CHARLES SCHWAB CORP

NYSE: SCHW (Charles Schwab Corporation (The)

Last update: 23 Oct, 7:59PM

71.71

0.80 (1.13%)

  • 1D 1.13%
  • 5D -7.99%
  • 1M -12.81%
  • 6M -2.12%
  • YTD 3.78%
  • 1Y 4.00%
  • 5Y 47.64%
Previous Close 70.91
Open 70.84
Volume 3,924,983
Avg. Volume (3M) 8,374,043
Market Cap 131,181,969,408
Price / Earnings (TTM) 28.01
Price / Earnings (Forward) 20.04
Price / Sales 7.30
Price / Book 3.60
52 Weeks Range
49.16 (-31%) — 79.49 (10%)
Earnings Date 15 Jan 2025 - 20 Jan 2025
TTM Dividend Yield 1.05%
Profit Margin 27.47%
Operating Margin (TTM) 38.42%
Diluted EPS (TTM) 2.56
Quarterly Revenue Growth (YOY) 5.20%
Quarterly Earnings Growth (YOY) 25.20%
Total Debt/Equity (MRQ) 144.24%
Current Ratio (MRQ) 0.480
Operating Cash Flow (TTM) 33.53 B
Return on Assets (TTM) 1.09%
Return on Equity (TTM) 12.11%

Market Trend

Short Term Medium Term
Industry Capital Markets (US) Bullish Bullish
Capital Markets (Global) Bullish Bullish
Stock Charles Schwab Corporation (The Bullish Bullish

AIStockmoo Score

0.3
Analyst Consensus 1.5
Insider Activity -1.5
Price Volatility 2.0
Technical Moving Averages 0.0
Technical Oscillators -0.5
Average 0.30

Similar Stocks

Stock Market Cap DY P/E (TTM) P/B
SCHW 131 B 1.05% 28.01 3.60
MS 213 B 2.68% 20.13 2.10
GS 178 B 2.03% 16.58 1.78
NMR 17 B 667.84% 10.36 0.790
HLI 12 B 1.30% 35.58 6.24
EVR 11 B 1.13% 36.02 6.82

Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.
Sector Financial Services
Industry Capital Markets
Investment Style Large Value
% Held by Insiders 6.26%
% Held by Institutions 84.81%
52 Weeks Range
49.16 (-31%) — 79.49 (10%)
Price Target Range
61.00 (-14%) — 95.00 (32%)
High 95.00 (Barclays, 32.48%) Buy
Median 83.50 (16.44%)
Low 61.00 (B of A Securities, -14.94%) Sell
Average 81.58 (13.76%)
Total 6 Buy, 5 Hold, 1 Sell
Avg. Price @ Call 75.41
Firm Date Target Price Call Price @ Call
Keefe, Bruyette & Woods 20 Dec 2024 93.00 (29.69%) Buy 74.31
16 Oct 2024 81.00 (12.95%) Buy 72.08
Wells Fargo 12 Dec 2024 90.00 (25.51%) Hold 82.85
16 Oct 2024 75.00 (4.59%) Hold 72.08
Barclays 09 Dec 2024 95.00 (32.48%) Buy 81.51
16 Oct 2024 74.00 (3.19%) Hold 72.08
JMP Securities 09 Dec 2024 94.00 (31.08%) Buy 81.51
16 Oct 2024 84.00 (17.14%) Buy 72.08
Jefferies 09 Dec 2024 94.00 (31.08%) Buy 81.51
04 Oct 2024 73.00 (1.80%) Buy 64.75
Deutsche Bank 11 Nov 2024 80.00 (11.56%) Buy 77.85
Morgan Stanley 24 Oct 2024 74.00 (3.19%) Hold 72.59
07 Oct 2024 68.00 (-5.17%) Hold 64.29
B of A Securities 16 Oct 2024 61.00 (-14.94%) Sell 72.08
Goldman Sachs 16 Oct 2024 74.00 (3.19%) Hold 72.08
26 Sep 2024 67.00 (-6.57%) Hold 63.84
JP Morgan 16 Oct 2024 87.00 (21.32%) Buy 72.08
Piper Sandler 16 Oct 2024 65.00 (-9.36%) Hold 72.08
Citigroup 27 Sep 2024 72.00 (0.40%) Hold 64.42
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Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
ELLIS STEPHEN A - - 0 0
SCHWAB-POMERANTZ CAROLYN - 77.94 -9,000 -701,460
Aggregate Net Quantity -9,000
Aggregate Net Value ($) -701,460
Aggregate Avg. Buy ($) -
Aggregate Avg. Sell ($) 77.94
Name Holder Date Type Quantity Price Value ($)
ELLIS STEPHEN A Director 18 Dec 2024 Option execute 12,550 - -
SCHWAB-POMERANTZ CAROLYN Director 16 Dec 2024 Automatic sell (-) 9,000 77.94 701,460
TTM Dividend Yield 1.05%
5Y Average Dividend Yield 1.22%
Payout Ratio 39.06%
Expected Next Dividend Payment Feb 2025
Ex Date Announcement Date Payment Date Details
09 Aug 2024 24 Jul 2024 23 Aug 2024 0.25 Cash
09 May 2024 24 Apr 2024 24 May 2024 0.25 Cash
08 Feb 2024 24 Jan 2024 23 Feb 2024 0.25 Cash
09 Nov 2023 19 Oct 2023 24 Nov 2023 0.25 Cash
10 Aug 2023 27 Jul 2023 25 Aug 2023 0.25 Cash
11 May 2023 26 Apr 2023 26 May 2023 0.25 Cash
09 Feb 2023 26 Jan 2023 24 Feb 2023 0.25 Cash
09 Nov 2022 26 Oct 2022 25 Nov 2022 0.22 Cash
11 Aug 2022 27 Jul 2022 26 Aug 2022 0.22 Cash
12 May 2022 27 Apr 2022 27 May 2022 0.2 Cash
10 Feb 2022 26 Jan 2022 25 Feb 2022 0.2 Cash
10 Nov 2021 26 Oct 2021 26 Nov 2021 0.18 Cash
12 Aug 2021 21 Jul 2021 27 Aug 2021 0.18 Cash
13 May 2021 27 Apr 2021 28 May 2021 0.18 Cash
11 Feb 2021 27 Jan 2021 26 Feb 2021 0.18 Cash
12 Nov 2020 22 Oct 2020 27 Nov 2020 0.18 Cash
