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Stocks
Charles Schwab
Charles Schwab

Charles Schwab

SCHWFinancials

Stock · Data from SEC EDGAR 13F · Held by 20 of 87 tracked investors

$90.58
▼ 0.94%
Famous investorshold 20buying 0selling 0
Price (USD)
$90.58
Market cap
$157B
P/E ratio
15.5
Tracked investors holding
20 of 87
Next earnings
–

Charles Schwab at a glance

An overview of the financial statements, in plain language. Switch to the advanced view for charts.

FinBoss score
84out of 100
  • Valuation84
  • Growth62
  • Profitability95
  • Quality87
  • Debt100
  • Stability77
In its favour
  • Out of 100 USD of revenue, 39 USD is left as net profit.

Earnings results

QuarterReportedEPSAnalyst estimateSurprise
Sep 202615 Oct 20261.691.66+1.8%
Jun 202621 Jul 20261.621.53+5.9%
Mar 202616 Apr 20261.431.39+2.9%
Dec 202521 Jan 20261.391.36+2.2%

EPS is earnings per share. The surprise is the difference against the analysts' consensus. Source: Nasdaq, in dollars.

7D
-1.50%
1M
-8.96%
3M
-11.17%
YTD
-10.82%
1Y
-4.07%
3Y
+80.73%
5Y
+10.42%
Forward P/E
11.6
Dividend yield
1.4%
52-week low
$83.96
52-week high
$114.53

Chart SCHW

Insider purchases

last 90 days, SEC Form 4
Loading insider trades…

Which investors hold this stock

20
FR
François Rochon
Giverny Capital
5.22%$155,158,187▲ +9.5%
BN
Bill Nygren
Oakmark (Harris Associates)
2.96%$2,233,069,698▲ +11%
AH
Andreas Halvorsen
Viking Global Investors
2.8%$981,648,443▼ -27.5%
RB
Ron Baron
Baron Capital
1.61%$1,075,470,885▲ +56.2%
TG
Tom Gayner
Markel Group
0.98%$128,698,196▲ +0.8%
DS
Daniel Sundheim
D1 Capital Partners
0.65%$227,592,259▲ +4.6%
KF
Ken Fisher
Fisher Investments
0.6%$2,025,516,897▼ -1.2%
JR
John Rogers
Ariel Investments
0.48%$48,469,339▲ +30.4%
JS
Jim Simons
Renaissance Technologies
0.24%$176,340,980New position
Čn
Česká národní banka
Česká národní banka
0.24%$45,651,129unchanged
Ns
Norský státní fond
Norges Bank
0.21%$2,090,689,645New position
CA
Cliff Asness
AQR Capital Management
0.13%$371,466,691▲ +100.8%
CD
Chris Davis
Davis Advisors
0.11%$26,746,397▼ -6.8%
PT
Paul Tudor Jones
Tudor Investment Corp
0.07%$47,173,683▲ +96.6%
SC
Steven Cohen
Point72 Asset Management
0.05%$45,966,700▲ +107%
MG
Mario Gabelli
GAMCO Investors
0.05%$5,651,261▲ +99.4%
KG
Ken Griffin
Citadel Advisors
0.04%$314,291,458▲ +33.7%
IE
Israel Englander
Millennium Management
0.04%$114,913,888▲ +91.2%
RD
Ray Dalio
Bridgewater Associates
0.01%$2,650,733▲ +27.1%
JG
Joel Greenblatt
Gotham Asset Management
0.01%$3,944,819▼ -3.9%

Frequently asked questions

How much is Charles Schwab (SCHW) stock?

Charles Schwab shares trade at $90.58, -0.94% over the last trading day. The price is delayed.

What is the market cap of Charles Schwab?

The market cap of Charles Schwab is about $157B and its price-to-earnings ratio (P/E) is 15.5.

Does Charles Schwab pay a dividend?

The dividend yield of Charles Schwab is 1.4% a year. The yield can change with the company's decisions.

How has Charles Schwab stock performed over the last year?

The Charles Schwab share price changed by -4.07% over 12 months and by +10.42% over 5 years.

Which big investors hold Charles Schwab?

According to the latest 13F filings, 20 of 87 tracked investors hold Charles Schwab, for example François Rochon, Bill Nygren, Andreas Halvorsen.

Source: SEC EDGAR 13F-HR (quarterly filings). The data is indicative and is not investment advice.

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Disclaimer: the information on this site is for general information only and is not investment or financial advice. Investing involves risk, and cryptocurrencies are especially volatile. Past performance does not guarantee future results. Some links are affiliate links and are marked as ads.

✓
  • ✓It earns 21 USD a year on every 100 USD of invested capital (ROE).
  • ✓It has more cash than debt.
  • ✓It pays a 1.4% dividend, which takes 21% of earnings.
  • What to watch
    • Nothing notable from the statements.

    The score describes the quality and the past of the company based on its statements (the FinBoss model, indicative). A high score is not a buy signal and a low one is not a sell signal. Data source: Yahoo Finance, prices and statements in USD.

    Is the stock expensive?

    Fairly cheap

    For 1 USD of annual earnings you pay 15.5 USD. Based on next year's estimates 11.6 USD.

    P/E
    15.5×
    P/S
    5.8×
    EV/EBITDA
    –

    Is the company growing?

    Growing slowly
    22
    23
    24
    25

    Revenue over 3 years grew 4.8% a year. Last year 16.9%.

    Does it make money?

    Excellent

    Net margin: 39.3%.

    Is it financially healthy?

    Yes
    Cash
    68.5B USD
    Debt
    40.0B USD
    Free CF
    –

    It has more cash than debt.

    Does it pay a dividend?

    Pays
    Yield
    1.40%
    Of earnings
    21%

    Over a year you receive roughly 1.40% of the price per share. The payout is manageable for the company.

    What do analysts expect?

    Buy
    Average target
    117.59 USD
    Vs price
    +30%

    22 analysts. Their opinion is not a recommendation by FinBoss.io.

    Which big investors hold it?

    20 of 87

    Among the tracked investors, François Rochon, Bill Nygren, Andreas Halvorsen and others hold the stock according to 13F filings.

    Revenue and net profit (USD B)

    Margins (% of revenue)

    Free cash flow and capex (USD B)

    Cash and debt (USD B)

    Earnings per share (EPS, USD)

    Latest quarters (USD B)

    Dividend per share by year (USD)

    * the year has not ended yet. Source: Yahoo Finance.

    Ratios

    P/E
    15.5×
    Forward P/E
    11.6×
    P/B
    3.0×
    P/S
    5.8×
    PEG
    0.75
    EV/EBITDA
    –
    Gross margin
    97.5%
    Operating margin
    52.7%
    Net margin
    39.3%
    ROE
    21.1%
    ROA
    2.2%
    Debt / equity
    0.8×
    Current ratio
    0.7×
    Revenue growth
    16.9%
    Earnings growth
    28.6%
    Beta
    0.78
    Dividend
    1.40%
    Payout ratio
    21%