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SCHW

Charles Schwab Corp.

Apr 16 • 11:04AM ET

71.31

Dollar change +0.08
Percentage change 0.11	%

Financial • Capital Markets • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

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Index	S&P 500	P/E	29.89	EPS (ttm)	2.39	Insider Own	5.94%	Shs Outstand	1.77B	Perf Week	-1.34%
Market Cap	126.65B	Forward P/E	16.03	EPS next Y	4.45	Insider Trans	-0.37%	Shs Float	1.67B	Perf Month	6.37%
Income	4.37B	PEG	2.10	EPS next Q	0.83	Inst Own	85.31%	Short Float	0.90%	Perf Quarter	10.88%
Sales	25.61B	P/S	4.95	EPS this Y	10.00%	Inst Trans	-0.60%	Short Ratio	1.98	Perf Half Y	38.92%
Book/sh	17.92	P/B	3.98	EPS next Y	29.23%	ROA	0.96%	Short Interest	15.01M	Perf Year	40.46%
Cash/sh	32.49	P/C	2.19	EPS next 5Y	14.24%	ROE	12.26%	52W Range	45.65 - 73.65	Perf YTD	3.65%
Dividend Est.	1.04 (1.46%)	P/FCF	-	EPS past 5Y	0.75%	ROI	6.69%	52W High	-3.18%	Beta	1.00
Dividend TTM	1.00 (1.40%)	Quick Ratio	-	Sales past 5Y	19.74%	Gross Margin	74.66%	52W Low	56.21%	ATR (14)	1.47
Dividend Ex-Date	Feb 08, 2024	Current Ratio	-	EPS Y/Y TTM	-27.68%	Oper. Margin	36.35%	RSI (14)	58.02	Volatility	2.65% 1.96%
Employees	33000	Debt/Eq	1.30	Sales Y/Y TTM	7.32%	Profit Margin	17.05%	Recom	1.96	Target Price	78.80
Option/Short	Yes / Yes	LT Debt/Eq	0.54	EPS Q/Q	-18.29%	Payout	39.39%	Rel Volume	1.43	Prev Close	71.23
Sales Surprise	0.60%	EPS Surprise	0.78%	Sales Q/Q	1.35%	Earnings	Apr 15 BMO	Avg Volume	7.60M	Price	71.31
SMA20	0.29%	SMA50	5.62%	SMA200	15.36%	Trades		Volume	3,038,372	Change	0.11%

Date	Action	Analyst	Rating Change	Price Target Change
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
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

