Schwab Charles Corp (SCHW)

TickerSCHWBörseNYSE
ISINUS8085131055CIK0000316709
91,10
Schluss · 12.06.2026
1T+2,7 %1W+2,5 %1M−0,1 %3M−2,1 %6M−5,7 %1J+2,9 %
GCS 52 → +0,0
TSI -5,7 · -9,7 ▲ 05.06.
8-K 5.02 29.10.21· 1689T
Insider ▲ 28.05.26· 17T
PDF

Glück Conviction Score™

SCHW SCHWAB CHARLES CORP
Eingeschränkte Aussagekraft — erst 64 % der Signal-Gewichte sind mit Daten unterlegt.
Conviction Score
52
Neutral
Timing / Risiko Ruhig· 57
Effektiv: Neutral Sehr hoch
Bedeutung der Einstufung ⓘ
Insider
49,6
1 Insider, 1,8M $ Volumen
Institutionell
52,1
185 neu, 952 erhöht, -15702638K $ netto
Aktivist
18,8
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)

Score-Verlauf (90 Tage)

Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.

Kursverlauf (12 Monate)

Technische Indikatoren

37.5
Technical-Score: 37.5 / 100 (informativ, keine Anlageempfehlung)
Bullisch-Anteil 16.7 % — 2 bullisch / 5 bärisch / 5 neutral

Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).

IndikatorSignalGewichtWertDetailBeitrag
Kurs vs SMA50Bullisch10 %91.03+0.1 % vs SMA50
Kurs vs SMA200Bärisch15 %94.81-3.9 % vs SMA200
SMA-CrossBärisch10 %DEATHvor 42 Tagen @ 98.38
EMA20 vs EMA50Bärisch5 %89.10EMA50: 90.68
MACD-HistogrammBullisch10 %0.404Bullisch
RSI(14)Neutral10 %55.5Neutral (30–70)
Stoch %K(14)Bärisch5 %86.5Überkauft
ADX(14)+DINeutral10 %13.7+DI: 26.5 / −DI: 19.0
Z-Score(60)Neutral5 %-0.14In Range
52W-PositionNeutral5 %26.3 %Hoch 107.21 / Tief 85.35
Bollinger(20,2σ)Neutral5 %78.7 %Upper 92.68 / Mid 88.96 / Lower 85.23
LinReg-Slope(60)Bärisch10 %-0.1348R²=0.58 / annualisiert -37.1 %

