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
Industry (SIC)
Goldman Sachs • Morgan Stanley • Nomura • Navient • Blackrock • Jefferies • Interactive Brokers • Raymond James Financial • TD Ameritrade Holding • XP ...
SEC CIK
Corporate docs
IRS number
943025021
SCHW stock data
()
News
Stocks That Hit 52-Week Highs On Friday
5 Mar 21
'Halftime Report' Final Trades: Moderna, Zoom Video And More
1 Mar 21
Cathie Wood's ARK Invest Posts Fund Sales For Thursday, Feb. 25, 2021: LSPD, SCHW, GWRE, TCEHY, AMZN, TWST, CDNA, PINS, TSM, SNAP, SE, ROKU, REGN, NVS, GOOG, XLNX, ADSK, SNPS, ROK, FLIR, CRM, AAPL, BABA
25 Feb 21
Stocks That Hit 52-Week Highs On Wednesday
24 Feb 21
Benzinga's Bulls And Bears Of The Week: Disney, QuantumScape, Tesla, Walmart And More
20 Feb 21
Press releases
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
24 Feb 21
Thinking about trading options or stock in Walmart, Charles Schwab, United States Steel, United Airlines, or Wells Fargo?
17 Feb 21
Schwab Reports Monthly Activity Highlights
12 Feb 21
Schwab Issues Statement About Recent Trading Activity
29 Jan 21
Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends
27 Jan 21
Calendar
23 Feb 21
7 Mar 21
31 Dec 21
Financial summary
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Financial data from company earnings reports.
Recent insider trades
| 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 |
Institutional ownership Q4 2020
72.6% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 1162 |
| Opened positions | 225 |
| Closed positions | 84 |
| Increased positions | 514 |
| Reduced positions | 301 |
13F shares |
Current |
|---|---|
| Total value | 69.14B |
| Total shares | 1.3B |
| Total puts | 9.49M |
| Total calls | 9.43M |
| Total put/call ratio | 1.0 |
Largest owners |
Shares | Value |
|---|---|---|
| Vanguard | 112.1M | $5.95B |
| BLK Blackrock | 102.47M | $5.43B |
| TROW T. Rowe Price | 85.07M | $4.51B |
| Dodge & Cox | 85.03M | $4.51B |
| Wellington Management | 74.64M | $3.96B |
| STT State Street | 61.76M | $3.28B |
| JPM JPMorgan Chase & Co. | 37.43M | $1.99B |
| Massachusetts Financial Services | 32.79M | $1.74B |
| Primecap Management | 28.46M | $1.51B |
| Generation Investment Management | 27.97M | $1.48B |
Content analysis
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H.S. freshman Avg
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New words:
abandoning, abetting, accelerate, accelerated, ACL, AdvisorDirect, aid, aiding, al, Americano, amidst, anniversary, arrive, ASF, attain, attrition, BDA, bearing, Bettino, Bharat, BHC, blanket, Brian, broader, Brown, chain, Chancery, charting, climate, coaching, college, conjunction, constant, covenant, COVID, customizable, dealer, Delaware, deployed, deployment, disability, disallowance, dissatisfaction, easing, economy, EDGX, element, empower, erasing, exemplified, exemption, FCM, FDM, feedback, Ford, forex, forma, fostering, Frederick, Germany, Gerri, greatly, guaranty, Henderson, HOLA, hub, indemnify, internship, interpolation, invoked, iRebal, IRS, judgement, lack, lacking, learn, leasehold, Levitt, Linear, lost, Marianne, Masrani, MEMX, merit, moratorium, Motif, multiplied, NaN, nationwide, nonclient, nondeductible, Nonretirement, numerator, obsolescence, onboarding, outbreak, overlapping, pace, pandemic, petition, petitioned, Plant, political, presence, Presidentand, presumption, pro, pronounced, proportionate, provision, quotation, ransomware, rapid, rationalize, rebalancing, rebound, recalculated, recruit, recruiting, redeployment, redundant, remitted, removed, replenish, resume, revalued, revert, ROTCE, roughly, royalty, RSF, saved, scholarship, Schroeder, scrutiny, sharply, skill, skilled, slice, specialist, SSB, statute, stream, stronger, substitute, sudden, sued, supply, synergy, TDA, TDAC, TDAFF, TDSML, thematic, thinkorswim, timeframe, Todd, Tomczyk, turmoil, unconsolidated, underrepresented, underway, uneconomic, uninsured, unintentionally, unprecedented, unusually, unvested, vaccine, virtual, voluntarily, volunteer, Wasmer, Westlake, withdrawn, workplace
Removed:
Accountant, aggregating, Australia, calculate, callable, Cantonese, cent, circumstance, collect, comment, commitment, comparative, executory, feature, half, indexed, iv, lessee, lowered, Mandarin, McLin, Mine, noncontingent, nonrecurring, Nonrefundable, operation, positioning, preset, publish, refunded, remeasurement, renewal, Roger, Selected, shorter, Spanish, spend, Walther
