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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 3.12
SCHW's Cash to Debt is ranked lower than
70% of the 546 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. SCHW: 3.12 )
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: 3.12
0.95
27.52
Equity to Asset 0.08
SCHW's Equity to Asset is ranked lower than
92% of the 410 Companies
in the Global Capital Markets industry.

( Industry Median: 0.42 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
67% of the 436 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: 3
WACC vs ROIC
10.75%
100.28%
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 (%) 34.30
SCHW's Operating margin (%) is ranked higher than
68% of the 566 Companies
in the Global Capital Markets industry.

( Industry Median: 16.00 vs. SCHW: 34.30 )
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: 34.3
4.12
39.25
Net-margin (%) 21.42
SCHW's Net-margin (%) is ranked higher than
58% of the 573 Companies
in the Global Capital Markets industry.

( Industry Median: 14.66 vs. SCHW: 21.42 )
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: 21.42
2.66
48.2
ROE (%) 10.69
SCHW's ROE (%) is ranked higher than
61% of the 587 Companies
in the Global Capital Markets industry.

( Industry Median: 7.24 vs. SCHW: 10.69 )
Ranked among companies with meaningful ROE (%) only.
SCHW' s 10-Year ROE (%) Range
Min: 2.67  Med: 16.41 Max: 55.08
Current: 10.69
2.67
55.08
ROA (%) 0.86
SCHW's ROA (%) is ranked lower than
64% of the 597 Companies
in the Global Capital Markets industry.

( Industry Median: 2.32 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
Revenue Growth (3Y)(%) 6.30
SCHW's Revenue Growth (3Y)(%) is ranked higher than
58% of the 457 Companies
in the Global Capital Markets industry.

( Industry Median: 1.60 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 318 Companies
in the Global Capital Markets industry.

( Industry Median: 2.70 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
61% of the 312 Companies
in the Global Capital Markets industry.

( Industry Median: 4.60 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

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

Jim Simons 250,900 sh (New)
Louis Moore Bacon 200,000 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%)
First Eagle Investment 900 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Chuck Royce 112,156 sh (unchged)
Dodge & Cox 93,165,777 sh (unchged)
Mario Gabelli 100,000 sh (unchged)
Caxton Associates Sold Out
Stanley Druckenmiller 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)
Ken Heebner Sold Out
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Louis Moore Bacon 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
Q2 2015

SCHW Guru Trades in Q2 2015

Ken Heebner 3,090,000 sh (New)
George Soros 1,959,665 sh (New)
Ray Dalio 39,200 sh (New)
Ken Fisher 6,706 sh (New)
Steve Mandel 748,520 sh (New)
Lou Simpson 12,029,706 sh (+47.91%)
Dodge & Cox 95,108,862 sh (+0.46%)
Ron Baron 9,184,959 sh (+0.25%)
Pioneer Investments 1,582,699 sh (+0.05%)
Tom Gayner 1,057,000 sh (unchged)
First Eagle Investment 900 sh (unchged)
PRIMECAP Management 60,570,527 sh (-0.57%)
Bill Frels 85,508 sh (-0.66%)
Chuck Royce 100,200 sh (-1.96%)
Mario Gabelli 98,000 sh (-2.15%)
Chris Davis 17,007,813 sh (-2.34%)
Murray Stahl 27,798 sh (-2.80%)
Frank Sands 42,836,362 sh (-2.99%)
Glenn Greenberg 8,760,395 sh (-4.70%)
Jeremy Grantham 260,100 sh (-18.26%)
» 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
SCHWPRB25.105.98Deposit Shs Repr 6% Non-Cum Perp Pfd Shs Series -B-
SCHWpC24.990.00

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. (NYSE: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

Top Ranked Articles about Charles Schwab Corp

Lou Simpson Boosts Stake in Charles Schwab
Warren Buffett (Trades, Portfolio) once dedicated a section of his annual letter to shareholders to Lou Simpson (Trades, Portfolio), who was Buffett’s chief investment officer at Geico for more than a decade. The section about Simpson was titled “Portrait of a Disciplined Investor.” When Simpson retired in 2010, he managed more than $4 billion worth of stocks. Read more...
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) 32.06
SCHW's P/E(ttm) is ranked lower than
74% of the 447 Companies
in the Global Capital Markets industry.

