 |
| |
| Oct-03-19 | Downgrade |
Wells Fargo |
Outperform → Market Perform |
|
|
| Oct-02-19 | Downgrade |
Barclays |
Overweight → Underweight |
$48 → $34 |
|
| Sep-03-19 | Upgrade |
Wolfe Research |
Peer Perform → Outperform |
$42 → $46 |
|
| Jul-22-19 | Upgrade |
Wells Fargo |
Market Perform → Outperform |
$50 |
|
| Jul-12-19 | Downgrade |
Keefe Bruyette |
Outperform → Mkt Perform |
|
|
| Jul-12-19 | Downgrade |
BofA/Merrill |
Buy → Neutral |
|
|
| Jun-18-19 | Downgrade |
Deutsche Bank |
Buy → Hold |
$52 → $43 |
|
| Feb-20-19 | Downgrade |
UBS |
Neutral → Sell |
$48 → $42 |
|
| Nov-30-18 | Initiated |
Goldman |
Buy |
$55 |
|
| Nov-26-18 | Upgrade |
Citigroup |
Sell → Neutral |
|
|
| Nov-19-18 | Downgrade |
UBS |
Buy → Neutral |
|
|
| Oct-30-18 | Upgrade |
Raymond James |
Mkt Perform → Outperform |
|
|
| Apr-10-18 | Initiated |
Bernstein |
Mkt Perform |
|
|
| Feb-07-18 | Downgrade |
Citigroup |
Neutral → Sell |
|
|
| Jan-19-18 | Downgrade |
Citigroup |
Buy → Neutral |
|
|
| Jan-18-18 | Reiterated |
Nomura |
Neutral |
$50 → $54 |
|
| Jan-09-18 | Reiterated |
Citigroup |
Buy |
$52 → $60 |
|
| Jan-03-18 | Downgrade |
JMP Securities |
Mkt Outperform → Mkt Perform |
|
|
| Dec-27-17 | Reiterated |
SunTrust |
Buy |
$56 → $63 |
|
| Dec-01-17 | Initiated |
Credit Suisse |
Outperform |
$55 |
|
|
|
| Oct-21-19 05:16PM | 5 highlights from Chuck Schwabs memoir, including how he fired a CEO American City Business Journals |
| 04:56PM | TD Ameritrade Stock Gains After Earnings Beat Expectations Barrons.com |
| 04:03PM | The Zero-Fee Trade War Is Spilling Over To Bank Giants Investor's Business Daily |
| 01:11PM | Who Wins a Brokerage Price War? Investopedia |
| 11:03AM | Charles Schwab on millennial FIRE trend: Fantastic! Yahoo Finance |
| 08:10AM | Bank of America says Merrill Edge platform will offer commission-free online stock, ETF and options trading MarketWatch |
| Oct-18-19 03:17PM | Investors Exit Stock Funds GuruFocus.com |
| 12:32PM | E*Trade Stock Shoots Up After Solid Earnings Report Barrons.com |
| 09:50AM | E*TRADE (ETFC) Q3 Earnings & Revenues Beat, Costs Flare Up Zacks |
| Oct-17-19 05:02PM | Charles Schwab takes sharper aim at Robinhood as it pursues younger clients American City Business Journals |
| 04:24PM | Charles Schwab on no-commission trading: Wall Street would have never done this MarketWatch |
| 04:17PM | E-Trade Earnings Beat While Schwab Opens New Front In Brokerage Wars Investor's Business Daily |
| 12:28PM | Parnassus Endeavor Fund Buys 4 Stocks in 3rd Quarter GuruFocus.com |
| 11:40AM | No Bottom in Sight for Online Broker Stocks Investopedia |
| Oct-16-19 05:31PM | Charles Schwab on Shaping the Investment Business Bloomberg |
| 03:42PM | Charles Schwab: 'People have to learn how to deal with the volatility of free markets' Yahoo Finance |
| 01:57PM | Charles Schwab: Im not worried about job losses from technology Yahoo Finance |
| 01:39PM | 6 Guru Stocks Underperforming the Market GuruFocus.com |
