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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M40,632Revenue $M5,434Net Margin (%)21.9Z-Score0.4
Enterprise Value $M35,575EPS $0.8Operating Margin %34.9F-Score5
P/E(ttm))33.6Cash Flow Per Share $0.9Pre-tax Margin (%)34.9Higher ROA y-yY
Price/Book3.810-y EBITDA Growth Rate %4.3Quick Ratio0Cash flow > EarningsY
Price/Sales7.15-y EBITDA Growth Rate %12.0Current Ratio0Lower Leverage y-yN
Price/Cash Flow14.8y-y EBITDA Growth Rate %29.5ROA % (ttm)0.9Higher Current Ratio y-yN
Dividend Yield %0.8Insider Buy (3m)0ROE % (ttm)11.3Less Shares Outstanding y-yN
Payout Ratio %26.0Shares Outstanding M1,301ROI % (ttm)7.5Gross Margin Increase y-yN

Gurus Latest Trades with SCHW

Number of guru portfolios checked: 56. (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
SCHWLou Simpson 2013-03-31 Add0.86%$14.36 - $18.11
($16.54)
$ 30.786%Add 11.84%7,301,813
SCHWJohn Burbank 2013-03-31 Buy 0.81%$14.36 - $18.11
($16.54)
$ 30.786%New holding, 1153980 sh.1,153,980
SCHWRay Dalio 2013-03-31 Add0.01%$14.36 - $18.11
($16.54)
$ 30.786%Add 23.18%205,141
SCHWGlenn Greenberg 2012-12-31 Add1.1%$12.5 - $14.47
($13.37)
$ 30.7130%Add 21.55%7,154,731
SCHWDodge & Cox 2012-12-31 Add0.18%$12.5 - $14.47
($13.37)
$ 30.7130%Add 10.78%95,740,658
SCHWLou Simpson 2012-12-31 Add0.13%$12.5 - $14.47
($13.37)
$ 30.7130%Add 1.76%6,528,961
SCHWRay Dalio 2012-12-31 Add0.02%$12.5 - $14.47
($13.37)
$ 30.7130%Add 433.08%166,541
SCHWJohn Burbank 2012-12-31 Sold Out -0.01%$12.5 - $14.47
($13.37)
$ 30.7130%Sold Out0
SCHWGlenn Greenberg 2012-09-30 Buy 4.7%$12.14 - $14.43
($13.04)
$ 30.7135%New holding, 5886406 sh.5,886,406
SCHWLou Simpson 2012-09-30 Add0.84%$12.14 - $14.43
($13.04)
$ 30.7135%Add 13.65%6,416,346
SCHWJohn Burbank 2012-09-30 Buy 0.01%$12.14 - $14.43
($13.04)
$ 30.7135%New holding, 10963 sh.10,963
SCHWRay Dalio 2012-09-30 Buy 0.01%$12.14 - $14.43
($13.04)
$ 30.7135%New holding, 31241 sh.31,241
SCHWPRIMECAP Management 2012-06-30 Add0.13%$11.89 - $14.61
($13.15)
$ 30.7134%Add 9.19%70,566,106
SCHWFrank Sands 2012-06-30 Sold Out -0.5%$11.89 - $14.61
($13.15)
$ 30.7134%Sold Out0
SCHWRay Dalio 2012-06-30 Sold Out -0.0035%$11.89 - $14.61
($13.15)
$ 30.7134%Sold Out0
SCHWJames Barrow 2012-03-31 Buy 0.03%$11.61 - $15.38
($12.37)
$ 30.7148%New holding, 1157900 sh.1,157,900
SCHWRay Dalio 2012-03-31 Buy $11.61 - $15.38
($12.37)
$ 30.7148%New holding, 15641 sh.15,641
SCHWMario Gabelli 2012-03-31 Reduce-0.01%$11.61 - $15.38
($12.37)
$ 30.7148%Reduce -30.32%288,300
SCHWGeorge Soros 2011-12-31 Sold Out -0.0045%$10.75 - $12.9
($11.82)
$ 30.7160%Sold Out0
SCHWPRIMECAP Management 2011-09-30 Add0.54%$11.03 - $16.44
($13.22)
$ 30.7132%Add 91.14%58,118,094
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 Glenn Greenberg 2014-06-308,347,2800.649.1+15.79%
SCHW Ron Baron 2014-06-308,379,4710.640.9+7.84%
SCHW Lou Simpson 2014-06-306,272,9540.486.9+3.37%
SCHW Dodge & Cox 2014-06-3090,836,8676.982.3+1.26%
SCHW Tom Gayner 2014-06-301,057,0000.080.81
SCHW Jean-Marie Eveillard 2014-06-3090000
SCHW PRIMECAP Management 2014-06-3063,057,2554.851.9-2.75%
SCHW Frank Sands 2014-06-3042,340,0803.252.9-3.92%
SCHW Mario Gabelli 2014-06-30100,0000.010.01-4.76%
SCHW Ray Dalio 2014-06-30000Sold Out
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
Clark Bernard J.EVP - Advisor Services 2014-08-25Sell26,115$28.981.66view
Allen Jay LEVP and Chief Admin Officer 2014-08-20Sell6,470$28.393.77view
Clendening John SEVP - Investor Services 2014-08-13Sell1,500$27.676.47view
Allen Jay LEVP and Chief Admin Officer 2014-08-04Sell8,132$27.447.36view
Allen Jay LEVP and Chief Admin Officer 2014-08-01Sell19,693$27.517.09view
WALTHER ROGER ODirector 2014-07-31Sell25,041$28.134.73view
SCHWAB CHARLES RChairman, 10% Owner 2014-07-25Sell280,000$27.546.97view
SCHWAB CHARLES RChairman, 10% Owner 2014-07-24Sell720,000$27.636.62view
Clendening John SEVP - Investor Services 2014-07-21Sell14,000$27.786.05view
SCHWAB CHARLES RChairman, 10% Owner 2014-07-18Sell487,466$27.457.32view

Press Releases about SCHW :

    Quarterly/Annual Reports about SCHW:

    News about SCHW:

    Articles On GuruFocus.com
    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 
    Weekly CFO Sells Highlight: G, OSK, APC, SCHW, SWKS Nov 23 2013 
    Gabelli Reduces Gabelli GDV, Schwab, More and Spins Off New Global Fund Nov 11 2013 
    Diamond Hill Capital’s High-Impact Sells Oct 29 2013 
    Weekly CFO Sells Highlight: RAD, SCHW, ATU, HOLX Oct 20 2013 

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