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-05-28Wurster Richard ADirector, Officer, President & CEOOpen Market Purchase21.95984,231.849.512,15+55,8%
2026-05-19Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-27.50092,22-2.536.127,00-76,5%
2026-05-18Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-27.50092,40-2.541.008,25-76,6%
2026-05-13Sarin ArunDirectorOpen Market Sale-2.50091,16-227.910,00-6,9%
2026-05-06Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-109.30092,01-10.057.042,76-303,2%
2026-05-05Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.91092,29-914.609,76-27,6%
2026-05-04Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-109.30091,50-10.001.419,99-301,5%
2026-05-01Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-55.00091,86-5.052.173,50-152,3%
2026-04-30Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-50.00091,81-4.590.410,00-138,4%
2026-04-29Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-63.74390,49-5.768.231,56-173,9%
2026-04-28HERRINGER FRANK CDirectorOpen Market Sale-2.52090,60-228.313,51-6,9%
2026-04-27Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-36.45090,00-3.280.561,97-98,9%
2026-04-23Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-36.45090,50-3.298.768,74-99,4%
2026-04-15Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-7.941100,00-794.136,53-23,9%
2026-04-14Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-7.94298,00-778.342,21-23,5%
2026-04-14Murtagh Nigel JOfficer, Chief Risk OfficerOpen Market Sale-41.29799,00-4.088.522,76-123,3%
2026-04-14Craig Jonathan M.Officer, MD, Head of Retail InvestingOpen Market Sale-21.75099,00-2.153.326,13-64,9%
2026-03-03Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-2.50094,89-237.226,00-7,2%
2026-03-03Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-3.62694,41-342.346,61-10,3%
2026-03-03Howard DennisOfficer, MD, Chief Tech, OPS & Data OffOpen Market Sale-3.83994,88-364.235,87-11,0%
2026-03-03Howard DennisOfficer, MD, Chief Tech, OPS & Data OffOpen Market Sale-6.26994,43-591.991,70-17,8%
2026-03-03Murtagh Nigel JOfficer, Chief Risk OfficerOpen Market Sale-2.74094,90-260.024,08-7,8%
2026-03-03Murtagh Nigel JOfficer, Chief Risk OfficerOpen Market Sale-4.46394,43-421.429,49-12,7%
2026-03-03Craig Jonathan M.Officer, MD, Head of Investor ServicesOpen Market Sale-5.44994,89-517.079,04-15,6%
2026-03-03Craig Jonathan M.Officer, MD, Head of Investor ServicesOpen Market Sale-9.03294,42-852.817,70-25,7%
2026-03-02Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-7.94296,00-762.442,32-23,0%
2026-03-02Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-7.94294,23-748.374,66-22,6%
2026-02-27Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-2.03095,30-193.453,72-5,8%
2026-02-26Ellis Stephen ADirectorOpen Market Sale-10.72596,57-1.035.693,95-31,2%
2026-02-25Howard DennisOfficer, MD, Chief Tech, OPS & Data OffOpen Market Sale-27.90395,02-2.651.343,06-79,9%
2026-02-10Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-32.413105,58-3.422.080,27-103,2%
2026-02-09Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-126.200106,55-13.446.546,90-405,4%
2026-02-06Bettinger Walter WDirector, Officer, Co-ChairmanOpen Market Sale-67.514104,25-7.038.476,28-212,2%
2026-02-06DODDS CHRISTOPHER VDirectorOpen Market Sale-11.825104,55-1.236.314,39-37,3%
2026-02-04Bettinger Walter WDirector, Officer, Co-ChairmanOpen Market Sale-94.948104,25-9.898.518,90-298,4%
2026-02-04Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-67.975103,81-7.056.423,57-212,7%
2026-02-03Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-96.625103,74-10.023.529,65-302,2%
2026-02-03Bettinger Walter WDirector, Officer, Co-ChairmanOpen Market Sale-141.033103,85-14.646.065,50-441,5%
2026-02-03Bettinger Walter WDirector, Officer, Co-ChairmanOpen Market Sale-21.429104,24-2.233.821,10-67,3%
2026-02-02Morgan Peter J. IIIOfficer, General CounselOpen Market Sale-7.595104,38-792.796,48-23,9%
2026-01-29Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-145.650103,16-15.025.967,69-453,0%
2026-01-28Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-44.962103,20-4.640.091,89-139,9%
2026-01-28Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-26.475103,22-2.732.688,61-82,4%
2026-01-26Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-134.895103,09-13.905.839,93-419,2%
2026-01-22Schwab-Pomerantz CarolynDirectorOpen Market Sale-19.050105,25-2.004.961,07-60,4%
2026-01-22Schwab-Pomerantz CarolynDirectorOpen Market Sale-4.765105,02-500.400,29-15,1%
2026-01-22Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.525105,18-1.001.791,88-30,2%
2026-01-22Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.525105,19-1.001.928,08-30,2%
2026-01-22Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-2.000105,00-210.003,40-6,3%
2025-12-23Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-2.000102,01-204.021,60-6,2%
2025-11-12Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-3.07298,00-301.056,00-9,1%
2025-11-07Craig Jonathan M.Officer, MD, Head of Investor ServicesOpen Market Sale-35.18895,35-3.355.028,01-101,1%
2025-10-29Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-44.75094,52-4.229.814,75-127,5%
2025-10-28Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-64.40094,00-6.053.909,12-182,5%
2025-10-02Schwab-Pomerantz CarolynDirectorOpen Market Sale-14.40092,55-1.332.669,60-40,2%
2025-10-02Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.60092,55-888.523,20-26,8%
2025-10-01Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-1.29293,74-121.116,47-3,7%
2025-10-01Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-1.91393,04-177.994,89-5,4%
2025-09-04Schwab-Pomerantz CarolynDirectorOpen Market Sale-14.40096,64-1.391.582,88-42,0%
2025-09-04Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.60096,64-927.717,12-28,0%
2025-09-02Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-3.20595,20-305.126,58-9,2%
2025-08-28Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-6.14496,81-594.808,63-17,9%
2025-08-27Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-136.50097,04-13.246.506,00-399,3%
2025-08-27Beatty Jonathan SOfficer, MD, Head of Advisor ServicesOpen Market Sale-3.29697,18-320.305,28-9,7%
2025-08-27Morgan Peter J. IIIOfficer, General CounselOpen Market Sale-50.01697,00-4.851.572,01-146,3%
2025-08-26Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-136.50096,67-13.194.909,00-397,8%
2025-08-25Schwab-Pomerantz CarolynDirectorOpen Market Sale-13.54296,06-1.300.802,54-39,2%
2025-08-08Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-28.65396,60-2.767.934,24-83,4%
2025-08-08Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-104.50096,84-10.120.145,75-305,1%
2025-08-07Schwab-Pomerantz CarolynDirectorOpen Market Sale-14.00096,68-1.353.518,60-40,8%
2025-08-07Schwab-Pomerantz CarolynDirectorOpen Market Sale-20097,21-19.441,00-0,6%
2025-08-07Schwab-Pomerantz CarolynDirectorOpen Market Sale-40097,22-38.888,00-1,2%
2025-08-07Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.40096,68-908.808,92-27,4%
2025-08-07Schwab Charles R.Director, Officer, Co-ChairmanOpen Market Sale-22.72196,02-2.181.611,35-65,8%
2025-08-01Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-3.29096,06-316.043,32-9,5%
2025-07-29Bettinger Walter WDirector, Officer, Co-ChairmanOpen Market Sale-173.87698,84-17.186.390,69-518,1%
2025-07-29Wurster Richard ADirector, Officer, President & CEOOpen Market Sale-20.50099,16-2.032.851,75-61,3%
2025-07-29Murtagh Nigel JOfficer, Chief Risk OfficerOpen Market Sale-24.09697,91-2.359.289,96-71,1%
2025-07-03Schwab-Pomerantz CarolynDirectorOpen Market Sale-9.60091,59-879.249,60-26,5%
2025-07-03Schwab-Pomerantz CarolynDirectorOpen Market Sale-14.40091,59-1.318.904,64-39,8%
2025-07-01Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-3.29090,95-299.220,24-9,0%
2025-06-18Woolway Paul VOfficer, MD, Chief Banking OfficerOpen Market Sale-10.12990,01-911.683,94-27,5%
2025-06-18Murtagh Nigel JOfficer, Chief Risk OfficerOpen Market Sale-20.87290,01-1.878.665,76-56,6%

