Charles Stock Today

SCHW -  USA Stock  

USD 62.55  0.72  1.14%

Market Performance
0 of 100
Odds Of Distress
Less than 38
Charles Schwab is selling for under 62.55 as of the 19th of May 2022; that is -1.14 percent decrease since the beginning of the trading day. The stock's lowest day price was 61.96. Charles Schwab has about a 38 percent probability of financial distress in the next few years of operation and has generated negative returns over 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 29th of May 2020 and ending today, the 19th of May 2022. Click here to learn more.
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. The company has 1.81 B outstanding shares of which 14.15 M shares are at this time shorted by private and institutional investors with about 1.49 trading days to cover. More on The Charles Schwab
Follow Valuation Odds of Bankruptcy
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Charles Schwab 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Charles Schwab generated a negative expected return over the last 90 days
The company currently holds 31.86 B in liabilities with Debt to Equity (D/E) ratio of 0.57, which is about average as compared to similar companies. Charles Schwab has a current ratio of 0.41, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Charles Schwab until it has trouble settling it off, either with new capital or with free cash flow. So, Charles Schwab's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Charles Schwab sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Charles to invest in growth at high rates of return. When we think about Charles Schwab's use of debt, we should always consider it together with cash and equity.
Over 89.0% of Charles Schwab shares are owned by institutional investors
Latest headline from www.marketwatch.com: Charles Schwab Corp. stock rises Tuesday, still underperforms market - MarketWatch
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Thematic Classifications
Active investing themes Charles currently participates. An investing theme is an unweighted collection of funds, stocks, ETFs or cryptocurrencies
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Average Analyst Recommendation
Analysts covering Charles Schwab report their recommendations after researching Charles Schwab's financial statements, talking to executives and customers, or listening in on Charles Schwab's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Charles Schwab. The Charles consensus assessment is calculated by taking the average forecast from all of the analysts covering Charles Schwab.
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Charles Schwab's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldUndervalued
The Charles Schwab (SCHW) is traded on New York Stock Exchange in USA and employs 33,400 people. The company currently falls under 'Mega-Cap' category with current market capitalization of 121.07 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 these looking for more risk prefer small-cap and mid-cap equities. Charles Schwab conducts business under Financial Services sector and is part of Capital Markets industry. The entity has 1.81 B outstanding shares of which 14.15 M shares are at this time shorted by private and institutional investors with about 1.49 trading days to cover. The Charles Schwab currently holds about 119.09 B in cash with 2.12 B of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 62.88.
Check Charles Schwab Probability Of Bankruptcy
Ownership
Charles Schwab retains a total of 1.81 Billion outstanding shares. The majority of The Charles Schwab outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Charles Schwab to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Charles Schwab. Please pay attention to any change in the institutional holdings of The Charles Schwab as this could imply that something significant has changed or about to change at the company. 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.

Ownership Allocation (%)

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Charles Stock Price Odds Analysis

What are Charles Schwab's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Charles Schwab jumping above the current price in 90 days from now is roughly 97.0%. The The Charles Schwab probability density function shows the probability of Charles Schwab stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the stock has a beta coefficient of 1.4834. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Charles Schwab will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Charles Schwab is significantly underperforming DOW.
  Odds Below 62.55HorizonTargetOdds Above 62.55
3.14%90 days
 62.55 
96.84%
Based on a normal probability distribution, the odds of Charles Schwab to move above the current price in 90 days from now is roughly 97.0 (This The Charles Schwab probability density function shows the probability of Charles Stock to fall within a particular range of prices over 90 days) .

Charles Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Charles Schwab that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Charles Schwab's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Charles Schwab's value.
InstituionSecurity TypeTotal SharesValue
Vanguard Group IncCommon Shares119.8 M10.1 B
Blackrock IncCommon Shares107.2 MB
View Charles Schwab Diagnostics

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.

Charles Stock Against Markets

Picking the right benchmark for Charles Schwab 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 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.

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 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.

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Charles Schwab Corporate Directors

Charles Schwab corporate directors refer to members of a Charles Schwab board of directors. The board of directors generally takes responsibility for the Charles Schwab's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Charles Schwab's board members must vote for the resolution. The Charles Schwab board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
John Adams - Independent DirectorProfile
Frank Herringer - Independent DirectorProfile
Nancy Bechtle - Independent DirectorProfile
Joan Dea - Independent DirectorProfile

Investing The Charles Schwab

You need to understand the risk of investing before taking a position in 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 Shape 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.
Additionally, take a look at World Market Map. Note that the Charles Schwab information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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When running Charles Schwab 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 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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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Charles Schwab is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine Charles Schwab value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.