Charles Schwab (SCHW) - Stock Price & Dividends

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

The Charles Schwab Corporation, with its subsidiaries, functions as a savings and loan holding company providing a wide range of financial services. It operates in two main segments: Investor Services and Advisor Services. The company offers various services, including wealth management, securities brokerage, banking, asset management, custody, and financial advisory.

In addition to traditional brokerage accounts, Charles Schwab also provides services like equity and fixed income trading, margin lending, options trading, futures, and forex trading. It further offers cash management capabilities such as certificates of deposit, and third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource.

Moreover, Charles Schwab provides a spectrum of banking products like checking and savings accounts, residential mortgage loans, home equity lines of credit, and trust custody services. It also offers specialized planning services, personalized advice, retirement calculators, and a variety of online trading platforms and tools for investors.

With a strong presence in the financial market, The Charles Schwab Corporation has domestic branch offices in the majority of U.S. states, as well as international locations like Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, the company's headquarters are situated in Westlake, Texas. To learn more about Charles Schwab, visit their official website: https://www.schwab.com.

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Drawdown (Underwater) Chart

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

SCHW Stock Overview

Market Cap in USD 117,374m
Sector Financial Services
Industry Capital Markets
GiC SubIndustry Investment Banking & Brokerage
TER 0.00%
IPO / Inception 1987-09-22

SCHW Stock Ratings

Fundamental 2.30
Dividend 7.47
Growth 5y 3.46
Rel. Performance vs Sector -3.16
Analysts 3.81
Fair Price Total Ret. 59.36
Fair Price DCF -

SCHW Dividends

Yield 12m 1.53%
Yield on Cost 5y 2.30%
Dividends CAGR 5y 8.02%
Payout Consistency 97.0%

SCHW Growth Ratios

Growth 12m -14.64%
Growth Correlation 12m 32%
Growth Correlation 3m -6%
CAGR 5y 8.46%
CAGR / Mean Drawdown 0.46
Sharpe Ratio 12m -0.48
Alpha vs SP500 12m -49.84
Beta vs SP500 5y weekly 1.22
CAPM 8.61%
Average Daily Range 2m 2.05%
Regime Oscillator 71.43
Volatility GJR Garch 1y 31.03%
Price / SMA 50 0.21%
Price / SMA 200 11.37%
Current Volume 5484.2k
Average Volume 20d 6735.2k

External Links for SCHW Stock

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What is the price of SCHW stocks?
As of February 28, 2024, the stock is trading at USD 65.35 with a total of 5,484,227 shares traded.
Over the past week, the price has changed by +2.78%, over one month by +2.46%, over three months by +17.17% and over the past year by -14.59%.
Why is SCHW stock down?
Check with which Index or Commodity SCHW has the highest Correlation, do they have a common driver?
Review the Fundamentals to find weaknesses (Debt, low returns). Check the Performance of the Peer-Group to find out, if the entire sector is under pressure.
Period Return SCHW Return S&P 500
1 Month 2.46% 4.00%
3 Months 17.17% 11.99%
12 Months -14.59% 29.39%
What is the forecast for SCHW stock price target?
According to ValueRays Forecast Model, SCHW Charles Schwab will be worth about 66.5 in February 2025. The stock is currently trading at 65.35. This means that the stock has a potential upside of +1.82%.
Issuer Forecast Upside
Wallstreet Target Price 70.7 8.2%
Analysts Target Price 70.1 7.3%
ValueRay Target Price 66.5 1.8%

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.