Equities
FinancialsFinancial Services
  • Price (USD)70.40
  • Today's Change1.96 / 2.86%
  • Shares traded4.96m
  • 1 Year change+101.32%
  • Beta1.0604
Data delayed at least 15 minutes, as of Sep 22 2021 21:10 BST.
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About the company

The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, banking, and support services, as well as retirement business services. Its product offerings include brokerage, mutual funds, exchange-traded funds (ETFs), advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities.

  • Revenue in USD (TTM)16.28bn
  • Net income in USD4.17bn
  • Incorporated1986
  • Employees32.50k
  • Location
    Charles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
  • Phone+1 (817) 859-5000
  • Fax+1 (415) 627-8538
  • Websitehttps://www.schwab.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Truist Financial Corp14.17bn5.19bn71.64bn52.29k14.031.1610.753.203.833.8316.4751.20--------1.091.05--------25.0622.88------46.7765.2519.7038.1816.66--11.38
PNC Financial Services Group Inc10.44bn5.62bn78.19bn51.26k13.931.4310.754.5013.2113.2140.81128.53--------1.171.04--------34.0524.97------41.57-17.843.93-36.60-6.81--18.01
US Bancorp13.78bn7.01bn84.66bn68.11k12.231.8011.153.704.674.6715.2235.77--------1.341.29--------32.3027.27------38.54-15.173.65-29.80-3.80--10.93
Charles Schwab Corp16.28bn4.17bn129.21bn32.50k28.962.7225.137.942.362.369.3830.430.0334--0.3139508,625.000.93991.047.9310.4097.4894.4628.1528.74----0.871924.182.7513.25-13.7017.4118.8624.57
Citigroup Inc51.36bn20.09bn135.67bn214.00k6.950.73675.571.929.639.6433.7899.74--------0.93960.8378--------30.3521.82------22.43-24.08-0.1583-45.54-9.501.5066.38
Wells Fargo & Co41.01bn14.36bn188.28bn259.20k13.291.117.732.493.453.4518.1646.56--------0.86070.9269--------22.2921.11------46.54-27.67-0.6076-90.47-39.71---3.72
Data as of Sep 22 2021. Currency figures normalised to Charles Schwab Corp's reporting currency: US Dollar USD

Institutional shareholders

46.27%Per cent of shares held by top holders
HolderShares% Held
TD Asset Management, Inc.as of 30 Jun 2021255.17m14.11%
The Vanguard Group, Inc.as of 30 Jun 2021108.83m6.02%
T. Rowe Price Associates, Inc. (Investment Management)as of 30 Jun 202183.02m4.59%
Wellington Management Co. LLPas of 30 Jun 202180.33m4.44%
Dodge & Coxas of 30 Jun 202175.12m4.15%
BlackRock Fund Advisorsas of 30 Jun 202166.73m3.69%
SSgA Funds Management, Inc.as of 30 Jun 202165.47m3.62%
JPMorgan Investment Management, Inc.as of 30 Jun 202139.04m2.16%
Massachusetts Financial Services Co.as of 30 Jun 202133.98m1.88%
PRIMECAP Management Co.as of 30 Jun 202129.17m1.61%
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
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