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Buy Signal Rarely Lets Charles Schwab Stock Down
Schaeffers Investment Research· 2024-11-20 01:24
Shares of financial services name Charles Schwab Corporation (NYSE:SCHW) are 1.1% lower to trade at $80.46 at last glance, as they pull back from yesterday's highest peak since January 2023 at $81.39. There's been no shortage of speculation about what a second Trump term could mean for bank stocks. For traders looking for a quick profit, now could be the time to play SCHW.Digging deeper, Charles Schwab stock’s recent peak comes amid historically low implied volatility (IV), which has been a bullish combinat ...
Schwab's October Core Net New Assets Rise Significantly Y/Y
ZACKS· 2024-11-15 23:15
Charles Schwab (SCHW) released its monthly activity report for October 2024. The company’s core net new assets of $24.6 billion surged substantially from $11.3 billion recorded in the year-ago month but declined from the previous month’s $33.5 billion.SCHW’s October Performance BreakdownSCHW’s total client assets in October 2024 were $9.85 trillion, down marginally from the September 2024 level but up 28.7% from October 2023. Client assets receiving ongoing advisory services were $4.97 trillion, falling 1% ...
Charles Schwab(SCHW) - 2024 Q3 - Quarterly Report
2024-11-09 05:17
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 1-9700 THE CHARLES SCHWAB CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdictio ...
Charles Schwab To Expand 24-Hour Trading
Investopedia· 2024-10-30 22:45
Key TakeawaysCharles Schwab plans to expand its 24-hour trading, becoming the latest brokerage to embrace round-the-clock markets.Select Schwab clients will be able to trade all S&P 500 and Nasdaq-100 stocks, as well as hundreds of exchange-traded funds, at any time Monday through Friday.The capability will gradually be extended to all clients in 2025. Charles Schwab (SCHW) on Wednesday announced that it plans to expand its 24-hour trading, becoming the latest brokerage to embrace round-the-clock markets. S ...
Schwab to Introduce Broader Overnight Trading, Expand Offering
ZACKS· 2024-10-30 22:40
Charles Schwab Corp. (SCHW) intends to expand its 24-hour trading accessibility to cover all stocks in major U.S. indexes alongside numerous exchange-traded funds (ETFs). These changes are set to begin in roughly two weeks. This was stated by James Kostulias, the company's head of trading services in a statement. SCHW's Rationale Behind This Move The move aims to cater to the rising interest in extended hours trading among retail investors. "About 90% of the customers we surveyed in our newest Traders Senti ...
Charles Schwab: Solid Investment Setup
Seeking Alpha· 2024-10-17 09:33
Shares of brokerage powerhouse Charles Schwab (NYSE: SCHW ) were up more than 6% after the company reported better than expected earnings for its third fiscal quarter. The financial services company saw robust top line momentum and strong asset gathering capabilities through theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SCHW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compens ...
Charles Schwab: Steady Performance, But Is There More to Come?
MarketBeat· 2024-10-16 20:45
