Advisor ServicesOct 11Option Exercise26.3929,977791,093102,246Oct 12 11:43 AM
MARTINETTO JOSEPH RSenior EVP and COOOct 11Option Exercise42.9925,4841,095,557232,135Oct 12 11:43 AM
Craig Jonathan M.Senior EVPOct 11Option Exercise26.3911,598306,07111,598Oct 12 11:43 AM
Craig Jonathan M.Senior EVPOct 11Sale77.9811,598904,4140Oct 12 11:43 AM
MARTINETTO JOSEPH RSenior EVP and COOOct 11Sale78.0525,4841,989,098206,651Oct 12 11:43 AM
Clark Bernard J.EVP - Advisor ServicesOct 11Sale78.1629,9772,342,98772,269Oct 12 11:43 AM
Schwab Charles R.ChairmanOct 11Sale78.5028,0002,197,92731,631,256Oct 12 11:42 AM
Schwab Charles R.ChairmanOct 04Sale74.4728,0002,085,07031,659,256Oct 04 03:56 PM
Craig Jonathan M.Senior EVPSep 28Option Exercise26.3990223,804902Sep 28 06:10 PM
Craig Jonathan M.Senior EVPSep 28Sale77.9690270,3160Sep 28 06:10 PM
Schwab Charles R.ChairmanSep 27Sale77.0428,0002,157,13431,687,256Sep 27 03:41 PM
Schwab Charles R.ChairmanSep 23Sale72.0014,0001,008,00031,715,256Sep 23 01:45 PM
Schwab Charles R.ChairmanSep 22Sale70.0214,000980,28731,729,256Sep 22 04:51 PM
Schwab Charles R.ChairmanSep 14Sale72.006,309454,25931,743,256Sep 14 01:30 PM