The Charles Schwab Corporation (SCHW)
Company Info
| ISIN | US8085131055 |
|---|---|
| CUSIP | 808513105 |
| Sector | Financial Services |
| Industry | Capital Markets |
Highlights
| Market Cap | $131.97B |
|---|---|
| EPS | $2.54 |
| PE Ratio | 28.48 |
| PEG Ratio | 1.23 |
| Revenue (TTM) | $18.84B |
| Gross Profit (TTM) | $20.17B |
| EBITDA (TTM) | $1.17B |
| Year Range | $44.85 - $72.95 |
| Target Price | $71.95 |
| Short % | 0.91% |
| Short Ratio | 2.10 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SCHW vs. SCHD, SCHW vs. VOO, SCHW vs. BRK-B, SCHW vs. SPY, SCHW vs. IYW, SCHW vs. MS, SCHW vs. IBKR, SCHW vs. GS, SCHW vs. MRO, SCHW vs. XLF
Performance
Performance Chart
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.
Returns By Period
The Charles Schwab Corporation had a return of 5.80% year-to-date (YTD) and 36.65% in the last 12 months. Over the past 10 years, The Charles Schwab Corporation had an annualized return of 11.68%, outperforming the S&P 500 benchmark which had an annualized return of 10.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.80% | 5.29% |
| 1 month | 7.57% | -2.47% |
| 6 months | 41.06% | 16.40% |
| 1 year | 36.65% | 20.88% |
| 5 years (annualized) | 11.38% | 11.60% |
| 10 years (annualized) | 11.68% | 10.43% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.55% | 6.56% | 8.33% | |||||||||
| 2023 | -7.19% | -5.21% | 18.37% | 12.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The Charles Schwab Corporation(SCHW)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
The Charles Schwab Corporation granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $1.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1.38% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.25 | $0.00 | |||||||||
| 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
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 21.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.79% | Apr 14, 1999 | 982 | Mar 11, 2003 | 3480 | Jan 4, 2017 | 4462 |
| -65.43% | Sep 28, 1987 | 55 | Dec 14, 1987 | 562 | Mar 6, 1990 | 617 |
| -53.82% | Mar 26, 1992 | 130 | Sep 29, 1992 | 135 | Apr 13, 1993 | 265 |
| -51.08% | May 23, 2018 | 454 | Mar 12, 2020 | 207 | Jan 6, 2021 | 661 |
| -49.7% | Jan 18, 2022 | 326 | May 4, 2023 | — | — | — |
Volatility
Volatility Chart
The current The Charles Schwab Corporation volatility is 5.91%, 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.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |