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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 3.11
SCHW's Cash to Debt is ranked lower than
70% of the 512 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. SCHW: 3.11 )
Ranked among companies with meaningful Cash to Debt only.
SCHW' s 10-Year Cash to Debt Range
Min: 0.95  Med: 3.46 Max: 27.52
Current: 3.11
0.95
27.52
Equity to Asset 0.08
SCHW's Equity to Asset is ranked lower than
91% of the 388 Companies
in the Global Capital Markets industry.

( Industry Median: 0.38 vs. SCHW: 0.08 )
Ranked among companies with meaningful Equity to Asset only.
SCHW' s 10-Year Equity to Asset Range
Min: 0.06  Med: 0.08 Max: 0.12
Current: 0.08
0.06
0.12
Interest Coverage 20.74
SCHW's Interest Coverage is ranked lower than
66% of the 409 Companies
in the Global Capital Markets industry.

( Industry Median: 10000.00 vs. SCHW: 20.74 )
Ranked among companies with meaningful Interest Coverage only.
SCHW' s 10-Year Interest Coverage Range
Min: 0.19  Med: 2.33 Max: 20.74
Current: 20.74
0.19
20.74
F-Score: 4
WACC vs ROIC
11.28%
110.75%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 34.07
SCHW's Operating margin (%) is ranked higher than
68% of the 545 Companies
in the Global Capital Markets industry.

( Industry Median: 15.83 vs. SCHW: 34.07 )
Ranked among companies with meaningful Operating margin (%) only.
SCHW' s 10-Year Operating margin (%) Range
Min: 4.12  Med: 24.50 Max: 39.25
Current: 34.07
4.12
39.25
Net-margin (%) 21.27
SCHW's Net-margin (%) is ranked higher than
60% of the 548 Companies
in the Global Capital Markets industry.

( Industry Median: 14.42 vs. SCHW: 21.27 )
Ranked among companies with meaningful Net-margin (%) only.
SCHW' s 10-Year Net-margin (%) Range
Min: 2.66  Med: 14.85 Max: 48.2
Current: 21.27
2.66
48.2
ROE (%) 11.29
SCHW's ROE (%) is ranked higher than
64% of the 557 Companies
in the Global Capital Markets industry.

( Industry Median: 7.32 vs. SCHW: 11.29 )
Ranked among companies with meaningful ROE (%) only.
SCHW' s 10-Year ROE (%) Range
Min: 2.67  Med: 16.41 Max: 55.08
Current: 11.29
2.67
55.08
ROA (%) 0.86
SCHW's ROA (%) is ranked lower than
64% of the 564 Companies
in the Global Capital Markets industry.

( Industry Median: 2.18 vs. SCHW: 0.86 )
Ranked among companies with meaningful ROA (%) only.
SCHW' s 10-Year ROA (%) Range
Min: 0.27  Med: 1.24 Max: 5.27
Current: 0.86
0.27
5.27
ROC (Joel Greenblatt) (%) 216.76
SCHW's ROC (Joel Greenblatt) (%) is ranked higher than
73% of the 552 Companies
in the Global Capital Markets industry.

( Industry Median: 37.87 vs. SCHW: 216.76 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
SCHW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 16.16  Med: 186.26 Max: 317.37
Current: 216.76
16.16
317.37
Revenue Growth (3Y)(%) 6.30
SCHW's Revenue Growth (3Y)(%) is ranked higher than
59% of the 432 Companies
in the Global Capital Markets industry.

( Industry Median: 1.40 vs. SCHW: 6.30 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SCHW' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 1.40 Max: 30
Current: 6.3
0
30
EBITDA Growth (3Y)(%) 11.80
SCHW's EBITDA Growth (3Y)(%) is ranked higher than
65% of the 309 Companies
in the Global Capital Markets industry.

( Industry Median: 1.10 vs. SCHW: 11.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SCHW' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 11.80 Max: 36.8
Current: 11.8
0
36.8
EPS Growth (3Y)(%) 11.10
SCHW's EPS Growth (3Y)(%) is ranked higher than
63% of the 301 Companies
in the Global Capital Markets industry.

