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SCHW Charles Schwab

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

Company profile

Ticker
SCHW, SCHW-PC, SCHW-PD
Exchange
Website
CEO
Walter Bettinger
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943025021

SCHW stock data

(
)

Calendar

23 Feb 21
7 Mar 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
4 Mar 21 Jonathan M. Craig Common Stock Sell Dispose S Yes Yes 64.8119 6,796 440.46K 0
4 Mar 21 Bernard J. Clark Common Stock Sell Dispose S Yes Yes 64.8069 9,883 640.49K 72,268.809
1 Mar 21 Schwab Charles R Common Stock Option exercise Aquire M Yes No 63.75 22,563 1.44M 86,449,863
1 Mar 21 Schwab Charles R Nonqualified Stock Option Common Stock Grant Aquire A No No 64.1 91,557 5.87M 91,557
1 Mar 21 Walter W Bettinger Common Stock Option exercise Aquire M No No 63.75 57,815 3.69M 574,585.886
1 Mar 21 Walter W Bettinger Nonqualified Stock Option Common Stock Grant Aquire A No No 64.1 271,618 17.41M 271,618
1 Mar 21 Peter B. Crawford Common Stock Option exercise Aquire M Yes No 63.75 7,018 447.4K 32,095
1 Mar 21 Peter B. Crawford Nonqualified Stock Option Common Stock Grant Aquire A No No 64.1 86,470 5.54M 86,470
72.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 1162 1021 +13.8%
Opened positions 225 102 +120.6%
Closed positions 84 131 -35.9%
Increased positions 514 369 +39.3%
Reduced positions 301 397 -24.2%
13F shares
Current Prev Q Change
Total value 69.14B 40.39B +71.2%
Total shares 1.3B 1.11B +17.6%
Total puts 9.49M 6.42M +47.8%
Total calls 9.43M 4.72M +99.9%
Total put/call ratio 1.0 1.4 -26.1%
Largest owners
Shares Value Change
Vanguard 112.1M $5.95B +28.8%
BLK Blackrock 102.47M $5.43B +5.9%
TROW T. Rowe Price 85.07M $4.51B +93.3%
Dodge & Cox 85.03M $4.51B -11.1%
Wellington Management 74.64M $3.96B +29.5%
STT State Street 61.76M $3.28B +31.2%
JPM JPMorgan Chase & Co. 37.43M $1.99B +39.5%
Massachusetts Financial Services 32.79M $1.74B +66.0%
Primecap Management 28.46M $1.51B -0.5%
Generation Investment Management 27.97M $1.48B -6.1%
Largest transactions
Shares Bought/sold Change
TROW T. Rowe Price 85.07M +41.06M +93.3%
Vanguard 112.1M +25.05M +28.8%
Wellington Management 74.64M +17M +29.5%
STT State Street 61.76M +14.7M +31.2%
Norges Bank 14.14M +14.14M NEW
Massachusetts Financial Services 32.79M +13.04M +66.0%
C Citigroup 13.15M +11.09M +536.7%
GS Goldman Sachs 5.7M -10.64M -65.1%
Dodge & Cox 85.03M -10.64M -11.1%
JPM JPMorgan Chase & Co. 37.43M +10.6M +39.5%
Content analysis
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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
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Patents

GRANT
Utility
System and method for allowing access to an application or features thereof on each of one or more user devices
28 Dec 20
A system and method allows a user to register one or more PINs on one or more user devices, and then authenticates the user to a server via the PIN and a token deposited on the user device being used by the user to allow access to an application on the user device.
GRANT
Utility
System and method for receiving information among computer systems without enabling log ins if the user identifiers are compromised
9 Nov 20
A system and method allows a matching system to mediate requests for information among different computer systems without storing information that can be used to log into those computer systems.
GRANT
Utility
System and method for synchronizing account information on two different computer systems coupled via a network
12 Oct 20
A system and method synchronizes accounts across different computer systems using a matching computer system and a network, when the accounts on the source computer system are organized differently than they are on the destination computer system.
GRANT
Utility
System and method for capturing by a device an image of a light colored object on a light colored background for uploading to a remote server
5 Oct 20
A system and method allows a light colored image of an object such as a check to be detected and captured on a light colored background for uploading to a server for processing.
GRANT
Utility
System and method for sharing investment information via a social network
27 Jul 20
A system and method allows users to share watchlists with other users of a group such as that established on a social network server, and receives and displays other related information.