Equities
FinancialsFinancial Services
  • Price (USD)49.95
  • Today's Change-1.12 / -2.19%
  • Shares traded15.22m
  • 1 Year change20.56%
  • Beta1.4079
Data delayed at least 15 minutes, as of Dec 13 2019 23:30 GMT.
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Profile data is unavailable for this security.

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, money management 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, and support services as well as retirement business services. The Company offers a range of products to address individuals' varying investment and financial needs. Its product offerings include brokerage, mutual funds, ETFs, advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities. Mutual funds offer third-party mutual funds through the Mutual Fund Marketplace.

  • Revenue in USD (TTM)11.97bn
  • Net income in USD3.61bn
  • Incorporated1986
  • Employees19.80k
  • Location
    Charles Schwab Corp211 Main StSAN FRANCISCO 94105-1905United StatesUSA
  • Phone+1 (415) 667-7000
  • Fax+1 (415) 627-8538
  • Websitehttp://www.aboutschwab.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
SCHW:NYQ since
announced
Transaction
value
TD Ameritrade Holding CorpAnnounced25 Nov 201925 Nov 2019Announced3.63%28.30bn
USAA Investment Management Co-AssetsAnnounced25 Jul 201925 Jul 2019Announced12.80%--
Data delayed at least 15 minutes, as of Dec 13 2019 23:30 GMT.

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)
Intercontinental Exchange Inc5.21bn2.09bn50.52bn5.16k24.722.9518.389.693.673.699.1830.750.0571--5.021,009,882.002.321.968.006.79----40.5836.75--11.560.31223.897.3525.5212.2045.429.3647.90
Blackstone Group Inc5.75bn1.56bn64.07bn2.62k23.565.38--11.142.302.307.1310.080.183--7.052,199,529.008.9410.0915.8717.65----48.8346.54--948.150.4387107.66-4.360.6569-14.905.65-6.4415.45
Charles Schwab Corp11.97bn3.61bn65.49bn19.80k18.903.5516.605.472.702.708.9616.570.0434--0.525613,743.601.371.0313.6711.4290.1196.0231.6426.25----0.910320.6422.6514.6449.5526.9418.0113.90
CME Group Inc4.97bn2.03bn72.80bn4.59k35.692.7129.3214.665.695.6913.9274.930.0663--10.661,081,961.002.722.805.846.33----40.9554.66----0.129187.0518.247.98-50.4814.97-1.469.24
BlackRock, Inc.14.00bn4.10bn77.51bn16.10k19.372.3917.345.5425.9225.9288.37209.960.0826--4.90939,328.902.431.632.491.6681.2584.0329.4328.62----0.15044.664.406.8813.987.9816.7612.33
Goldman Sachs Group Inc53.98bn8.01bn80.04bn37.80k10.721.008.321.4821.0922.36142.19257.370.055--0.64881,474,973.000.87550.91981.891.9660.6172.8615.9318.96----0.860615.0722.305.4115.933.9462.438.97
Morgan Stanley52.12bn7.79bn82.05bn60.53k10.821.117.891.574.684.6831.2850.740.059--0.8661863,607.800.96020.7911.901.5570.3382.8416.2915.61----0.838528.8715.016.3320.8524.987.2240.63
Data as of Dec 13 2019. Currency figures normalised to Charles Schwab Corp's reporting currency: US Dollar USD

Institutional shareholders

34.39%Per cent of shares held by top holders
HolderShares% Held
Dodge & Coxas of 30 Sep 201991.64m7.15%
The Vanguard Group, Inc.as of 30 Sep 201988.31m6.89%
T. Rowe Price Associates, Inc. (Investment Management)as of 30 Sep 201954.33m4.24%
SSgA Funds Management, Inc.as of 30 Sep 201951.03m3.98%
BlackRock Fund Advisorsas of 30 Sep 201950.28m3.92%
PRIMECAP Management Co.as of 30 Sep 201930.20m2.36%
Generation Investment Management LLPas of 30 Sep 201927.09m2.11%
Harris Associates LPas of 30 Sep 201916.18m1.26%
Northern Trust Investments, Inc.(Investment Management)as of 30 Sep 201916.10m1.26%
ClearBridge Investments LLCas of 30 Sep 201915.84m1.24%
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Data from 30 Sep 2019 - 30 Sep 2019Source: FactSet Research Systems Inc.
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