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
VANGUARD GROUP INC150.528.9520150.528.95215.039.347.595Neu+100,0%
BlackRock, Inc.133.156.556134.167.833-1.011.27712.514.053.228Reduziert-0,8%
VANGUARD CAPITAL MANAGEMENT LLC108.353.9950108.353.99510.183.108.450Neu+100,0%
DODGE & COX75.002.88176.513.926-1.511.0457.048.770.797Reduziert-2,0%
JPMORGAN CHASE & CO68.580.315068.580.3156.851.859.650Neu+100,0%
STATE STREET CORP72.763.68272.626.508137.1746.838.330.834Aufgestockt+0,2%
GEODE CAPITAL MANAGEMENT, LLC38.692.26637.667.6401.024.6263.622.039.005Aufgestockt+2,7%
FMR LLC35.688.16933.834.2321.853.9373.353.974.173Aufgestockt+5,5%
FRANKLIN RESOURCES INC31.825.62230.184.3691.641.2532.990.971.944Aufgestockt+5,4%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/14.521.88715.366.868-844.9812.251.407.955Reduziert-5,5%
PRIMECAP MANAGEMENT CO/CA/23.441.91523.276.071165.8442.203.071.172Aufgestockt+0,7%
Fisher Asset Management, LLC22.218.09121.818.514399.5772.088.056.225Aufgestockt+1,8%
MORGAN STANLEY22.033.94223.233.235-1.199.2932.070.750.350Reduziert-5,2%
HARRIS ASSOCIATES L P21.812.47622.031.493-219.0172.049.936.464Reduziert-1,0%
NORGES BANK19.959.856019.959.8561.994.189.213Neu+100,0%
Artisan Partners Limited Partnership17.451.04817.206.336244.7121.640.049.491Aufgestockt+1,4%
Invesco Ltd.16.956.98016.425.579531.4011.593.617.018Aufgestockt+3,2%
NORTHERN TRUST CORP16.360.77616.596.500-235.7241.537.585.729Reduziert-1,4%
BANK OF AMERICA CORP /DE/15.623.03015.092.839530.1911.468.252.380Aufgestockt+3,5%
VIKING GLOBAL INVESTORS LP14.664.95413.872.905792.0491.378.212.377Aufgestockt+5,7%
ALLIANCEBERNSTEIN L.P.12.529.50913.185.839-656.3301.251.823.244Reduziert-5,0%
GOLDMAN SACHS GROUP INC13.108.61112.140.926967.6851.231.947.259Aufgestockt+8,0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11.875.67311.240.065635.6081.116.075.747Aufgestockt+5,7%
FLOSSBACH VON STORCH SE10.669.79110.465.592204.1991.002.746.958Aufgestockt+2,0%
Legal & General Group Plc10.072.1649.570.836501.328946.581.976Aufgestockt+5,2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9.590.2829.367.818222.464901.294.702Aufgestockt+2,4%
BROWN ADVISORY INC9.142.06512.195.433-3.053.368859.172.794Reduziert-25,0%
AMERIPRISE FINANCIAL INC8.773.7639.066.453-292.690824.421.241Reduziert-3,2%
Baird Financial Group, Inc.8.445.3617.975.675469.686793.695.002Aufgestockt+5,9%
BAMCO INC /NY/7.464.3167.060.309404.007701.496.418Aufgestockt+5,7%
UBS Group AG7.399.4009.697.171-2.297.771695.395.612Reduziert-23,7%
TWO SIGMA ADVISERS, LP6.283.89506.283.895627.823.949Neu+100,0%
Nuveen, LLC6.008.6895.807.109201.580564.696.548Aufgestockt+3,5%
DIMENSIONAL FUND ADVISORS LP5.742.9345.681.95560.979539.705.070Aufgestockt+1,1%
ENVESTNET ASSET MANAGEMENT INC5.622.9835.439.634183.349528.448.080Aufgestockt+3,4%
Amundi5.585.6406.471.276-885.636524.938.448Reduziert-13,7%
Boston Partners5.486.6144.658.266828.348515.669.675Aufgestockt+17,8%
CITADEL ADVISORS LLC5.459.1488.094.808-2.635.660513.050.729Reduziert-32,6%
TWO SIGMA INVESTMENTS, LP5.411.8992.624.1552.787.744508.610.268Aufgestockt+106,2%
ROYAL BANK OF CANADA5.352.6495.513.619-160.970503.041.000Reduziert-2,9%
Allen Investment Management, LLC5.328.4505.584.229-255.779500.767.763Reduziert-4,6%
DEUTSCHE BANK AG\5.313.4065.991.203-677.797499.353.898Reduziert-11,3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP4.819.8805.529.052-709.172452.972.322Reduziert-12,8%
Ruane, Cunniff & Goldfarb L.P.4.714.7805.594.948-880.168443.095.024Reduziert-15,7%
National Pension Service4.484.1104.059.646424.464421.416.658Aufgestockt+10,5%
BARCLAYS PLC4.326.4325.137.774-811.342406.598.077Reduziert-15,8%
BNP PARIBAS FINANCIAL MARKETS3.356.9312.612.203744.728384.213.171Aufgestockt+28,5%
Clearbridge Investments, LLC3.957.2224.372.698-415.476371.899.742Reduziert-9,5%
FARALLON CAPITAL MANAGEMENT LLC3.955.65703.955.657371.752.645Neu+100,0%
YACKTMAN ASSET MANAGEMENT LP3.904.8563.936.540-31.684366.978.367Reduziert-0,8%

