Charles Schwab Corp., The
Charles Schwab Corporation (SCHW) is a large US-based brokerage, wealth management and banking group that serves retail investors, financial advisers and institutional clients. Investors should know it earns revenue from net interest income on client deposits and lending, asset- and advisory-based fees, trading-related services and custodial solutions. Schwab’s size and integrated platform give it scale advantages, though its performance is sensitive to interest-rate moves, market volatility and flows of client assets. Competition from low-cost rivals and evolving technology are constant pressures, while regulation and client behaviour can alter margins. With a market capitalisation of about $172.6bn, Schwab is a major participant in the discount-broker market and has broadened into banking and asset management. This summary is general educational information only; it is not personalised financial advice. Values can rise and fall and past performance is no guarantee of future results. Prospective investors should assess suitability, consider diversification and, if needed, consult an independent financial adviser.
Why It's Moving
Charles Schwab Crushes Net New Assets Record, Signaling Robust Investor Confidence
Charles Schwab reported blockbuster core net new assets of $40.4 billion in November, a 40% surge from last year that underscores strong client inflows amid a favorable market. Total client assets hit $11.83 trillion, up 15% year-over-year, highlighting the firm's enduring appeal in a competitive brokerage landscape.
- November core net new assets soared 40% year-over-year to $40.4 billion, building on October's record $44.4 billion and reflecting heightened retail investor activity.
- Total client assets reached $11.83 trillion by month-end, a 15% jump from November 2024, bolstering Schwab's position as a wealth management powerhouse.
- Maintained dividend payout with common stock dividend declared payable November 28, reinforcing shareholder commitment amid asset growth.
Charles Schwab Crushes Net New Assets Record, Signaling Robust Investor Confidence
Charles Schwab reported blockbuster core net new assets of $40.4 billion in November, a 40% surge from last year that underscores strong client inflows amid a favorable market. Total client assets hit $11.83 trillion, up 15% year-over-year, highlighting the firm's enduring appeal in a competitive brokerage landscape.
- November core net new assets soared 40% year-over-year to $40.4 billion, building on October's record $44.4 billion and reflecting heightened retail investor activity.
- Total client assets reached $11.83 trillion by month-end, a 15% jump from November 2024, bolstering Schwab's position as a wealth management powerhouse.
- Maintained dividend payout with common stock dividend declared payable November 28, reinforcing shareholder commitment amid asset growth.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Charles Schwab's stock with a target price of $108.39, indicating strong growth potential.
Financial Health
Charles Schwab is consistently generating strong revenue and cash flow, indicating solid financial stability.
Dividend
Charles Schwab's dividend yield of 1.1% is relatively low, making it less appealing for dividend-seeking investors. If you invested $1000 you would be paid $11 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Scale in retail investing
Schwab’s large client base and integrated platform can drive cost efficiencies and steady fee income, though asset flows and market swings affect revenue.
Rate-sensitive earnings
Net interest income is an important earnings driver, so changes in interest rates can boost or reduce profitability over time.
Competition and technology
Ongoing pressure from low-cost rivals and the need to invest in technology shape strategic priorities; operational risks and regulation remain relevant.
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