The Charles Schwab Corporation
SCHW Real Time Price USD$SCHW is featured in our Energy and Commerce Committee (House) strategy.
All StrategiesRecent trades of SCHW by members of U.S. Congress
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Recently reported changes in SCHW holdings by institutional investors
Quarterly net insider trading by SCHW's directors and management
* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.
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About
Key Metrics
Return (1d)
Return (30d)
Return (1Y)
CAGR (Total)
Max Drawdown
Beta
Alpha
Sharpe Ratio
Win Rate
Average Win
Average Loss
Annual Volatility
Annual Std Dev
Information Ratio
Treynor Ratio
Total Trades
Metrics Definitions
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Alpha
Measures a portfolio's risk-adjusted performance against that of its benchmark
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Annual Standard Deviation
Measures how much the portfolio's total return varies from its mean or average.
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Annual Volatility
A statistical measure of the dispersion of returns for the portfolio.
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Average Win
The average return (%) for trades that resulted in a positive return.
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Average Loss
The average return (%) for trades that resulted in a negative return.
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Beta
A measure of the volatility of the portfolio compared to the market as a whole.
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CAGR
CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.
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Information Ratio
A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.
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Max Drawdown
the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.
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Sharpe Ratio
The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.
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Total Trades
The total number of trades made by this strategy.
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Treynor Ratio
Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.
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Win Rate
The percentage of total trades that resulted in a positive return.
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Government lobbying spending instances
SCHW Estimated quarterly lobbying spending
SCHW Revenue by Segment or Geography
New SCHW patent grants
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Patent Title: Method and system for integrating trade executions among multiple market participant types May. 22, 2018
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Patent Title: System and method for sharing investment information via a social network Apr. 24, 2018
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Patent Title: System and method for restoring deleted objects and their assignments to other objects Nov. 07, 2017
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Patent Title: System and method for forecasting tax effects of financial transactions Sep. 26, 2017
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Patent Title: System and method for securing information provided via a social network application Sep. 19, 2017
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Patent Title: System and method for secure communications May. 02, 2017
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Patent Title: System and method for verified delivery of e-mail messages Dec. 06, 2016
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Patent Title: Method and apparatus for simplified, policy-driven authorizations Nov. 10, 2015
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Patent Title: System and method for receiving services provided by distributed systems Nov. 10, 2015
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Patent Title: System and method for transferring data between a user space and a kernel space in a server associated with a distributed network environment Mar. 31, 2015
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Patent Title: Distributed computing system architecture Nov. 11, 2014
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Patent Title: System and method providing for regulatory compliance Aug. 05, 2014
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Patent Title: System and method for income planner Jul. 01, 2014
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Patent Title: System and method for transforming and managing a financial services office and business May. 20, 2014
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Patent Title: System and method for providing silent sign on across distributed applications Apr. 15, 2014
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Patent Title: System and method for trading financial instruments using speech Apr. 15, 2014
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Patent Title: System and method for handling trades by advisers turning independent Mar. 04, 2014
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Patent Title: Method and system for building and maintenance watch lists Feb. 25, 2014
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Patent Title: System and method for displaying security information Feb. 04, 2014
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Patent Title: System and method for margin loan securitization Jan. 07, 2014
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Patent Title: System and method for setting up and managing retirement accounts of etfs and index mutual funds Nov. 26, 2013
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Patent Title: System and method for utilizing event templates in an event manager to execute application services Oct. 29, 2013
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Patent Title: Method and system for graphically differentiating user preferred securities from one another Oct. 01, 2013
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Patent Title: System and method for obtaining identities Aug. 27, 2013
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Patent Title: System and method for free-cash-flow weighting of index funds Aug. 20, 2013
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Patent Title: System and method for verified delivery of e-mail messages Jul. 09, 2013
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Patent Title: Method and apparatus for integrating distributed shared services system Jun. 11, 2013
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Patent Title: System and method for operating an exchange traded fund that makes distributions from sources including capital in the fund to provide a stable or minimum distribution Jun. 11, 2013
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Patent Title: Method and system for obtaining the best fill for an order using automated suborders Apr. 09, 2013
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Patent Title: Method and apparatus for controlling access to a website Mar. 05, 2013
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Patent Title: Method and system for displaying information and initiating executions from within a security trading environment Aug. 14, 2012
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Patent Title: Method of and system for processing transactions Jun. 05, 2012
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Patent Title: Distributed computing system architecture May. 22, 2012
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Patent Title: Method and system for building and maintenance watch lists May. 01, 2012
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Patent Title: System and method for collecting and displaying information about many computer systems Mar. 06, 2012
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Patent Title: System and method for margin loan securitization Feb. 28, 2012
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Patent Title: System and method for automated documentation for solicited trades Sep. 27, 2011
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Patent Title: System and method for obtaining identities Sep. 13, 2011
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Patent Title: System and method for referral fee processing in accounts managed by financial advisors Sep. 13, 2011
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Patent Title: System and method for transferring data between a user space and a kernel space in a server associated with a distributed network environment Jul. 26, 2011
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Patent Title: Method and system for executing trades in a user preferred security Jun. 28, 2011
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Patent Title: Method and system for executing trades in a user preferred security Jun. 14, 2011
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Patent Title: Method and system for integrating investment advice with financial account statement information May. 24, 2011
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Patent Title: System and method for margin loan securitization Jan. 18, 2011
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Patent Title: Method of and system for processing transactions Jan. 11, 2011
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Patent Title: Method and apparatus for integrating distributed shared services system Jan. 04, 2011
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Patent Title: System and method for providing financial advice for an investment portfolio Dec. 28, 2010
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Patent Title: System and method for tracking alerts Dec. 28, 2010
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Patent Title: Method and system for integrating investment advice with financial account statement information Oct. 26, 2010
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Patent Title: Method and apparatus for a new accounts program Aug. 17, 2010
Federal grants, loans, and purchases
Estimated quarterly amount awarded to SCHW from public contracts
Recent insights relating to SCHW
Recent picks made for SCHW stock on CNBC
ETFs with the largest estimated holdings in SCHW
- ... Highest Price Target
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- ... Lowest Price Target
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- Is $SCHW stock a Buy, Sell, or Hold?
- What is the price target for $SCHW stock?
* Analyst consensus is not financial advice. Please see our data disclaimers .
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- Who owns $SCHW stock?
- Who owns the most shares of $SCHW stock?
- What funds own $SCHW stock?
* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.
The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.
The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.Sign Up to view SCHW Smart Score
See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.
Example:
The Bulls Say summary highlights positive aspects of the stock.
The Bears Say summary points out potential risks and negative aspects of the stock.
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.6 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of the third quarter. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
- Address Westlake, TX
- Market Cap 163.3 billion
- Employees 32,700
- Industrial Classification Security Brokers, Dealers & Flotation Companies