I'm reaffirming my prior buy rating on Charles Schwab from fall 2024, after a modified and updated research approach considering new data. New client money growth, new loans, trading volume, and a diversified business model presents an appealing growth case for Schwab. Strong cashflow powering a proven dividend growth, and earnings driven by strong profit margins within its sector, are additional positives.
Charles Schwab's client surveys have been showing a trend: retail investors are turning away from individual names and buying ETFs. In the video above, Charles Schwab head trading and derivatives strategist Joe Mazzola explains why the phenomenon may be occurring.
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab is named a Civic 50 honoree for the ninth consecutive year by Points of Light.
![]() SWG 1 month ago | Other | €0.23 Per Share |
![]() SWG 4 months ago | Other | €0.23 Per Share |
![]() SWG 7 months ago | Other | €0.22 Per Share |
![]() SWG 10 months ago | Other | €0.22 Per Share |
![]() SWG 9 May 2024 | Other | €0.22 Per Share |
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![]() SWG 1 month ago | Other | €0.23 Per Share |
![]() SWG 4 months ago | Other | €0.23 Per Share |
![]() SWG 7 months ago | Other | €0.22 Per Share |
![]() SWG 10 months ago | Other | €0.22 Per Share |
![]() SWG 9 May 2024 | Other | €0.22 Per Share |
14 Jul 2025 (28 Days) Date | | - Cons. EPS | - EPS |
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Financial - Capital Markets Industry | Financial Services Sector | Mr. Richard Andrew Wurster C.F.A., CFA, CMT CEO | XSTU Exchange | US8085131055 ISIN |
US Country | 32,100 Employees | 9 May 2025 Last Dividend | 31 May 2000 Last Split | 22 Sep 1987 IPO Date |
The Charles Schwab Corporation, established in 1971 and headquartered in Westlake, Texas, operates as a vital player in the financial services sector both within the United States and globally. As a savings and loan holding company, it primarily delivers a wide range of financial services including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company caters to its diverse clientele through two main segments: Investor Services and Advisor Services, providing comprehensive financial solutions through both digital platforms and a network of branch offices.
These accounts offer access to trading in equity and fixed income, margin lending, options trading, futures and forex trading, coupled with cash management features like certificates of deposit.
The Charles Schwab Corporation provides access to third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, including mutual fund trading and clearing services to broker-dealers.
ETFs are available for trading, offering investors a flexible option to invest in diversified asset classes.
This service includes managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management.
The company offers banking products such as checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines.
These services include trust custody, personal trust reporting, and administrative trustee services, catering to the needs of individuals requiring professional management and safekeeping of assets.
Schwab provides integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access, along with self-service education and support tools, and online research and analysis tools.
They offer full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights, tailored to equity compensation plan sponsors.
This encompasses services designed to support the administration and management of retirement plans.
These services facilitate mutual fund clearing and provide advisor services, which include interactive tools and educational content, to help advisors better serve their clients.