Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
Who is Charles Schwab owned by? ›
The ownership structure of Charles Schwab (SCHW) stock is a mix of institutional, retail and individual investors. Approximately 39.81% of the company's stock is owned by Institutional Investors, 6.13% is owned by Insiders and 54.06% is owned by Public Companies and Individual Investors.
Who are the majority shareholders of Charles Schwab? ›| Name | Equities | % |
|---|---|---|
| The Toronto-Dominion Bank /New York Branch/ 12.75 % | 226,068,225 | 12.75 % |
| Vanguard Fiduciary Trust Co. 6.762 % | 119,920,310 | 6.762 % |
| Chuck Schwab 5.595 % | 99,217,360 | 5.595 % |
| Dodge & Cox 4.873 % | 86,421,986 | 4.873 % |
Charles Schwab has a conensus rating of Moderate Buy which is based on 8 buy ratings, 5 hold ratings and 1 sell ratings. What is Charles Schwab's price target? The average price target for Charles Schwab is $80.64. This is based on 14 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
What bank is associated with Charles Schwab? ›Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB and Charles Schwab Trust Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Does BlackRock own Charles Schwab? ›ownership in SCHW / The Charles Schwab Corporation. 2024-01-31 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 96,697,577 shares of The Charles Schwab Corporation (US:SCHW). This represents 5.5 percent ownership of the company.
Did Bank of America buy Schwab? ›1983: Bank of America acquires the firm for $55 million. Schwab introduces the new Schwab One® brokerage account. 1984: Schwab introduces Mutual Fund MarketPlace® with 140 no-load funds.
Is Charles Schwab American owned? ›The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients.
Is Charles Schwab a Republican? ›Political and economic views
Schwab is a Republican, who has donated heavily to the party (including the National Republican Senatorial Committee and the National Republican Congressional Committee). Schwab opposes a wealth tax.
Charles Schwab has $8.2 trillion in client assets, while Fidelity has $11.5 trillion in assets under administration. Fidelity is the older of the two, founded in 1946 by Edward C. Johnson II. Charles Schwab was founded in 1971 by none other than its namesake, Charles Schwab.
Is schw a good long-term investment? ›Fair Value Estimate for Charles Schwab Stock
With its 3-star rating, we believe Schwab's stock is fairly valued compared with our long-term fair value estimate of $73 per share. Our fair value estimate implies a price/2025 earnings multiple of about 22.5 times and a price/book multiple of about 3.7 times.
Is schw undervalued? ›
Compared to the current market price of 74.14 USD, Charles Schwab Corp is Undervalued by 25%. What is intrinsic value? Charles Schwab Corp's market capitalization is 135.2B USD. SCHW stock price is 74.14 USD.
How safe is Charles Schwab Investments? ›We're a member of SIPC.
We're a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members with coverage of up to US$500,000 (including US$250,000 for claims for cash).
Yield-hungry customers moved money into options like money-market funds. Since early 2022, Schwab has lost some $175 billion in bank deposits, or nearly 40% of what it held at its peak. Trading activity also stalled, since customers could make robust returns just parking their money in cash-like investments.
Is Charles Schwab financially stable? ›Fitch Affirms Charles Schwab at 'A'/'F1'; Outlook Stable. Fitch Ratings - Chicago - 29 Jan 2024: Fitch Ratings has affirmed The Charles Schwab Corporation's (Schwab) Long- and Short-Term Issuer Default Ratings (IDRs) at 'A'/'F1', and its Viability Rating (VR) at 'a'. The Rating Outlook is Stable.
What is happening to Schwab? ›The pace of Schwab's deposit outflows has slowed down significantly. From August 2022 through March 2023, Charles Schwab lost deposits due to client cash sorting at a pace of $5.6 billion per month as yields on savings accounts or other safe short-term assets like certificates of deposits rose.
Is Charles Schwab privately owned? ›Today, we continue to be motivated by our passion for helping people achieve their goals and take ownership of their financial futures through the products, services and planning we provide. Charles Schwab is traded publicly on the New York Stock Exchange under the ticker symbol SCHW. We're purpose driven.
Is Schwab owned by a bank? ›Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.