NYSE:SCHW (USA) Also Trade In: Austria Brazil Germany Mexico UK

Charles Schwab Corp $ 67.71 0.14 (0.21%)

Volume:
5,619,401
Avg Vol (1m):
7,720,093
Market Cap $:
127.65 Bil
Enterprise Value $:
108.66 Bil
PE Ratio:
32.11
PB Ratio:
2.64
Warning! GuruFocus has detected 2 Severe warning signs with SCHW. Click here to check it out.
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Charles Schwab Corp News and Headlines -

GuruFocus Articles Total 228
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The stock is up more than 28%

Shares of global investment broker Interactive Brokers Inc. (IBKR) are up more than 28% this year and 122% since bottoming on March 23, 2020. The company's performance this year follows an impressive performance in 2020 amid increased trading activity.

The rally has pushed the valuation of the stock to a price-earnings ratio of 32.28, which is considerably high based on the Peter Lynch fair value.

Its stock also appears relatively expensive when compared with Virtu Financial Inc.'s (VIRT) price-earnings ratio of 5.74. On the other hand, Charles Schwab Corp. (SCHW) trades

162 Views    Nicholas Kitonyi    2021-03-15 22:13
Firm's largest sales of the 4th quarter

Glenn Greenberg (Trades, Portfolio)'s Brave Warrior Advisors, LLC sold shares of the following stocks during the fourth quarter, which ended on Dec. 31.

Alphabet

The Alphabet Inc. (GOOG) position was trimmed by 15.48%, impacting the portfolio by -0.80%.

The Internet media giant has a market cap of $1.37 trillion and an enterprise value of $1.26 trillion.

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GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 19.21% and return on assets of 13.92% are outperforming 76% of companies in the interactive

31 Views    Tiziano Frateschi    2021-03-02 15:30
Discussion of markets and holdings

We hope you have managed through the difficulties of 2020 as safely and healthily as possible.

In the fourth quarter, the AMG Yacktman Fund (Trades, Portfolio) (the Fund) returned 20.46%, outperforming the 16.25% return for its primary benchmark, the Russell 1000® Value Index. In 2020 we delivered strong results in the Fund compared to the Russell 1000® Value Index with the Fund appreciating 15.28%, significantly outperforming the Russell 1000® Value benchmark, which was up 2.80%.

The Fund performed exceptionally well during the fourth quarter as stocks moved higher following the U.S. presidential election results and positive vaccine

100 Views    Sydnee Gatewood    2021-02-10 20:54
Insiders load up on Texas Instruments, Charles Schwab, Crown Castle International and Fastenal

The largest insider buys this week were in Texas Instruments Inc. (TXN), Charles Schwab Corp. (SCHW), Crown Castle International Corp. (CCI) and Fastenal Co. (FAST).

Texas Instruments director bought 5,975 shares

Director Martin S. Craighead bought 5,975 shares of Texas Instruments (TXN) on Jan. 28 for an average price of $166.91. The share price has increased by 1.81% since then.

Texas Instruments is an American technology company that focuses on designing and manufacturing semiconductors and integrated circuits, which it then sells to electronics designers and manufacturers. The company is one of the top 10 semiconductor companies worldwide, based on sales

183 Views    Shuda Xia    2021-02-06 22:20
Texas-based firm releases quarterly portfolio

Yacktman Asset Management (Trades, Portfolio), an investment firm based in Austin, Texas, disclosed this week that its top four buys during the fourth quarter of 2020 were in Charles Schwab Corp. (SCHW), Tyson Foods Inc. (TSN), Ingredion Inc. (INGR) and Unilever PLC (UL).

Led by Stephen Yacktman, the firm seeks long-term capital appreciation by investing in companies with at least one of three key criteria: good business, shareholder-oriented management and low purchase price. Yacktman looks for growth companies with good value.

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As of December 2020, Yacktman's $8.09 billion equity portfolio contains 61

581 Views    James Li    2021-02-02 19:25
Guru stock highlight

Shares of brokerage firm The Charles Schwab Corp. (SCHW) rose in the quarter. The company has been integrating its recent acquisition of TD Ameritrade. The combined company should result in improved services as it cross-sells products to clients of Schwab and TD Ameritrade as well as expense synergies that should lower the cost of operation per custodial asset to industry-leading levels. Finally, Schwab has maintained an impressive mid-single-digit organic growth rate. Once interest rates eventually rise, Schwab's profitability should improve significantly.

From [url=https://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron]Ron Baron[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=Ron+Baron]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=Ron+Baron]Portfolio[/url])'s Baron Partners Fund fourth-quarter 2020 shareholder letter.

