Charles Schwab Ownership

SCHW
 Stock
  

USD 80.68  0.29  0.36%   

Some institutional investors establish a significant position in stocks such as Charles Schwab in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Charles Schwab, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Additionally, take a look at World Market Map.
  
Charles Schwab Preferred Dividends Income Statement Impact is fairly stable at the moment as compared to the past year. Charles Schwab reported Preferred Dividends Income Statement Impact of 128.7 Million in 2021. Dividend Yield is likely to climb to 0.008242 in 2022, whereas Payment of Dividends and Other Cash Distributions is likely to drop (603 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 holds a total of one billion eight hundred twenty million outstanding shares. The majority of The Charles Schwab outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Charles Schwab to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Charles Schwab. Please pay attention to any change in the institutional holdings of The Charles Schwab as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Charles Stock Ownership Analysis

About 88.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.95. Charles Schwab last dividend was issued on the 9th of November 2022. The entity had 3:2 split on the 31st of May 2000. The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas. Charles Schwab operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 35200 people. To find out more about The Charles Schwab contact Walter Bettinger at 817 859-5000 or learn more at www.aboutschwab.com.

Charles Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Charles Schwab is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Charles Schwab backward and forwards among themselves. Charles Schwab's institutional investor refers to the entity that pools money to purchase Charles Schwab's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares20.1 KM
Zwj Investment Counsel IncCommon Shares18.4 K805 K
Zwj Investment Counsel IncCommon Shares18.4 K791 K
Zwj Investment Counsel IncCommon Shares9.5 K387 K
Zwj Investment Counsel IncCommon Shares7.1 K213 K
Zweigdimenna Associates LlcCommon Shares332 K13.5 M
Zurich Insurance Group LtdCommon Shares282.9 K17.9 M
Note, although Charles Schwab's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Charles Schwab Insider Trading Activities

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 are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Charles Schwab Outstanding Bonds

Charles Schwab issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Charles Schwab uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Charles bonds can be classified according to their maturity, which is the date when The Charles Schwab has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Charles Schwab without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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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
149 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.