嘉信理财(SCHW)
搜索文档
Charles Schwab: Positioned To Remain The Market Leader
Seeking Alpha· 2024-12-24 03:37
核心观点 - 文章作者是一名加拿大商学院学生,拥有中型资产管理公司的投资分析师经验,专注于高质量的长期投资文章和高价值公司的研究 作者采用事件驱动的方法,评估宏观事件下股票的表现,主要考虑财务状况和公司战略 [2] 作者背景 - 作者是一名加拿大商学院学生,拥有中型资产管理公司的投资分析师经验 [2] - 作者专注于高质量的长期投资文章和高价值公司的研究 [2] - 作者采用事件驱动的方法,评估宏观事件下股票的表现,主要考虑财务状况和公司战略 [2] - 作者与Francesco Infusino有大学俱乐部的关联 [2] 文章披露 - 作者在提到的公司中没有任何股票、期权或类似衍生品头寸,且在未来72小时内没有计划建立任何此类头寸 作者撰写本文表达个人观点,未接受除Seeking Alpha以外的任何补偿 作者与文章中提到的公司没有任何业务关系 [1] - Seeking Alpha披露,过去的表现不能保证未来的结果 文章不构成任何投资的建议或意见 文章中的观点和意见可能不代表Seeking Alpha的整体观点 Seeking Alpha不是持牌证券交易商、经纪人或美国投资顾问或投资银行 分析师包括专业投资者和未获得任何机构或监管机构许可的个人投资者 [3]
Schwab Ups 2024 Revenue View, Posts Higher November Client Assets
ZACKS· 2024-12-16 22:25
Charles Schwab (SCHW) raised its 2024 revenue guidance driven by upbeat equity markets following the U.S. presidential election and “increased investor engagement.” The company also posted a rise in total client assets for November.Nonetheless, SCHW shares lost 4% following the announcement of an increase in the revenue growth target for 2024 on broader market weakness.Schwab’s Favorable 2024 TrendsManagement expects total revenues to rise 3-3.5% year over year. The increase will be driven by “increased inv ...
The Charles Schwab Corporation (SCHW) Just Flashed Golden Cross Signal: Do You Buy?
ZACKS· 2024-11-22 23:56
The Charles Schwab Corporation (SCHW) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SCHW's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."There's a reason traders love a golden cross -- it's a technical chart pattern that can indicate a bullish breakout is on the horizon. This kind of crossover is formed when a stock's short-term moving average breaks above a longer-term movi ...
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]