Index S&P 500
P/E 26.36
EPS (ttm) 2.41
Insider Own 5.87%
Shs Outstand 1.77B
Perf Week -0.61%
Market Cap 112.84B
Forward P/E 16.19
EPS next Y 3.92
Insider Trans -0.78%
Shs Float 1.67B
Perf Month -0.70%
Income 4.41B
PEG 2.19
EPS next Q 0.75
Inst Own 80.11%
Short Float 0.97%
Perf Quarter -13.32%
Sales 25.49B
P/S 4.43
EPS this Y -2.82%
Inst Trans -0.58%
Short Ratio 1.72
Perf Half Y -11.07%
Book/sh 19.56
P/B 3.24
EPS next Y 28.83%
ROA 1.01%
Short Interest 16.24M
Perf Year 23.68%
Cash/sh 22.32
P/C 2.84
EPS next 5Y 12.02%
ROE 12.00%
52W Range 48.66 - 79.49
Perf YTD -7.78%
Dividend Est. 1.02 (1.60%)
P/FCF -
EPS past 5Y 0.75%
ROI 4.85%
52W High -20.18%
Beta 0.97
Dividend TTM 1.00 (1.58%)
Quick Ratio -
Sales past 5Y 19.74%
Gross Margin 74.15%
52W Low 30.39%
ATR (14) 1.24
Dividend Ex-Date Aug 09, 2024
Current Ratio -
EPS Y/Y TTM -30.13%
Oper. Margin 35.22%
RSI (14) 45.31
Volatility 1.45% 2.06%
Employees 33000
Debt/Eq 1.29
Sales Y/Y TTM 1.65%
Profit Margin 17.28%
Recom 2.14
Target Price 72.00
Option/Short Yes / Yes
LT Debt/Eq 1.07
EPS Q/Q 2.74%
Payout 39.39%
Rel Volume 0.82
Prev Close 63.35
Sales Surprise 0.21%
EPS Surprise 1.81%
Sales Q/Q -1.87%
Earnings Oct 14 BMO
Avg Volume 9.42M
Price 63.45
SMA20 -0.47%
SMA50 -0.92%
SMA200 -7.32%
Trades
Volume 2,884,652
Change 0.16%
Date
Action
Analyst
Rating Change
Price Target Change
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
Nov-01-22 Downgrade
Credit Suisse
Outperform → Neutral
$84
Show Previous Ratings
Oct-01-24 02:30PM
12:37PM
(The Wall Street Journal)
10:59AM
10:36AM
10:18AM
10:11AM
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10:11AM
09:18AM
08:13AM
08:05AM
(The Wall Street Journal)
08:00AM
Sep-28-24 06:41AM
Sep-26-24 02:40AM
Sep-25-24 03:03PM
05:50AM
Sep-24-24 05:15PM
09:30AM
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09:30AM
08:45AM
Sep-21-24 06:52PM
Sep-20-24 11:17PM
11:47AM
11:03AM
08:30AM
(Investor's Business Daily)
08:30AM
(Investor's Business Daily)
08:30AM
(Investor's Business Daily)
Sep-19-24 01:36PM
09:30AM
Sep-17-24 04:50AM
Sep-16-24 04:46PM
01:14PM
10:15AM
(Private Banker International)
10:09AM
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10:09AM
08:45AM
Sep-14-24 06:14AM
Sep-13-24 02:36PM
Sep-12-24 07:21PM
06:04PM
05:51PM
04:51AM
Sep-11-24 04:07PM
06:30AM
Sep-10-24 03:25PM
Sep-09-24 12:30PM
Sep-06-24 11:54AM
Sep-05-24 04:07PM
Sep-04-24 01:34PM
Sep-03-24 04:13PM
Sep-01-24 06:00AM
Aug-31-24 09:45AM
Aug-30-24 06:30PM
08:19AM
Aug-29-24 03:21PM
09:09AM
Aug-28-24 04:49PM
08:30AM
06:30AM
Aug-27-24 06:24PM
Aug-25-24 03:45AM
Aug-24-24 06:41PM
Aug-23-24 07:09PM
08:06AM
Aug-22-24 06:29PM
05:33PM
04:12PM
03:57PM
12:23PM
12:23PM
11:08AM
09:47AM
08:46AM
08:02AM
07:52AM
07:00AM
(Investor's Business Daily)
06:15AM
(Retail Banker International)
Aug-21-24 11:56PM
06:42PM
04:47PM
(The Wall Street Journal)
02:57PM
01:35PM
10:27AM
(The Wall Street Journal)
08:00AM
Aug-20-24 10:08PM
04:15AM
Aug-19-24 06:25PM
10:14AM
Aug-18-24 05:23PM
02:06PM
01:10AM
Aug-15-24 12:05PM
11:30AM
Aug-14-24 05:13PM
04:59PM
03:39PM
12:23PM
08:45AM
05:34AM
Aug-13-24 09:30AM
08:00AM
Aug-12-24 09:04AM
04:51AM
Aug-10-24 10:41PM
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
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 Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 PM Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Crawford Peter B. CFO Nov 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 PM Morgan Peter J. III General Counsel Nov 30 '23 Sale 60.72 7,162 434,875 0 Dec 04 08:16 PM Crawford Peter B. CFO Nov 03 '23 Sale 56.19 3,114 174,964 41,611 Nov 07 04:35 PM SNEED PAULA A Director Oct 24 '23 Sale 49.98 6,918 345,737 112,398 Oct 26 04:58 PM
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