The Charles Schwab Preferred Stock Today
| SCHW-PD Preferred Stock | USD 25.07 0.02 0.08% |
Performance1 of 100
| Odds Of DistressLess than 9
|
Charles Schwab is trading at 25.07 as of the 25th of April 2024, a -0.08 percent decrease since the beginning of the trading day. The preferred stock's lowest day price was 24.92. Charles Schwab has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for The Charles Schwab are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California. The company has 1.35 B outstanding shares of which 68.45 K shares are at this time shorted by private and institutional investors with about 1.22 days to cover all short positions. More on The Charles Schwab
Moving together with Charles Preferred Stock
| 0.94 | SCHW-PJ | Charles Schwab | PairCorr |
| 0.74 | SF-PD | Stifel Financial Corp | PairCorr |
Moving against Charles Preferred Stock
| 0.7 | GAMI | GAMCO Investors | PairCorr |
| 0.58 | SPGZ | Spectrum Group Inter Trending | PairCorr |
| 0.41 | GAHC | Global Arena Holding | PairCorr |
Follow Valuation Odds of Bankruptcy
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Charles Preferred Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Charles Schwab's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Charles Schwab or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Business Concentration | Trading, Capital Markets, Financial Services, Capital Markets, Financial Services (View all Sectors) |
The Charles Schwab (SCHW-PD) is traded on New York Stock Exchange in USA. It is located in 3000 Schwab Way, Westlake, TX, United States, 76262 and employs 35,300 people. Charles Schwab is listed under Trading category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a current market capitalization of 50.82 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Charles Schwab's market, we take the total number of its shares issued and multiply it by Charles Schwab's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Charles Schwab operates under Financial Services sector and is part of Capital Markets industry. The entity has 1.35 B outstanding shares of which 68.45 K shares are at this time shorted by private and institutional investors with about 1.22 days to cover all short positions.
The Charles Schwab has accumulated about 38.3 B in cash with 2.12 B of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 28.84, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Check Charles Schwab Probability Of Bankruptcy
Ownership AllocationCharles Schwab retains a total of 1.35 Billion outstanding shares. Nearly 76.0 percent of Charles Schwab outstanding shares are held by general public with 24.07 % by other corporate entities. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Check Charles Ownership Details
Charles Stock Price Odds Analysis
What are Charles Schwab's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Charles Schwab jumping above the current price in 90 days from now is about 63.06%. The The Charles Schwab probability density function shows the probability of Charles Schwab preferred stock to fall within a particular range of prices over 90 days. Assuming the 90 days trading horizon Charles Schwab has a beta of 0.2118. This usually implies as returns on the market go up, Charles Schwab average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Charles Schwab will be expected to be much smaller as well. Additionally, the Charles Schwab has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Charles Schwab to move above the current price in 90 days from now is about 63.06 (This The Charles Schwab probability density function shows the probability of Charles Preferred Stock to fall within a particular range of prices over 90 days) .
Charles Schwab Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Charles Schwab market risk premium is the additional return an investor will receive from holding Charles Schwab long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Charles Schwab. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Charles Schwab's alpha and beta are two of the key measurements used to evaluate Charles Schwab's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0128 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.27) |
Charles Stock Against Markets
Picking the right benchmark for Charles Schwab preferred stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Charles Schwab preferred stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Charles Schwab is critical whether you are bullish or bearish towards The Charles Schwab at a given time. Please also check how Charles Schwab's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Charles Schwab without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Charles Schwab Corporate Management
Elected by the shareholders, the Charles Schwab's board of directors comprises two types of representatives: Charles Schwab inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Charles. The board's role is to monitor Charles Schwab's management team and ensure that shareholders' interests are well served. Charles Schwab's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Charles Schwab's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Peter Crawford | CFO VP | Profile | |
| Richard Fowler | MD Relations | Profile | |
| Joe Carberry | MD Marketing | Profile | |
| Jonathan Craig | MD Marketing | Profile | |
| Tim Heier | MD CTO | Profile | |
| Catherine Casey | MD HR | Profile | |
| Walter II | CEO CoChairman | Profile |
How to buy Charles Preferred Stock?
Before investing in Charles Schwab, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Charles Schwab. To buy Charles Schwab preferred stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Charles Schwab. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Charles Schwab preferred stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located The Charles Schwab preferred stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased The Charles Schwab preferred stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the preferred stock
It's important to note that investing in stocks, such as The Charles Schwab, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in preferred stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in The Charles Schwab?
The danger of trading The Charles Schwab is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Charles Schwab is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Charles Schwab. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Charles Schwab is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in The Charles Schwab. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Complementary Tools for Charles Preferred Stock analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.
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