Index S&P 500
P/E 16.26
EPS (ttm) 3.44
Insider Own 6.34%
Shs Outstand 1.82B
Perf Week -6.28%
Market Cap 104.70B
Forward P/E 13.39
EPS next Y 4.18
Insider Trans -0.20%
Shs Float 1.66B
Perf Month -0.80%
Income 6.41B
PEG 1.66
EPS next Q 0.77
Inst Own 88.50%
Short Float / Ratio 1.17% / 1.88
Perf Quarter 5.26%
Sales 25.07B
P/S 4.18
EPS this Y 24.00%
Inst Trans -0.57%
Short Interest 19.44M
Perf Half Y -0.44%
Book/sh 15.36
P/B 3.65
EPS next Y 28.98%
ROA 1.20%
Target Price 74.29
Perf Year -23.64%
Cash/sh 25.49
P/C 2.20
EPS next 5Y 9.82%
ROE 23.60%
52W Range 45.00 - 86.63
Perf YTD -32.73%
Dividend 1.00
P/FCF 9.81
EPS past 5Y 16.30%
ROI 1.70%
52W High -35.35%
Beta 0.93
Dividend % 1.79%
Quick Ratio -
Sales past 5Y 20.00%
Gross Margin 82.80%
52W Low 24.47%
ATR 1.51
Employees 36600
Current Ratio -
Sales Q/Q 23.00%
Oper. Margin 36.20%
RSI (14) 36.07
Volatility 2.32% 2.30%
Optionable Yes
Debt/Eq 13.44
EPS Q/Q -25.90%
Profit Margin 25.60%
Rel Volume 0.82
Prev Close 56.67
Shortable Yes
LT Debt/Eq 2.27
Earnings Jul 18 BMO
Payout 27.20%
Avg Volume 10.35M
Price 56.01
Recom 2.00
SMA20 -4.77%
SMA50 -9.09%
SMA200 -12.61%
Volume 8,501,693
Change -1.16%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-24-23 Reiterated
UBS
Buy
$67 → $80
Jul-10-23 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
$73
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
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(The Wall Street Journal)
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(Investor's Business Daily)
05:00AM
Aug-30-23 05:50PM
03:56PM
(Investor's Business Daily)
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(American City Business Journals)
02:42PM
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Aug-22-23 09:38PM
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03:20PM
(The Wall Street Journal)
03:03PM
01:01PM
12:47PM
12:05PM
11:24AM
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10:52AM
Aug-21-23 06:57PM
06:00PM
(American City Business Journals)
04:54PM
(The Wall Street Journal)
04:41PM
04:38PM
04:28PM
12:54PM
06:20AM
Aug-20-23 08:00AM
Aug-18-23 08:10PM
07:15PM
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11:22AM
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
Crawford Peter B. Chief Financial Officer Sep 18 Option Exercise 23.12 3,792 87,671 0 Sep 20 04:13 PM Crawford Peter B. Chief Financial Officer Sep 18 Sale 57.31 3,792 217,306 44,725 Sep 20 04:13 PM Morgan Peter J. III MD, General Counsel Aug 29 Sale 59.61 8,000 476,872 8,014 Aug 30 05:46 PM Ruffel Charles A. Director Aug 17 Buy 60.55 833 50,440 3,386 Aug 21 06:51 PM Schwab Charles R. Co-Chairman Jul 26 Sale 66.60 75,760 5,045,821 59,672,778 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 Option Exercise 23.12 72,047 1,665,727 0 Jul 26 07:17 PM Schwab Charles R. Co-Chairman Jul 24 Sale 66.66 72,047 4,802,984 59,748,538 Jul 26 07:17 PM 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
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