06 Aug 2020 23 Jul 2020 28 Aug 2020 0.18 Cash
07 May 2020 22 Apr 2020 22 May 2020 0.18 Cash
13 Feb 2020 29 Jan 2020 28 Feb 2020 0.18 Cash
07 Nov 2019 24 Oct 2019 22 Nov 2019 0.17 Cash
08 Aug 2019 25 Jul 2019 23 Aug 2019 0.17 Cash
14 May 2019 01 May 2019 29 May 2019 0.17 Cash
13 Feb 2019 31 Jan 2019 28 Feb 2019 0.17 Cash
08 Nov 2018 26 Oct 2018 23 Nov 2018 0.13 Cash
09 Aug 2018 26 Jul 2018 24 Aug 2018 0.13 Cash
10 May 2018 19 Apr 2018 25 May 2018 0.1 Cash
08 Feb 2018 25 Jan 2018 23 Feb 2018 0.1 Cash
09 Nov 2017 19 Oct 2017 24 Nov 2017 0.08 Cash
09 Aug 2017 20 Jul 2017 25 Aug 2017 0.08 Cash
10 May 2017 20 Apr 2017 26 May 2017 0.08 Cash
08 Feb 2017 26 Jan 2017 24 Feb 2017 0.08 Cash
09 Nov 2016 20 Oct 2016 28 Nov 2016 0.07 Cash
10 Aug 2016 21 Jul 2016 26 Aug 2016 0.07 Cash
11 May 2016 21 Apr 2016 27 May 2016 0.07 Cash
10 Feb 2016 28 Jan 2016 26 Feb 2016 0.06 Cash
04 Nov 2015 22 Oct 2015 20 Nov 2015 0.06 Cash
05 Aug 2015 23 Jul 2015 21 Aug 2015 0.06 Cash
06 May 2015 22 Apr 2015 22 May 2015 0.06 Cash
04 Feb 2015 29 Jan 2015 20 Feb 2015 0.06 Cash
05 Nov 2014 23 Oct 2014 21 Nov 2014 0.06 Cash
06 Aug 2014 24 Jul 2014 22 Aug 2014 0.06 Cash
07 May 2014 23 Apr 2014 23 May 2014 0.06 Cash
05 Feb 2014 30 Jan 2014 21 Feb 2014 0.06 Cash
06 Nov 2013 24 Oct 2013 22 Nov 2013 0.06 Cash
07 Aug 2013 25 Jul 2013 23 Aug 2013 0.06 Cash
08 May 2013 24 Apr 2013 24 May 2013 0.06 Cash
06 Feb 2013 24 Jan 2013 22 Feb 2013 0.06 Cash
07 Nov 2012 25 Oct 2012 23 Nov 2012 0.06 Cash
08 Aug 2012 26 Jul 2012 24 Aug 2012 0.06 Cash
09 May 2012 25 Apr 2012 25 May 2012 0.06 Cash
08 Feb 2012 26 Jan 2012 24 Feb 2012 0.06 Cash
08 Nov 2011 27 Oct 2011 25 Nov 2011 0.06 Cash
10 Aug 2011 26 Jul 2011 26 Aug 2011 0.06 Cash
04 May 2011 26 Apr 2011 20 May 2011 0.06 Cash
09 Feb 2011 27 Jan 2011 25 Feb 2011 0.06 Cash
09 Nov 2010 26 Oct 2010 26 Nov 2010 0.06 Cash
11 Aug 2010 27 Jul 2010 27 Aug 2010 0.06 Cash
05 May 2010 27 Apr 2010 21 May 2010 0.06 Cash
06 May 2009 28 Apr 2009 22 May 2009 0.06 Cash
11 Feb 2009 27 Jan 2009 27 Feb 2009 0.06 Cash
12 Nov 2008 23 Oct 2008 28 Nov 2008 0.06 Cash
06 Aug 2008 22 Jul 2008 22 Aug 2008 0.06 Cash
06 Feb 2008 24 Jan 2008 22 Feb 2008 0.05 Cash
07 Nov 2007 18 Oct 2007 23 Nov 2007 0.05 Cash
20 Jul 2007 02 Jul 2007 24 Aug 2007 0.05 Cash
20 Jul 2007 02 Jul 2007 24 Aug 2007 1 Cash
09 May 2007 25 Apr 2007 25 May 2007 0.05 Cash
07 Feb 2007 24 Jan 2007 23 Feb 2007 0.05 Cash
06 Nov 2006 19 Oct 2006 22 Nov 2006 0.05 Cash
04 Aug 2006 25 Jul 2006 22 Aug 2006 0.03 Cash
04 May 2006 26 Apr 2006 22 May 2006 0.03 Cash
06 Feb 2006 26 Jan 2006 22 Feb 2006 0.025 Cash
07 Nov 2005 20 Oct 2005 23 Nov 2005 0.025 Cash
05 Aug 2005 29 Jul 2005 23 Aug 2005 0.022 Cash
05 May 2005 28 Apr 2005 23 May 2005 0.022 Cash
07 Feb 2005 27 Jan 2005 23 Feb 2005 0.02 Cash
03 Nov 2004 27 Oct 2004 19 Nov 2004 0.02 Cash
03 Aug 2004 19 Jul 2004 19 Aug 2004 0.02 Cash
03 May 2004 - 19 May 2004 0.02 Cash
03 Feb 2004 20 Jan 2004 19 Feb 2004 0.014 Cash
05 Nov 2003 23 Oct 2003 21 Nov 2003 0.014 Cash
05 Aug 2003 23 Jul 2003 21 Aug 2003 0.014 Cash
05 May 2003 23 Apr 2003 21 May 2003 0.011 Cash
05 Feb 2003 30 Jan 2003 21 Feb 2003 0.011 Cash
06 Nov 2002 23 Oct 2002 22 Nov 2002 0.011 Cash
06 Aug 2002 16 Jul 2002 22 Aug 2002 0.011 Cash
06 May 2002 17 Apr 2002 22 May 2002 0.011 Cash
06 Feb 2002 23 Jan 2002 22 Feb 2002 0.011 Cash
07 Nov 2001 25 Oct 2001 23 Nov 2001 0.011 Cash
07 Aug 2001 18 Jul 2001 23 Aug 2001 0.011 Cash
07 May 2001 26 Apr 2001 23 May 2001 0.011 Cash
07 Feb 2001 25 Jan 2001 23 Feb 2001 0.011 Cash
08 Nov 2000 25 Oct 2000 24 Nov 2000 0.011 Cash
08 Aug 2000 19 Jul 2000 24 Aug 2000 0.011 Cash
08 May 2000 19 Apr 2000 24 May 2000 0.014 Cash
08 Feb 2000 18 Jan 2000 24 Feb 2000 0.014 Cash
09 Nov 1999 28 Oct 1999 26 Nov 1999 0.014 Cash
02 Jul 1999 22 Apr 1999 01 Jul 1999 2 Cash
10 May 1999 20 Apr 1999 26 May 1999 0.028 Cash
10 Nov 1998 22 Oct 1998 27 Nov 1998 0.042 Cash
11 Aug 1998 24 Jul 1998 27 Aug 1998 0.04 Cash
11 May 1998 21 Apr 1998 27 May 1998 0.04 Cash
11 Feb 1998 20 Jan 1998 27 Feb 1998 0.04 Cash
12 Nov 1997 22 Oct 1997 28 Nov 1997 0.04 Cash
12 Aug 1997 16 Jul 1997 28 Aug 1997 0.05 Cash
12 May 1997 16 Apr 1997 28 May 1997 0.05 Cash
12 Feb 1997 22 Jan 1997 28 Feb 1997 0.05 Cash
30 Oct 1996 24 Nov 1996 15 Nov 1996 0.05 Cash
30 Jul 1996 17 Jul 1996 15 Aug 1996 0.05 Cash
29 Apr 1996 17 Apr 1996 15 May 1996 0.04 Cash
30 Jan 1996 17 Jan 1996 15 Feb 1996 0.04 Cash
30 Oct 1995 17 Oct 1995 15 Nov 1995 0.04 Cash
28 Jul 1995 18 Jul 1995 15 Aug 1995 0.08 Cash
25 Apr 1995 18 Apr 1995 15 May 1995 0.06 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2024 0.750 3 1.05
2023 1.00 4 1.45
2022 0.840 4 1.01
2021 0.720 4 0.86
2020 0.720 4 1.36
2019 0.680 4 1.43
2018 0.460 4 1.11
2017 0.320 4 0.62
2016 0.270 4 0.68
2015 0.240 4 0.73
2014 0.240 4 0.80
2013 0.240 4 0.92
2012 0.240 4 1.67
2011 0.240 4 2.13
2010 0.180 3 1.05
2009 0.120 2 0.64
2008 0.170 3 1.05
2007 1.20 5 4.70
2006 0.135 4 0.70
2005 0.089 4 0.61
2004 0.074 4 0.62
2003 0.050 4 0.42
2002 0.044 4 0.41
2001 0.044 4 0.28
2000 0.050 4 0.18
1999 2.04 3 8.01
1998 0.162 4 0.87
1997 0.190 4 2.04
1996 0.180 4 3.80
1995 0.180 3 6.04
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

Portfolio

AI Template

Your price alert

Risk Profile

| | | | |
Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
52WL
 
52WH
SL
EP
TP1
TP2

All alert prices are within 52 weeks price range

Realized Profit -
Unrealized Profit -
Dividend Received 2024 -
Total Profit -
Avg. Return -
Quantity (Buy) -
Avg. Price (Buy) -
Quantity (Sold) -
Avg. Price (Sold) -
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