( Industry Median: 3.20 vs. SCHW: 11.10 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
SCHW' s 10-Year EPS Growth (3Y)(%) Range
Min: -43.7  Med: 23.10 Max: 73.2
Current: 11.1
-43.7
73.2
» SCHW's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

SCHW Guru Trades in Q2 2014

Ken Heebner 1,060,000 sh (New)
Caxton Associates 1,082,990 sh (+1387.62%)
Chuck Royce 129,556 sh (+19.57%)
Glenn Greenberg 8,347,280 sh (+15.79%)
Ron Baron 8,379,471 sh (+7.84%)
Murray Stahl 28,860 sh (+5.08%)
Lou Simpson 6,272,954 sh (+3.37%)
Dodge & Cox 90,836,867 sh (+1.26%)
Bill Frels 86,610 sh (unchged)
First Eagle Investment 900 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Robert Olstein Sold Out
Ray Dalio Sold Out
Jim Chanos Sold Out
PRIMECAP Management 63,057,255 sh (-2.75%)
Frank Sands 42,340,080 sh (-3.92%)
Chris Davis 19,838,885 sh (-4.57%)
Mario Gabelli 100,000 sh (-4.76%)
Jeremy Grantham 230,200 sh (-32.91%)
» More
Q3 2014

SCHW Guru Trades in Q3 2014

Stanley Druckenmiller 485,700 sh (New)
Jeremy Grantham 352,900 sh (+53.30%)
Caxton Associates 1,596,290 sh (+47.40%)
Lou Simpson 6,661,439 sh (+6.19%)
Frank Sands 43,010,543 sh (+1.58%)
Dodge & Cox 91,884,964 sh (+1.15%)
Ron Baron 8,446,814 sh (+0.80%)
Pioneer Investments 1,613,383 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
First Eagle Investment 900 sh (unchged)
Mario Gabelli 100,000 sh (unchged)
Glenn Greenberg 8,344,052 sh (-0.04%)
PRIMECAP Management 62,902,936 sh (-0.24%)
Chris Davis 19,690,957 sh (-0.75%)
Bill Frels 83,322 sh (-3.80%)
Murray Stahl 27,593 sh (-4.39%)
Chuck Royce 112,156 sh (-13.43%)
Ken Heebner 850,000 sh (-19.81%)
» More
Q4 2014

SCHW Guru Trades in Q4 2014

Louis Moore Bacon 200,000 sh (New)
Jim Simons 250,900 sh (New)
Paul Tudor Jones 13,587 sh (New)
Ken Heebner 2,070,000 sh (+143.53%)
Pioneer Investments 1,672,262 sh (+3.65%)
Murray Stahl 28,282 sh (+2.50%)
Bill Frels 84,818 sh (+1.80%)
Glenn Greenberg 8,474,710 sh (+1.57%)
Dodge & Cox 93,165,777 sh (+1.39%)
Frank Sands 43,512,842 sh (+1.17%)
Frank Sands 43,512,842 sh (+1.17%)
Lou Simpson 6,696,279 sh (+0.52%)
Tom Gayner 1,057,000 sh (unchged)
Mario Gabelli 100,000 sh (unchged)
Chuck Royce 112,156 sh (unchged)
Dodge & Cox 93,165,777 sh (unchged)
First Eagle Investment 900 sh (unchged)
Stanley Druckenmiller Sold Out
Caxton Associates Sold Out
Ron Baron 8,438,431 sh (-0.10%)
Chris Davis 19,451,228 sh (-1.22%)
PRIMECAP Management 61,700,850 sh (-1.91%)
Jeremy Grantham 296,600 sh (-15.95%)
» More
Q1 2015

SCHW Guru Trades in Q1 2015

Lou Simpson 8,132,923 sh (+21.45%)
Ron Baron 9,162,036 sh (+8.58%)
Glenn Greenberg 9,192,231 sh (+8.47%)
Jeremy Grantham 318,200 sh (+7.28%)
Dodge & Cox 94,671,937 sh (+1.62%)
Bill Frels 86,078 sh (+1.49%)
Frank Sands 44,155,602 sh (+1.48%)
Murray Stahl 28,600 sh (+1.12%)
Mario Gabelli 100,150 sh (+0.15%)
First Eagle Investment 900 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Paul Tudor Jones Sold Out
Louis Moore Bacon Sold Out
Ken Heebner Sold Out
Jim Simons Sold Out
PRIMECAP Management 60,917,468 sh (-1.27%)
Pioneer Investments 1,581,911 sh (-5.40%)
Chuck Royce 102,200 sh (-8.88%)
Chris Davis 17,416,002 sh (-10.46%)
» More
» Details

Insider Trades

Latest Guru Trades with SCHW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Preferred stocks of Charles Schwab Corp

