Charles Stock Insiders

SCHW
 Stock
  

USD 81.61  1.78  2.23%   

Charles Schwab employes about 35.2 K people. The company is managed by 35 executives with total tenure of roughly 344 years, averaging almost 9.0 years of service per executive having 1005.71 employees per reported executive. Recap of Charles Schwab management performance can provide insight into the venture performance. Note, employee sentiment is becoming a valuable factor that investors use to determine the amount of risk that may be associated with Charles Schwab future performance.
Additionally, take a look at World Market Map.
  
  Walter Bettinger  CEO
President, Chief Executive Officer, Director
  Marie Chandoha  CEO
President Director and CEO
  Charles Schwab  Chairman
Founder, Chairman, Chairman of Charles Schwab and Co and Chairman of The U S Trust Board

Charles Schwab Return on Sales

0.4

Charles Schwab Management Team Effectiveness

Charles Schwab has return on total asset (ROA) of 1.15 % which means that it generated profit of $1.15 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 14.38 %, meaning that it created $14.38 on every $100 dollars invested by stockholders. Charles Schwab management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities. Charles Schwab Return on Investment is fairly stable at the moment as compared to the past year. Charles Schwab reported Return on Investment of 10.30 in 2021. Return on Average Equity is likely to climb to 10.60 in 2022, whereas Return on Average Assets are likely to drop 0.89 in 2022. Charles Schwab Total Assets are fairly stable at the moment as compared to the past year. Charles Schwab reported Total Assets of 667.27 Billion in 2021. Current Assets is likely to climb to about 223.9 B in 2022, whereas Tax Assets are likely to drop slightly above 363.3 M in 2022.
Issuance Purchase of Equity Shares is likely to climb to about 139.8 M in 2022, whereas Weighted Average Shares is likely to drop slightly above 1.6 B in 2022.

Charles Schwab Workforce Comparison

The Charles Schwab is currently regarded as top stock in number of employees category among related companies. The total workforce of Capital Markets industry is at this time estimated at about 174,150. Charles Schwab totals roughly 35,200 in number of employees claiming about 20% of stocks in Capital Markets industry.

Charles Schwab Profit Margins

The company has Profit Margin (PM) of 34.1 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large.

Charles Schwab Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Charles Schwab insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Schwab's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Charles Schwab insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Charles Schwab Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Charles Schwab Price Series Summation is a cross summation of Charles Schwab price series and its benchmark/peer.
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Charles Schwab Notable Stakeholders

A Charles Schwab stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Charles Schwab often face trade-offs trying to please all of them. Charles Schwab's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Charles Schwab's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Walter Bettinger - President, Chief Executive Officer, DirectorProfile
Marie Chandoha - President Director and CEOProfile
Charles Schwab - Founder, Chairman, Chairman of Charles Schwab and Co and Chairman of The U S Trust BoardProfile
Bernard Clark - Executive Vice President - Advisor ServicesProfile
Peter Crawford - Chief Financial Officer, Executive Vice PresidentProfile
Jay Allen - Executive Vice President - Human Resources and Employee ServicesProfile
Nigel Murtagh - Executive Vice President - Corporate RiskProfile
Terri Kallsen - Executive Vice President – Investor ServicesProfile
David Garfield - Executive Vice President General Counsel and Corporate SecretaryProfile
Joseph Martinetto - Chief Operating Officer, Senior Executive Vice PresidentProfile
John Adams - Independent DirectorProfile
Frank Herringer - Independent DirectorProfile
Nancy Bechtle - Independent DirectorProfile
Joan Dea - Independent DirectorProfile
Roger Walther - Independent DirectorProfile
Christopher Dodds - Independent DirectorProfile
Arun Sarin - Independent DirectorProfile
Charles Ruffel - Independent DirectorProfile
William Haraf - Independent DirectorProfile
Robert Wilson - Independent DirectorProfile
Paula Sneed - Independent DirectorProfile
Stephen McLin - Independent DirectorProfile
Mark Goldfarb - Independent DirectorProfile
Stephen Ellis - Independent DirectorProfile
Brian Levitt - Independent DirectorProfile
Preston Butcher - Independent DirectorProfile
Jonathan Craig - Managing Director, Head of Investor Services & MarketingProfile
Bharat Masrani - Independent DirectorProfile
Richard Wurster - PresidentProfile
Marianne Brown - Independent DirectorProfile
Peter Morgan - Executive Vice President General Counsel, Corporate SecretaryProfile
Gerri MartinFlickinger - Independent DirectorProfile
Richard Fowler - IR Contact OfficerProfile
Todd Ricketts - Independent DirectorProfile
Charlie Ruffel - Independent DirectorProfile

About Charles Schwab Management Performance

The success or failure of an entity such as Charles Schwab often depends on how effective the management is. Charles Schwab management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Charles management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Charles management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for 2022
Return on Investment 10.30  13.40 
Return on Average Assets 0.96  0.89 
Return on Average Equity 10.43  10.60 
Return on Invested Capital 0.0196  0.0281 
Return on Sales 0.36  0.31 
The data published in Charles Schwab's official financial statements usually reflect Charles Schwab's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Charles Schwab. For example, before you start analyzing numbers published by Charles accountants, it's critical to develop an understanding of what Charles Schwab's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of Charles Schwab's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Charles Schwab's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Charles Schwab's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of The Charles Schwab. Please utilize our Beneish M Score to check the likelihood of Charles Schwab's management to manipulate its earnings.

Charles Schwab Workforce Analysis

Traditionally, organizations such as Charles Schwab use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Charles Schwab within its industry.

Charles Schwab Manpower Efficiency

Return on Charles Schwab Manpower

Revenue Per Employee488.6 K
Revenue Per Executive569.4 M
Net Income Per Employee138.7 K
Net Income Per Executive178.9 M
Today, most investors in Charles Schwab Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Charles Schwab's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's per employee growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Charles Schwab per employee as a starting point in their analysis.

Per Employee

Charles Schwab Per Employee Growth Over Time

Net Income Per Employee

138,666

Charles Schwab Net Income Per Employee is fairly stable at the moment as compared to the past year. Charles Schwab reported Net Income Per Employee of 175,299 in 2021

Revenue Per Employee

488,569

Charles Schwab Revenue Per Employee is fairly stable at the moment as compared to the past year. Charles Schwab reported Revenue Per Employee of 568,743 in 2021
Additionally, take a look at World Market Map. Note that the Charles Schwab information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Charles Schwab price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.
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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.34
Market Capitalization
152.3 B
Quarterly Revenue Growth YOY
0.2
Return On Assets
0.0115
Return On Equity
0.14
The market value of Charles Schwab is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine Charles Schwab value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.