( Industry Median: 17.70 vs. SCHW: 32.06 )
Ranked among companies with meaningful P/E(ttm) only.
SCHW' s 10-Year P/E(ttm) Range
Min: 8.86  Med: 26.34 Max: 57.7
Current: 32.06
8.86
57.7
Forward P/E 22.73
SCHW's Forward P/E is ranked lower than
83% of the 123 Companies
in the Global Capital Markets industry.

( Industry Median: 15.04 vs. SCHW: 22.73 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 32.20
SCHW's PE(NRI) is ranked lower than
74% of the 448 Companies
in the Global Capital Markets industry.

( Industry Median: 17.70 vs. SCHW: 32.20 )
Ranked among companies with meaningful PE(NRI) only.
SCHW' s 10-Year PE(NRI) Range
Min: 11.47  Med: 28.04 Max: 51.18
Current: 32.2
11.47
51.18
P/B 3.52
SCHW's P/B is ranked lower than
81% of the 483 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. SCHW: 3.52 )
Ranked among companies with meaningful P/B only.
SCHW' s 10-Year P/B Range
Min: 1.79  Med: 3.59 Max: 8.3
Current: 3.52
1.79
8.3
P/S 6.55
SCHW's P/S is ranked lower than
68% of the 551 Companies
in the Global Capital Markets industry.

( Industry Median: 3.34 vs. SCHW: 6.55 )
Ranked among companies with meaningful P/S only.
SCHW' s 10-Year P/S Range
Min: 2.65  Med: 4.96 Max: 7.47
Current: 6.55
2.65
7.47
PFCF 53.87
SCHW's PFCF is ranked lower than
91% of the 193 Companies
in the Global Capital Markets industry.

( Industry Median: 11.15 vs. SCHW: 53.87 )
Ranked among companies with meaningful PFCF only.
SCHW' s 10-Year PFCF Range
Min: 5.77  Med: 20.17 Max: 134.9
Current: 53.87
5.77
134.9
POCF 36.55
SCHW's POCF is ranked lower than
88% of the 225 Companies
in the Global Capital Markets industry.

( Industry Median: 9.73 vs. SCHW: 36.55 )
Ranked among companies with meaningful POCF only.
SCHW' s 10-Year POCF Range
Min: 5.37  Med: 16.81 Max: 176.63
Current: 36.55
5.37
176.63
EV-to-EBIT 16.56
SCHW's EV-to-EBIT is ranked lower than
56% of the 421 Companies
in the Global Capital Markets industry.

( Industry Median: 14.89 vs. SCHW: 16.56 )
Ranked among companies with meaningful EV-to-EBIT only.
SCHW' s 10-Year EV-to-EBIT Range
Min: -15  Med: 12.20 Max: 26.2
Current: 16.56
-15
26.2
PEG 2.40
SCHW's PEG is ranked lower than
71% of the 95 Companies
in the Global Capital Markets industry.

( Industry Median: 1.36 vs. SCHW: 2.40 )
Ranked among companies with meaningful PEG only.
SCHW' s 10-Year PEG Range
Min: 0.41  Med: 1.25 Max: 10.61
Current: 2.4
0.41
10.61
Shiller P/E 39.67
SCHW's Shiller P/E is ranked lower than
84% of the 206 Companies
in the Global Capital Markets industry.

( Industry Median: 20.54 vs. SCHW: 39.67 )
Ranked among companies with meaningful Shiller P/E only.
SCHW' s 10-Year Shiller P/E Range
Min: 9.97  Med: 27.38 Max: 56.09
Current: 39.67
9.97
56.09
Days Sales Outstanding 1.00
SCHW's Days Sales Outstanding is ranked higher than
96% of the 449 Companies
in the Global Capital Markets industry.

( Industry Median: 59.72 vs. SCHW: 1.00 )
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: 1
21.64
1427.37

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.78
SCHW's Dividend Yield is ranked lower than
91% of the 505 Companies
in the Global Capital Markets industry.

