Charles Schwab Corp (SCHW)

FINANCE: CONSUMER FINANCE
SIC: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES

211 MAIN STREET SAN FRANCISCO, CA 94105

The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. As of December 31, 2009, CSC provided financial services to individuals and institutional clients through two segments: Investor Services and Institutional Services. As of December 31, 2009, the Company had $1.42 trillion in client assets, 7.7 million active brokerage accounts, 1.5 million corporate retirement plan participants and 722,000 banking accounts. The Investor Services segment includes the Company's retail brokerage and banking operations. The Institutional Services segment provides custodial, trading, and support services to independent investment advisors (IAs), as well as retirement plan, equity compensation plan, and other financial services to corporations and their employees. In November 2010, the Company aquired Windward Investment Management, Inc.

Data as of 2020-06-06
Market Cap55.127 Billion Shares Outstanding1.287 Billion Avg 30-day Volume10.233 Million
P/E Ratio16.3 Dividend Yield1.681 EPS2.56
Price/Sales4.794 Price cash flow ratio2.5 Price free cash flow ratio2.7
Book Value18.24 Price to Tangible Book2.41 Alpha-0.0
Short Interest Ratio7.95 % Short Interest to Float5.7 R-squared0.377312
BETA1.30134 52-week High/Low51.645 / 28.0 Stddev0.090945
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Funds Holding SCHW (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SCHW BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

8 Thousand total shares from 2 transactions

Open Market Sells (S)

11.1 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

11.1 Thousand total shares from 1 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

GOLDMAN CHARLES G PRESIDENT AND CEO

  • Officer
  • Director
2,052,270 2020-06-03 0

SCHWAB CHARLES R CHAIRMAN

  • Officer
  • Director
  • 10% Owner
122,731,718 2020-05-28 22

CHANDOHA MARIE A

  • Director
5,469 2020-05-20 0

SARIN ARUN

  • Director
6,240 2020-05-15 3

MAGNER MARJORIE

47,439 2020-05-15 0

HERRINGER FRANK C

  • Director
182,416 2020-05-14 6

WALTHER ROGER O

  • Director
362,775 2020-05-14 2

SNEED PAULA A

  • Director
109,490 2020-05-14 1

ELLIS STEPHEN A

  • Director
42,943 2020-05-14 5

GOLDFARB MARK A

  • Director
34,552 2020-05-14 3

DODDS CHRISTOPHER V

  • Director
474,123 2020-05-14 1

ADAMS JOHN K JR

  • Director
33,372 2020-05-14 1

HARAF WILLIAM S

  • Director
30,972 2020-05-14 1

DEA JOAN

  • Director
20,086 2020-05-14 1

RUFFEL CHARLES A.