Top-Fondshalter (Stand: 31.03.2026)

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
BlackRock, Inc.133.156.556134.167.833-0,8%12.514.053.22810,16
VANGUARD CAPITAL MANAGEMENT LLC108.353.9950+100,0%10.183.108.4508,27
DODGE & COX75.002.88176.513.926-2,0%7.048.770.7975,72
JPMORGAN CHASE & CO75.274.74268.580.315+9,8%7.005.067.7875,69
STATE STREET CORP72.763.68272.626.508+0,2%6.838.330.8345,55
GEODE CAPITAL MANAGEMENT, LLC38.692.26637.667.640+2,7%3.622.039.0052,94
FMR LLC35.688.16933.834.232+5,5%3.353.974.1732,72
FRANKLIN RESOURCES INC31.825.62230.184.369+5,4%2.990.971.9442,43
MASSACHUSETTS FINANCIAL SERVICES CO /MA/14.521.88715.366.868-5,5%2.251.407.9551,83
PRIMECAP MANAGEMENT CO/CA/23.441.91523.276.071+0,7%2.203.071.1721,79
Fisher Asset Management, LLC22.218.09121.818.514+1,8%2.088.056.2251,69
MORGAN STANLEY22.033.94223.233.235-5,2%2.070.750.3501,68
HARRIS ASSOCIATES L P21.812.47622.031.493-1,0%2.049.936.4641,66
Artisan Partners Limited Partnership17.451.04817.206.336+1,4%1.640.049.4911,33
Invesco Ltd.16.956.98016.425.579+3,2%1.593.617.0181,29
NORTHERN TRUST CORP16.360.77616.596.500-1,4%1.537.585.7291,25
BANK OF AMERICA CORP /DE/15.623.03015.092.839+3,5%1.468.252.3801,19
VIKING GLOBAL INVESTORS LP14.664.95413.872.905+5,7%1.378.212.3771,12
ALLIANCEBERNSTEIN L.P.12.529.50913.185.839-5,0%1.251.823.2441,02
GOLDMAN SACHS GROUP INC13.108.61112.140.926+8,0%1.231.947.2591,00