SymbolPriceYieldDescription
SCHWPRB26.105.75Deposit Shs Repr 6% Non-Cum Perp Pfd Shs Series -B-

Guru Investment Theses on Charles Schwab Corp

Baron Funds Comments on The Charles Schwab Corp - Oct 24, 2014

Shares of brokerage firm The Charles Schwab Corp. (SCHW) increased in the third quarter. The company indicated at its biannual investor meeting that earnings should approach the high end of initial guidance. Additionally, the company announced plans to return more cash to shareholders through dividends and buybacks. We believe Schwab is well positioned from a regulatory standpoint and has less exposure to trading commissions than its peers. It has been experiencing consistent and sustained growth in accounts as brokers leave traditional wirehouses. (Michael Baron)

The Fund’s investments in alternative investment money manager The Carlyle Group (CG), and financial intermediary The Charles Schwab Corp. (SCHW), are benefiting from strong performance of equities since the financial panic, which had resulted in increased investor interest in that asset class.

From Ron Baron (Trades, Portfolio)’s Baron Partners Fund Q3 2014 Report.

Check out Ron Baron latest stock trades

David Rolfe on Charles Schwab Corp. - Mar 14, 2014

Charles Schwab was our largest relative contributor to performance. The stock gained +82% in 2013 – after a gain of 30% in 2012. We trimmed the position throughout the year and fully exited the position at the end of October. Our sale rationale is quite succinct. Schwab remains a best-in-class business, but the stock, in our view, had become less than best in class (read: overvalued)....



For instance, we liquidated our stakes in Charles Schwab during the fourth quarter, as we believe several years of Schwab’s future earnings power were sufficiently recognized by Mr. Market in current prices. While the Company has continued to grow and take profitability share via its superb low-cost, internet-based platform, our analysis of the stock’s valuation suggests that the implied earnings power of the business is not only taking current business momentum into account, but also giving shareholders ample credit for higher short-­term interest rates, even though short-­term rates are currently anchored near zero. Admittedly, valuation is somewhat of a blunt tool, given the wide array of future assumptions, however, we believe that valuation becomes clarified and much sharper too as time passes.





From Wedgewood Partners 4th Quarter 2013 Client Letter





Check out David Rolfe latest stock trades

Baron Funds Comments on The Charles Schwab Corp - Feb 20, 2014

Shares of The Charles Schwab Corp. (SCHW) benefitted from favor able capital markets conditions. During the quarter, long-term interest rates moved higher in response to the Federal Reserve's tapering pronouncements. Schwab benefits from higher rates in several ways. The most significant is the potential for Schwab to reduce the fee waivers on its money market funds in a more normalized rate environment. This means Schwab would start recognizing highly profitable management fees on its money market funds, rather than rebating those fees back to shareholders. Schwab also benefitted from the rise in equity markets. Rising valuations of equity mutual funds result in higher management fees to Schwab.





From Baron Funds' fourth quarter letter 2013 to shareholders.



Check out Ron Baron latest stock trades

Dodge & Cox Comments on Charles Schwab - Aug 23, 2013

In 2010, the Fund initiated a position in Charles Schwab (SCHW) (a leading U.S. brokerage company) due to its durable business franchise, strong market position, growth prospects, and attractive valuation. As a result of the low interest rate environment in the United States, Schwab had waived some of the fees it charged customers on money market funds and its net interest margins substantially compressed. We believed that the company's revenues and earnings would be significantly higher in a more normal interest rate environment. However, starting in late 2010, the Fed announced additional rounds of quantitative easing and interest rates continued to drop.

Throughout 2011 and 2012, we reaffirmed our investment thesis with the belief that a return to a more normal rate environment could dramatically increase profitability. Through our meetings with management, we were able to assess the company's investment merits and risks, all in the context of valuation. Schwab's highly scalable business model, excellent market position, growing customer base, focused corporate culture, and capable management team were attractive to us. In addition, founder and Chairman Charles Schwab's ownership stake aligned his interests with those of public investors. These factors remain the underpinnings of our current investment thesis.

After considering the regulatory, interest rate, and credit risks inherent in Schwab's business model, we added to the Fund's position in Schwab multiple times throughout 2011 and 2012. The company stands to benefit from a rise in short-term interest rates. Accordingly, investors have responded to the Fed's recent announcement and Schwab's stock price is up 49% year to date. Schwab is a 2.4% position in the Fund.

