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SCHW | The Charles Schwab Corporation

Financial | Capital Markets | USA | NYSE

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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Aug-23-23 06:44PM	UPDATE 1-Bond investors show confidence in Schwab after cost-cutting (Reuters)
05:34PM	Bond investors show confidence in Schwab after cost-cutting (Reuters)
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01:01PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
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10:52AM	Charles Schwab plans job cuts and office downsizing amid efforts to reduce operating costs (AP Finance)
Aug-21-23 06:57PM	Charles Schwab slashing jobs, offices to streamline operations (Fox Business)
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04:41PM	Charles Schwab to reduce headcount to bring down costs (Reuters)
04:38PM	UPDATE 3-Charles Schwab to reduce headcount to bring down costs (Reuters)
04:28PM	CORRECTED-Charles Schwab to reduce headcount to bring down costs (Reuters)
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Aug-18-23 08:10PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
07:15PM	Morningstar \| A Weekly Summary of Stock Ideas and Developments in the Companies We Cover (Morningstar Research)
05:20PM	Weeks Best: Schwabs Asset Growth Slows (Barrons.com)
11:22AM	LPL Financial's (LPLA) July Metrics Rise on Upbeat Markets (Zacks)

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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SCHW | The Charles Schwab Corporation

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