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.20262.2531.536,9138.231
31.12.20252.2611.516,8143.669
30.09.20252.1591.614,8147.123
30.06.20252.1171.571,3132.077
31.03.20251.9841.616,1116.908
31.12.20241.9111.791,8124.631

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
NORGES BANK19.959.8561.994.189.213
Avantyr Capital Partners, LP1.776.750177.515.093
Blue Sparrow, LLC /DE1.345.049134.383.846
PFA Pension, Forsikringsaktieselskab1.119.170112.532.584
GLENMEDE TRUST CO NA881.63688.084.251
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.854.63185.386.000
Eurizon Capital SGR S.p.A.352.37535.233.156
RENAISSANCE GROUP LLC349.89034.957.466
Capital Research Global Investors330.44933.015.160
EP Wealth Advisors, LLC306.04730.577.175

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
JPMORGAN CHASE & CO68.580.3157.148.261+11.6 %6.851.859.650
UBS Group AG9.697.1712.384.376+32.6 %968.844.354
FMR LLC33.834.2322.308.536+7.3 %3.380.378.130
PRIMECAP MANAGEMENT CO/CA/23.276.0712.066.884+9.7 %2.325.512.255
BlackRock, Inc.134.167.8331.887.079+1.4 %13.404.708.181
Focus Partners Wealth2.101.4631.844.095+716.5 %209.947.592
MARSHALL WACE, LLP2.866.0211.277.598+80.4 %286.344.160
Connor, Clark & Lunn Investment Management Ltd.1.573.7031.213.491+336.9 %157.228.667
BNP PARIBAS FINANCIAL MARKETS2.612.2031.142.604+77.7 %387.868.104
Capital International Investors2.524.0751.108.291+78.3 %252.180.333

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
PRICE T ROWE ASSOCIATES INC /MD/49.096.235-8.348.360-14.5 %4.905.206
WELLINGTON MANAGEMENT GROUP LLP14.990-8.051.901-99.8 %1.497.651
DODGE & COX76.513.926-6.529.327-7.9 %7.644.506.390
LAZARD ASSET MANAGEMENT LLC2.615.026-3.917.990-60.0 %261.267.239
CITIGROUP INC2.656.690-3.141.567-54.2 %265.429.866
BANK OF AMERICA CORP /DE/15.092.839-2.911.232-16.2 %1.507.925.578
GENERATION INVESTMENT MANAGEMENT LLP7.847.717-2.878.606-26.8 %784.065.404
JANE STREET GROUP, LLC1.787.633-2.803.803-61.1 %178.602.413
VIKING GLOBAL INVESTORS LP13.872.905-2.710.196-16.3 %1.386.041.939
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3.289.633-2.033.759-38.2 %328.667.233

Aktivisten & Großaktionäre (13D/13G)

