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Charles Schwab (SCHW)

(Delayed Data from NYSE)

$74.89 USD

-0.30 (-0.40%)

Updated Apr 25, 2024 04:00 PM ET

After-Market: $74.79 -0.10 (-0.13%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank	Definition	Annualized Return
1	Strong Buy	24.20%
2	Buy	18.04%
3	Hold	9.52%
4	Sell	5.20%
5	Strong Sell	2.60%
S&P	500	11.13%

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3-Hold of 5 3

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score	A
Growth Score	A
Momentum Score	A
VGM Score	A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

D Value F Growth C Momentum F VGM

Industry Rank:

Top 13% (33 out of 252)

Industry: Financial - Investment Bank

View All Zacks #1 Ranked Stocks

Better trading starts here.

Research for SCHW

Annual Key Company Metrics
Quarterly Key Company Metrics

Revenue - Line of Business Segments	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Net Revenue: Asset management and...		2,563	2,055	1,961	--	--
Net Revenue: Asset management and...		254	244	259	--	--
Net revenues: Asset management an...		--	63	61	--	--
Net revenues: Net interest revenu...		9,427	10,682	8,030	6,113	6,516
Net revenues: Asset management an...		4,756	4,216	4,274	3,475	3,211
Net revenues: Trading revenue [$M...		3,230	3,673	4,152	1,416	752
Net revenues: Bank deposit accoun...		705	1,409	1,315	355	--
Net revenues: Other [$M]		719	782	749	332	242
Net revenues: Asset management an...		1,034	442	131	478	--
Net revenues: Asset management an...		382	364	380	300	--
Net revenues: Asset management an...		--	--	--	--	--
Net revenues: Asset management an...		1,868	1,854	1,993	1,443	--
Net Revenue: Asset management and...		490	647	726	--	--
NFM - Operating & Non Financial Metrics	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Core net new client assets [$B]		--	428	--	--	--
Full-time equivalent employees (a...		33,000	35,300	33,400	32,000	19,700
Tier 1 Capital/Risk-Weighted Asse...		32	29	27	25	23
Leverage Ratio [%]		9	7	6	6	7
Average revenue earned per revenu...		--	3	3	2	7
New brokerage accounts [K]		3,806	4,044	1,318	15,774	1,568
Banking accounts [K]		--	1,716	1,499	1,499	1,390
Average Interest Earning Assets [...		471	594	548	376	269
Total client assets [$B]		8,517	7,050	8,138	6,692	4,039
Clients daily average trades - To...		5,394	5,925	6,102	2,603	749
Net new client assets [$B]		337	407	135	1,691	223
Average Client Assets - Schwab mo...		392	180	156	--	--
Average Client Assets - Schwab eq...		472	433	424	--	--
Average Client Assets - Mutual Fu...		249	202	229	--	--
Average Client Assets - Total adv...		555	531	542	--	--
Net interest margin [%]		2	2	1	2	--
Active brokerage accounts [K]		34,838	33,758	33,165	29,629	12,333
Workplace Plan Participant Accoun...		--	2,351	2,200	2,054	1,748
Client assets - Schwab One other ...		--	459	566	458	257
Client assets - Total mutual fund...		2,329	1,936	2,316	2,100	1,567
Client assets - Equity and other ...		3,164	3,260	3,260	2,505	1,286
Client assets - Fixed income secu...		780	593	356	377	327
Client assets - Margin loans outs...		-63	-63	-87	-61	-20
Client assets - Schwab Investor S...		4,519	3,682	4,401	3,668	2,131
Client assets - Schwab Advisor Se...		3,998	3,368	3,737	3,024	1,908
Client assets - Proprietary Mutua...		663	433	--	319	323
Client assets - Mutual Fund Marke...		1,666	1,504	1,987	1,781	1,244

Revenue - Line of Business Segments	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Net Revenue: Asset management and...		--	--	666	630	585
Net Revenue: Asset management and...		--	--	64	63	62
Net revenues: Asset management an...		--	--	18	16	18
Net revenues: Net interest revenu...		2,233	2,130	2,237	2,290	2,770
Net revenues: Asset management an...		1,348	1,241	1,224	1,173	1,118
Net revenues: Trading revenue [$M...		817	767	768	803	892
Net revenues: Bank deposit accoun...		183	174	205	175	151
Net revenues: Other [$M]		159	147	172	215	185
Net revenues: Asset management an...		336	299	270	252	213
Net revenues: Asset management an...		107	98	99	94	91
Net revenues: Asset management an...		--	--	--	--	--
Net revenues: Asset management an...		503	475	476	464	453
Net Revenue: Asset management and...		--	--	170	133	133
NFM - Operating & Non Financial Metrics	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Core net new client assets [$B]		--	--	46	52	132
Full-time equivalent employees (a...		32,600	33,000	35,900	36,600	36,000
Tier 1 Capital/Risk-Weighted Asse...		--	--	31	30	28
Leverage Ratio [%]		--	--	8	8	7
Average revenue earned per revenu...		2	2	2	2	2
New brokerage accounts [K]		1,094	910	894	960	1,042
Banking accounts [K]		1,885	1,838	1,799	1,781	1,746
Average Interest Earning Assets [...		437	441	454	485	505
Total client assets [$B]		9,118	8,517	7,825	8,016	7,580
Clients daily average trades - To...		5,958	5,192	5,218	5,272	5,895
Net new client assets [$B]		88	66	48	72	151
Average Client Assets - Schwab mo...		500	461	414	376	316
Average Client Assets - Schwab eq...		540	486	485	465	451
Average Client Assets - Mutual Fu...		315	290	255	229	222
Average Client Assets - Total adv...		612	564	566	551	537
Net interest margin [%]		3	2	2	2	2
Active brokerage accounts [K]		35,301	34,838	34,540	34,382	34,120
Workplace Plan Participant Accoun...		--	--	2,463	2,443	2,379
Client assets - Schwab One other ...		348	368	353	384	409
Client assets - Total mutual fund...		2,482	2,329	2,164	2,192	2,091
Client assets - Equity and other ...		3,468	3,164	2,886	3,003	2,772
Client assets - Fixed income secu...		779	780	747	126	685
Client assets - Margin loans outs...		-68	-63	-65	-63	-61
Client assets - Schwab Investor S...		4,852	4,519	4,158	4,268	4,002
Client assets - Schwab Advisor Se...		4,266	3,998	3,667	3,748	3,578
Client assets - Proprietary Mutua...		722	663	604	566	521
Client assets - Mutual Fund Marke...		1,760	1,666	1,560	1,626	1,570

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