Two crossed lines that form an 'X'. It indicates a way to close an interaction, or dismiss a notification.

Charles Schwab Stock , SCHW

73.20 -0.85 -1.15%
03:59:59 PM BTT
News Analyst Data Analyst Opinions Insider Activity Dividend Calendar

On Friday 07/05/2024 the closing price of the Charles Schwab share was $73.20 on BTT. Compared to the opening price on Friday 07/05/2024 on BTT of $74.13, this is a drop of 1.27%. Charles Schwab's market capitalization is $131.81 B by 1.78 B shares outstanding.
Is Charles Schwab stock a Buy, Sell or Hold? Charles Schwab stock has received a consensus rating of buy. The average rating score is and is based on 62 buy ratings, 33 hold ratings, and 3 sell ratings.
What was the 52-week low for Charles Schwab stock? The low in the last 52 weeks of Charles Schwab stock was 48.66. According to the current price, Charles Schwab is 150.43% away from the 52-week low.
What was the 52-week high for Charles Schwab stock? The high in the last 52 weeks of Charles Schwab stock was 79.49. According to the current price, Charles Schwab is 92.09% away from the 52-week high.
What are analysts forecasts for Charles Schwab stock? The 98 analysts offering price forecasts for Charles Schwab have a median target of 77.49, with a high estimate of 104.00 and a low estimate of 51.00. The median estimate represents a 94.46 difference from the last price of 73.20.

Charles Schwab Stock Snapshot

73.19
Bid
100.00
Bid Size
73.21
Ask
100.00
Ask Size
7/5/2024
Date
3:59 PM
Time
136,289.00
Volume
74.05
Prev. Close
74.13
Open
131.81 B
Market Cap in USD
1.78 B
Number of Shares
73.15
Day Low
74.15
Day High
73.20
48.66
52 Week Low
79.49
52 Week High
73.20
1.00
Dividend in USD
1.45
Dividend Yield
27.10
P/E Ratio
94.14
Free Float in %
2.55
EPS in USD
17.92
Book Value per Share in USD
-2.28
Cash Flow per Share in USD

Historical Prices for Charles Schwab

Loading..
Date Open Close Daily High Daily Low
Price change over selected period: 0% 0

Charles Schwab Analyst Data

Total Analysts: 98
Buy Ratings: 62 Neutral Ratings: 33 Sell Ratings: 3
Analyst: {{ANALYST_DATA}}
Price-Target: {{PRICE_DATA}}
Rating: {{RATING_DATA}}
Price *Price Target
Lowest: 51.00 Median: 77.49 Highest: 104.00
*The average price target includes all analyst analysis, not just the most recent analysis presented in the chart.

Charles Schwab Analyst Opinions

  • All
  • Buy
  • Hold
  • Sell
Date Analyst Rating Price
06/17/24 Keefe, Bruyette & Woods, Inc.
Maintained Hold $76
05/31/24 J.P. Morgan
Maintained Buy $81
05/28/24 JMP Securities LLC
Maintained Buy $80
05/23/24 Deutsche Bank
Maintained Buy $83
05/23/24 UBS
Maintained Buy $91
04/16/24 JMP Securities LLC
Maintained Buy $80
04/16/24 Keefe, Bruyette & Woods, Inc.
Maintained Hold $76
04/16/24 Piper Sandler
Maintained Buy $85
04/16/24 Bank of America Merrill Lynch
Maintained Sell $70
04/16/24 Barclays Capital
Maintained Hold $75
04/16/24 J.P. Morgan
Maintained Buy $89
04/12/24 Piper Sandler
Maintained Buy $78
04/11/24 Citigroup Corp.
Maintained Hold $75
04/09/24 Morgan Stanley
Maintained Hold $71
04/09/24 JMP Securities LLC
Maintained Buy $80
04/08/24 Barclays Capital
Maintained Hold $74
02/21/24 Barclays Capital
Maintained Hold $68
01/18/24 JMP Securities LLC
Maintained Buy $77
01/18/24 Barclays Capital
Maintained Hold $64
01/18/24 Keefe, Bruyette & Woods, Inc.
Downgraded to Hold $70
01/18/24 Raymond James Financial, Inc.
Maintained Buy $75
01/10/24 Citigroup Corp.
Downgraded to Hold $70
01/08/24 Raymond James Financial, Inc.
Maintained Buy $78
01/03/24 Goldman Sachs
Downgraded to Hold $71
12/15/23 UBS
Maintained Buy $82
10/17/23 J.P. Morgan
Maintained Buy $85
10/17/23 JMP Securities LLC
Maintained Buy $77
10/17/23 Barclays Capital
Maintained Hold $57
10/17/23 Raymond James Financial, Inc.
Maintained Buy $76
10/11/23 Morgan Stanley
Maintained Hold $64
10/10/23 Barclays Capital
Maintained Hold $55
10/09/23 Piper Sandler
Maintained Buy $75
09/21/23 JMP Securities LLC
Maintained Buy $77
09/18/23 Barclays Capital
Maintained Hold $64
09/18/23 Raymond James Financial, Inc.
Maintained Buy $72
07/28/23 Morgan Stanley
Maintained Hold $71
07/24/23 Piper Sandler
Maintained Buy $86
07/19/23 Goldman Sachs
Maintained Buy $80
07/19/23 Citigroup Corp.
Maintained Buy $75
07/19/23 JMP Securities LLC
Maintained Buy $77
07/19/23 Barclays Capital
Maintained Hold $70
07/19/23 Raymond James Financial, Inc.
Maintained Buy $77
07/13/23 Morgan Stanley
Maintained Hold $68
07/13/23 Barclays Capital
Maintained Hold $62
07/12/23 Raymond James Financial, Inc.
Maintained Buy $64
07/10/23 JMP Securities LLC
Upgraded to Buy $73
07/05/23 Piper Sandler
Maintained Buy $69
06/26/23 Wolfe Research
Maintained Buy $60
06/14/23 Morgan Stanley
Maintained Hold $68
06/05/23 Jefferies & Company Inc.
Maintained Buy $64