| 07:19AM | Interactive Brokers (IBKR) Q3 Earnings Down, Revenues Up Y/Y Zacks |
| 05:35AM | What Youll Pay to Trade Mutual Funds at Discount Brokers Barrons.com |
| 05:30AM | Stock Trading May Be Free, but Not So for Mutual Funds Barrons.com |
| 01:00AM | Ben Johnson: Index Funds Are Not 'Zombie Investors' Morningstar |
| Oct-15-19 12:58PM | Charles Schwab Stock Is Up. Theres a Price War, but Earnings Were Strong. Barrons.com +5.36% |
| 11:05AM | Schwab (SCHW) Q3 Earnings & Revenues Beat, Expenses Rise Zacks |
| 09:34AM | Charles Schwab Trades Higher On Q3 Earnings Beat Benzinga |
| 09:00AM | Charles Schwab's stock surges after profit, revenue rise above expectations MarketWatch |
| 08:45AM | Schwab Reports Record Earnings Per Share of $.70, Up 8% Business Wire |
| 05:56AM | [video]Charles Schwab Shares Climb After Earnings, Revenue Beat TheStreet.com |
| 04:49AM | Charles Schwab Earnings, Revenue Beat in Q3 Investing.com |
| Oct-14-19 05:47PM | Charles Schwab senior exec speaks candidly about being among the latest layoffs American City Business Journals |
| 02:51PM | Option Traders Betting Big On Schwab Ahead Of Earnings Benzinga |
| 11:12AM | Analyst Bets on More Upside for Charles Schwab Stock Schaeffer's Investment Research |
| 10:06AM | Earnings, Econ Numbers And The Beige Book Pepper The Second Round of The WeTrader Competition Benzinga |
| Oct-12-19 06:52AM | How do brokerage firms make money: Yahoo U Yahoo Finance |
| Oct-11-19 09:33PM | More Victims in the Broker Wars Barrons.com |
| 04:14PM | Commission-Free Trades: A Bad Deal for Investors Kiplinger |
| 12:43PM | Yahoo U: Why did brokerage firms cut their commission fees? Yahoo Finance Video |
| 12:04PM | 3 New Cheap Bond ETFs From Charles Schwab Benzinga |
| 09:49AM | Will Lower Interest Rates Hurt Schwab (SCHW) in Q3 Earnings? Zacks |
| Oct-10-19 05:13PM | Charles Schwab Corporation (The) -- Moody's announces completion of a periodic review of ratings of The Charles Schwab Corporation Moody's |
| 04:11PM | Here's Why Online Brokers Are Rising On Fidelity's Zero-Fee Move Investor's Business Daily |
| 12:29PM | UPDATE 1-Fidelity follows rivals in cutting online trading commissions to zero Reuters |
| 11:59AM | Fidelity Joins Price War With No Online Trade Commissions Bloomberg |
| 09:54AM | Brokers Get Relief as Fidelity Fee Match Eases Price War Bloomberg |
| 09:54AM | Fidelity cuts fees to $0 as it jumps on zero-commission bandwagon MarketWatch |
| 09:41AM | Fidelity follows rivals in cutting online trading commissions to zero Reuters |
| 08:35AM | Schwab, TD Ameritrade, E*Trade, Fidelity Go Commission-Free Kiplinger |
| 08:19AM | Fidelity Will Now Be Commission-Free Benzinga |
| 08:18AM | Fidelity Cuts Commissions to Zero. Thats Not a Problem for Schwab Stock and E*Trade, Analyst Says Barrons.com |
| 03:30AM | Fidelity Cuts Equity and Options Base Commissions to Zero Investopedia |
| Oct-09-19 09:17PM | Here is What Hedge Funds Think About The Charles Schwab Corp (SCHW) Insider Monkey |