From Dodge & Cox's semi-annual 2013 report.
Check out Dodge & Cox latest stock trades

Baron Funds Comments on Charles Schwab Corp - Aug 02, 2013

The Charles Schwab Corp. (SCHW), the well-known brokerage firm, benefited from rising equity markets and increased interest rates. Rising equity markets resulted in higher assets under management, on which Schwab earns fees. Higher interest rates benefited the company in several ways, including less need for Schwab to waive management fees on clients' money market funds. These increased sources of revenues carry especially high incremental profit margins. In addition, client trading activity increased, as retail investors continued to re-engage with the stock market.

From the Baron Funds’ second quarter 2013 commentary.


Check out Ron Baron latest stock trades

Top Ranked Articles about Charles Schwab Corp

Baron Funds Comments on The Charles Schwab Corp
Shares of brokerage firm The Charles Schwab Corp. (SCHW) increased in the third quarter. The company indicated at its biannual investor meeting that earnings should approach the high end of initial guidance. Additionally, the company announced plans to return more cash to shareholders through dividends and buybacks. We believe Schwab is well positioned from a regulatory standpoint and has less exposure to trading commissions than its peers. It has been experiencing consistent and sustained growth in accounts as brokers leave traditional wirehouses. (Michael Baron) Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 35.27
SCHW's P/E(ttm) is ranked lower than
74% of the 420 Companies
in the Global Capital Markets industry.

( Industry Median: 19.90 vs. SCHW: 35.27 )
Ranked among companies with meaningful P/E(ttm) only.
SCHW' s 10-Year P/E(ttm) Range
Min: 8.86  Med: 26.17 Max: 57.7
Current: 35.27
8.86
57.7
Forward P/E 23.75
SCHW's Forward P/E is ranked lower than
84% of the 130 Companies
in the Global Capital Markets industry.

( Industry Median: 15.04 vs. SCHW: 23.75 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 35.70
SCHW's PE(NRI) is ranked lower than
73% of the 418 Companies
in the Global Capital Markets industry.

( Industry Median: 19.60 vs. SCHW: 35.70 )
Ranked among companies with meaningful PE(NRI) only.
SCHW' s 10-Year PE(NRI) Range
Min: 11.47  Med: 27.96 Max: 51.18
Current: 35.7
11.47
51.18
P/B 3.83
SCHW's P/B is ranked lower than
80% of the 524 Companies
in the Global Capital Markets industry.

( Industry Median: 1.25 vs. SCHW: 3.83 )
Ranked among companies with meaningful P/B only.
SCHW' s 10-Year P/B Range
Min: 1.79  Med: 3.57 Max: 8.3
Current: 3.83
1.79
8.3
P/S 7.16
SCHW's P/S is ranked lower than
67% of the 537 Companies
in the Global Capital Markets industry.

( Industry Median: 3.41 vs. SCHW: 7.16 )
Ranked among companies with meaningful P/S only.
SCHW' s 10-Year P/S Range
Min: 2.65  Med: 4.93 Max: 7.24
Current: 7.16
2.65
7.24
PFCF 77.04
SCHW's PFCF is ranked lower than
94% of the 194 Companies
in the Global Capital Markets industry.

( Industry Median: 13.20 vs. SCHW: 77.04 )
Ranked among companies with meaningful PFCF only.
SCHW' s 10-Year PFCF Range
Min: 5.77  Med: 20.06 Max: 134.9
Current: 77.04
5.77
134.9
POCF 44.77
SCHW's POCF is ranked lower than
87% of the 246 Companies
in the Global Capital Markets industry.

( Industry Median: 12.84 vs. SCHW: 44.77 )
Ranked among companies with meaningful POCF only.
SCHW' s 10-Year POCF Range
Min: 5.37  Med: 16.79 Max: 176.63
Current: 44.77
5.37
176.63
EV-to-EBIT 18.68
SCHW's EV-to-EBIT is ranked lower than
55% of the 403 Companies
in the Global Capital Markets industry.

( Industry Median: 17.30 vs. SCHW: 18.68 )
Ranked among companies with meaningful EV-to-EBIT only.
SCHW' s 10-Year EV-to-EBIT Range
Min: -15  Med: 11.90 Max: 26.2
Current: 18.68
-15
26.2
PEG 2.66
SCHW's PEG is ranked lower than
76% of the 87 Companies
in the Global Capital Markets industry.

