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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M34,317Revenue $M6,054Net Margin (%)21.8Z-Score0.3
Enterprise Value $M28,501EPS $1.0Operating Margin %34.9F-Score5
P/E(ttm))31.7Cash Flow Per Share $0.9Pre-tax Margin (%)34.9Higher ROA y-yY
Price/Book3.610-y EBITDA Growth Rate %5.4Quick Ratio0Cash flow > EarningsY
Price/Sales6.55-y EBITDA Growth Rate %-0.6Current Ratio0Lower Leverage y-yY
Price/Cash Flow14.8y-y EBITDA Growth Rate %24.1ROA % (ttm)1.1Higher Current Ratio y-yN
Dividend Yield %0.8Insider Buy (3m)1ROE % (ttm)14.7Less Shares Outstanding y-yN
Payout Ratio %25.0Shares Outstanding M1,306ROI % (ttm)7.5Gross Margin Increase y-yN

Gurus Latest Trades with SCHW

Number of guru portfolios checked: 85. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
SCHWKen Heebner 2014-12-31 Add1%$25.17 - $30.67
($28.37)
$ 29.343%Add 143.53%2,070,000
SCHWGlenn Greenberg 2014-12-31 Add0.14%$25.17 - $30.67
($28.41)
$ 29.343%Add 1.57%8,474,710
SCHWLou Simpson 2014-09-30 Add0.44%$27.09 - $30.78
($28.34)
$ 29.344%Add 6.19%6,661,439
SCHWKen Heebner 2014-09-30 Reduce-0.15%$27.09 - $30.78
($28.34)
$ 29.344%Reduce -19.81%850,000
SCHWGlenn Greenberg 2014-06-30 Add1.24%$24.81 - $27.9
($26.24)
$ 29.3412%Add 15.79%8,347,280
SCHWKen Heebner 2014-06-30 Buy 0.76%$24.81 - $27.9
($26.24)
$ 29.3412%New holding, 1060000 sh.1,060,000
SCHWLou Simpson 2014-06-30 Add0.22%$24.81 - $27.9
($26.24)
$ 29.3412%Add 3.37%6,272,954
SCHWRay Dalio 2014-06-30 Sold Out $24.81 - $27.9
($26.24)
$ 29.3412%Sold Out0
SCHWRobert Olstein 2014-06-30 Sold Out -0.21%$24.81 - $27.9
($26.24)
$ 29.3412%Sold Out0
SCHWFrank Sands 2014-06-30 Reduce-0.12%$24.81 - $27.9
($26.24)
$ 29.3412%Reduce -3.92%42,340,080
SCHWChris Davis 2014-03-31 Add0.16%$23.65 - $28.53
($26.1)
$ 29.3412%Add 11.03%20,789,704
SCHWRay Dalio 2014-03-31 Buy $23.65 - $28.53
($26.1)
$ 29.3412%New holding, 11218 sh.11,218
SCHWLou Simpson 2014-03-31 Reduce-1.8%$23.65 - $28.53
($26.1)
$ 29.3412%Reduce -19.34%6,068,306
SCHWGlenn Greenberg 2014-03-31 Reduce-0.8%$23.65 - $28.53
($26.1)
$ 29.3412%Reduce -9.37%7,208,932
SCHWRobert Olstein 2014-03-31 Reduce-0.21%$23.65 - $28.53
($26.1)
$ 29.3412%Reduce -50.45%55,000
SCHWArnold Van Den Berg 2014-03-31 Sold Out -0.02%$23.65 - $28.53
($26.09)
$ 29.3412%Sold Out0
SCHWFrank Sands 2013-12-31 Add1.67%$20.57 - $25.74
($23.85)
$ 29.3423%Add 135.35%42,624,091
SCHWArnold Van Den Berg 2013-12-31 Buy 0.02%$20.57 - $25.74
($23.85)
$ 29.3423%New holding, 8130 sh.8,130
SCHWGlenn Greenberg 2013-12-31 Reduce-1.19%$20.57 - $25.74
($23.85)
$ 29.3423%Reduce -13.63%7,954,268
SCHWRobert Olstein 2013-12-31 Reduce-0.32%$20.57 - $25.74
($23.85)
$ 29.3423%Reduce -47.14%111,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

SCHW is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
SCHW Ken Heebner 2014-12-312,070,0000.161.7+143.53%
SCHW Glenn Greenberg 2014-12-318,474,7100.658.9+1.57%
SCHW Dodge & Cox 2014-12-3193,165,7777.132.6+1.39%
SCHW Frank Sands 2014-12-3143,512,8423.333.1+1.17%
SCHW Lou Simpson 2014-12-316,696,2790.517.7+0.52%
SCHW Tom Gayner 2014-12-311,057,0000.080.84
SCHW Mario Gabelli 2014-12-31100,0000.010.02
SCHW Jean-Marie Eveillard 2014-12-3190000
SCHW Ron Baron 2014-12-318,438,4310.651-0.1%
SCHW Chris Davis 2014-12-3119,451,2281.491.9-1.22%
SCHW PRIMECAP Management 2014-12-3161,700,8504.731.9-1.91%
Premium Most recent portfolio changes are included for Premium Members only!


SCHW: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Goldfarb Mark ADirector 2015-02-10Buy2,567$29.210.45view
SCHWAB CHARLES RChairman, 10% Owner 2015-02-06Sell400,000$28.722.16view
SCHWAB CHARLES RChairman, 10% Owner 2015-02-03Sell722,391$27.337.35view
SCHWAB CHARLES RChairman, 10% Owner 2015-01-28Sell277,609$27.237.75view
Kallsen Terri REVP - Investor Services 2014-12-11Sell0$07.75view
Bettinger Walter WPresident and CEO 2014-12-05Sell759,220$30.01-2.23view
SCHWAB CHARLES RChairman, 10% Owner 2014-11-20Sell1,000,000$28.512.91view
SCHWAB CHARLES RChairman, 10% Owner 2014-11-17Sell500,000$28.732.12view
SCHWAB CHARLES RChairman, 10% Owner 2014-11-12Sell500,000$28.91.52view
Allen Jay LEVP and Chief Admin Officer 2014-11-06Sell4,009$28.692.27view

Press Releases about SCHW :

    Quarterly/Annual Reports about SCHW:

    News about SCHW:

    Articles On GuruFocus.com
    Former Warren Buffett CIO Lou Simpson Buys Liberty Global, Valeant, U.S. Bancorp, Sells TE Connectiv Nov 14 2014 
    Dodge & Cox Global Stock Fund Q3 Commentary Oct 25 2014 
    Baron Funds Comments on The Charles Schwab Corp Oct 24 2014 
    Chris Davis New York Venture Fund Fall Review 2014 Oct 22 2014 
    Dodge & Cox Second Quarter 2014 Commentary Jul 23 2014 
    Charles Schwab Is a Fast Growing Stock Apr 24 2014 
    David Rolfe on Charles Schwab Corp. Mar 14 2014 
    Speculative Animal (Hamster) Spirits on the Rise Mar 08 2014 
    Baron Funds Comments on The Charles Schwab Corp Feb 20 2014 
    David Rolfe's Wedgewood Partners Fourth Quarter 2013 Client Letter Jan 22 2014 

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