Charles Schwab Corp Stock Today
| SCHW Stock | USD 73.45 0.95 1.31% |
Performance14 of 100
| Odds Of DistressLess than 31
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Charles Schwab is selling for under 73.45 as of the 18th of April 2024; that is 1.31% increase since the beginning of the trading day. The stock's lowest day price was 73.45. Charles Schwab has about a 31 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Charles Schwab Corp are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
Business Domain Financial Services | IPO Date 22nd of September 1987 | Classification Financials |
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. The company has 1.78 B outstanding shares of which 15.01 M shares are at this time shorted by private and institutional investors with about 1.95 trading days to cover. More on Charles Schwab Corp
Moving together with Charles Stock
| 0.74 | DIST | Distoken Acquisition | PairCorr |
| 0.67 | AB | AllianceBernstein Financial Report 24th of April 2024 | PairCorr |
Moving against Charles Stock
| 0.77 | PX | P10 Inc Financial Report 20th of May 2024 | PairCorr |
| 0.62 | AC | Associated Capital | PairCorr |
| 0.49 | DHIL | Diamond Hill Investment | PairCorr |
Follow Valuation Options Odds of Bankruptcy
Financial Report 16th of July 2024
Charles Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Charles Schwab's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Charles Schwab or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary, Charles Schwab's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Charles Schwab's managers, analysts, and investors.
Environment Score | Governance Score | Social Score |
| CEO | Walter Bettinger | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thematic Ideas | (View all Themes) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Investment Banking & Brokerage, Financial Services, NYSE Composite, SP 500 Index, ARCA Securities Broker, SP 100 Index, SP 100, ARCA Institutional, Hedge Favorites, FinTech, Financials, Capital Markets, Capital Markets, Financial Services (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation Analysts covering Charles Schwab report their recommendations after researching Charles Schwab's financial statements, talking to executives and customers, or listening in on Charles Schwab's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Charles Schwab Corp. The Charles consensus assessment is calculated by taking the average forecast from all of the analysts covering Charles Schwab. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Financial Strength Based on the measurements of operating efficiency obtained from Charles Schwab's historical financial statements, Charles Schwab Corp is doing better financially then in previous quarter. It has a moderate chance of reporting better financial numbers in May. Financial strength of Charles Schwab Corp is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
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Charles Schwab's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Charles Schwab's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. Charles Schwab's bond ratings measure its overall creditworthiness, which in many ways corresponds to the cost of borrowing for an issuer. These ratings assign a letter grade to all of Charles Schwab's outstanding corporate bonds that indicate their credit quality. We use reports published by private self-sufficient rating services such as Standard & Poor's or Fitch Ratings Inc. to evaluate a bond issuer's financial strength or its ability to pay a bond's principal and interest. Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Charles Schwab's financial leverage. It provides some insight into what part of Charles Schwab's total assets is financed by creditors.
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Charles Schwab Corp (SCHW) is traded on New York Stock Exchange in USA. It is located in 3000 Schwab Way, Westlake, TX, United States, 76262 and employs 32,600 people. Charles Schwab is listed under Investment Banking & Brokerage category by Fama And French industry classification. The company currently falls under 'Mega-Cap' category with a current market capitalization of 133.5 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Charles Schwab's market, we take the total number of its shares issued and multiply it by Charles Schwab's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Charles Schwab Corp conducts business under Capital Markets sector and is part of Financials industry. The entity has 1.78 B outstanding shares of which 15.01 M shares are at this time shorted by private and institutional investors with about 1.95 trading days to cover.
Charles Schwab Corp currently holds about 40.2 B in cash with (4.17 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 48.82.
Check Charles Schwab Probability Of Bankruptcy
Ownership AllocationCharles Schwab Corp retains a total of 1.78 Billion outstanding shares. The majority of Charles Schwab Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Charles Schwab Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Charles Schwab. Please pay attention to any change in the institutional holdings of Charles Schwab Corp as this could imply that something significant has changed or is about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Check Charles Ownership Details
Charles Stock Price Odds Analysis
Depending on a normal probability distribution, the odds of Charles Schwab jumping above the current price in 90 days from now is under 4%. The Charles Schwab Corp probability density function shows the probability of Charles Schwab stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Charles Schwab has a beta of 0.9154. This usually implies Charles Schwab Corp market returns are correlated to returns on the market. As the market goes up or down, Charles Schwab is expected to follow. Additionally, charles Schwab Corp has an alpha of 0.1215, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Charles Schwab to move above the current price in 90 days from now is under 4 (This Charles Schwab Corp probability density function shows the probability of Charles Stock to fall within a particular range of prices over 90 days) .
Charles Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Charles Schwab that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Charles Schwab's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Charles Schwab's value.| Instituion | Recorded On | Shares | |
| Alliancebernstein L.p. | 2023-12-31 | 18.8 M | |
| Fisher Asset Management, Llc | 2023-12-31 | 18.6 M | |
| Goldman Sachs Group Inc | 2023-12-31 | 18.1 M | |
| Flossbach Von Storch Ag | 2023-12-31 | 17.3 M | |
| Northern Trust Corp | 2023-12-31 | 15.1 M | |
| Bank Of America Corp | 2023-12-31 | 14.7 M | |
| Amvescap Plc. | 2023-12-31 | 14.3 M | |
| Nuveen Asset Management, Llc | 2023-12-31 | 13.8 M | |
| Norges Bank | 2023-12-31 | 13.8 M | |
| The Toronto-dominion Bank | 2023-12-31 | 226.1 M | |
| Vanguard Group Inc | 2023-12-31 | 119.9 M |
Charles Schwab Historical Income Statement
Charles Schwab Corp Income Statement is one of the three primary financial statements used for reporting Charles's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Charles Schwab Corp revenue and expense. Charles Schwab Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Charles Schwab's Income Before Tax is fairly stable compared to the past year. Net Income is likely to climb to about 5.3 B in 2024, despite the fact that Total Other Income Expense Net is likely to grow to (2.8 B). View More FundamentalsCharles Stock Against Markets
Picking the right benchmark for Charles Schwab stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Charles Schwab stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Charles Schwab is critical whether you are bullish or bearish towards Charles Schwab Corp at a given time. Please also check how Charles Schwab's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Charles Schwab without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Charles Schwab Corporate Directors
Charles Schwab corporate directors refer to members of a Charles Schwab board of directors. The board of directors generally takes responsibility for the Charles Schwab's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Charles Schwab's board members must vote for the resolution. The Charles Schwab board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| John Adams | Independent Director | Profile | |
| Frank Herringer | Independent Director | Profile | |
| Nancy Bechtle | Independent Director | Profile | |
| Joan Dea | Independent Director | Profile |
How to buy Charles Stock?
Before investing in Charles Schwab, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Charles Schwab. To buy Charles Schwab stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Charles Schwab. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Charles Schwab stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Charles Schwab Corp stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Charles Schwab Corp stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Charles Schwab Corp, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Charles Stock please use our How to Invest in Charles Schwab guide.
Already Invested in Charles Schwab Corp?
The danger of trading Charles Schwab Corp is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Charles Schwab is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Charles Schwab. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Charles Schwab Corp is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Charles Schwab Corp is a strong investment it is important to analyze Charles Schwab's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Charles Schwab's future performance. For an informed investment choice regarding Charles Stock, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Charles Schwab Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Charles Schwab Corp information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Complementary Tools for Charles Stock analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.
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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.18) | Dividend Share 1 | Earnings Share 2.39 | Revenue Per Share 10.134 | Quarterly Revenue Growth (0.07) |
The market value of Charles Schwab Corp is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine if Charles Schwab is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.