Index S&P 500
P/E 31.09
EPS (ttm) 2.56
Insider Own 5.86%
Shs Outstand 1.78B
Perf Week -2.37%
Market Cap 139.79B
Forward P/E 20.54
EPS next Y 3.87
Insider Trans -0.22%
Shs Float 1.68B
Perf Month 1.65%
Income 4.69B
PEG 1.80
EPS next Q 0.89
Inst Own 84.23%
Short Float 1.04%
Perf Quarter 24.89%
Sales 25.64B
P/S 5.45
EPS this Y 0.15%
Inst Trans 1.31%
Short Ratio 2.21
Perf Half Y 8.59%
Book/sh 21.38
P/B 3.72
EPS next Y 23.56%
ROA 1.09%
Short Interest 17.41M
Perf Year 19.97%
Cash/sh 32.20
P/C 2.47
EPS next 5Y 17.32%
ROE 12.11%
52W Range 59.67 - 83.35
Perf YTD 15.61%
Dividend Est. 1.00 (1.26%)
P/FCF 5.05
EPS past 5Y 0.75%
ROI 5.08%
52W High -4.57%
Beta 0.97
Dividend TTM 1.00 (1.26%)
Quick Ratio -
Sales past 5Y 19.74%
Gross Margin 74.22%
52W Low 33.30%
ATR (14) 1.65
Dividend Ex-Date Nov 08, 2024
Current Ratio -
EPS Y/Y TTM -14.91%
Oper. Margin 36.41%
RSI (14) 50.05
Volatility 2.45% 1.82%
Employees 33000
Debt/Eq 1.18
Sales Y/Y TTM 0.41%
Profit Margin 18.28%
Recom 2.09
Target Price 82.63
Option/Short Yes / Yes
LT Debt/Eq 0.95
EPS Q/Q 27.25%
Payout 39.39%
Rel Volume 1.61
Prev Close 82.85
Sales Surprise 1.33%
EPS Surprise 2.63%
Sales Q/Q 2.44%
Earnings Oct 15 BMO
Avg Volume 7.88M
Price 79.54
SMA20 -2.41%
SMA50 5.37%
SMA200 12.04%
Trades
Volume 12,662,751
Change -4.00%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-09-24 Upgrade
Barclays
Equal Weight → Overweight
$74 → $95
Sep-12-24 Initiated
Wells Fargo
Equal Weight
$70
Jul-29-24 Downgrade
Piper Sandler
Overweight → Neutral
$80 → $64
Jul-17-24 Downgrade
TD Cowen
Buy → Hold
$88 → $71
Jul-08-24 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$76 → $84
Mar-22-24 Upgrade
TD Cowen
Market Perform → Outperform
$87
Jan-18-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$75 → $70
Jan-10-24 Downgrade
Citigroup
Buy → Neutral
$75 → $70
Jan-04-24 Initiated
TD Cowen
Market Perform
$77
Jan-03-24 Downgrade
Goldman
Buy → Neutral
$70 → $71
Dec-01-23 Initiated
Redburn Atlantic
Sell
$52
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
Show Previous Ratings
Dec-13-24 09:00PM
(The Wall Street Journal)
04:25PM
01:15PM
10:38AM
08:45AM
06:55AM
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06:55AM
Dec-09-24 02:34PM
12:30PM
12:02PM
08:00AM
Dec-07-24 06:03AM
05:30AM
(The Wall Street Journal)
Dec-06-24 05:57PM
Dec-05-24 06:07PM
03:22PM
09:58AM
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Dec-04-24 09:58AM
Dec-03-24 08:35AM
Dec-02-24 05:07PM
(The Wall Street Journal)
03:40PM
11:14AM
08:00AM
Nov-27-24 01:16PM
09:52AM
(Private Banker International)
08:30AM
Nov-26-24 11:32AM
Nov-25-24 04:17PM
(Investor's Business Daily)
02:28PM
Nov-23-24 11:00PM
(The Wall Street Journal)
Nov-22-24 06:15PM
12:39PM
09:55AM
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09:55AM
09:22AM
Nov-21-24 04:16PM
04:12PM
03:48PM
12:56PM
12:06PM
07:00AM
(Investor's Business Daily)
Nov-20-24 04:54PM
(Investor's Business Daily)
04:41PM
