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Insights for Charles Schwab Corporation
New York Stock Exchange: SCHW
01 - Creme De La Creme
Sector: Financial Services & Legal
Industry: Investment Banking & Wealth Management | Brokerage & Trading Platforms
Based on PEG Ratio: 01 - Under Valued
Today's Price
updated on: 		80.18 (0.3%)
Open 80.45 (-0.34%)
High (Upside %) 80.48 (0.37%)
Low (Downside %) 79.3 (1.11%)
P. Close 79.94 (0.3%)
Open-High % 0.04%
Open-Low % 1.43%
Low-High % 1.49%
Previous Data

SCHW is a Stock listed in the US on the New York Stock Exchange under the ticker 'SCHW'

Company Summary

Business Units or Product Lines

Charles Schwab Corporation operates through several business units including Investor Services, Advisor Services, Retirement Plan Services, and Bank and Trust Services. Each unit provides a range of financial products and services such as securities brokerage, banking, and financial advisory.

Business Models for Each Product Line

Charles Schwab generates revenue primarily through interest revenue from client cash balances, asset management fees, and trading commissions. Major expense categories include compensation and benefits for employees, technology and infrastructure costs, and marketing expenses.

Future Opportunities for Growth

Future growth opportunities include expanding its client base through enhanced digital platforms, increasing assets under management by attracting new investors and advisors, and leveraging its banking services to cross-sell products and solutions.

Potential Major Risks

Potential major risks include market volatility impacting trading volumes and asset valuations, regulatory changes affecting financial services, and competitive pressure from both traditional and fintech firms.

Learn More about Charles Schwab Corporation: Company Insights by Algobear (ChatGPT);

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Also read: https://finance.yahoo.com/SCHW/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Profit Margin Operating Margin Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Operating Cash Flow-Display Levered Free Cash Flow-Display % Held by Insiders % Held by Institutions
138.28 B 138280000000.0 138.28 nan B 23.08 18.38 0.95 6.82 3.53 9.41 31.71% 43.85% 20.47 B 20470000000.0 20.47 18.10% nan B 3.3 40.20% 83.54 B 83540000000.0 83.54 59.01 B 59010000000.0 59.01 1.2199 nan B nan B 6.24% 76.39%

source:https://finance.yahoo.com/SCHW/key-statistics

Reading Information

source:https://finance.yahoo.com/SCHW/key-statistics

source:https://www.google.com/finance/quote/SCHW:NYSE

source:https://finance.yahoo.com/SCHW/analysis

source:https://finance.yahoo.com/SCHW/fair-value

source:https://www.nasdaq.com/market-activity/stocks/SCHW/price-earnings-peg-ratios

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 3.03% 1.2% (81.14) 1.32% (81.24) 5.39% (84.5) 5.39% (84.5) 5.39% (84.5) 8.04% (86.63) 20.03% (96.24)
Downside % (low) 15.92% 8.01% (73.76) 17.83% (65.88) 17.83% (65.88) 17.83% (65.88) 23.91% (61.01) 43.88% (45) 73.17% (21.51)
Spread % -12.89% -6.81% -16.51% -12.45% -12.45% -18.52% -35.83% -53.14%

SCHW's price used for computing the stats is 80.18 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.3% 5.29% 8.57% -0.71% -0.93% 18.22% 6.58% 4.88% 166.2%
Last Price 80.18 80.18 80.18 80.18 80.18 80.18 80.18 80.18 80.18
Trend-Previous Close 79.94 76.15 73.85 80.75 80.93 67.82 75.23 76.45 30.12