86 Views    Sydnee Gatewood    2021-01-28 20:46
Discussion of markets and holdings

Dear Baron Partners Fund Shareholder:

Performance

Baron Partners Fund (the "Fund") rose substantially in the final quarter of 2020 and outpaced its comparable benchmarks and peer group. The Fund gained 42.87% (Institutional Shares) in the quarter. The Russell Midcap Growth Index (the "Index") and S&P 500 Index were up 19.02% and 12.15%, respectively. The Morningstar Mid-Cap Growth Category Average rose 21.03%.

The Fund's quarterly performance caps an excellent year on both an absolute and relative basis. The Fund rebounded considerably since the depths of the COVID-19-induced market panic in March and that strong performance continued throughout the latter part of

113 Views    Sydnee Gatewood    2021-01-28 20:34
Company's accounts approach 30 million

In its first earnings report since acquiring TD Ameritrade in October, Charles Schwab Corp. (SCHW) recorded strong results for fourth-quarter and full-year 2020 before the opening bell on Tuesday.

As trading activity surged in the final months of the year, the Westlake, Texas-based brokerage company posted adjusted earnings of 74 cents per share for the quarter ended Dec. 31, topping Refinitiv's estimates of 71 cents by a hair. Revenue of $4.18 billion grew 60% from the prior-year quarter and also surpassed analysts' expectations of $4.01 billion.

For the full year, Charles Schwab recorded earnings of $2.45 per share on $11.7

177 Views    Sydnee Gatewood    2021-01-19 20:41
Texas-based fund adds Charles Schwab, slims Disney and Fox holdings

The Yacktman Fund (Trades, Portfolio), part of Austin, Texas-based Yacktman Asset Management (Trades, Portfolio), disclosed this week that its top five trades during the fourth quarter of 2020 included new positions in Charles Schwab Corp. (SCHW) and Tyson Foods Inc. (TSN) and three position reductions: Samsung Electronics Co. Ltd. (XKRX:005935), Fox Corp. (FOXA)(FOX) and Walt Disney Co. (DIS).

Managed by Stephen Yacktman and Jason Subotky, the fund seeks long-term capital appreciation by investing in stocks in which some, but not all, pay dividends. The fund managers look for three key characteristics of companies: good

493 Views    James Li    2021-01-18 22:41
Discussion of markets and holdings

The Dodge & Cox Stock Fund had a total return of 20.9% for the fourth quarter of 2020, compared to 12.1% for the S&P 500 Index and 16.3% for the Russell 1000 Value Index. For 2020, the Fund had a total return of 7.2%, compared to 18.4% for the S&P 500 and 2.8% for the Russell 1000 Value.

Investment Commentary

The U.S. equity market was extremely volatile in 2020. During the first quarter, concerns about the coronavirus (COVID-19) pandemic abruptly ended the longest stock market bull run in U.S. history. U.S. equities fell sharply in the first quarter, but from

99 Views    Sydnee Gatewood    2021-01-18 22:35
Fund releases 4th-quarter portfolio

The Yacktman Focused Fund (Trades, Portfolio) disclosed its fourth-quarter portfolio earlier this week.

Part of Austin, Texas-based Yacktman Asset Management (Trades, Portfolio), the fund is managed by Stephen Yacktman and Jason Subotky. It primarily invests in large-cap U.S. companies to generate long-term capital appreciation and current income. When picking stocks, the portfolio managers look for good businesses that have shareholder-oriented management teams and are trading at low prices.

With these criteria in mind, the firm entered new positions in Charles Schwab Corp. (SCHW) and Tyson Foods Inc. (TSN). Other notable trades included a reduction

300 Views    Sydnee Gatewood    2021-01-18 20:40
Discussion of markets and holdings

The Oakmark Fund achieved a 24% return during the fourth quarter, significantly outperforming the S&P 500 Index's return of 12% over the same time period. Enthusiasm about the efficacy and timing of the Covid-19 vaccines benefitted many of our most economically sensitive, cyclical holdings during the quarter. For the calendar year 2020, the Oakmark Fund returned 13% versus the 18% return for the S&P 500. While we still have some work ahead of us to close the performance gap against the S&P 500, we're encouraged by the Fund's recent performance and are happy to report that it achieved an all-time

114 Views    Sydnee Gatewood    2021-01-11 20:39
The Home Depot tops the list

According to the GuruFocus All-in-One Screener, a Premium feature, the following companies have high business predictability ratings and wide margins of safety as of Dec. 28.

The Home Depot

The Home Depot Inc. (HD) has a five-star business predictability rating and, according to the discounted cash flow calculator, an 17.94% margin of safety at an average price of $270 per share.

The home improvement specialty retailer has a market cap of $290 billion and an enterprise value of $317 billion. Over the past five years, its revenue and earnings per share have increased 6.10% and 17.80%, respectively.