| 12:30PM | As Schwab slashes commissions, can it get any cheaper to invest? MarketWatch |
| 08:43AM | Moody's Lowers E*TRADE, Schwab Outlook; Affirms TD Ameritrade Zacks |
| 07:52AM | Equity investors are set up to lose, even at zero commissions Financial Times |
| 07:47AM | Invesco Slashes 1,300 Jobs to Achieve Cost Savings Target Zacks |
| 05:00AM | Central Banks Can't Create Negative Rates by Themselves Bloomberg |
| Oct-08-19 04:30PM | Final RidgeGate parcel in Lone Tree to be developed into 7-story apartment community American City Business Journals |
| 04:17PM | The App That Sparked The Zero-Fee Trade War Will Offer This New Service Investor's Business Daily |
| 01:32PM | These Large Caps Offer High Earnings Yields GuruFocus.com |
| 11:50AM | U.S. online brokers still profiting from 'dumb money' Reuters |
| 11:26AM | U.S. online brokers still profiting from 'dumb money' Reuters |
| 10:33AM | Technically Speaking, Is the Recent Rally in Jeopardy? Yahoo Finance |
| 10:12AM | Free Trading Has Arrived. Be Sure to Read the Fine Print. Barrons.com |
| 10:07AM | Charles Schwab explains why he hates this years crop of money-losing IPOs American City Business Journals |
| 10:00AM | Robinhood Gives Banking Another Shot a Year After Botched Launch Bloomberg |
| 08:00AM | Your Cash Helps Pay for Those Free Stock Trades Barrons.com |
| 07:07AM | Hasbro, Kohl's, Charles Schwab, E-Trade and TD Ameritrade highlighted as Zacks Bull and Bear of the Day Zacks |
| Oct-07-19 03:43PM | Charles Schwab vs. TD Ameritrade 2019 Investopedia |
| 03:26PM | Charles Schwab vs. Fidelity Investments 2019 Investopedia |
| 03:26PM | The Death Of A Stockbroker Zacks |
| 09:54AM | Five9, Charles Schwab, The Meet Group, Telenav and Digital Turbine highlighted as Zacks Bull and Bear of the Day Zacks |
| 09:26AM | Interactive Brokers' September DARTs Decline Sequentially Zacks |
| 09:22AM | Lazard's Asset Management Arm Mulls to Lay Off 60 Employees Zacks |
| 07:49AM | FirstFT: Todays top stories Financial Times |
| 06:10AM | Market Morning: Fed Repo Men, Free Trades, Cheese Hoarding, PayPal Bails on Libra Market Exclusive |
| 06:00AM | Bear Of The Day: Charles Schwab (SCHW) Zacks |
| 05:47AM | [video]E*Trade Rises on Upgrade Amid Online-Broker Price War TheStreet.com |
| 03:00AM | Now's the Time to Consider Charles Schwab TheStreet.com |
| Oct-05-19 11:20PM | Who are Charles Schwab's Main Competitors? Investopedia |
| 12:00PM | Barron's Picks And Pans: Netflix, Raytheon, Spotify, Taiwan Semi And More Benzinga |
| Oct-04-19 08:06PM | Charles Schwab and the New Broker Wars Barrons.com |
| 06:34PM | Charles Schwab Corporation (The) -- Moody's affirms Schwab's ratings at A2/P-1, changes outlook to stable from positive Moody's |
| 04:24PM | Stock Market Rally Tested As Recession Fears Grow; Online Brokers Scrap Stock Trading Fees: Weekly Review Investor's Business Daily |
| 02:41PM | Traders Trim Bets on October Fed Easing After Jobs Report Bloomberg |
