Charles Schwab (SCHW) - Stock Price & Dividends

Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8085131055

Brokerage, Banking, Investment, Wealth, Management, Advisory

Charles Schwab Corporation, a leading financial services company, offers a wide range of services to individuals, advisors, and institutions. With a presence in the United States and internationally, the company operates through two main segments: Investor Services and Advisor Services.

Through its Investor Services segment, Charles Schwab provides brokerage accounts with various trading capabilities, including equities, fixed income, options, futures, and forex. Clients can also access a vast selection of third-party mutual funds, exchange-traded funds, and other investment products. Additionally, the company offers cash management services, including certificates of deposit, and banking products such as checking and savings accounts, mortgages, and home equity lines of credit.

The company's Advisor Services segment provides a range of solutions for independent investment advisors, including custody services, trading and clearing capabilities, and practice management tools. Advisors can also access a suite of digital tools, including web-based platforms, mobile apps, and software-based trading platforms, as well as premium research and real-time market data.

Charles Schwab also offers a variety of retirement plan services, including recordkeeping for stock plans, mutual fund clearing, and trust custody services. Furthermore, the company provides online research and analysis tools, self-service education and support tools, and interactive tools and educational content for advisors.

With a strong commitment to innovation and customer service, Charles Schwab operates through a network of branch offices and has been a trusted name in the financial industry since its incorporation in 1971. The company is headquartered in Westlake, Texas, and can be reached through its website at https://www.schwab.com.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for Charles Schwab (SCHW) - Stock Price & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for Charles Schwab (SCHW) - Stock Price & Dividends

SCHW Stock Overview

Market Cap in USD 133,968m
Sector Financial Services
Industry Capital Markets
GiC SubIndustry Investment Banking & Brokerage
TER 0.00%
IPO / Inception 1987-09-22

SCHW Stock Ratings

Growth 5y 46.9
Fundamental -23.5
Dividend 7.50
Rel. Performance vs Sector 0.90
Analysts 3.81/5
Fair Price Momentum 71.37 USD
Fair Price DCF 12.88 USD

SCHW Dividends

Yield 12m 1.37%
Yield on Cost 5y 2.69%
Dividends CAGR 5y 8.02%
Payout Consistency 97.0%

SCHW Growth Ratios

Growth 12m 37.14%
Growth Correlation 12m 56%
Growth Correlation 3m 35%
CAGR 5y 14.33%
CAGR/Mean DD 5y 0.75
Sharpe Ratio 12m 1.10
Alpha vs SP500 12m 6.07
Beta vs SP500 5y weekly 1.22
ValueRay RSI 30.28
Volatility GJR Garch 1y 28.96%
Price / SMA 50 -1.66%
Price / SMA 200 13.27%
Current Volume 5689.2k
Average Volume 20d 6696.7k

External Links for SCHW Stock

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What is the price of SCHW stocks?
As of June 18, 2024, the stock is trading at USD 72.81 with a total of 5,689,243 shares traded.
Over the past week, the price has changed by -1.75%, over one month by -7.58%, over three months by +8.38% and over the past year by +35.96%.
What are the forecast for SCHW stock price target?
According to ValueRays Forecast Model, SCHW Charles Schwab will be worth about 79.2 in June 2025. The stock is currently trading at 72.81. This means that the stock has a potential upside of +8.72%.
Issuer Forecast Upside
Wallstreet Target Price 78 7.06
Analysts Target Price 70.1 -3.68
ValueRay Target Price 79.2 8.72

The Charles Schwab Corporation: A Comprehensive Overview

History of Charles Schwab Corporation

Founded in 1971 by Charles R. Schwab, the Charles Schwab Corporation started as a traditional brokerage company. It transformed the investment world by offering lower costs and services catered to individual investors, making it easier and more affordable for the average person to invest in the stock market. Schwab's approach of putting the client first and using technology to increase efficiency revolutionized the brokerage industry.

Core and Side Businesses

At its core, Charles Schwab operates as a brokerage, providing a platform for buying and selling stocks, bonds, mutual funds, and other financial products. Schwab also offers financial advisory services, retirement and college savings plans, and banking services through its subsidiary, Charles Schwab Bank. Beyond its main brokerage and banking businesses, Schwab engages in wealth management, securities lending, and a range of other financial services aimed at providing comprehensive financial solutions to its clients.

Current Market Status

As of the latest data, Charles Schwab remains a titan in the banking and brokerage industry. It has successfully navigated the challenges of the digital age by embracing technology, expanding its services, and continuing to prioritize customer needs. With millions of client accounts and trillions of dollars in client assets, Schwab holds a significant position in the market. The company's commitment to low-cost investing, client education, and innovative financial tools has solidified its reputation as a trusted and valuable resource for investors of all levels.