(Investor's Business Daily)
04:26PM
(Investor's Business Daily)
04:00PM
01:01PM
(Investor's Business Daily)
09:00AM
Nov-19-24 09:00AM
Nov-15-24 10:45PM
04:25PM
03:41PM
03:00PM
08:00AM
05:15AM
Nov-14-24 04:18PM
08:45AM
07:01AM
Nov-13-24 06:41AM
Nov-12-24 12:56PM
08:00AM
Nov-11-24 05:01PM
Nov-09-24 12:04AM
Nov-08-24 02:43PM
01:36PM
Nov-07-24 08:00AM
Nov-06-24 04:30PM
04:15PM
03:30PM
08:50AM
Nov-05-24 04:19PM
06:00AM
Nov-04-24 04:18PM
12:30PM
Nov-02-24 05:24AM
Oct-31-24 04:19PM
(Investor's Business Daily)
Oct-30-24 04:35PM
(Investor's Business Daily)
04:11PM
(Investor's Business Daily)
10:26AM
09:01AM
08:30AM
12:11AM
12:01AM
Oct-28-24 07:00AM
(The Wall Street Journal)
Oct-26-24 05:45AM
05:32AM
Oct-25-24 09:05AM
04:25AM
Oct-24-24 04:53PM
05:42AM
02:30AM
Oct-23-24 04:13PM
09:00AM
Oct-22-24 03:19AM
Oct-21-24 05:54PM
10:51AM
Oct-20-24 05:25AM
Oct-19-24 06:30AM
Oct-18-24 03:15PM
11:47AM
Oct-17-24 02:56PM
(Investor's Business Daily)
07:11AM
Oct-16-24 06:31PM
11:21AM
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Beatty Jonathan S MD, Head of Advisor Services Nov 25 '24 Option Exercise 44.24 2,300 101,752 36,981 Nov 27 06:22 PM Beatty Jonathan S MD, Head of Advisor Services Nov 25 '24 Sale 82.01 2,300 188,623 18,069 Nov 27 06:22 PM Murtagh Nigel J Chief Risk Officer Nov 22 '24 Sale 81.17 12,739 1,033,972 59,092 Nov 26 07:46 PM Murtagh Nigel J Officer Nov 22 '24 Proposed Sale 81.17 12,739 1,033,972 Nov 22 01:42 PM DODDS CHRISTOPHER V Director Nov 18 '24 Option Exercise 37.94 9,284 352,190 9,204 Nov 20 06:02 PM DODDS CHRISTOPHER V Director Nov 18 '24 Sale 81.43 9,284 755,981 442,807 Nov 20 06:02 PM Schwab-Pomerantz Carolyn Director Nov 15 '24 Sale 80.03 9,000 720,289 547,729 Nov 19 06:13 PM Beatty Jonathan S MD, Head of Advisor Services Nov 14 '24 Option Exercise 44.24 2,700 119,448 36,981 Nov 18 04:15 PM Beatty Jonathan S MD, Head of Advisor Services Nov 14 '24 Sale 81.68 2,700 220,546 18,069 Nov 18 04:15 PM DODDS CHRISTOPHER V Director Nov 18 '24 Proposed Sale 81.43 9,284 755,980 Nov 18 03:33 PM Crawford Peter B. Officer Nov 18 '24 Proposed Sale 81.75 22,910 1,872,893 Nov 18 03:11 PM Ruffel Charles A. Director Nov 13 '24 Sale 78.65 2,998 235,779 13,498 Nov 14 09:32 PM Crawford Peter B. Officer Nov 14 '24 Proposed Sale 80.84 15,682 1,267,774 Nov 14 03:56 PM Ruffel Charles A. Director Nov 13 '24 Proposed Sale 78.70 2,998 235,943 Nov 13 01:16 PM Beatty Jonathan S MD, Head of Advisor Services Nov 11 '24 Option Exercise 44.24 2,500 110,600 36,981 Nov 12 06:46 PM Beatty Jonathan S MD, Head of Advisor Services Nov 11 '24 Sale 77.02 2,500 192,540 18,069 Nov 12 06:46 PM Beatty Jonathan S Officer Nov 11 '24 Proposed Sale 81.42 11,158 908,469 Nov 12 09:41 AM Schwab Charles R. Co-Chairman Oct 21 '24 Sale 70.90 17,225 1,221,333 60,602,146 Oct 22 06:20 PM Schwab Charles R. Director Oct 21 '24 Proposed Sale 70.60 17,225 1,216,085 Oct 21 03:46 PM Schwab-Pomerantz Carolyn Director Oct 