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SCHW - Charles Schwab - Stock Price & Dividends

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

Brokerage, Banking, Investment, Wealth, Management, Advisory

The Charles Schwab Corporation is a leading financial services company that offers a wide range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individuals, advisors, and institutions in the United States and globally.

The company operates through two main segments: Investor Services and Advisor Services. The Investor Services segment provides brokerage accounts with various trading capabilities, including equities, fixed income, options, futures, and forex, as well as cash management services, such as certificates of deposit. Additionally, it offers access to third-party mutual funds, exchange-traded funds, and advisory solutions for managed portfolios, including customized personal advice and full-time portfolio management.

The Advisor Services segment provides a range of services to independent investment advisors, including trust custody services, personal trust reporting services, and administrative trustee services. It also offers digital retirement calculators, integrated trading platforms, real-time market data, and premium research, as well as self-service education and support tools, online research and analysis tools, and equity compensation plan services.

In addition, the company provides retirement plan services, mutual fund clearing services, and advisor services, including interactive tools and educational content. With a network of branch offices, The Charles Schwab Corporation has been a trusted name in the financial industry since its incorporation in 1971 and is headquartered in Westlake, Texas. The company's website can be accessed at https://www.schwab.com.

As a leading online brokerage firm, Charles Schwab has been at the forefront of innovation, offering cutting-edge trading platforms, mobile apps, and digital tools to make investing more accessible and convenient for its clients. With a strong commitment to customer service and a reputation for excellence, the company has built a loyal customer base and has become a household name in the financial industry.

Drawdown (Underwater) Chart

Overall Trend and Yearly Seasonality

SCHW Stock Overview

Market Cap in USD	137,241m
Sector	Financial Services
Industry	Capital Markets
GiC SubIndustry	Investment Banking & Brokerage
TER	0.00%
IPO / Inception	1987-09-22

SCHW Stock Ratings

Growth 5y	40.1
Fundamental	-23.5
Dividend	60.2
Rel. Performance vs Sector	-0.68
Analysts	3.86/5
Fair Price Momentum	63.16 USD
Fair Price DCF	12.39 USD

SCHW Dividends

Dividend Yield 12m	1.50%
Yield on Cost 5y	2.46%
Dividends CAGR 5y	8.02%
Payout Consistency	97.0%

SCHW Growth Ratios

Growth 12m	2.57%
Growth Correlation 12m	57%
Growth Correlation 3m	-35%
CAGR 5y	10.35%
CAGR/Mean DD 5y	0.53
Sharpe Ratio 12m	-0.10
Alpha vs SP500 12m	-21.72
Beta vs SP500 5y weekly	1.22
ValueRay RSI	19.48
Volatility GJR Garch 1y	52.72%
Price / SMA 50	-8.04%
Price / SMA 200	0.38%
Current Volume	11168.8k
Average Volume 20d	12051.4k

External Links for SCHW Stock

News
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle

What is the price of SCHW stocks?
As of July 27, 2024, the stock is trading at USD 66.60 with a total of 11,168,799 shares traded.
Over the past week, the price has changed by +7.28%, over one month by -9.09%, over three months by -10.90% and over the past year by +2.35%.

What are the forecast for SCHW stock price target?
According to ValueRays Forecast Model, SCHW Charles Schwab will be worth about 69.9 in July 2025. The stock is currently trading at 66.60. This means that the stock has a potential upside of +5%.

Issuer	Forecast	Upside
Wallstreet Target Price	79.7	19.6
Analysts Target Price	70.1	5.30
ValueRay Target Price	69.9	5.00

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.