( Industry Median: 1.39 vs. SCHW: 2.66 )
Ranked among companies with meaningful PEG only.
SCHW' s 10-Year PEG Range
Min: 0.41  Med: 1.21 Max: 10.61
Current: 2.66
0.41
10.61
Shiller P/E 43.71
SCHW's Shiller P/E is ranked lower than
79% of the 198 Companies
in the Global Capital Markets industry.

( Industry Median: 24.65 vs. SCHW: 43.71 )
Ranked among companies with meaningful Shiller P/E only.
SCHW' s 10-Year Shiller P/E Range
Min: 9.97  Med: 27.22 Max: 56.09
Current: 43.71
9.97
56.09
Days Sales Outstanding 985.98
SCHW's Days Sales Outstanding is ranked lower than
98% of the 443 Companies
in the Global Capital Markets industry.

( Industry Median: 60.88 vs. SCHW: 985.98 )
Ranked among companies with meaningful Days Sales Outstanding only.
SCHW' s 10-Year Days Sales Outstanding Range
Min: 21.64  Med: 901.61 Max: 1427.37
Current: 985.98
21.64
1427.37

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.73
SCHW's Dividend Yield is ranked lower than
88% of the 471 Companies
in the Global Capital Markets industry.

( Industry Median: 2.61 vs. SCHW: 0.73 )
Ranked among companies with meaningful Dividend Yield only.
SCHW' s 10-Year Dividend Yield Range
Min: 0.51  Med: 0.98 Max: 2.23
Current: 0.73
0.51
2.23
Dividend Payout 0.26
SCHW's Dividend Payout is ranked higher than
71% of the 295 Companies
in the Global Capital Markets industry.

( Industry Median: 0.41 vs. SCHW: 0.26 )
Ranked among companies with meaningful Dividend Payout only.
SCHW' s 10-Year Dividend Payout Range
Min: 0.04  Med: 0.18 Max: 1.1
Current: 0.26
0.04
1.1
Yield on cost (5-Year) 0.73
SCHW's Yield on cost (5-Year) is ranked lower than
89% of the 472 Companies
in the Global Capital Markets industry.

( Industry Median: 2.72 vs. SCHW: 0.73 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
SCHW' s 10-Year Yield on cost (5-Year) Range
Min: 0.51  Med: 0.98 Max: 2.23
Current: 0.73
0.51
2.23
Share Buyback Rate -2.30
SCHW's Share Buyback Rate is ranked lower than
56% of the 278 Companies
in the Global Capital Markets industry.

( Industry Median: -1.30 vs. SCHW: -2.30 )
Ranked among companies with meaningful Share Buyback Rate only.
SCHW' s 10-Year Share Buyback Rate Range
Min: 4  Med: 0.00 Max: -4.7
Current: -2.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.41
SCHW's Price/Tangible Book is ranked lower than
80% of the 493 Companies
in the Global Capital Markets industry.

( Industry Median: 1.29 vs. SCHW: 4.41 )
Ranked among companies with meaningful Price/Tangible Book only.
SCHW' s 10-Year Price/Tangible Book Range
Min: 2.28  Med: 5.04 Max: 23.75
Current: 4.41
2.28
23.75
Price/Projected FCF 1.79
SCHW's Price/Projected FCF is ranked lower than
64% of the 183 Companies
in the Global Capital Markets industry.

( Industry Median: 1.30 vs. SCHW: 1.79 )
Ranked among companies with meaningful Price/Projected FCF only.
SCHW' s 10-Year Price/Projected FCF Range
Min: 0.9  Med: 1.95 Max: 10.94
Current: 1.79
0.9
10.94
Price/DCF (Earnings Based) 3.03
SCHW's Price/DCF (Earnings Based) is ranked lower than
87% of the 15 Companies
in the Global Capital Markets industry.

( Industry Median: 1.76 vs. SCHW: 3.03 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.45
SCHW's Price/Median PS Value is ranked lower than
72% of the 488 Companies
in the Global Capital Markets industry.

( Industry Median: 1.08 vs. SCHW: 1.45 )
Ranked among companies with meaningful Price/Median PS Value only.
SCHW' s 10-Year Price/Median PS Value Range
Min: 0.47  Med: 0.90 Max: 3.64
Current: 1.45
0.47
3.64
Price/Peter Lynch Fair Value 1.89
SCHW's Price/Peter Lynch Fair Value is ranked lower than
71% of the 65 Companies
in the Global Capital Markets industry.

