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SCHW

Charles Schwab Corp.

Dec 07 • 04:00PM ET

62.96

Dollar change +0.80
Percentage change 1.29	%

Financial • Capital Markets • USA • NYSE

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Index	S&P 500	P/E	20.96	EPS (ttm)	3.00	Insider Own	6.31%	Shs Outstand	1.80B	Perf Week	2.67%
Market Cap	111.59B	Forward P/E	16.53	EPS next Y	3.81	Insider Trans	-0.17%	Shs Float	1.66B	Perf Month	14.00%
Income	5.54B	PEG	2.86	EPS next Q	0.70	Inst Own	83.66%	Short Float / Ratio	1.20% / 1.94	Perf Quarter	6.12%
Sales	25.54B	P/S	4.37	EPS this Y	-18.71%	Inst Trans	-0.60%	Short Interest	19.95M	Perf Half Y	14.41%
Book/sh	16.15	P/B	3.90	EPS next Y	20.16%	ROA	1.14%	Target Price	67.67	Perf Year	-21.88%
Cash/sh	27.54	P/C	2.29	EPS next 5Y	7.34%	ROE	16.01%	52W Range	45.00 - 86.63	Perf YTD	-24.38%
Dividend	0.99	P/FCF	-	EPS past 5Y	16.81%	ROI	5.87%	52W High	-27.32%	Beta	0.99
Dividend %	1.57%	Quick Ratio	-	Sales past 5Y	21.39%	Gross Margin	78.14%	52W Low	39.91%	ATR	1.49
Employees	35300	Current Ratio	-	Sales Q/Q	7.86%	Oper. Margin	40.00%	RSI (14)	73.50	Volatility	2.35% 2.29%
Optionable	Yes	Debt/Eq	1.70	EPS Q/Q	-44.02%	Profit Margin	21.71%	Rel Volume	0.92	Prev Close	62.16
Shortable	Yes	LT Debt/Eq	1.50	Earnings	Oct 16 BMO	Payout	23.98%	Avg Volume	10.26M	Price	62.96
Recom	1.71	SMA20	9.63%	SMA50	15.78%	SMA200	10.28%	Volume	9,482,526	Change	1.29%

Date	Action	Analyst	Rating Change	Price Target Change
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
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