Show Previous Ratings

Today 10:02AM	Charles Schwab's Kathy Jones: People will probably spend as long as job growth remains healthy (CNBC TV)
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04:23PM	Loading…
04:23PM	These Stocks Moved the Most Today: Trump Media, Tesla, Goldman, Informatica, Salesforce, Schwab, Logitech, and More (Barrons.com)
04:19PM	Charles Schwab stock pops on net interest margin outlook (Yahoo Finance Video)
12:58PM	Charles Schwab CEO: Investors have a lot of reasons to be optimistic as I do (CNBC TV)
12:53PM	SCHW Stock Earnings: Charles Schwab Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
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12:34PM	Goldman Sachs and other bank stocks are popping on earnings (Quartz)
12:32PM	Why Charles Schwab Stock Is Up Today (Motley Fool)
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12:20PM	Charles Schwab Stock Rallies. Outlook for Cash Sorting Is Better Than You Think. (Barrons.com)
11:53AM	US STOCKS-Dow outshines peers on earnings boost; higher bond yields cap gains (Reuters)
11:47AM	Loading…
11:47AM	Charles Schwab Stock Gains on Q1 Earnings Beat Amid Market Rally (Investopedia)
10:55AM	Charles Schwab Shares Jump After Results Slump but Beat Expectations (The Wall Street Journal)
10:30AM	Charles Schwab (SCHW) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
09:54AM	Stocks to Watch Monday: Goldman Sachs, Tesla, Apple, Salesforce (The Wall Street Journal)
09:50AM	Schwab Revenue Tops Estimates Following Last Years Tumult (Bloomberg)
09:41AM	Charles Schwab Stock Surges. Earnings Narrowly Beat Wall Street Estimates. (Barrons.com)
09:10AM	The Charles Schwab Corporation (SCHW) Q1 Earnings and Revenues Surpass Estimates (Zacks)
09:05AM	Schwab's (SCHW) Q1 Earnings Top Estimates, Revenues Down Y/Y (Zacks)
08:56AM	Charles Schwab revenue beats estimates on higher asset management fees (Reuters)
08:30AM	3 Dividend ETFs That Are Perfect For Retirees (Motley Fool)
08:22AM	Charles Schwab Earnings Narrowly Beat Wall Street Estimates (Barrons.com)
08:16AM	Charles Schwab Results Slump but Beat Expectations (The Wall Street Journal)
08:00AM	Schwab Reports First Quarter Results (Business Wire)
07:12AM	CANADA STOCKS-Toronto market eyes higher open on gold boost (Reuters)
06:12AM	Charles Schwab Reports Earnings Monday. Here Are the Key Metrics to Watch. (Barrons.com)
04:00PM	Loading…
Apr-14-24 04:00PM	Charles Schwab Reports Earnings Monday. Here Are the Key Metrics to Watch. (Barrons.com)
09:30AM	What To Expect in the Markets This Week (Investopedia)
Apr-13-24 04:01PM	41 States That Wont Tax Social Security Income in 2024 (Updated) (Insider Monkey)
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Apr-11-24 09:44PM	There has not been a lot of staying power in the Mag 7, says Charles Schwab's Kevin Gordon (CNBC TV)
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09:15AM	Seeking Clues to Charles Schwab (SCHW) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Apr-09-24 01:32PM	Final Trades: Nasdaq, Alphabet, Spotify, Charles Schwab and Teck Resources (CNBC TV)
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Apr-08-24 02:29PM	Charles Schwab's Liz Ann Sonders: For now, the market has been fairly resilient (CNBC TV)
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01:18PM	After Rough Year for Stock Price, Charles Schwab Trims CEO Pay (Barrons.com)
12:30PM	Schwab Trading Activity Index: Score Ascends to Moderate Levels in March (Business Wire)
10:28AM	Investor confidence is really starting to pick up, says Charles Schwab's Joe Mazzola (CNBC TV)
10:00AM	The Charles Schwab Corporation (SCHW) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
08:00AM	Charles Schwab Named Best Investing Platform Overall by U.S. News (Business Wire)
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06:33AM	3 High-Dividend ETFs That Could Be Smart Investments Right Now (Motley Fool)
Apr-03-24 12:10PM	Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report? (Zacks)
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Apr-01-24 06:00PM	The Charles Schwab Corporation (SCHW) Ascends While Market Falls: Some Facts to Note (Zacks)
11:00AM	Schwab Announces Its Spring Business Update (Business Wire)
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Mar-26-24 05:25PM	Billionaire Investor Stan Druckenmiller and Insiders Are Piling Into These 11 Stocks (Insider Monkey)
Mar-25-24 06:00PM	The Charles Schwab Corporation (SCHW) Registers a Bigger Fall Than the Market: Important Facts to Note (Zacks)
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Mar-22-24 04:38PM	U.S. Bank Takes Lead in Satisfaction Among Advisor Clients; Schwabs Ranking Falls (Barrons.com)
02:19PM	Charles Schwab Stock Becomes One To Watch With RS Rating Jump (Investor's Business Daily)
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09:21AM	What Makes The Charles Schwab Corporation (SCHW) a Worthy Investment Bet? (Insider Monkey)
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Mar-19-24 05:00PM	Expect Fed to be more measured with rate cuts: Charles Schwab's Liz Ann Sonders (CNBC TV)
03:17AM	12 Best Bond ETFs To Buy (Insider Monkey)
Mar-18-24 06:00PM	The Charles Schwab Corporation (SCHW) Advances But Underperforms Market: Key Facts (Zacks)
12:55PM	Charles Schwab's Kathy Jones: Bracing for potentially hawkish Fed meeting this week (CNBC TV)
10:45AM	20 Safest Places To Retire in the US (Insider Monkey)
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Mar-17-24 02:00PM	3 Surprising Ways the Ultra-Wealthy Invest Their Money (Motley Fool)
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Mar-15-24 11:46AM	Schwab (SCHW) Q1 Revenues to Rise, February Client Assets Soar (Zacks)
Mar-14-24 02:42PM	15 Best Golden Visa Programs in 2024 (Insider Monkey)
01:08PM	Charles Schwab Net New Assets Rebound in February (Barrons.com)
08:45AM	Schwab Reports Monthly Activity Highlights (Business Wire)
Mar-13-24 04:06PM	Don't Sweat the Election: 3 Stocks That Won't Be Shaken by Either Party (InvestorPlace)

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
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
Murtagh Nigel J	Chief Risk Officer	Mar 21 '24	Option Exercise	26.39	12,948	341,698	94,394	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
Murtagh Nigel J	Chief Risk Officer	Mar 21 '24	Sale	70.03	12,948	906,686	81,446	Mar 25 09:05 PM
Schwab-Pomerantz Carolyn	Director	Mar 21 '24	Sale	70.87	9,000	637,848	581,457	Mar 25 09:13 PM
Craig Jonathan M.	Please see remarks	Mar 21 '24	Sale	70.01	4,977	348,430	0	Mar 25 07:28 PM
Craig Jonathan M.	Please see remarks	Mar 06 '24	Sale	67.80	48,751	3,305,083	0	Mar 08 08:12 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
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
Crawford Peter B.	CFO	Nov 30 '23	Option Exercise	28.44	4,000	113,760	0	Dec 04 08:19 PM
Schwab-Pomerantz Carolyn	Director	Nov 30 '23	Sale	61.28	12,208	748,109	1,722,400	Dec 04 08:22 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 30 '23	Sale	60.56	4,000	242,229	41,611	Dec 04 08:19 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
Crawford Peter B.	Chief Financial Officer	Sep 18 '23	Option Exercise	23.12	3,792	87,671	0	Sep 20 04:13 PM
Crawford Peter B.	Chief Financial Officer	Sep 18 '23	Sale	57.31	3,792	217,306	44,725	Sep 20 04:13 PM
Morgan Peter J. III	MD, General Counsel	Aug 29 '23	Sale	59.61	8,000	476,872	8,014	Aug 30 05:46 PM
Ruffel Charles A.	Director	Aug 17 '23	Buy	60.55	833	50,440	3,386	Aug 21 06:51 PM
Schwab Charles R.	Co-Chairman	Jul 26 '23	Sale	66.60	75,760	5,045,821	59,672,778	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	Jul 24 '23	Option Exercise	23.12	72,047	1,665,727	0	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	Jul 24 '23	Sale	66.66	72,047	4,802,984	59,748,538	Jul 26 07:17 PM
Schwab Charles R.	Co-Chairman	May 22 '23	Option Exercise	22.67	77,640	1,760,099	0	May 24 07:38 PM
Schwab Charles R.	Co-Chairman	May 22 '23	Sale	51.76	77,640	4,018,584	59,771,278	May 24 07:38 PM

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SCHW

Charles Schwab Corp.

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