17 '24 Sale 72.16 29,800 2,150,379 551,329 Oct 18 04:18 PM Schwab Charles R. Co-Chairman Oct 16 '24 Option Exercise 28.44 62,345 1,773,092 0 Oct 17 05:18 PM Schwab Charles R. Co-Chairman Oct 16 '24 Sale 72.52 62,345 4,521,484 60,619,371 Oct 17 05:18 PM Schwab-Pomerantz Carolyn Director Oct 17 '24 Proposed Sale 72.14 20,800 1,500,412 Oct 17 03:51 PM Schwab-Pomerantz Carolyn Director Oct 17 '24 Proposed Sale 71.90 27,000 1,941,300 Oct 17 10:10 AM Crawford Peter B. Officer Oct 16 '24 Proposed Sale 73.11 5,000 365,569 Oct 16 04:01 PM Schwab Charles R. Director Oct 16 '24 Proposed Sale 72.00 62,345 4,488,840 Oct 16 12:06 PM Schwab-Pomerantz Carolyn Director Sep 17 '24 Sale 64.05 9,000 576,454 554,929 Sep 20 05:24 PM TD Luxembourg International Ho See Remarks Aug 21 '24 Proposed Sale 64.84 20,250,000 1,313,010,000 Aug 21 09:00 PM Schwab-Pomerantz Carolyn Director Aug 15 '24 Sale 65.10 12,320 802,005 562,129 Aug 19 07:45 PM Schwab-Pomerantz Carolyn Director Aug 16 '24 Sale 65.25 9,000 587,221 558,529 Aug 19 07:45 PM Schwab-Pomerantz Carolyn Director Aug 15 '24 Proposed Sale 65.10 12,320 802,004 Aug 15 04:16 PM Woolway Paul V MD, Chief Banking Officer Aug 01 '24 Sale 65.20 1,150 74,980 61,887 Aug 02 06:31 PM Schwab Charles R. Co-Chairman Jul 31 '24 Option Exercise 27.45 67,386 1,849,746 0 Aug 02 05:58 PM Schwab Charles R. Co-Chairman Jul 31 '24 Sale 65.11 67,386 4,387,597 60,619,371 Aug 02 05:58 PM Woolway Paul V Officer Aug 01 '24 Proposed Sale 66.01 3,405 224,770 Aug 01 10:08 AM Schwab Charles R. Director Jul 31 '24 Proposed Sale 65.00 67,386 4,380,090 Jul 31 11:24 AM Schwab-Pomerantz Carolyn Director Jul 19 '24 Sale 61.96 9,000 557,633 567,057 Jul 23 09:17 PM Bettinger Walter W Co-Chairman and CEO Jul 17 '24 Buy 66.26 25,000 1,656,500 827,377 Jul 19 05:23 PM Wurster Richard A President Jul 17 '24 Buy 62.05 10,000 620,454 144,228 Jul 19 05:19 PM Beatty Jonathan S MD, Head of Advisor Services Jul 11 '24 Option Exercise 44.24 780 34,507 36,981 Jul 15 04:48 PM Beatty Jonathan S MD, Head of Advisor Services Jul 11 '24 Sale 75.00 780 58,502 18,069 Jul 15 04:48 PM Schwab-Pomerantz Carolyn Director Jun 20 '24 Sale 72.49 9,000 652,373 570,657 Jun 24 06:15 PM Clark Bernard J. MD Head of Advisor Services Jun 12 '24 Option Exercise 52.05 8,164 424,936 0 Jun 14 07:07 PM Clark Bernard J. MD Head of Advisor Services Jun 12 '24 Sale 75.00 8,164 612,300 121,666 Jun 14 07:07 PM Clark Bernard J. MD Head of Advisor Services May 28 '24 Option Exercise 42.99 28,670 1,232,523 0 May 30 08:44 PM Clark Bernard J. MD Head of Advisor Services May 28 '24 Sale 70.94 77,431 5,493,146 121,666 May 30 08:44 PM Schwab-Pomerantz Carolyn Director May 20 '24 Sale 78.41 9,000 705,727 574,257 May 22 06:35 PM Schwab Charles R. Co-Chairman May 14 '24 Sale 76.89 65,360 5,025,700 60,741,536 May 16 08:24 PM Schwab Charles R. Co-Chairman May 15 '24 Sale 78.08 58,065 4,533,709 60,683,471 May 16 08:24 PM