Charles Schwab Estimates* in USD

  2024 2025 2026 2027 2028
Revenue 19,608 22,666 24,751 25,313 27,177
Dividend 1.03 1.11 1.21 1.29 -
Dividend Yield (in %) 1.38 % 1.50 % 1.64 % 1.75 % -
EPS 3.27 4.38 5.42 5.14 5.40
P/E Ratio 22.63 16.92 13.66 14.41 13.71
EBIT 8,399 10,517 12,164 12,081 -
EBITDA 10,464 12,843 14,656 14,431 15,946
Net Profit 5,709 7,696 8,839 8,689 9,676
Net Profit Adjusted 6,029 8,044 9,262 8,850 9,369
Pre-Tax Profit 8,113 10,699 12,204 12,239 13,847
Net Profit (Adjusted) 8,032 11,020 12,118 - -
EPS (Non-GAAP) ex. SOE 3.27 4.38 5.42 5.14 5.40
EPS (GAAP) 3.00 4.16 5.16 5.22 6.05
Gross Income - - - - -
Cash Flow from Investing 25,622 -8,492 - - -
Cash Flow from Operations -9,372 4,456 10,833 - -
Cash Flow from Financing -17,468 3,865 - - -
Cash Flow per Share 0.78 4.24 6.49 - -
Free Cash Flow 9,414 15,594 12,455 13,259 14,370
Free Cash Flow per Share 5.22 - - - -
Book Value per Share 25.09 26.97 26.42 - -
Net Debt 12,617 17,408 16,492 - -
Research & Development Exp. 0 0 - - -
Capital Expenditure 493 540 348 729 766
Selling, General & Admin. Exp. 11,974 12,101 - - -
Shareholder’s Equity 50,456 47,205 40,858 - -
Total Assets 463,361 473,391 503,671 - -
  Previous Quarter
ending 06/30/24 		Current Quarter
ending 09/30/24 		Next Quarter
ending 12/31/24 		Current Year
ending 12/31/24 		Next Year
ending 12/31/25
Earnings Estimates
No. of Analysts 16 16 16 20 20
Average Estimate 0.763 USD 0.830 USD 0.907 USD 3.273 USD 4.377 USD
Year Ago 0.645 USD 0.559 USD 0.508 USD 2.549 USD -
Publish Date 7/16/2024 10/14/2024 1/15/2025 - -
Revenue Estimates
No. of Analysts 12 12 12 15 15
Average Estimate 4,779 USD 4,923 USD 5,143 USD 19,608 USD 22,666 USD
Year Ago 6,470 USD 6,397 USD 6,292 USD 25,521 USD -
Publish Date 7/16/2024 10/14/2024 1/15/2025 - -
* Average Estimates in Million (e.g. Revenue) or per share (e.g. Dividend). Source: FactSet

Income Statements in Mio. USD

2023 2022 2021 2020 2019 2018 2017
Sales 25,521.00 22,307.00 18,996.00 12,109.00 11,785.00 10,989.00 8,960.00
Change of sales in % 14.41 17.43 56.88 2.75 7.24 22.65 17.46
Gross profit on sales 19,341.00 19,134.00 16,755.00 10,533.00 9,697.00 9,416.00 7,929.00
Gross profit on sales change in % 1.08 14.20 59.07 8.62 2.98 18.75 16.09
Operating income 9,278.00 10,040.00 8,106.00 4,589.00 4,875.00 4,806.00 3,810.00
Operating income change in % -7.59 23.86 76.64 -5.87 1.44 26.14 23.30
Income before tax 6,378.00 9,388.00 7,713.00 4,300.00 4,848.00 4,562.00 3,650.00
Income before tax change in % -32.06 21.72 79.37 -11.30 6.27 24.99 21.95
Income after tax 5,067.00 7,183.00 5,855.00 3,299.00 3,704.00 3,507.00 2,354.00
Income after tax change in % -29.46 22.68 77.48 -10.93 5.62 48.98 24.62

