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The Charles Schwab Corporation (SCHW)

Equity · Currency in USD · Last updated Mar 2, 2024
SummaryFinancials

Company Info

ISINUS8085131055
CUSIP808513105
SectorFinancial Services
IndustryCapital Markets

Highlights

Market Cap$121.83B
EPS$2.54
PE Ratio26.29
PEG Ratio1.55
Revenue (TTM)$18.84B
Gross Profit (TTM)$20.17B
EBITDA (TTM)$1.17B
Year Range$44.21 - $75.96
Target Price$70.94
Short %0.93%
Short Ratio1.81

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in The Charles Schwab Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%OctoberNovemberDecember2024FebruaryMarch
26,382.07%
1,499.39%
SCHW (The Charles Schwab Corporation)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with SCHW

The Charles Schwab Corporation

Popular comparisons: SCHW vs. SCHD, SCHW vs. VOO, SCHW vs. BRK-B, SCHW vs. SPY, SCHW vs. IYW, SCHW vs. IBKR, SCHW vs. MS, SCHW vs. MRO, SCHW vs. GS, SCHW vs. XLF

Return

The Charles Schwab Corporation had a return of -3.00% year-to-date (YTD) and -11.08% in the last 12 months. Over the past 10 years, The Charles Schwab Corporation had an annualized return of 10.81%, while the S&P 500 benchmark had an annualized return of 10.63%, indicating that The Charles Schwab Corporation performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date-3.00%7.70%
1 month6.07%6.01%
6 months10.81%13.76%
1 year-11.08%29.03%
5 years (annualized)8.85%12.89%
10 years (annualized)10.81%10.63%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-8.55%6.56%
2023-10.17%-7.19%-5.21%18.37%12.20%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SCHW
The Charles Schwab Corporation
-0.31
^GSPC
S&P 500
2.44

Sharpe Ratio

The current The Charles Schwab Corporation Sharpe ratio is -0.31. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
-0.31
2.44
SCHW (The Charles Schwab Corporation)
Benchmark (^GSPC)

Dividend History

The Charles Schwab Corporation granted a 1.50% dividend yield in the last twelve months. The annual payout for that period amounted to $1.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.00$1.00$0.84$0.72$0.72$0.68$0.46$0.32$0.27$0.24$0.24$0.24

Dividend yield

1.50%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%0.79%0.92%

Monthly Dividends

The table displays the monthly dividend distributions for The Charles Schwab Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.25
2023$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2022$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00
2021$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2020$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00
2019$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00
2018$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2017$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2016$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00
2015$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00
2014$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00
2013$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.5%
The Charles Schwab Corporation has a dividend yield of 1.50%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%32.0%
The Charles Schwab Corporation has a payout ratio of 31.95%, which is quite average when compared to the overall market. This suggests that The Charles Schwab Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-28.16%
0
SCHW (The Charles Schwab Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Charles Schwab Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Charles Schwab Corporation was 86.79%, occurring on Mar 11, 2003. Recovery took 3480 trading sessions.

The current The Charles Schwab Corporation drawdown is 28.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.79%Apr 14, 1999982Mar 11, 20033480Jan 4, 20174462
-65.43%Sep 28, 198755Dec 14, 1987562Mar 6, 1990617
-53.82%Mar 26, 1992130Sep 29, 1992135Apr 13, 1993265
-51.08%May 23, 2018454Mar 12, 2020207Jan 6, 2021661
-49.7%Jan 18, 2022326May 4, 2023

Volatility Chart

The current The Charles Schwab Corporation volatility is 5.73%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
5.73%
3.47%
SCHW (The Charles Schwab Corporation)
Benchmark (^GSPC)