Charles Schwab Corp

SCHW-N

NYSE:SCHW

33.60
0.79 (2.30%)
The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is ...
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Analysis and Opinions about SCHW-N

Signal
Opinion
Expert
HOLD
HOLD
November 20, 2019
The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
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The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
DON'T BUY
DON'T BUY
June 5, 2019
It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.
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It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.
PAST TOP PICK
PAST TOP PICK
February 7, 2019
(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
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(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
BUY WEAKNESS
BUY WEAKNESS
March 14, 2018

He likes the financial sector and thinks this company is overvalued; his model price is $37.77. As interest rates move up earnings should be improving, but he feels the value is running ahead of itself right now. He would buy on weakness.

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He likes the financial sector and thinks this company is overvalued; his model price is $37.77. As interest rates move up earnings should be improving, but he feels the value is running ahead of itself right now. He would buy on weakness.

TOP PICK
TOP PICK
March 7, 2018

He likes the financial sector. This company has used technology to make the customer experience better. Over 40% of their earnings come from simple net interest margins on deposits. Asset management fees account for another 40% and it grew by 56% per year. This company is able to drop prices, but still increase earnings. Yield 0.7%. (Analysts’ price target is $60.78 )

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He likes the financial sector. This company has used technology to make the customer experience better. Over 40% of their earnings come from simple net interest margins on deposits. Asset management fees account for another 40% and it grew by 56% per year. This company is able to drop prices, but still increase earnings. Yield 0.7%. (Analysts’ price target is $60.78 )

TOP PICK
TOP PICK
January 31, 2018

He really likes financials. This is a play on a resurgent private client investor. Their new assets last year grew 58%. 40% of earnings come from net interest margin, the money they make holding cash for their clients, and they are a clear winner for rising rates. They get 40% from asset management. As client assets grow, their fees grow. As new money comes in, their fees grow. They were the 1st to start a big Robo advisor in the US. This is a growth company that benefits in a number of different ways. Dividend yield of 0.8%. (Analysts' price target is $61.33.)

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He really likes financials. This is a play on a resurgent private client investor. Their new assets last year grew 58%. 40% of earnings come from net interest margin, the money they make holding cash for their clients, and they are a clear winner for rising rates. They get 40% from asset management. As client assets grow, their fees grow. As new money comes in, their fees grow. They were the 1st to start a big Robo advisor in the US. This is a growth company that benefits in a number of different ways. Dividend yield of 0.8%. (Analysts' price target is $61.33.)

HOLD
HOLD
December 22, 2017

The chart shows this is still going up, but something that is still a little concerning is that it has kind of gone up parabolically in the last little while. At worst, he thinks it is going to want to pause. A really good space to be in. He would look for it to go sideways before it continues on. This is one he would hang onto. It's part of the pro-growth theme.

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The chart shows this is still going up, but something that is still a little concerning is that it has kind of gone up parabolically in the last little while. At worst, he thinks it is going to want to pause. A really good space to be in. He would look for it to go sideways before it continues on. This is one he would hang onto. It's part of the pro-growth theme.

TOP PICK
TOP PICK
December 13, 2017

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

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Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

HOLD
HOLD
August 24, 2011
Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.
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Volatile stock that trades on sentiment and volatility in the market. Is trying to rediscover itself. Would avoid brokerages or banking stocks. There are better opportunities. Go into REITs and property and casualty companies.
STRONG BUY
STRONG BUY
May 21, 2004
Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways.
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Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways.
DON'T BUY
DON'T BUY
May 11, 2004
Stock was sold off very heavily. Getting very intense competition from low-cost brokers.
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Stock was sold off very heavily. Getting very intense competition from low-cost brokers.
DON'T BUY
DON'T BUY
February 23, 2004
Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in.
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Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in.
DON'T BUY
DON'T BUY
February 20, 2004
A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time.
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A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time.
BUY
BUY
December 5, 2003
Market has done better, so the stock has moved up. A reasonable Company.
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Market has done better, so the stock has moved up. A reasonable Company.
BUY
BUY
March 15, 2002
Well run company. Very diversified. Good growth in most of their sectors.
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Well run company. Very diversified. Good growth in most of their sectors.
Showing 1 to 15 of 22 entries

Charles Schwab Corp(SCHW-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 2

Stockchase rating for Charles Schwab Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Charles Schwab Corp(SCHW-N) Frequently Asked Questions

What is Charles Schwab Corp stock symbol?

Charles Schwab Corp is a American stock, trading under the symbol SCHW-N on the New York Stock Exchange (SCHW). It is usually referred to as NYSE:SCHW or SCHW-N

Is Charles Schwab Corp a buy or a sell?

In the last year, 2 stock analyst published opinions about SCHW-N. 0 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is HOLD. Read the latest stock experts' ratings for Charles Schwab Corp.

Is Charles Schwab Corp a good investment or a top pick?

Charles Schwab Corp was recommended as a Top Pick by David Burrows on 2019-11-20. Read the latest stock experts ratings for Charles Schwab Corp.

Why is Charles Schwab Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Charles Schwab Corp worth watching?

In the last year, there was no coverage of Charles Schwab Corp published on Stockchase.

What is Charles Schwab Corp stock price?

On 2020-04-03, Charles Schwab Corp (SCHW-N) stock closed at a price of $33.6.