Financial reports
10-K
2020 FY
Annual report
23 Feb 21
10-Q
2020 Q3
Quarterly report
9 Nov 20
10-Q
2020 Q2
Quarterly report
9 Aug 20
10-Q
2020 Q1
Quarterly report
8 May 20
10-K
2019 FY
Annual report
26 Feb 20
10-Q
2019 Q3
Quarterly report
7 Nov 19
10-Q
2019 Q2
Quarterly report
7 Aug 19
10-Q
2019 Q1
Quarterly report
8 May 19
10-K
2018 FY
Annual report
22 Feb 19
10-Q
2018 Q3
Quarterly report
7 Nov 18
Current reports
8-K
Schwab Reports Fourth Quarter Earnings Per Share of $.57 Gaap, $.74 Adjusted (1), Bringing Full-year Results to $2.12 and $2.45, Respectively
19 Jan 21
8-K
Material Modifications to Rights of Security Holders
11 Dec 20
8-K/A
Financial Statements and Exhibits
4 Dec 20
8-K
Core Net New Assets Total $42.7 Billion, Including a Record September of $20.0 Billion
15 Oct 20
8-K
Schwab Completes Acquisition of TD Ameritrade
6 Oct 20
8-K
Schwab Provides Update on Regulatory Actions Related to its Acquisition of TD Ameritrade
30 Sep 20
8-K
Schwab Announces the Appointment of Two New Board Members
27 Jul 20
8-K
Including $.06 Per Share of Acquisition-related Expenses
16 Jul 20
8-K
Schwab Stockholders Approve Acquisition of TD Ameritrade
5 Jun 20
8-K
Schwab Announces Closing of the DOJ Investigation into Acquisition of TD Ameritrade
4 Jun 20
Registration and prospectus
424B5
Prospectus supplement for primary offering
9 Dec 20
424B5
Prospectus supplement for primary offering
9 Dec 20
FWP
Free writing prospectus
8 Dec 20
FWP
Free writing prospectus
8 Dec 20
424B5
Prospectus supplement for primary offering
8 Dec 20
424B5
Prospectus supplement for primary offering
8 Dec 20
424B3
Prospectus supplement
6 Dec 20
S-3ASR
Automatic shelf registration
4 Dec 20
S-8 POS
Registration of securities for employees (post-effective amendment)
6 Oct 20
425
Business combination disclosure
4 Jun 20
Proxies
DEFA14A
Additional proxy soliciting materials
27 May 20
DEFA14A
Additional proxy soliciting materials
26 May 20
DEFA14A
Additional proxy soliciting materials
15 May 20
DEFM14A
Proxy related to merger
6 May 20
DEF 14A
Definitive proxy
31 Mar 20
PRE 14A
Preliminary proxy
16 Mar 20
DEF 14A
Definitive proxy
29 Mar 19
DEF 14A
Definitive proxy
29 Mar 18
PRE 14A
Preliminary proxy
18 Mar 18
PX14A6G
Letter to shareholders
30 Mar 17
Other
EFFECT
Notice of effectiveness
7 May 20
CORRESP
Correspondence with SEC
4 May 20
CORRESP
Correspondence with SEC
16 Apr 20
UPLOAD
Letter from SEC
6 Apr 20
CERTNYS
Certification of approval for NYSE listing
7 Mar 16
CERTNYS
Certification of approval for NYSE listing
2 Aug 15
UPLOAD
Letter from SEC
10 Jun 15
CORRESP
Correspondence with SEC
18 May 15
UPLOAD
Letter from SEC
5 May 15
NO ACT
No action letter
24 Feb 15
Ownership
4
SCHWAB CHARLES / Bernard J. Clark ownership change
4 Mar 21
4
SCHWAB CHARLES / Jonathan M. Craig ownership change
4 Mar 21
4
SCHWAB CHARLES / Nigel J Murtagh ownership change
3 Mar 21
4
SCHWAB CHARLES / Peter J. Morgan III ownership change
3 Mar 21
4
SCHWAB CHARLES / Bernard J. Clark ownership change
3 Mar 21
4
SCHWAB CHARLES / Jonathan M. Craig ownership change
3 Mar 21
4
SCHWAB CHARLES / JOSEPH R MARTINETTO ownership change
3 Mar 21
4
SCHWAB CHARLES / Peter B. Crawford ownership change
3 Mar 21
4
SCHWAB CHARLES / Walter W Bettinger ownership change
3 Mar 21
4
SCHWAB CHARLES / CHARLES R SCHWAB ownership change
3 Mar 21
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.
Reddit threads
Charles Schwab is hiding a giant ball of s**t and won't come out and say what happened. How big is the ball of s**t?
27 Feb 21
Unusual activity on $SCHW 6/18/21 calls
20 Feb 21
The Coming Stimulus Payments — The Retail Investor Spigot
20 Feb 21
Now That GME Is Back On The Menu, This Is A Reminder To Get The F*CK Off Robinhood, WeBull, Or Any Other Discount Broker!
20 Feb 21
Vlad's testimony in a nutshell
19 Feb 21
stocks I like - for the hedge funds buying tech to track this
19 Feb 21
PLTR 440k YOLO - Holding since November and now loaded up on LEAPS 🚀
19 Feb 21
Palantir (PLTR) & What It Does
19 Feb 21
PLTR up 7% premarket. Also, the number of wsb comments on a stock relative to GME comments is apparently an analyst metric. 🍌
19 Feb 21
Charles Schwab (schw) about to explode
17 Feb 21