The Charles Schwab Corporation (NYSE: SCHW) is a leading investment services firm with $3.53 trillion in client assets

Current Stock Activity

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  • Last Price

    $41.40

  • Change

    + 2.1

  • Volume

    1,398,922

  • % Volume Change

    + .51

Latest Financial Report

Schwab released its February 2019 monthly activity report.

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Clients' daily average trades

  Week of 03/04 - 03/08 Week of 03/11 - 03/15
Revenue trades1 400,469 382,029
Asset-based trades2 170,757 105,797
Other trades3 229,931 164,989
Total 801,157 652,815

For a 13-week history of trading activity >

For the current monthly report of other client activity >

Notes: These weekly averages are updated after 1:00 pm Pacific time on the second business day of the following week. Numbers are preliminary and exclude syndicate trades. Data may be updated based on additional information.
(1) Includes all client trades that generate either commission revenue or revenue from principal markups (i.e., fixed income).
(2) Includes all eligible trades executed by clients who participate in one or more of the Company's asset-based pricing relationships.
(3) Includes all commission free trades, including Schwab Mutual Fund OneSource® funds and ETFs, and other proprietary products.

 

Selected fourth quarter balances (as of quarter-end)

  • For banking subsidiaries:

    • Balance sheet assets = $249.7 billion, up 26% year-over-year.

    • Outstanding mortgage and home equity loans = $11.9 billion, up 1% year-over-year.

    • Pledged Asset Line® balances = $4.6 billion, up 5% year-over-year.
  • Client assets managed by the company’s digital advisory solutions totaled $33.4 billion, up 22% year-over-year.
  • Client assets in purchased money market funds totaled $123.8 billion, up 183% year-over-year.

 

Upcoming Corporate Events

Week of April 15, 2019

Q1 2019 Earnings/March 2019 Monthly Activity Report. (Normally reported on or around the 11th business day, pre-market) - For Schwab, the 11th business day is April 15.

 

Q4 2018 Earnings/December Monthly Activity Report

The Charles Schwab Corporation generally releases quarterly earnings on the 11th business day of January, April, July, and October. Schwab released results for the quarter ending December 31, 2018

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2017 Annual Report

Schwab sends its annual report and proxy statement to stockholders at the end of March each year.

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Presentations

Schwab executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.

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SEC Filings

Our recent SEC filings include Form 10-Q, Form 10-K, and Form 8-K. Historic filings are available from the SEC’s Edgar database.

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0511-3115