Schwab-Pomerantz Carolyn Director May 09 '24 Sale 76.13 26,315 2,003,429 1,674,571 May 13 08:44 PM Schwab-Pomerantz Carolyn Director May 06 '24 Sale 76.38 13,113 1,001,635 1,700,886 May 08 06:10 PM Schwab Charles R. Co-Chairman May 06 '24 Sale 76.40 65,790 5,026,474 60,906,686 May 08 05:49 PM Schwab Charles R. Co-Chairman May 03 '24 Sale 75.51 66,225 5,000,425 60,972,476 May 08 05:49 PM Schwab Charles R. Co-Chairman Apr 26 '24 Sale 74.96 59,905 4,490,419 61,098,607 Apr 30 07:28 PM Schwab Charles R. Co-Chairman Apr 29 '24 Sale 74.78 59,906 4,480,010 61,038,701 Apr 30 07:28 PM Crawford Peter B. CFO Apr 24 '24 Option Exercise 28.44 5,481 155,880 0 Apr 26 05:20 PM Crawford Peter B. CFO Apr 24 '24 Sale 75.51 5,481 413,855 60,567 Apr 26 05:20 PM Schwab Charles R. Co-Chairman Apr 22 '24 Sale 74.62 89,275 6,661,308 30,641,981 Apr 24 06:43 PM Ellis Stephen A Director Apr 19 '24 Option Exercise 25.88 14,750 381,709 7,395 Apr 23 09:35 PM Ellis Stephen A Director Apr 19 '24 Sale 73.20 14,750 1,079,774 108,574 Apr 23 09:35 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Ellis Stephen A Director Mar 26 '24 Option Exercise 27.45 2,165 59,429 7,395 Mar 28 09:40 PM ADAMS JOHN K JR Director Mar 22 '24 Option Exercise 30.08 15,701 472,330 60,152 Mar 26 07:51 PM ADAMS JOHN K JR Director Mar 22 '24 Sale 72.64 15,701 1,140,539 44,451 Mar 26 07:51 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 Mar 25 09:05 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Craig Jonathan M. Please see remarks Mar 21 '24 Option Exercise 26.39 4,977 131,343 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Murtagh Nigel J Chief Risk Officer Mar 06 '24 Sale 67.80 29,991 2,033,271 81,446 Mar 08 09:09 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 PM Schwab-Pomerantz Carolyn Director Feb 28 '24 Sale 65.29 9,000 587,609 585,057 Mar 01 09:29 PM Crawford Peter B. CFO Feb 28 '24 Sale 65.71 5,500 361,408 24,111 Mar 01 09:01 PM Schwab Charles R. Co-Chairman Feb 23 '24 Sale 64.72 58,500 3,786,196 61,134,038 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 22 '24 Sale 64.60 58,500 3,779,211 61,192,538 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 15 '24 Option Exercise 25.86 71,226 1,841,904 0 Feb 20 08:55 PM Schwab Charles R. Co-Chairman Feb 15 '24 Sale 64.99 71,226 4,628,999 61,251,038 Feb 20 08:55 PM Crawford Peter B. CFO Feb 15 '24 Sale 64.76 8,000 518,084 29,611 Feb 20 08:33 PM HERRINGER FRANK C Director Feb 01 '24 Option Exercise 25.01 10,511 262,880 7,395 Feb 05 09:36 PM HERRINGER FRANK C Director Feb 01 '24 Sale 62.25 7,587 472,277 167,206 Feb 05 09:36 PM Schwab Charles R. Co-Chairman Jan 24 '24 Sale 63.94 16,390 1,047,932 61,331,688 Jan 26 09:33 PM Crawford Peter B. CFO Jan 22 '24 Sale 64.49 4,000 257,975 37,611 Jan 24 05:08 PM Ellis Stephen A Director Dec 15 '23 Option Exercise 25.82 2,247 58,018 7,395 Dec 19 08:44 PM
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