文章核心观点 - 查尔斯·施瓦布(Charles Schwab)公司第三季度业绩表现良好,超出预期,并发布了有利的指引 [1][2][4] - 但由于分析师和卖方活动,公司股价可能只会略有上涨 [2][3] - 机构投资者一直是查尔斯·施瓦布股票的一个不利因素,2024年的机构交易活动并不看好 [3] 公司业绩和财务状况 - 公司收入增长5%,主要得益于客户增长和资金流入 [4] - 核心新增资产增长10%,托管解决方案的现金流增长60% [4] - 交易费用增长4%,资产管理费用增长21%创下新高 [4] - 总费用下降6.5%,带动了利润的改善,调整后的利润同比增长27% [4] - 公司大幅减少了银行补充资金,但这可能是暂时的,因为是由于客户存款增加所致 [5] 股息和估值 - 公司股息安全可靠,过去3年的年化增长率为11.57%,派息率约40% [6][7] - 但股息收益率仅为1.39%,略高于标普500指数平均水平,且股票波动性较高 [7] - 与同样从事交易和财富管理业务的摩根大通相比,查尔斯·施瓦布的估值较高 [7] 股价走势 - 公司股价目前处于关键转折点,面临72.50美元附近的阻力位 [8] - 如果突破这一阻力位,股价可能继续上涨,但76美元和78美元附近还有较大阻力 [8] - 如果未能突破72.50美元,股价可能会回测62.50美元附近的支撑位 [8]
Charles Schwab(SCHW) - 2024 Q3 - Quarterly Results
2024-10-16 04:17
财务业绩 - 总客户资产增长27%至9.92万亿美元创历史新高[1] - 核心净新资产达953亿美元,年初至今超过2.52万亿美元,同比增长10%[2] - 季度净收入增长5%至48亿美元[1] - 调整后净收入和每股摊薄收益分别为15亿美元和0.77美元[1] - 第三季度调整后税前利润率为41.2%[5] - 总体净收入为48.47亿美元,同比增长5.2%[15] - 利息收入为39.28亿美元,同比下降2.5%[15] - 资产管理和管理费用为14.76亿美元,同比增长20.5%[15] - 交易收入为7.97亿美元,同比增长3.8%[15] - 税前利润为18.42亿美元,同比增长33.2%[15] - 净利润为14.08亿美元,同比增长25.2%[15] - 每股基本收益为0.71美元,同比增长26.8%[15] - 每股摊薄收益为0.71美元,同比增长26.8%[15] - 基本加权平均股数为18.29亿股,同比增长0.4%[15] - 摊薄加权平均股数为18.34亿股,同比增长0.4%[15] - 第三季度总收入为48.47亿美元,同比增长5%[17] - 第三季度净收入为14.08亿美元,同比增长25%[17] - 第三季度每股收益为0.71美元,同比增长27%[17] - 总利息收入为116.86亿美元,同比增长9.5%[20] - 总利息支出为50.73亿美元,同比增长4.4%[20] - 净利息收入为66.13亿美元,同比增长9.4%[20] - 平均利息收益率为3.63%,同比上升13个基点[20] - 平均利息支付率为1.59%,同比下降3个基点[20] 客户资产 - 客户交易性存款增加了90亿美元,公司相应减少了89亿美元的银行补充资金[6] - 资产管理和管理费创下新的季度纪录,达15亿美元[6] - 交易收入同比增长4%[6] - 资产管理和管理费收入为44.07亿美元,同比增长19.7%[22] - 第三季度客户资产总额达9,920.5亿美元,同比增长27%[24] - 第三季度净新增客户资产908亿美元,同比增长88%[24] - 第三季度新开立经纪账户97.2万个,同比增长9%[24] - 第三季度自营ETF资产规模达3,859亿美元,同比增长35%[24] - 第三季度第三方ETF资产规模达1,888.2亿美元,同比增长40%[24] - 第三季度银行账户数达195.4万个,同比增长9%[24] - 第三季度退休计划参与账户数达538.8万个,同比增长5%[24] - 第三季度自营货币市场基金资产规模达562.1亿美元,同比增长29%[24] - 第三季度自营股票和债券基金及ETF资产规模达228.9亿美元,同比增长36%[24] - 第三季度第三方基金资产规模达1,236.5亿美元,同比增长17%[24] 非GAAP财务指标 - 公司使用非GAAP财务指标以补充GAAP财务指标,有助于更好地了解公司的财务表现[28] - 非GAAP财务指标不应被视为GAAP财务指标的替代品,也可能无法与其他公司的非GAAP财务指标进行比较[28] - 公司从第三季度开始将重组成本纳入非GAAP财务指标的调整范围,这是由于之前宣布的精简运营计划[29] - 公司认为这些非GAAP财务指标能提供有用的补充信息,有助于对比公司当前期间与历史及未来期间的业绩[28] - 公司调整了某些GAAP财务指标,以排除收购和整合相关成本、已收购无形资产的摊销以及重组成本的影响[1] - 公司使用调整后的净资产收益率和有形普通股权益收益率作为员工奖金和某些高管激励计划的绩效标准[1] - 公司使用调整后的一级杠杆比率作为资本管理的指标,并将其作为长期经营目标[1] - 三个季度的调整后总费用分别为28.52亿美元、27.03亿美元和84.22亿美元[1,2,3] - 三个季度的调整后净收入分别为15.25亿美元、15.18亿美元和44.59亿美元[1,2,3] - 三个季度的调整后每股摊薄收益分别为0.77美元、0.77美元和2.25美元[1,2,3] - 三个季度的调整后税前利润率分别为41.2%、41.3%和41.0%[1,2,3] - 2024年9月30日公司的调整后一级杠杆比率为6.7%,子公司银行的比率为7.1%[4]
Why Charles Schwab Stock Was Moving Higher Today
The Motley Fool· 2024-10-16 03:18
Better-than-expected earnings results drove the stock higher today.Shares of Charles Schwab (SCHW 6.90%), the brokerage powerhouse that recently surpassed Vanguard to become the largest brokerage firm by assets under management, were moving higher today after the company posted better-than-expected results in its third-quarter earnings report.As of 1:44 p.m. ET, the stock was up 6.8% on the news. Schwab shines in Q3Like the rest of its industry, Charles Schwab seemed to benefit from the ongoing bull market ...
3Q 2024
2024-10-16 01:46
业绩总结 - 公司2024年第三季度净收入同比增长5%至4.8亿美元[48] - 第三季度管理投资净流入增长80%[47] - 2024年第三季度交易性扫描现金净流入9亿美元[51] 用户数据 - 2024年第三季度,客户保证金余额为73.0亿美元,管理投资净流入为10.5亿美元,每日平均交易量为5.7百万[15] - 2024年第三季度,核心净新资产为95.3亿美元,新开户数为97.2万[18] - 2024年9月末,Charles Schwab银行存款账户总余额为840亿美元,其中浮动利率占87%,固定利率占13%[88] 未来展望 - 预计2024年第四季度调整后的收入将达到每股0.80美元[62] 新产品和新技术研发 - 公司不断推进战略举措,进一步提升满足投资者不断变化需求的能力[27] - 公司在广泛的投资建议解决方案中取得强劲势头,投资者越来越倾向于寻求综合财富管理[33] 市场扩张和并购 - 公司不断投资于关系模型,为领先的客户服务模式奠定基础[36] 负面信息 - 2024年第三季度,公司总支出(不含利息)为30.05亿美元,净收入为14.08亿美元[97] - 2024年第三季度,公司收购和整合相关成本为2.3亿美元,摊销收购的无形资产为1.3亿美元[97] - 2024年第三季度,公司重组成本为1亿美元[97]