Over

274 Views    Tiziano Frateschi    2020-12-28 20:14
Paul Tudor Jones' firm puts the spotlight on acquisition plays

Tudor Investment Corp. recently disclosed its portfolio updates for the third quarter of 2020, which ended on Sept. 30.

Founded by Paul Tudor Jones (Trades, Portfolio) II in 1980, Tudor Investment has since grown into a global firm with offices in Connecticut, New York, Palm Beach, London, Singapore and Sydney. The firm is perhaps best known for its discretionary macro trading, and it focuses on model-driven and systematic investment approaches. The firm believes that it is necessary to continuously innovate its strategies in order to keep and expand its edge in ever-evolving markets.

Based on its investing

350 Views    Margaret Moran    2020-11-30 22:56
Nasdaq down 0.47%

The Dow Jones Industrial Average closed at 28,494.20 on Thursday with a loss of 19.80 points or -0.07%. The S&P 500 closed at 3,483.34 for a loss of 5.33 points or -0.15%. The Nasdaq Composite closed at 11,713.87 for a loss of 54.86 points or -0.47%. The VIX Volatility Index was higher at 26.95 with a gain of 0.55 points or 2.08%.

Thursday's market movers

The major U.S. indexes closed lower for a third day. Investors were watching coronavirus cases and resurgence reports with fears of a second wave affecting the economy. Nearly half of U.S. states reported more than

80 Views    Julie Young    2020-10-15 21:36
According to GuruFocus' new valuation tool, these stocks could represent value opportunities

GuruFocus has recently developed the GuruFocus Fair Value Line, a unique method of estimating the intrinsic value of a stock.

Building off of the popular Peter Lynch chart, which compares a stock's current price to how much its earnings per share would be worth if it traded at a price-earnings ratio of 15, the GF Value Line seeks to take more than price alone into account when attempting to determine value. This new metric considers the following three categories of information:

  1. Historical price-earnings, price-book, price-sales and price-to-free-cash-flow ratios.
  2. A GuruFocus adjustment factor based on the company's past returns
3699 Views    Margaret Moran    2020-09-15 21:56
Firm's largest sales of the 2nd quarter

Al Gore (Trades, Portfolio)'s Generation Investment Management LLP manages a $17.34 billion equity portfolio composed of 39 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter.

Charles Schwab

The fund reduced its position in Charles Schwab Corp. (SCHW) by 18.08%. The trade had an impact of -1.40% on the portfolio.

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The company, which operates in the brokerage, banking and asset-management businesses, has a market cap of $45.64 billion and an enterprise value of $25.86 billion.

135 Views    Tiziano Frateschi    2020-08-28 14:29
Firm's largest sales of the 2nd quarter

Glenn Greenberg (Trades, Portfolio)'s Brave Warrior Advisors, LLC manages a $2.01 billion equity portfolio composed of 21 stocks as of the quarter's end. The firm sold shares of the following stocks during the second quarter.

UnitedHealth

The fund reduced its position in UnitedHealth Group Inc. (UNH) by 37.1%. The trade had an impact of -1.4% on the portfolio.

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The private provider of health insurance has a market cap of $293 billion and an enterprise value of $316 billion.

GuruFocus gives the company a profitability and growth rating of 9 out

79 Views    Tiziano Frateschi    2020-08-27 13:53
Former US vice president's firm releases quarterly portfolio

Generation Asset Management, the firm founded by David Blood and Al Gore (Trades, Portfolio), disclosed this month that its top five trades in the second quarter included increased bets in Becton, Dickinson and Co. (BDX), Palo Alto Networks Inc. (PANW) and Varian Medical Systems Inc. (VAR), and position reductions in Charles Schwab Corp. (SCHW) and MercadoLibre Inc. (MELI).

The former Vice President of the United States co-founded the London-based firm in 2004, seeking long-term capital appreciation through fundamental analysis and bottom-up stock picking. Generation focuses on sustainability within markets with companies that strategically manage their economic, social

389 Views    James Li    2020-08-24 21:41
You can get both value and growth in the stock market

The philosopher’s stone was a myth; so was the fountain of youth. But here’s something that sounds unlikely, yet is feasible. You can get both value and growth in the stock market.

Value investors seek bargains. Growth investors seek companies with fast-growing earnings.

There’s an inherent tension there. Bargain-priced stocks are ones with visible problems. Growth stocks are ones enjoying success. But sometimes you can find a little of each, and that’s often a good strategy.

For this discussion, I define a value stock as one selling for 15 times per-share earnings or less. I define a growth stock as

180 Views    John Dorfman    2020-07-27 13:59

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2021-04-09 $ 67.57 (1.09%)
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