Show Previous Ratings

Dec-06-23 11:00AM	Schwab Announces Its Winter Business Update (Business Wire)
09:47AM	15 States That Do Not Tax Social Security or Retirement Income (Insider Monkey)
09:00AM	Schwab Investing Themes Puts the Power of Personalized Investing in the Hands of Individual Investors (Business Wire)
Dec-04-23 05:50PM	The Charles Schwab Corporation (SCHW) Declines More Than Market: Some Information for Investors (Zacks)
04:48PM	Robinhood CEO on the bitcoin surge, 24-hour trading, and a potential 9-figure business (Yahoo Finance)
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04:48PM	Robinhood CEO on the bitcoin surge, 24/7 trading, and a potential 9-figure business (Yahoo Finance)
02:31PM	Feeling Uncertain About 2024? Put Cash to Work With CSHI (ETF Trends)
11:53AM	Active managers will see a growing roster of opportunities in 2024: Charles Schwab's Liz Ann Sonders (CNBC TV)
06:52AM	Does the Cash Sorting Impact The Charles Schwab Corporation (SCHW)? (Insider Monkey)
Dec-02-23 02:00PM	Most Savers Want Personalized Advice for Their 401(k). Here's One Strategy That Could Work for Almost Everyone (Motley Fool)
Dec-01-23 04:22PM	Schwabs Stock Rebounds. Why It Could Gain More Next Year. (Barrons.com)
06:19AM	A Bull Market Is Coming: 3 Stocks to Buy Without Any Hesitation (Motley Fool)
12:00AM	BlackRock caps fee on $10bn high-yield corporate bond ETF (Financial Times)
Nov-30-23 03:38AM	25 Best Cities Where You Can Retire On $5000 A Month (Insider Monkey)
Nov-29-23 03:49PM	Charles Schwabs Downtrodden Stock May Have Better Days Ahead (Barrons.com) +6.81%
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06:45AM	Thinking About Buying a Dividend Stock? Read This First (Motley Fool)
Nov-28-23 09:42AM	Time to Load Up on the Schwab US Dividend Equity ETF (Motley Fool)
Nov-26-23 01:26PM	25 Best US Cities Where You Can Retire on $2500 a Month (Insider Monkey)
Nov-25-23 11:43AM	5 Struggling Stocks to Buy at a Discount (Motley Fool)
Nov-24-23 05:50PM	The Charles Schwab Corporation (SCHW) Surpasses Market Returns: Some Facts Worth Knowing (Zacks)
Nov-21-23 04:53PM	Market has been on a roller coaster ride in recent months, says Charles Schwab's Liz Ann Sonders (CNBC TV)
Nov-18-23 10:30AM	1 in 5 Investors Say This Is the Best Investment Advice They've Ever Gotten (Motley Fool)
05:49AM	Charles Schwab: Buy, Sell, or Hold? (Motley Fool)
05:30AM	2 High-Yield Dividend Index Funds That Income Investors Can Confidently Buy and Hold Long Term (Motley Fool)
Nov-17-23 04:12PM	Weeks Best: Charles Schwabs Net New Assets Slip (Barrons.com)
05:39AM	Off 42% From Highs, What's Wrong With Charles Schwab Stock? (Motley Fool)
Nov-16-23 03:29PM	IBKR vs. SCHW: Which Brokerage Stock is the Better Buy? (TipRanks)
12:30PM	There are some 'interesting opportunities' within energy and financials: Charles Schwab's Sonders (CNBC TV)
08:30AM	Schwab Survey: Trader Sentiment Turns Bearish for the Fourth Quarter, but Remains More Bullish Compared to a Year Ago (Business Wire)
07:00AM	Investing In Themes Gets Easier, But Is It A Good Idea? (Investor's Business Daily)
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Nov-15-23 11:30AM	The Charles Schwab Corporation (SCHW) Up 2.1% Since Last Earnings Report: Can It Continue? (Zacks)
11:14AM	Schwab's (SCHW) Net New Assets Fall Amid TDA Client Attrition (Zacks)
Nov-14-23 12:46PM	Schwab Net New Assets Fall on TD Ameritrade Attrition. Why the Stock Is Rising. (Barrons.com)
10:19AM	Two Sigma Advisors Top Stock Picks and their Performance against S&P 500 ETF (SPY) (Insider Monkey)
08:50AM	Schwab Reports Monthly Activity Highlights (Business Wire)
Nov-13-23 06:17PM	The Fed will continue to overtighten, says Charles Schwab's Kevin Gordon (CNBC TV)
04:28PM	16 Stocks Hedge Funds and Wall Street Analysts Are Crazy About (Insider Monkey)
Nov-12-23 09:34PM	Schwabs Unrealized Bond Losses Widened to $19.4 Billion. Why Investors Should Care. (Barrons.com)
Nov-11-23 01:53PM	25 Best Cities Where You Can Retire On $3,000 A Month (Insider Monkey)
08:00AM	Is Smart Cash the Future of High-Yield Deposit Accounts? Here's How It Works (Motley Fool)
Nov-09-23 09:00AM	Chart of the Week: Fixed Income Exposure Matters Most (ETF Trends)
Nov-08-23 09:00AM	Schwab Survey Reveals Strong Investor Preference for ETFs (ETF Trends)
08:40AM	Here's My Top Value Stock to Buy Right Now (Motley Fool)
Nov-07-23 06:45AM	Does The Charles Schwab Corporation (SCHW) Provide a Strong Value Proposition? (Insider Monkey)
05:09AM	Charles Schwab Corp's Dividend Analysis (GuruFocus.com)
04:39AM	20 Most Valuable Financial Companies in the World (Insider Monkey)
Nov-06-23 11:47AM	Why Charles Schwab Is Struggling (The Wall Street Journal)
Nov-05-23 10:00AM	Charles Schwabs Rocky Year in Five Charts (The Wall Street Journal)
09:00AM	US asset managers launch new round of job cuts as investors seek safety (Financial Times)
Nov-03-23 03:00PM	Weeks Best: Fidelity Is Switching Up Sweep Account Options (Barrons.com)
02:31PM	3 Buys and a bail: Qualcomm, Charles Schwab, First Solar (CNBC TV)
Nov-02-23 11:00AM	Charles Schwab lays off 5% to 6% of its workforce, or about 2,000 employees (Associated Press Finance)
