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Charles Schwab Corp SCHW Stock Quote

| Rating as of

NYSE: SCHW

Last close prices updated as of Jun 09, 2023, 7:00 PM EST | USD | BATS BZX Real-Time Price
  • Last Close 55.00
  • Sector Financial Services
  • Industry Capital Markets
  • Investment Style Large Blend
  • Day Range 54.72  –  55.33
  • Year Range 45.00  –  86.63
  • Market Cap 100.1020 Bil
  • Volume / Avg 7.9 Mil /  29.1 Mil
  • Price / Sales 4.87
  • Price / Book 3.69
  • Forward Div Yield 1.82%
  • Trailing Div Yield 1.71%

Morningstar‘s Stock Analysis SCHW

Valuation
Currency in
Is it the right time to buy or sell?
Is it the right time to buy or sell?

1-Star Price

INVESTOR

5-Star Price

INVESTOR

Economic Moat

INVESTOR

Capital Allocation

INVESTOR

Schwab Should Be Safe, but We’re Revising Our Short- and Long-Term Earnings Forecasts Lower

Michael Wong Sector Director

Business Strategy and Outlook

| Michael Wong |

We assess that Charles Schwab has enough access to cash and capital that it can weather the storm in the financial sector that was unleashed after the collapse of Silicon Valley Bank. While Charles Schwab is best known for its retail investor and registered investment advisor platforms, Charles Schwab Corporation is a savings and loan holding company that had over $300 billion of deposits at the end of 2022. The company has access to the Federal Reserve’s Bank Term Funding Program that can provide the firm upwards of $200 billion of cash to deal with any potential deposit withdrawals from clients. It also had about $40 billion of cash on its balance sheet at the end of 2022, over $50 million of cash inflows projected in 2023 according to our calculations, and other sources of liquidity, such as commercial paper and inflows from certificates of deposits.

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Key Statistics SCHW

Company Profile SCHW

Business Description

Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $7 trillion of client assets at the end of December 2022. Nearly all of its revenue is from the United States.

Contact
3000 Schwab Way
Westlake, TX, 76262
Industry Capital Markets
Employees 35,300

Related Articles SCHW

Morningstar analysts hand-select direct competitors or comparable companies to provide context on the strength and durability of SCHW’s competitive advantage.

Charles Schwab Corp

XNYS: SCHW

Morgan Stanley

XNYS: MS

Raymond James Financial Inc

XNYS: RJF

LPL Financial Holdings Inc

XNAS: LPLA
Price
55.0086.2195.68204.52
Currency
USDUSDUSDUSD
Change
−$0.03 (0.05%) −$0.10 (0.12%) +$0.21 (0.22%) +$3.84 (1.91%)
Market Cap
100.10 Bil143.98 Bil20.28 Bil15.88 Bil
Industry
Capital Markets Capital Markets Capital Markets Capital Markets
Sector
Financial Services
Financial Services
Financial Services
Financial Services

* Trading data in this section is delayed by at least 15 minutes.

FAQs for Charles Schwab Corp Stock

Yes. SCHW has a forward dividend yield of 1.82%. See SCHW’s full dividends and stock split history on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks, to compare the relationship between a stock’s price and how it rewards stockholders through dividends. The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.

Learn more about dividend yield.

SCHW’s market cap is 100.10 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares. It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.

Learn more about market capitalization.

SCHW’s stock style is Large Core.
Style is an investment factor that has a meaningful impact on investment risk and returns. Style is calculated by combining value and growth scores, which are first individually calculated.

High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.

Learn more about style.

SCHW’s price/sales is 4.87.
Price/sales represents the amount an investor is willing to pay for a dollar generated from a particular company’s sales or revenues.

SCHW’s price/forward earnings is 15.03.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates. The lower the Forward P/E, the cheaper the stock.

SCHW’s price/book is 3.68.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets, based on historical, rather than current, valuations. Historical valuations generally do not reflect a company’s current market value. Value investors frequently look for companies that have low price/book ratios.

See SCHW’s valuation ratios compared to the Market Index.

SCHW’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.

Compare SCHW’s historical performance against its industry peers and the overall market.