Equities
FinancialsFinancial Services
  • Price (USD)33.39
  • Today's Change0.37 / 1.12%
  • Shares traded7.86m
  • 1 Year change-16.92%
  • Beta1.2393
Data delayed at least 15 minutes, as of Jul 03 2020 00:00 BST.
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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)11.50bn
  • Net income in USD3.36bn
  • Incorporated1986
  • Employees20.20k
  • 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
Wasmer Schroeder & Co LLCAnnounced24 Feb 202024 Feb 2020Announced-27.71%--
TD Ameritrade Holding CorpAnnounced25 Nov 201925 Nov 2019Announced-30.73%28.30bn
USAA Investment Management Co-AssetsDeal completed25 Jul 201925 Jul 2019Deal completed-24.59%--
Data delayed at least 15 minutes, as of Jul 03 2020 00:00 BST.

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)
Apollo Global Management Inc784.99m-338.74m22.02bn1.42k--4,709.74--28.05-1.25-1.253.662.430.0681--1.53552,418.00-9.2211.72-13.4817.57-----135.3646.15---0.06590.733180.77168.2213.452,018.5953.0146.0211.35
XP Inc1.11bn237.77m24.72bn2.43k104.1917.42156.2022.340.42990.42992.002.57------455,440.40------------21.53----21.060.7482--73.33--134.15------
KKR & Co Inc2.30bn-18.16m26.37bn1.38k3,705.462.96--11.44-0.0371-0.03714.1211.100.0428--9.461,665,264.00-2.265.92-3.4911.1888.16---52.74112.36---0.04390.496944.0273.6032.6779.6232.7974.10-24.44
T. Rowe Price Group Inc5.75bn1.91bn27.93bn7.37k15.294.3513.584.858.038.0324.1828.220.673--9.67781,154.1021.7824.0126.9327.97----32.3633.60--16.670.0045.864.576.7513.9011.3010.157.27
Charles Schwab Corp11.50bn3.36bn42.99bn20.20k13.011.8311.563.742.572.578.7920.410.0352--0.5728583,654.801.081.1111.1812.0192.3294.4130.7428.22----0.915921.597.2413.875.9222.8312.1023.16
Intercontinental Exchange Inc5.49bn2.10bn50.49bn6.29k24.662.9818.329.193.743.749.7830.910.0472--3.99916,847.601.832.068.187.17----38.7237.54--12.460.327928.564.4810.97-2.2314.794.0616.17
CME Group Inc5.21bn2.39bn59.26bn4.36k24.822.2320.7311.376.666.6614.5474.280.0497--7.671,195,069.002.282.986.446.73----45.8154.81----0.120385.2412.969.367.8713.4311.799.80
Data as of Jul 03 2020. Currency figures normalised to Charles Schwab Corp's reporting currency: US Dollar USD

Institutional shareholders

36.21%Per cent of shares held by top holders
HolderShares% Held
Dodge & Coxas of 31 Mar 2020101.15m7.86%
The Vanguard Group, Inc.as of 31 Mar 202085.55m6.65%
BlackRock Fund Advisorsas of 31 Mar 202056.42m4.38%
SSgA Funds Management, Inc.as of 31 Mar 202046.83m3.64%
T. Rowe Price Associates, Inc. (Investment Management)as of 31 Mar 202039.35m3.06%
Wellington Management Co. LLPas of 31 Mar 202034.31m2.67%
Generation Investment Management LLPas of 31 Mar 202032.39m2.52%
PRIMECAP Management Co.as of 31 Mar 202029.08m2.26%
JPMorgan Investment Management, Inc.as of 31 Mar 202024.11m1.87%
Massachusetts Financial Services Co.as of 31 Mar 202017.00m1.32%
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Data from 31 Mar 2020 - 31 Mar 2020Source: FactSet Research Systems Inc.
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