Balance Sheet in Mio. USD

2023 2022 2021 2020 2019 2018 2017
Total liabilities 454,592.00 517,700.00 611,009.00 492,949.00 272,260.00 275,812.00 224,749.00
Long-term liabilities per share - - - - - - -
Equity 40,958.00 36,608.00 56,261.00 56,060.00 21,745.00 20,670.00 18,525.00
Equity change in % 18.08 -41.91 -4.18 155.00 6.01 13.63 15.35
Balance sheet total 495,550.00 554,308.00 667,270.00 549,009.00 294,005.00 296,482.00 243,274.00
Balance sheet total change in % -10.60 -16.93 21.54 86.73 -0.84 21.87 8.90

Key Data in USD

2023 2022 2021 2020 2019 2018 2017
Sales per share 13.94 11.78 10.01 8.44 8.93 8.07 6.62
P/E ratio (year end quote, basic EPS) 27.10 23.77 29.76 25.01 17.80 16.98 31.88
P/E ratio (year end quote, diluted EPS) 27.10 23.77 29.76 25.01 17.80 16.98 31.88
P/E ratio (year end quote) 27.10 23.77 29.76 25.01 17.80 16.98 31.88
Dividend yield in % 1.45 1.01 0.86 1.36 1.43 1.11 0.62
Equity ratio in % 6.41 4.85 6.94 8.80 6.45 6.03 6.47
Debt ratio in % 91.73 93.40 91.57 89.79 92.60 93.03 92.39

Charles Schwab Insider Activity

Name Date shares traded shares held Price type (sell/buy) option
Beatty Jonathan S 06/30/2024 11,191.00 36,981.00 n/a Buy No
Schwab-Pomerantz Carolyn 06/19/2024 3,600.00 570,657.00 72.49 Sell No
Schwab-Pomerantz Carolyn 06/19/2024 5,400.00 1,664,105.66 72.48 Sell No
Clark Bernard J. 05/27/2024 2,816.00 121,665.94 71.88 Sell No
Clark Bernard J. 05/27/2024 74,615.00 124,481.94 70.91 Sell No
ADAMS JOHN K JR 05/27/2024 1,809.00 46,933.87 n/a Buy No
Ellis Stephen A 05/27/2024 1,809.00 9,204.00 n/a Buy No
Clark Bernard J. 05/27/2024 28,670.00 n/a 42.99 Buy No
Schwab-Pomerantz Carolyn 05/27/2024 1,809.00 8,162.00 n/a Buy No
HERRINGER FRANK C 05/27/2024 1,809.00 9,204.00 n/a Buy No
Masrani Bharat 05/27/2024 1,809.00 7,279.00 n/a Buy No
Levitt Brian M 05/27/2024 1,809.00 7,279.00 n/a Buy No
MARTIN-FLICKINGER GERRI 05/27/2024 1,809.00 4,305.00 n/a Buy No
SARIN ARUN 05/27/2024 1,809.00 9,204.00 n/a Buy No
Masrani Bharat 05/21/2024 197.00 5,470.00 78.71 Sell No
Levitt Brian M 05/21/2024 197.00 5,470.00 78.71 Sell No
Schwab-Pomerantz Carolyn 05/19/2024 3,600.00 574,257.00 78.41 Sell No
Schwab-Pomerantz Carolyn 05/19/2024 5,400.00 1,669,505.66 78.41 Sell No
Levitt Brian M 05/18/2024 162.00 5,667.00 78.50 Sell No
Levitt Brian M 05/16/2024 241.00 5,829.00 77.92 Sell No
Schwab Charles R. 05/14/2024 58,065.00 60,683,471.00 78.08 Sell No
Schwab Charles R. 05/13/2024 65,360.00 60,741,536.00 76.89 Sell No
Schwab-Pomerantz Carolyn 05/08/2024 26,315.00 1,674,570.66 76.13 Sell No
Schwab Charles R. 05/05/2024 65,790.00 60,906,686.00 76.40 Sell No
Schwab-Pomerantz Carolyn 05/05/2024 13,113.00 1,700,885.66 76.38 Sell No