| 01:57PM | TD Ameritrade Fires Back, Cuts Commissions to $0 Investopedia |
| 01:55PM | Ally Invest Also Cuts Commissions Investopedia |
| 12:22PM | Stocktwits rolls out commission-free online trading as race to $0 brokerage fees heats up MarketWatch |
| 11:58AM | Ally Financial joins the zero commission bandwagon MarketWatch |
| 09:40AM | Charles Schwab and TD Ameritrade Are Eliminating Trading Fees. Heres the Downside for Investors. Barrons.com |
| 09:14AM | Webull's CEO Gives Tips To The Newest Members of The Zero Commission Club Benzinga |
| 08:45AM | Schwab Announces Its Fall Business Update Business Wire |
| 05:36AM | E-Trade Matches Peers' Reductions in Commissions Morningstar |
| Oct-03-19 11:55PM | US unemployment rate hits 50-year low Financial Times |
| 05:06PM | TradeStation Launches Free Trading With TSgo Offering Investopedia |
| 05:06PM | RIA Reaction to Zero Commissions: Smiles, Skepticism Barrons.com |
| 04:47PM | Commission free trading is a 'trade war' that helps investors save money but it's not free Yahoo Finance |
| 01:37PM | The downside to Charles Schwab and TD Ameritrade eliminating trading fees (yes, really) MarketWatch |
| 01:33PM | The downside to Charles Schwab and TD Ameritrade eliminating trading fees (yes, really) MarketWatch |
| 11:37AM | Schwabs Next Target? Your Financial Adviser Bloomberg |
| 10:33AM | Schwab and Other Online Brokerage Stocks Keep Getting Hammered Barrons.com |
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| The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment provides custodial, trading, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, certificates of deposit, first lien residential real estate mortgage loans, home equity loans and lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, England, Hong Kong, Singapore, and Australia. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| SARIN ARUN | Director | Oct 16 | Option Exercise | 17.50 | 12,656 | 221,535 | 27,766 | Oct 17 01:34 PM | | Craig Jonathan M. | Senior EVP | Oct 15 | Option Exercise | 15.43 | 3,740 | 57,708 | 3,740 | Oct 15 05:33 PM | | Craig Jonathan M. | Senior EVP | Oct 15 | Sale | 38.97 | 3,740 | 145,748 | 0 | Oct 15 05:33 PM | | SCHWAB CHARLES R | Chairman | Sep 11 | Option Exercise | 17.38 | 105,422 | 1,832,234 | 76,651,783 | Sep 11 02:57 PM | | SCHWAB CHARLES R | Chairman | Sep 11 | Sale | 42.03 | 105,422 | 4,430,950 | 76,546,361 | Sep 11 02:57 PM | | SCHWAB CHARLES R | Chairman | Sep 05 | Option Exercise | 17.38 | 105,422 | 1,832,234 | 76,651,783 | Sep 05 01:31 PM | | SCHWAB CHARLES R | Chairman | Sep 05 | Sale | 40.08 | 105,422 | 4,225,409 | 76,546,361 | Sep 05 01:31 PM | | SCHWAB CHARLES R | Chairman | Sep 04 | Option Exercise | 17.38 | 22,810 | 396,438 | 76,569,171 | Sep 04 02:13 PM | | SCHWAB CHARLES R | Chairman | Sep 04 | Sale | 38.47 | 22,810 | 877,405 | 76,546,361 | Sep 04 02:13 PM | | SCHWAB CHARLES R | Chairman | Sep 03 | Option Exercise | 17.38 | 82,612 | 1,435,797 | 76,628,973 | Sep 04 02:13 PM | | SCHWAB CHARLES R | Chairman | Sep 03 | Sale | 38.02 | 82,612 | 3,140,528 | 76,546,361 | Sep 04 02:13 PM | | MCLIN STEPHEN T | Director | Aug 21 | Option Exercise | 18.54 | 5,093 | 94,424 | 159,381 | Aug 22 06:04 PM | | MCLIN STEPHEN T | Director | Aug 21 | Sale | 37.56 | 5,093 | 191,287 | 154,288 | Aug 22 06:04 PM | | Goldfarb Mark A | Director | Aug 05 | Buy | 38.68 | 2,595 | 100,367 | 21,855 | Aug 05 04:52 PM | | Craig Jonathan M. | Senior EVP | Jul 15 | Option Exercise | 15.43 | 3,740 | 57,708 | 3,740 | Jul 15 01:38 PM | | Craig Jonathan M. | Senior EVP | Jul 15 | Sale | 40.20 | 3,740 | 150,348 | 0 | Jul 15 01:38 PM | | MCLIN STEPHEN T | Director | Jun 04 | Option Exercise | 17.23 | 5,299 | 91,302 | 156,404 | Jun 06 06:25 PM | | MCLIN STEPHEN T | Director | May 16 | Option Exercise | 18.00 | 4,356 | 78,408 | 151,599 | May 16 03:40 PM | | MCLIN STEPHEN T | Director | May 16 | Sale | 43.85 | 4,356 | 191,024 | 147,243 | May 16 03:40 PM | | Ruffel Charles A. | Director | May 03 | Buy | 46.10 | 2,500 | 115,250 | 2,500 | May 07 06:09 PM | | SCHWAB CHARLES R | Chairman | May 03 | Sale | 46.27 | 56,280 | 2,604,270 | 76,705,966 | May 03 05:13 PM | | SCHWAB CHARLES R | Chairman | Apr 29 | Sale | 45.97 | 250,000 | 11,492,100 | 76,762,246 | Apr 29 04:23 PM | | SCHWAB CHARLES R | Chairman | Apr 25 | Sale | 45.56 | 250,000 | 11,390,300 | 77,012,246 | Apr 25 05:07 PM | | SCHWAB CHARLES R | Chairman | Apr 23 | Sale | 45.57 | 250,000 | 11,391,300 | 77,262,246 | Apr 25 12:14 PM | | SCHWAB CHARLES R | Chairman | Apr 22 | Sale | 45.29 | 250,000 | 11,321,550 | 77,512,246 | Apr 23 11:22 AM | | Murtagh Nigel J | EVP - Corporate Risk | Apr 17 | Sale | 45.70 | 23,200 | 1,060,300 | 39,875 | Apr 18 05:29 PM | | Murtagh Nigel J | EVP - Corporate Risk | Apr 16 | Option Exercise | 24.37 | 73,234 | 1,784,673 | 120,075 | Apr 16 07:57 PM | | MCLIN STEPHEN T | Director | Apr 16 | Option Exercise | 18.00 | 4,000 | 72,000 | 151,243 | Apr 16 07:58 PM | | Murtagh Nigel J | EVP - Corporate Risk | Apr 16 | Sale | 45.64 | 57,000 | 2,601,611 | 63,075 | Apr 16 07:57 PM | | MCLIN STEPHEN T | Director | Apr 16 | Sale | 45.59 | 4,000 | 182,374 | 147,243 | Apr 16 07:58 PM | | Craig Jonathan M. | Senior EVP | Apr 15 | Option Exercise | 15.43 | 3,740 | 57,708 | 3,740 | Apr 15 05:33 PM | | Craig Jonathan M. | Senior EVP | Apr 15 | Sale | 46.52 | 3,740 | 173,985 | 0 | Apr 15 05:33 PM | | WALTHER ROGER O | Director | Mar 19 | Option Exercise | 15.36 | 35,929 | 551,789 | 281,429 | Mar 21 03:24 PM | | Kallsen Terri R | EVP - Investor Services | Mar 06 | Sale | 45.93 | 16,346 | 750,804 | 0 | Mar 07 06:48 PM | | Craig Jonathan M. | Senior EVP | Mar 06 | Sale | 45.93 | 12,604 | 578,936 | 0 | Mar 07 06:48 PM | | Chandoha Marie A | CEO - CSIM | Mar 05 | Option Exercise | 28.28 | 45,046 | 1,274,056 | 62,823 | Mar 05 07:10 PM | | Chandoha Marie A | CEO - CSIM | Mar 05 | Sale | 45.48 | 45,046 | 2,048,679 | 17,777 | Mar 05 07:10 PM | | Kallsen Terri