- Financial - Capital Markets
- Financial Services
-
2.66
EPS
-
23.49
P/E
-
111B
MARKET CAP
-
1.60%
DIV YIELD
Company Overview
3000 SCHWAB WAY,WESTLAKE TX 76262,817-859-5000
CEO
Mr. Walter William Bettinger II
Employess
32
Sector
Financial Services
Industry
Financial - Capital Markets
Website
https://www.schwab.com
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, 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 and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; 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, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Next Earnings Date
Oct. 21, 2024
Ex Dividends date
Aug. 23, 2024
Dividend Date
Aug. 9, 2024
YTD Performance
-9.57%
Fiscal Year End
12-31
IPO Date
1987-09-22
Growth Rates
(avg. rate of change) | 10 years | 5 years | 3 years | 1 year |
---|---|---|---|---|
Sales/Revenue | 13.24% | 13.20% | 17.23% | -9.27% |
EPS | 11.88% | -0.39% | 6.18% | -27.56% |
Equity | 14.71% | 14.66% | -9.93% | 11.88% |
Cash | 18.82% | 9.18% | 2.41% | 7.82% |
Return On Capital (ROIC) | 9.44% | 8.57% | 8.63% | 7.36% |
Debt
year (millions) | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|
Short Term Debt | 10,500 | 17,000 | 4,860 | 1,980 | 828 |
Long Term Debt | 48,800 | 20,800 | 18,900 | 13,600 | 7,430 |
LT Finance Leases | 746 | 68 | 94 | 6 | 574 |
Shares Outstanding | 1,820 | 1,880 | 1,890 | 1,430 | 1,310 |
Market Cap | 125,000 | 157,000 | 159,000 | 75,800 | 62,400 |
Price
News
7 Financial Stocks That Could Benefit from Rising Interest Rates
1 monthWhile interest rates remain high, it offers a good opportunity to investors to consider these financial stocks for rising interest rates. An increase in interest rates often results in increased net interest margins for banks and other financial institutions.
investorplace.comFed should cut by 50 basis points in September, says Charles Schwab's Kathy Jones
1 monthKathy Jones, Charles Schwab chief fixed income strategist, joins 'Money Movers' to discuss her expectations for fixed income from here, what to expect from the Fed in September, and why there should be a 50 basis point rate cut.
youtube.comThe Zacks Analyst Blog Charles Schwab, Interactive Brokers and LPL Financial
1 monthCharles Schwab, Interactive Brokers and LPL Financial are included in this Analyst Blog.
zacks.comEx-Dividend Reminder: Charles Schwab, Premier Financial And IBM
1 monthOn 8/9/24, Charles Schwab, Premier Financial, and International Business Machines will all trade ex-dividend for their respective upcoming dividends. Charles Schwab will pay its quarterly dividend of $0.25 on 8/23/24, Premier Financial will pay its quarterly dividend of $0.31 on 8/16/24, and International Business Machines will pay its quarterly dividend of $1.67 on 9/10/24.
forbes.comSchwab (SCHW) Down 14% in a Month: Should You Buy or Stay Away?
1 monthSchwab (SCHW) slides 14% in the past month. Here, we are trying to decipher what led to the sell-off and if investors should buy the dip or stay away from the stock.
zacks.comThe 3 stocks insiders are secretly buying
1 monthFinding insider buys among the S&P 500 companies and their stock might prove challenging in 2024, with an overall sentiment heavily favoring sales by CEOs and other higher executives; however, there are some notable exceptions.
finbold.comCharles Schwab Crashed Again, Adding to Investors' Frustrations During a Market Meltdown
1 monthThousands of login issues were reported amid market volatility.
cnet.comCharles Schwab, Fidelity, other brokerages experience outages amid market volatility
1 monthOnline brokerage firms, mutual fund and ETF customers had troubled executing orders as U.S. stocks tumbled in tandem with global equities from Japan to Europe on Monday.
foxbusiness.comCharles Schwab, Fidelity and Vanguard Among Investment Sites That Crashed This Morning
1 monthThousands of login issues reported amid market volatility.
cnet.comSchwab, Fidelity, E-Trade suffer outages during Monday's stock-market selloff
1 monthGlobal equity markets dropped — again — on Monday as the Dow DJIA, S&P 500 SPX and Nasdaq COMP were all down more than 2% as of late morning.
marketwatch.comCalls of the Day: Charles Schwab, 3M and Uber
2 monthsThe Investment Committee discuss the latest Calls Of The Day.
youtube.comCharles Schwab's Strategic Shift May Weigh On Stock: 'Could Significantly Change The Economics That Drive Nearly Half The Company's Revenue'
2 monthsCharles Schwab Corporation SCHW tanked in early trading on Monday, after several analysts cut their forecasts following the company's second-quarter results.
benzinga.com