( Industry Median: 2.75 vs. SCHW: 0.78 )
Ranked among companies with meaningful Dividend Yield only.
SCHW' s 10-Year Dividend Yield Range
Min: 0.51  Med: 0.97 Max: 2.23
Current: 0.78
0.51
2.23
Dividend Payout 0.25
SCHW's Dividend Payout is ranked higher than
96% of the 309 Companies
in the Global Capital Markets industry.

( Industry Median: 0.42 vs. SCHW: 0.25 )
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: 0.25
0.04
1.1
Yield on cost (5-Year) 0.79
SCHW's Yield on cost (5-Year) is ranked lower than
89% of the 507 Companies
in the Global Capital Markets industry.

( Industry Median: 3.08 vs. SCHW: 0.79 )
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: 0.97 Max: 2.23
Current: 0.79
0.51
2.23
Share Buyback Rate -2.30
SCHW's Share Buyback Rate is ranked lower than
52% of the 326 Companies
in the Global Capital Markets industry.

( Industry Median: -1.80 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 3.99
SCHW's Price/Tangible Book is ranked lower than
80% of the 455 Companies
in the Global Capital Markets industry.

( Industry Median: 1.22 vs. SCHW: 3.99 )
Ranked among companies with meaningful Price/Tangible Book only.
SCHW' s 10-Year Price/Tangible Book Range
Min: 2.28  Med: 4.95 Max: 23.9
Current: 3.99
2.28
23.9
Price/Projected FCF 1.65
SCHW's Price/Projected FCF is ranked lower than
68% of the 198 Companies
in the Global Capital Markets industry.

( Industry Median: 1.21 vs. SCHW: 1.65 )
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: 1.65
0.9
10.94
Price/DCF (Earnings Based) 2.74
SCHW's Price/DCF (Earnings Based) is ranked lower than
93% of the 14 Companies
in the Global Capital Markets industry.

( Industry Median: 1.57 vs. SCHW: 2.74 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 1.32
SCHW's Price/Median PS Value is ranked lower than
72% of the 483 Companies
in the Global Capital Markets industry.

( Industry Median: 1.01 vs. SCHW: 1.32 )
Ranked among companies with meaningful Price/Median PS Value only.
SCHW' s 10-Year Price/Median PS Value Range
Min: 0.47  Med: 0.89 Max: 3.59
Current: 1.32
0.47
3.59
Price/Peter Lynch Fair Value 1.84
SCHW's Price/Peter Lynch Fair Value is ranked lower than
73% of the 71 Companies
in the Global Capital Markets industry.

( Industry Median: 0.94 vs. SCHW: 1.84 )
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: 1.89 Max: 29.75
Current: 1.84
0.61
29.75
Price/Graham Number 2.23
SCHW's Price/Graham Number is ranked lower than
82% of the 295 Companies
in the Global Capital Markets industry.

( Industry Median: 0.97 vs. SCHW: 2.23 )
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: 2.23
1.29
9.8
Earnings Yield (Greenblatt) (%) 6.07
SCHW's Earnings Yield (Greenblatt) (%) is ranked higher than
58% of the 565 Companies
in the Global Capital Markets industry.

( Industry Median: 4.50 vs. SCHW: 6.07 )
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: 6.07
3.8
7370.3
Forward Rate of Return (Yacktman) (%) 20.14
SCHW's Forward Rate of Return (Yacktman) (%) is ranked higher than
74% of the 183 Companies
in the Global Capital Markets industry.

( Industry Median: 4.75 vs. SCHW: 20.14 )
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: 12.30 Max: 33.3
Current: 20.14
-9.5
33.3

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 6,418 7,422 8,497
EPS($) 1.03 1.35 1.66
EPS without NRI($) 1.03 1.35 1.66

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

Articles On GuruFocus.com
Lou Simpson Boosts Stake in Charles Schwab Aug 25 2015 
Ken Heebner Invests in Financial Services Stocks in Second Quarter Aug 20 2015 
Weekly 52-Week Highs Highlight: SCHW, LUX, UA, WFC Aug 03 2015 
Barac Value Fund Q2 2015 – Details Twitter Investments Jul 30 2015 
Dodge & Cox Global Stock Fund Second-Quarter Commentary 2015 Jul 16 2015 
Glenn Greenberg Adds to Familiar Stakes in First Quarter Jun 11 2015 
Glenn Greenberg's Trades In Q1 2015 Jun 11 2015 
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 

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