DatumInvestorTypAnteilAktienΔZweck
29.04.2026Vanguard Capital ManagementPassiv (13G)7,18 %124.955.967Neu
26.03.2026The Vanguard GroupPassiv (13G/A)Ausstieg0-8,18 pp
30.04.2025The Vanguard GroupPassiv (13G/A)8,18 %148.393.384+1,41 pp
12.02.2025TD Group US Holdings LLCAktivist (13D/A)Ausstieg0-9,50 ppItem 4 of the Statement is hereby amended and supplemented by the following: On Februar…
12.02.2025The Toronto-Dominion BankAktivist (13D/A)0,10 %1.329.350-9,50 ppItem 4 of the Statement is hereby amended and supplemented by the following: On Februar…
13.11.2024 Dodge & Cox   94-1441976Passiv (13G)5,00 %89.587.838Neu
23.08.2024 TD Group US Holdings LLCAktivist (13D/A)7,50 %133.785.043Neu
23.08.2024 TD Luxembourg International Holdings SARLAktivist (13D/A)7,50 %133.785.043Neu
23.08.2024 The Toronto-Dominion BankAktivist (13D/A)7,60 %135.109.332Neu
13.02.2024The Vanguard GroupPassiv (13G/A)6,77 %119.918.442-0,16 pp
31.01.2024. BlackRock, Inc.Passiv (13G/A)5,50 %96.697.577-0,40 pp
27.02.2023CHARLES R. SCHWABAktivist (13D/A)6,10 %107.999.275-1,20 pp
09.02.2023The Vanguard GroupPassiv (13G/A)6,93 %125.888.270+0,48 pp
07.02.2023. BlackRock, Inc.Passiv (13G/A)5,90 %106.891.269+0,10 pp
03.08.2022TD Luxembourg International Holdings SARLAktivist (13D/A)9,50 %174.285.043-0,37 pp
03.08.2022TD Group US Holdings LLCAktivist (13D/A)9,50 %174.285.043-0,37 pp
03.08.2022The Toronto-Dominion BankAktivist (13D/A)9,60 %175.778.751-0,27 pp
09.02.2022The Vanguard GroupPassiv (13G/A)6,45 %116.756.598+0,21 pp
01.02.2022. BlackRock, Inc.Passiv (13G/A)5,80 %105.444.116+0,30 pp

US Congress Trades (STOCK Act)

DatumMitgliedParteiKammerTypBetrag-Bereich
09.01.2026Gilbert CisnerosHouseKauf$1,001 – $15,000
18.12.2025Julie JohnsonHouseVerkauf$1,001 – $15,000
11.12.2025Dan NewhouseHouseKauf$1,001 – $15,000
23.09.2025Valerie HoyleHouseVerkauf$1,001 – $15,000
16.07.2025Lisa McClainHouseVerkauf$1,001 – $15,000
10.07.2025Lisa McClainHouseKauf$1,001 – $15,000
10.07.2025Richard W. AllenHouseKauf$15,001 – $50,000
12.05.2025Jefferson ShreveHouseVerkauf$15,001 – $50,000
05.05.2025Marjorie Taylor GreeneHouseKauf$1,001 – $15,000
21.04.2025Bruce WestermanHouseVerkauf$1,001 – $15,000
07.04.2025Josh GottheimerHouseKauf$1,001 – $15,000
19.03.2025Sheri BiggsHouseVerkauf$15,001 – $50,000
03.03.2025Bruce WestermanHouseKauf$1,001 – $15,000
25.11.2024Marjorie Taylor Mrs GreeneHouseKauf$1,001 – $15,000
13.11.2024Morgan McGarveyHouseVerkauf$1,001 – $15,000
12.09.2024Richard W. AllenHouseVerkauf$15,001 – $50,000
03.09.2024Marjorie Taylor Mrs GreeneHouseKauf$1,001 – $15,000

Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →

Stammdaten

The Charles Schwab Corporation stellt zusammen mit ihren Tochtergesellschaften Vermögensmanagement-, Wertpapiermakler-, Bank-, Vermögensmanagement-, Verwahrer- und Finanzberatungsdienste bereit. Das Unternehmen wird in zwei Segmenten betrieben: Investor Services und Advisor Services. Das Segment Investor Services erbringt Einzelhandels-Brokerage-, Anlageberatungs-, Bank- und Treuhand-, Altersvorsorge- und weitere Unternehmens-Brokerage-Dienstleistungen; Aktienausgleichsplananbieter bieten vollständige Buchführung für Aktienpläne, Aktienoptionen, eingeschränkte Aktien, Performance-Aktien und Aktienappreciationrechte an; und Einzelhandels-Investor- und Investmentfonds-Clearing-Dienste sowie Compliance-Lösungen. Das Segment Advisor Services bietet Verwahrungs-, Handels-, Bank- und Unterstützungsdienste sowie Altersversorgungsdienste und Unternehmens-Brokerage-Ruhestandsdienste. Dieses Segment bietet Brokerage-Konten mit Aktien und festverzinslichen Wertpapieren, Margenkreditvergabe, Optionen und Futures- und Devisenhandel; Cash-Management-Funktionen umfassend Drittanbieter-Einlagenzertifikate; Drittanbieter- und proprietäre Investmentfonds; plus Investmentfonds-Handels- und Clearing-Dienste; und börsengehandelte Fonds (ETFs), einschließlich proprietärer und Drittanbieter-ETFs. Das Unternehmen bietet auch Beratungslösungen, wie verwaltete Portfolios aus proprietären und Drittanbieter-Investmentfonds und ETFs, separat verwaltete Konten, individualisierte persönliche Beratung für maßgeschneiderte Portfolios und spezialisierte Planung und Portfoliomanagement. Darüber hinaus bietet dieses Segment Bankprodukte und Dienstleistungen, einschließlich Girokonten und Sparkonten, Hypothekendarlehen für Wohnimmobilien mit erster Rangrückgriff, Home-Equity-Kreditlinien und Sicherungsvermögens-Kreditlinien; und Treuhanddienste bestehend aus Treuhand-Verwahrdiensten, persönlichen Treuhandberichtsdiensten und administrativen Treuhänder-Dienstleistungen. Mit Stand vom 31. Dezember 2021 verfügte das Unternehmen über ungefähr 400 inländische Filialstellen in 48 Staaten und dem District of Columbia, sowie Standorte in Puerto Rico, dem Vereinigten Königreich, Hongkong und Singapur. The Charles Schwab Corporation wurde 1971 gegründet und hat ihren Hauptsitz in Westlake, Texas.

Unternehmen & Branche

NameSCHWAB CHARLES CORP
TickerSCHW
CIK0000316709
BoerseNYSE
SektorFinancial Services
IndustrieFinancial - Capital Markets
SIC6211 · Security Brokers, Dealers & Flotation Companies

Wertpapier & Kennzahlen

CUSIP808513105
ISINUS8085131055
TypCommon Stock
Marktkapitalisierung161,56 Mrd. USD
KGV (P/E)19,21
Beta0,80
Dividendenrendite0,01 %

Bewertung

KBV (P/B)3,27 vs. 2,84 (2021)
KUV (P/S)6,75 vs. 8,61 (2021)
FCF-Rendite5,4 % vs. 0,8 % (2021)
Buyback-Rendite4,5 % vs. 0,0 % (2021)
Ausschüttungsquote26,3 % vs. 31,1 % (2021)

Qualität & Bilanz

Nettomarge37,0 % vs. 31,6 % (2021)
ROIC17,2 % vs. 7,1 % (2021)

Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →

Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
Kennzahl20212022202320242025Verlauf
Bewertung
KBV (P/B)2,844,313,082,813,66
KUV (P/S)8,617,606,696,927,56
FCF-Rendite0,8 %0,7 %15,0 %1,5 %4,8 %
Buyback-Rendite0,0 %2,2 %2,3 %0,0 %4,1 %
Ausschüttungsquote31,1 %29,4 %44,9 %38,3 %26,3 %
Qualität & Bilanz
Nettomarge31,6 %34,6 %26,9 %30,3 %37,0 %
ROIC7,1 %13,3 %12,4 %12,3 %17,2 %

Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).

Externe Quelle: SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2026-03-3110-Q6.482.000.0002.479.000.0001,37493.319.000.00049.234.000.000
2025-12-3110-K23.921.000.0008.852.000.0004,65490.995.000.00049.425.000.000
2025-09-3010-Q6.135.000.0002.358.000.0001,26465.255.000.00049.384.000.000
2025-06-3010-Q5.851.000.0002.126.000.0001,08458.936.000.00049.451.000.000
2025-03-3110-Q5.599.000.0001.909.000.0000,99462.903.000.00049.511.000.000
2024-12-3110-K19.606.000.0005.942.000.0002,99479.843.000.00048.375.000.000
2024-09-3010-Q4.847.000.0001.408.000.0000,71466.055.000.00047.215.000.000
2024-06-3010-Q4.690.000.0001.332.000.0000,66449.675.000.00043.953.000.000
2024-03-3110-Q4.740.000.0001.362.000.0000,68468.784.000.00042.412.000.000
2023-12-3110-K18.837.000.0005.067.000.0002,54493.178.000.00040.958.000.000
2023-09-3010-Q4.606.000.0001.125.000.0000,56475.204.000.00037.784.000.000
2023-06-3010-Q4.656.000.0001.294.000.0000,64511.505.000.00037.147.000.000
2023-03-3110-Q5.116.000.0001.603.000.0000,83535.552.000.00036.347.000.000
2022-12-3110-K20.762.000.0007.183.000.0003,50551.772.000.00036.608.000.000
2022-09-3010-Q5.500.000.0002.020.000.0000,99577.563.000.00037.041.000.000
2022-06-3010-Q5.093.000.0001.793.000.0000,87637.557.000.00044.513.000.000
2022-03-3110-Q4.672.000.0001.402.000.0000,67680.950.000.00048.098.000.000
2021-12-3110-K18.520.000.0005.855.000.0002,83667.270.000.00056.261.000.000
2021-09-3010-Q4.570.000.0001.526.000.0000,74607.548.000.00057.442.000.000
2021-06-3010-Q4.527.000.0001.265.000.0000,59574.532.000.00057.450.000.000