SCHW's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 1.53% 77.31 0.86% 76.8 3.33% 73.5 81.12
Up 2.27% 77.88 0.86% 76.8 2.43% 75.1 80.65
Down -2.13% 74.53 -2.56% 74.2 0.81% 73.61 75.45
5D Opportunity: SELL-APPROACHING
returns: 5.29% (5.91%), p.close: 76.15
entry: 80.65, exit: 81.12, min.ret: -0.58%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 4.3% 79.42 3.99% 79.19 4.9% 73.82 85.03
Up 5.01% 79.97 4.69% 79.72 4.23% 75.13 84.8
Down -1.27% 75.19 -1.28% 75.17 1.19% 73.83 76.54
5D Opportunity: SELL-APPROACHING
returns: 5.29% (11.36%), p.close: 76.15
entry: 84.8, exit: 85.03, min.ret: -0.26%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.26% 75.95 -0.59% 75.7 6.25% 68.81 83.09
Up 2.84% 78.32 1.09% 76.98 3.53% 74.28 82.35
Down -3.8% 73.26 -2.59% 74.18 4.22% 68.44 78.08
5D Opportunity: SELL-APPROACHING
returns: 5.29% (8.14%), p.close: 76.15
entry: 82.35, exit: 83.09, min.ret: -0.9%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.33% 76.4 -0.09% 76.08 5.18% 70.48 82.32
Up 2.67% 78.18 1.63% 77.39 3.3% 74.42 81.95
Down -2.67% 74.12 -1.72% 74.84 3.14% 70.53 77.7
5D Opportunity: SELL-APPROACHING
returns: 5.29% (7.61%), p.close: 76.15
entry: 81.95, exit: 82.32, min.ret: -0.45%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.69% 76.68 0.21% 76.31 4.85% 71.14 82.22
Up 2.67% 78.18 1.43% 77.24 3.23% 74.49 81.87
Down -2.08% 74.56 -1.01% 75.38 2.8% 71.37 77.76
5D Opportunity: SELL-APPROACHING
returns: 5.29% (7.52%), p.close: 76.15
entry: 81.87, exit: 82.22, min.ret: -0.42%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.22% 76.31 0.25% 76.34 4.65% 71.01 81.62
Up 2.23% 77.85 1.28% 77.13 2.69% 74.77 80.92
Down -2.12% 74.54 -1.06% 75.34 3.13% 70.97 78.11
5D Opportunity: SELL-APPROACHING
returns: 5.29% (6.27%), p.close: 76.15
entry: 80.92, exit: 81.62, min.ret: -0.86%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall 3.75% 76.62 3.6% 76.51 5.44% 70.59 82.65
Up 5.27% 77.74 4.29% 77.02 4.75% 72.48 83.01
Down -5.6% 69.71 -4.81% 70.3 5.63% 63.48 75.95
2W Opportunity: SELL-APPROACHING
returns: 8.57% (12.4%), p.close: 73.85
entry: 83.01, exit: 82.65, min.ret: 0.43%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.02% 73.84 -0.02% 73.84 7.33% 65.72 81.95
Up 4.24% 76.98 3.05% 76.11 4.01% 72.54 81.43
Down -5.93% 69.47 -3.28% 71.42 6.0% 62.83 76.11
2W Opportunity: SELL-APPROACHING
returns: 8.57% (10.26%), p.close: 73.85
entry: 81.43, exit: 81.95, min.ret: -0.65%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.81% 74.45 0.05% 73.88 7.12% 66.56 82.33
Up 4.16% 76.92 2.31% 75.56 4.6% 71.83 82.01
Down -4.42% 70.58 -2.89% 71.71 4.56% 65.53 75.64
2W Opportunity: SELL-APPROACHING
returns: 8.57% (11.05%), p.close: 73.85
entry: 82.01, exit: 82.33, min.ret: -0.39%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.5% 74.96 0.65% 74.33 6.95% 67.26 82.66
Up 4.42% 77.12 2.4% 75.62 4.6% 72.02 82.21
Down -3.38% 71.36 -1.66% 72.62 4.05% 66.87 75.84
2W Opportunity: SELL-APPROACHING
returns: 8.57% (11.32%), p.close: 73.85
entry: 82.21, exit: 82.66, min.ret: -0.55%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.44% 74.18 0.45% 74.19 6.18% 67.33 81.03
Up 3.56% 76.48 2.5% 75.7 3.7% 72.38 80.58
Down -3.4% 71.34 -1.77% 72.54 4.24% 66.64 76.04
2W Opportunity: SELL-APPROACHING
returns: 8.57% (9.11%), p.close: 73.85
entry: 80.58, exit: 81.03, min.ret: -0.56%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -1.11% 79.85 -0.71% 80.18 3.69% 75.38 84.32
Up 4.85% 84.66 3.6% 83.66 3.63% 80.27 89.06
Down -9.45% 73.12 -9.92% 72.74 2.92% 69.59 76.65
1M Opportunity:
returns: -0.71% (-13.82%), p.close: 80.75
entry: 69.59, exit: 75.38, min.ret: 8.32%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.04% 81.59 -0.6% 80.27 7.68% 72.29 90.9
Up 5.95% 85.56 3.57% 83.63 5.22% 79.23 91.89
Down -7.05% 75.06 -7.21% 74.93 4.78% 69.27 80.85
1M Opportunity:
returns: -0.71% (-14.22%), p.close: 80.75
entry: 69.27, exit: 72.29, min.ret: 4.35%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 3.18% 83.32 3.76% 83.79 9.31% 72.04 94.6
Up 7.71% 86.98 7.83% 87.07 5.9% 79.83 94.12
Down -5.45% 76.35 -3.58% 77.86 4.9% 70.41 82.28
1M Opportunity:
returns: -0.71% (-12.8%), p.close: 80.75
entry: 70.41, exit: 72.04, min.ret: 2.31%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.84% 81.43 0.42% 81.09 8.55% 71.08 91.78
Up 5.81% 85.44 3.94% 83.94 5.01% 79.37 91.51
Down -5.62% 76.21 -3.86% 77.63 5.1% 70.04 82.39
1M Opportunity:
returns: -0.71% (-13.27%), p.close: 80.75
entry: 70.04, exit: 71.08, min.ret: 1.49%
Using: 1M trend, 0 Days Left

SCHW's symbol current price is 80.18 (0.3%) as on . Yesterday's close was 79.94. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 56.07% 60.0% 59.09% 50.0% 43.18% 41.27% 47.09%
Open-Low (> 1.0%) 54.29% 60.0% 50.0% 53.03% 46.97% 45.24% 48.81%
Open-Close-Up (> 0.5%) 30.33% 20.0% 36.36% 39.39% 35.61% 35.32% 35.32%
Open-Close-Down (> 0.5%) 55.85% 80.0% 40.91% 40.91% 34.85% 33.33% 32.54%
Low-Close-Up (> 1.0%) 59.44% 60.0% 63.64% 57.58% 48.48% 46.03% 51.59%
High-Close-Down (> 1.0%) 66.8% 80.0% 63.64% 56.06% 45.45% 43.25% 46.16%

SCHW's symbol win percent is computed basis data from date

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