Charles Schwab Dividend Calendar

Date Name Dividend *yield Currency
2023 Charles Schwab 1.00 1.45 USD
2022 Charles Schwab 0.84 1.01 USD
2021 Charles Schwab 0.72 0.86 USD
2020 Charles Schwab 0.72 1.36 USD
2019 Charles Schwab 0.68 1.43 USD
2018 Charles Schwab 0.46 1.11 USD
2017 Charles Schwab 0.32 0.62 USD
2016 Charles Schwab 0.27 0.68 USD
2015 Charles Schwab 0.24 0.73 USD
2014 Charles Schwab 0.24 0.79 USD
2013 Charles Schwab 0.24 0.92 USD
2012 Charles Schwab 0.24 1.67 USD
2011 Charles Schwab 0.24 2.13 USD
2010 Charles Schwab 0.24 1.40 USD
2009 Charles Schwab 0.24 1.28 USD
2008 Charles Schwab 0.22 1.36 USD
2007 Charles Schwab 1.20 4.70 USD
2006 Charles Schwab 0.14 0.72 USD
2005 Charles Schwab 0.09 0.61 USD
2004 Charles Schwab 0.07 0.59 USD
2003 Charles Schwab 0.05 0.42 USD
2002 Charles Schwab 0.04 0.37 USD
2001 Charles Schwab 0.04 0.26 USD
2000 Charles Schwab 0.04 0.14 USD
1999 Charles Schwab 0.04 0.16 USD
*Yield of the Respective Date

Charles Schwab Calendar

Event Estimate Info Date
Earnings Report 0.763 USD Q2 2024 Earnings Release 07/16/2024
Earnings Report 0.830 USD Q3 2024 Earnings Release 10/14/2024
Earnings Report 0.907 USD Q4 2024 Earnings Release 01/15/2025
Earnings Report 0.961 USD Q1 2025 Earnings Release 04/21/2025

Charles Schwab Past Events

Event Actual EPS Info Date
Annual General Meeting - Annual General Meeting 05/23/2024
Earnings Report 0.686 USD Q1 2024 Earnings Release 04/15/2024

Charles Schwab Profile

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. .

Moody’s Daily Credit Risk Score

Risk
  • Low
  • Medium
  • High
6
Moody’s Daily Credit Risk Score is a 1-10 score of a company’s credit risk, based on an analysis of the firm’s balance sheet and inputs from the stock market. The score provides a forward-looking, one-year measure of credit risk, allowing investors to make better decisions and streamline their work ow. Updated daily, it takes into account day-to-day movements in market value compared to a company’s liability structure.

Charles Schwab Shareholder

Owner in %
Freefloat 94.14
The Toronto-Dominion Bank /New York Branch/ 12.67
TD Asset Management, Inc. 9.89
The Vanguard Group, Inc. 6.75
Vanguard Group, Inc. (Subfiler) 6.45
Charles Robert Schwab, MBA 5.55
Dodge & Cox 4.86
T Rowe Price Associates, Inc. (13F Subfiler) 3.94
State Street Corp. 3.46
Standard Life Money Market Pension Fund 3.38
Dodge & Cox Stock Fund 3.26
Vanguard Total Stock Market ETF 2.52
Vanguard 500 Index Fund 2.15
BlackRock Fund Advisors 1.85
BlackRock Institutional Trust Co. NA 1.80
Shareholder percentage totals can add to more than 100% because some holders are included in the free float.

Charles Schwab Management

Name Job
Peter B. Crawford Chief Financial Officer & Managing Director
Dennis Howard Chief Information Officer & Managing Director
Stacy Hammond Chief Marketing Officer
Nigel J. Murtagh Chief Risk Officer & Managing Director
Tim Heier Chief Technology Officer & Managing Director
Charles Robert Schwab Co-Chairman
Walter William Bettinger Co-Chairman & Chief Executive Officer
Carrie Schwab-Pomerantz Director
Arun Sarin Independent Director
Charles A. Ruffel Independent Director
Christopher Vincent Dodds Independent Director
Joan T. Dea Independent Director
Todd M. Ricketts Independent Director
Marianne C. Brown Independent Director
Paula A. Sneed Independent Director
John K. Adams Independent Director
Stephen A. Ellis Independent Director
Bharat B. Masrani Independent Director
Gerri Martin-Flickinger Independent Director
Frank C. Herringer Independent Director
Jeff Edwards Investor Relations Contact
Jonathan M. Craig MD, Head-Investor Services & Marketing
Michael Verdeschi Managing Director & Deputy Chief Financial Officer
Catherine M. Casey Managing Director & Head-Human Resources
Jason Clague Managing Director & Head-Operations
Lisa Kidd Hunt Managing Director, Head-International Services
Neesha Hathi Managing Director, Head-Wealth & Advice Solutions
Linda Short Managing Director-Corporate Real Estate
Mitch Mantua Managing Director-General Auditor
Richard A. Wurster President
Peter J. Morgan Secretary, Managing Director & General Counsel
Ilaria Outhouse Senior Real Estate Manager
Brian Michael Levitt Vice Chairman
Stephanie King Vice President-Investor Services