( Industry Median: 1.35 vs. SCHW: 1.89 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
SCHW' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.61  Med: 1.82 Max: 29.75
Current: 1.89
0.61
29.75
Price/Graham Number 2.46
SCHW's Price/Graham Number is ranked lower than
78% of the 288 Companies
in the Global Capital Markets industry.

( Industry Median: 1.20 vs. SCHW: 2.46 )
Ranked among companies with meaningful Price/Graham Number only.
SCHW' s 10-Year Price/Graham Number Range
Min: 1.29  Med: 2.62 Max: 9.8
Current: 2.46
1.29
9.8
Earnings Yield (Greenblatt) (%) 5.49
SCHW's Earnings Yield (Greenblatt) (%) is ranked higher than
59% of the 537 Companies
in the Global Capital Markets industry.

( Industry Median: 4.10 vs. SCHW: 5.49 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SCHW' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3.8  Med: 6.40 Max: 7370.3
Current: 5.49
3.8
7370.3
Forward Rate of Return (Yacktman) (%) 21.41
SCHW's Forward Rate of Return (Yacktman) (%) is ranked higher than
79% of the 174 Companies
in the Global Capital Markets industry.

( Industry Median: 2.83 vs. SCHW: 21.41 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
SCHW' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -9.5  Med: 12.10 Max: 33.3
Current: 21.41
-9.5
33.3

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, GS, SF » details
Traded in other countries:SCHW.Mexico, SWG.Germany,
Charles Schwab Corp was incorporated in Delaware in 1986. The Company, through its subsidiaries, is engaged in securities brokerage, banking and related financial services. The Company provides financial services to individuals and institutional clients through two segments namely Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services to individual investors, retirement plan services, and corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services to independent investment advisors (IAs), and retirement business services to independent retirement plan advisors and recordkeepers whose plan assets are held at Schwab Bank. The Investor Services segment provides retail brokerage and banking services to individual investors. Through the Advisor Services segment, the Company provides custodial, trading, and support services to IAs. To attract and serve IAs, the Company has a dedicated sales force and service teams assigned to meet their needs. IAs who custody client accounts at Schwab may use proprietary software that provides them with up-to-date client account information, as well as trading capabilities. The Advisor Services website is the core platform for IAs to conduct daily business activities online with Schwab, including submitting and retrieving client account information and viewing news and market information. This platform provides IAs with a comprehensive suite of electronic and paper-based reporting capabilities. The Company offers online cashiering services, as well as internet-based eDocuments sites for both IAs and their clients that provide multi-year archiving of online statements, trade confirms and tax reports, along with document search capabilities. On September 1, 2011, the Company completed its acquisition of all of the outstanding common shares of optionsXpress Holdings, Inc. (optionsXpress), an online brokerage firm focused on equity option securities and futures. The optionsXpress brokerage platform provides active investors and traders trading tools, analytics and education to execute a variety of investment strategies.
» More Articles for SCHW

Headlines

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Frank Sands More Than Doubles Stake in LendingCorp May 22 2015 
Odyssey Marine Exploration (OMEX) Strategic Financing Deal, Charles Schwab (SCHW) Robo-Advisor Momen Mar 16 2015 
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 

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Schwab ETF OneSource™ Expands Menu of Commission-Free ETFs and Welcomes J.P. Morgan Asset... Jun 30 2015
A.M. Funds Roundup: Bill Gross Profile; Peltz Targets Pentair; Fund Fees Under Scrutiny Jun 30 2015
Schwab ETF OneSource™ Expands Menu of Commission-Free ETFs and Welcomes J.P. Morgan Asset... Jun 30 2015
RIAs See Continued Growth Trajectory Ahead, with More Than Half Believing the RIA Industry Will Grow... Jun 25 2015
Leader of Schwab Advisor Services Calls on RIAs to Defend Vigorously against Complacency, Beware the... Jun 25 2015
Leader of Schwab Advisor Services Calls on RIAs to Defend Vigorously against Complacency, Beware the... Jun 25 2015
CFA chief's message to fund industry: "Work harder for less" Jun 25 2015
There's More 'Robo' Financial Advice on the Way Jun 25 2015
ETF of ETF Issuers Nears New Highs Jun 24 2015
Charles Schwab Announces Availability of Institutional Intelligent Portfolios – Automated... Jun 23 2015
Charles Schwab Announces Availability of Institutional Intelligent Portfolios – Automated... Jun 23 2015
Millennials and robo-advisors: A perfect match? Jun 22 2015
Millionaires are turning to 'robo advisors' — but only in some parts of the world Jun 21 2015

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