09:47AM	The Zacks Analyst Blog Highlights Oracle, Booking Holdings, The Charles Schwab, Palo Alto Networks and Chipotle Mexican Grill (Zacks)
06:20AM	Should Schwab 1000 Index ETF (SCHK) Be on Your Investing Radar? (Zacks)
06:20AM	Is Schwab Fundamental U.S. Large Company Index ETF (FNDX) a Strong ETF Right Now? (Zacks)
Nov-01-23 04:52PM	Charles Schwab Lays Off About 5% of Its Nearly 36,000 Staff (Barrons.com)
02:17PM	Top Analyst Reports for Oracle, Booking Holdings & Charles Schwab (Zacks)
01:31PM	Charles Schwab lays off about 2,000 employees (CNN Business)
12:47PM	Charles Schwab lays off 5% to 6% of total headcount (Reuters)
12:41PM	Schwab Cuts More Than 2,000 Jobs in TD Ameritrade Integration (Bloomberg)
Oct-31-23 12:28PM	Charles Schwab Begins Layoffs as Part of Cost-Cutting Efforts (Barrons.com)
08:58AM	Fidelity Takes a Page Out of Schwabs Playbook on Low-Paying Sweep Accounts (Barrons.com)
Oct-30-23 06:20AM	Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar? (Zacks)
Oct-27-23 05:47PM	Retail Investors Weigh In on Schwab (Barrons.com)
04:24PM	Weeks Best: More Investors Are Advisor-Reliant (Barrons.com)
01:42PM	LPL Financial Beat Earnings, But Net Income Fell Due to Higher Regulatory Costs (Barrons.com)
12:41PM	Citigroup's Quarter? It's Complicated. (Motley Fool)
09:26AM	LPL Financial (LPLA) Q3 Earnings Beat on Higher Revenues (Zacks)
09:00AM	Investors Heavily Search The Charles Schwab Corporation (SCHW): Here is What You Need to Know (Zacks)
Oct-26-23 12:47PM	Schwab survey finds more investors looking to embrace ETFs (Reuters)
09:00AM	Fixated on Fixed Income: Millennial ETF Investors Stand out From the Pack for Their Interest, Intentions and Investments in Fixed Income ETFs (Business Wire)
06:20AM	Is Schwab Fundamental U.S. Small Company Index ETF (FNDA) a Strong ETF Right Now? (Zacks)
Oct-25-23 01:55PM	Schwab Wont Raise Rates on Bank Sweep Accounts, President Says (Barrons.com)
01:55PM	Charles Schwab Wont Raise Rates on Bank Sweep Accounts, President Says (Barrons.com)
Oct-24-23 09:00AM	Schwab Model Market Center Debuts on Schwab Advisor Center (Business Wire)
08:19AM	Here's the Latest Update on Charles Schwab's Deposit Situation (Motley Fool)
Oct-22-23 02:14PM	Charles Schwab Has Had a Terrible Year. The Surprising Reason the Brokerage King Wont Be Dethroned. (Barrons.com)
Oct-19-23 05:39PM	Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends (Business Wire)
07:00AM	Is Schwab Small-Cap Index (SWSSX) a Strong Mutual Fund Pick Right Now? (Zacks)
Oct-18-23 05:40PM	Why Morgan Stanley, Charles Schwab, Other Wealth Management Stocks Tumbled Wednesday (Barrons.com)
02:18PM	Charles Schwab Corp (SCHW) Q3 2023 Earnings: Net Income Drops to $1.1 Billion (GuruFocus.com)
10:05AM	How the Heck Did Schwab's Net Interest Income Fall 23% Last Quarter? (Motley Fool)
09:00AM	Schwab Stock Plan Services Expands International Capabilities, Offers Fully Featured Accounts to 18 Additional Countries (Business Wire)
07:00AM	Is Schwab Total Stock Market Index (SWTSX) a Strong Mutual Fund Pick Right Now? (Zacks)
Oct-17-23 04:00PM	Technical analysis: One to buy, one to sell (TheStreet.com)
09:45AM	Company News for Oct 17, 2023 (Zacks)
04:54AM	Earnings Tracker: Bank of America, Johnson & Johnson, United Airlines (The Wall Street Journal)
03:29AM	Heard on the Street Recap: Yielding to Change (The Wall Street Journal)
Oct-16-23 05:15PM	These 2 Stocks Led Wall Street Higher on Monday (Motley Fool)
04:14PM	Charles Schwab Rallies On Mixed Q3, Offers Ameritrade Client Update (Investor's Business Daily)
04:08PM	Three-Stock Lunch: Microsoft, Charles Schwab and Lululemon (CNBC TV)
03:51PM	Charles Schwab earnings, Instacart coverage: Trending tickers (Yahoo Finance Video)
03:33PM	Schwab Says Deposit Outflows Slowed; Stock Rises (The Wall Street Journal)
02:50PM	Schwab Sees Potential Inflection Point to Cash Outflows (The Wall Street Journal)
02:29PM	Analyst Report: The Charles Schwab Corporation (Morningstar Research)
01:27PM	Charles Schwab: the fog is lifting on deposit outflows but not on earnings (Financial Times)
01:07PM	Charles Schwab CEO Walt Bettinger: We're in a bearish environment, and it's been tough for investors (CNBC TV)
12:35PM	Schwab Stock Rises Despite Profit Drop (The Wall Street Journal)
12:17PM	Stock Market Today: Dow ends higher on tech gains as earnings season to heat up (Investing.com)
12:14PM	Stock Market Remains Steadfast; Data Analytics Stock Pops On Upgrade (Investor's Business Daily)

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
Crawford Peter B.	CFO	Nov 30	Option Exercise	28.44	4,000	113,760	0	Dec 04 08:19 PM
Schwab-Pomerantz Carolyn	Director	Nov 30	Sale	61.28	12,208	748,109	1,722,400	Dec 04 08:22 PM
Morgan Peter J. III	General Counsel	Nov 30	Sale	60.72	7,162	434,875	0	Dec 04 08:16 PM
Crawford Peter B.	CFO	Nov 30	Sale	60.56	4,000	242,229	41,611	Dec 04 08:19 PM
Crawford Peter B.	CFO	Nov 03	Sale	56.19	3,114	174,964	41,611	Nov 07 04:35 PM
SNEED PAULA A	Director	Oct 24	Sale	49.98	6,918	345,737	112,398	Oct 26 04:58 PM
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

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SCHW

Charles Schwab Corp.

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