  • Director
12,753 2020-05-14 6

SAEGER REBECCA

  • Director
34,787 2020-05-08 0

CLENDENING JOHN S

1,729 2020-05-01 0

MCLIN STEPHEN T

  • Director
164,406 2020-04-21 8

CLARK BERNARD J. EVP - ADVISOR SERVICES

  • Officer
76,423 2020-03-06 3

MARTINETTO JOSEPH R SENIOR EVP AND COO

  • Officer
209,276 2020-03-02 1

BETTINGER WALTER W PRESIDENT AND CEO

  • Officer
  • Director
526,497 2020-03-02 1

MURTAGH NIGEL J EVP - CORPORATE RISK

  • Officer
49,405 2020-03-02 1

CRAWFORD PETER B. EVP AND CFO

  • Officer
54,154 2020-03-02 2

CRAIG JONATHAN M. SENIOR EVP

  • Officer
7,772 2020-03-02 5

MORGAN PETER J. III EVP AND GENERAL COUNSEL

  • Officer
0 2020-03-02 7

KALLSEN TERRI R EVP - INVESTOR SERVICES

  • Officer
1,249 2019-03-06 0

GARFIELD DAVID R EVP AND GENERAL COUNSEL

  • Officer
29,044 2019-03-01 0

WILSON ROBERT N

  • Director
193,282 2018-12-13 0

BUTCHER C PRESTON

  • Director
945,688 2018-05-08 0

BECHTLE NANCY H

  • Director
194,100 2017-08-07 0

ALLEN JAY L EVP AND CHIEF ADMIN OFFICER

  • Officer
7,528 2015-06-11 0

MCCOOL JAMES D EVP - CLIENT SOLUTIONS

  • Officer
145,590 2015-06-05 0

GILL GEORGE A. EVP - INVESTOR SERVICES

  • Officer
63,009 2014-11-03 0

BROWN JEFFREY T SVP AND ACTING GENERAL COUNSEL

  • Officer
28,799 2014-04-23 0

DWYER CARRIE E EVP AND GENERAL COUNSEL

  • Officer
No longer subject to file 2014-04-17 0

BRIGEMAN BENJAMIN L EVP - INVESTOR SERVICES

  • Officer
96,077 2012-02-03 0

ALDINGER WILLIAM F III

  • Director
No longer subject to file 2010-04-30 0

FISHER DONALD G FOUNDER

  • Officer
  • Director
No longer subject to file 2010-01-31 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

SCHWAB CHARLES R - Director - Officer - > 10% Owner CHAIRMAN by trust

2020-05-28 G 97,906 d 73,327,407 122,731,718.33 indirect

RUFFEL CHARLES A. - Director

2020-05-14 A 3,396 a 7,751 12,752.66 direct

GOLDFARB MARK A - Director

2020-05-14 A 6,655 a 6,655 34,552.00 direct

ELLIS STEPHEN A - Director

2020-05-14 A 3,396 a 7,167 42,943.00 direct

DODDS CHRISTOPHER V - Director

2020-05-14 A 6,655 a 6,655 474,123.00 direct

ADAMS JOHN K JR - Director

2020-05-14 A 3,396 a 33,372 33,372.00 direct

SNEED PAULA A - Director

2020-05-14 A 6,655 a 6,655 109,490.16 direct

HERRINGER FRANK C - Director

2020-05-14 A 3,396 a 7,167 182,416.00 direct

HARAF WILLIAM S - Director

2020-05-14 A 6,655 a 6,655 30,972.00 direct

GOLDFARB MARK A - Director

2020-05-14 A 3,396 a 7,167 34,552.00 direct

SARIN ARUN - Director

2020-05-14 A 6,655 a 6,655 19,933.00 direct

DODDS CHRISTOPHER V - Director

2020-05-14 A 3,396 a 10,693 474,123.00 direct

WALTHER ROGER O - Director

2020-05-14 A 6,655 a 6,655 362,775.25 direct

SNEED PAULA A - Director

2020-05-14 A 3,396 a 7,167 109,490.16 direct

DEA JOAN - Director

2020-05-14 A 6,655 a 6,655 20,086.00 direct

RUFFEL CHARLES A. - Director

2020-05-14 A 6,655 a 6,655 12,752.66 direct

HARAF WILLIAM S - Director

2020-05-14 A 3,396 a 30,972 30,972.00 direct

ELLIS STEPHEN A - Director

2020-05-14 A 6,655 a 6,655 42,943.00 direct

SARIN ARUN - Director

2020-05-14 A 3,396 a 7,167 19,933.00 direct

ADAMS JOHN K JR - Director

2020-05-14 A 6,655 a 6,655 33,372.00 direct

WALTHER ROGER O - Director

2020-05-14 A 3,396 a 17,167 362,775.25 direct

HERRINGER FRANK C - Director

2020-05-14 A 6,655 a 6,655 182,416.00 direct

DEA JOAN - Director

2020-05-14 A 3,396 a 20,086 20,086.00 direct

RUFFEL CHARLES A. - Director by 401(k)

2020-04-27 P 2,460 $36.74 a 2,460 9,356.66 indirect

MCLIN STEPHEN T - Director by trust

2020-04-21 M 11,082 $17.38 a 168,191 164,406.00 indirect

MCLIN STEPHEN T - Director

2020-04-21 M 11,082 d 0 164,406.00 direct

MCLIN STEPHEN T - Director by trust

2020-04-21 S 11,082 $35.61 d 157,109 164,406.00 indirect

GOLDFARB MARK A - Director by trust

2020-04-17 P 5,530 $36.18 a 27,385 31,156.00 indirect

SCHWAB CHARLES R - Director - Officer - > 10% Owner CHAIRMAN by trust

2020-04-14 G 231,085 d 73,425,313 122,829,624.33 indirect

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