R | EVP - Investor Services | Mar 04 | Option Exercise | 30.17 | 18,803 | 567,287 | 35,149 | Mar 05 03:49 PM | | Kallsen Terri R | EVP - Investor Services | Mar 04 | Sale | 46.84 | 18,803 | 880,819 | 16,346 | Mar 05 03:49 PM | | Kallsen Terri R | EVP - Investor Services | Mar 01 | Option Exercise | 34.97 | 38,828 | 1,357,802 | 38,828 | Mar 05 03:49 PM | | Garfield David R | EVP and General Counsel | Mar 01 | Option Exercise | 46.77 | 12,575 | 588,133 | 29,044 | Mar 05 03:48 PM | | Craig Jonathan M. | Senior EVP | Mar 01 | Option Exercise | 46.77 | 12,604 | 589,489 | 12,604 | Mar 05 03:48 PM | | SCHWAB CHARLES R | Chairman | Mar 01 | Option Exercise | 46.77 | 32,402 | 1,515,442 | 77,762,246 | Mar 05 03:46 PM | | Crawford Peter B. | EVP and CFO | Mar 01 | Option Exercise | 46.77 | 6,264 | 292,967 | 19,376 | Mar 05 03:46 PM | | Murtagh Nigel J | EVP - Corporate Risk | Mar 01 | Option Exercise | 46.77 | 13,858 | 648,139 | 46,722 | Mar 05 03:46 PM | | MARTINETTO JOSEPH R | Senior EVP and COO | Mar 01 | Option Exercise | 46.77 | 22,667 | 1,060,136 | 194,060 | Mar 05 03:46 PM | | Chandoha Marie A | CEO - CSIM | Mar 01 | Option Exercise | 46.77 | 17,777 | 831,430 | 17,777 | Mar 05 03:49 PM | | Bettinger Walter W | President and CEO | Mar 01 | Option Exercise | 46.77 | 88,711 | 4,149,013 | 455,383 | Mar 05 03:49 PM | | Clark Bernard J. | EVP - Advisor Services | Mar 01 | Option Exercise | 46.77 | 19,419 | 908,227 | 72,269 | Mar 05 03:48 PM | | Kallsen Terri R | EVP - Investor Services | Mar 01 | Sale | 46.66 | 22,482 | 1,049,082 | 16,346 | Mar 05 03:49 PM | | HERRINGER FRANK C | Director | Feb 25 | Option Exercise | 18.00 | 8,356 | 150,408 | 118,690 | Feb 27 07:26 PM | | SCHWAB CHARLES R | Chairman | Feb 01 | Sale | 47.04 | 250,000 | 11,760,200 | 78,249,369 | Feb 01 05:50 PM | | Craig Jonathan M. | Senior EVP | Jan 15 | Option Exercise | 15.43 | 3,739 | 57,693 | 3,739 | Jan 16 09:33 PM | | Craig Jonathan M. | Senior EVP | Jan 15 | Sale | 43.58 | 3,739 | 162,946 | 0 | Jan 16 09:33 PM | | Bettinger Walter W | President and CEO | Dec 26 | Buy | 37.97 | 31,579 | 1,198,906 | 366,672 | Dec 27 04:52 PM | | Bettinger Walter W | President and CEO | Dec 24 | Buy | 39.09 | 93,090 | 3,639,167 | 335,093 | Dec 27 04:52 PM | | WILSON ROBERT N | Director | Dec 13 | Option Exercise | 16.22 | 42,180 | 684,225 | 209,669 | Dec 14 07:13 PM | | Kallsen Terri R | EVP - Investor Services | Dec 03 | Option Exercise | 28.44 | 4,053 | 115,267 | 4,913 | Dec 04 09:37 PM | | Kallsen Terri R | EVP - Investor Services | Dec 03 | Sale | 46.09 | 4,913 | 226,441 | 0 | Dec 04 09:37 PM | | SCHWAB CHARLES R | Chairman | Nov 15 | Sale | 46.97 | 383,000 | 17,989,804 | 79,957,149 | Nov 15 03:22 PM | | Chandoha Marie A | President - CSIM | Nov 05 | Option Exercise | 28.44 | 7,794 | 221,661 | 12,400 | Nov 06 12:06 PM | | Chandoha Marie A | President - CSIM | Nov 05 | Sale | 47.18 | 12,400 | 585,016 | 0 | Nov 06 12:06 PM |
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