Umsatz nach Segmenten & Regionen

Geschäftssegmente

SegmentFY 2025FY 2024FY 2023FY 2022FY 2021AnteilΔTrend
Asset Management And Administration Service6,5 Mrd.5,7 Mrd.4,8 Mrd.4,2 Mrd.4,3 Mrd.28,8 %+13,8%
Trading Revenue Service3,9 Mrd.3,3 Mrd.3,2 Mrd.3,7 Mrd.4,2 Mrd.17,4 %+20,1%
Investment Performance3,7 Mrd.3,2 Mrd.2,6 Mrd.2,1 Mrd.2,0 Mrd.16,2 %+13,8%
Investment Advice2,4 Mrd.2,1 Mrd.1,9 Mrd.1,9 Mrd.2,0 Mrd.10,8 %+14,6%
Order Flow Revenue1,9 Mrd.1,5 Mrd.1,4 Mrd.1,7 Mrd.2,1 Mrd.8,5 %+30,7%
Commissions1,8 Mrd.1,6 Mrd.1,6 Mrd.1,8 Mrd.2,1 Mrd.8,0 %+12,9%
Bank Deposit Account Fees977,0 Mio.729,0 Mio.705,0 Mio.1,4 Mrd.1,3 Mrd.4,3 %+34,0%
Product And Service Other767,0 Mio.753,0 Mio.719,0 Mio.782,0 Mio.3,4 %+1,9%
Financial Service Other401,0 Mio.366,0 Mio.325,0 Mio.307,0 Mio.320,0 Mio.1,8 %+9,6%
Principal Transactions194,0 Mio.196,0 Mio.225,0 Mio.148,0 Mio.49,0 Mio.0,9 %-1,0%

Quartalsergebnisse (Earnings)

QuartalStichtagVerkündetUmsatzEPS
Q1 202631.03.202608.05.20266,5 Mrd. USD1,37
Q3 202530.09.202507.11.20256,1 Mrd. USD1,26
Q2 202530.06.202508.08.20255,9 Mrd. USD1,08
Q1 202531.03.202508.05.20265,6 Mrd. USD0,99
Q3 202430.09.202407.11.20254,8 Mrd. USD0,71
Q2 202430.06.202408.08.20254,7 Mrd. USD0,66
Q1 202431.03.202409.05.20254,7 Mrd. USD0,68
Q3 202330.09.202308.11.20244,6 Mrd. USD0,56
Q2 202330.06.202308.08.20244,7 Mrd. USD0,64

Einreichungs-Historie (10-K / 10-Q)

SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte (10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die Tage zwischen Berichtsstichtag und tatsächlicher Einreichung. Suffix /A kennzeichnet nachträgliche Berichtigungen.

Eingereicht Form Berichtsperiode Verzögerung
08.05.2026 10-Q 31.03.2026 38 Tage SEC »
25.02.2026 10-K 31.12.2025 56 Tage SEC »
07.11.2025 10-Q 30.09.2025 38 Tage SEC »
08.08.2025 10-Q 30.06.2025 39 Tage SEC »
09.05.2025 10-Q 31.03.2025 39 Tage SEC »
26.02.2025 10-K 31.12.2024 57 Tage SEC »
08.11.2024 10-Q 30.09.2024 39 Tage SEC »
08.08.2024 10-Q 30.06.2024 39 Tage SEC »
09.05.2024 10-Q 31.03.2024 39 Tage SEC »
23.02.2024 10-K 31.12.2023 54 Tage SEC »
08.11.2023 10-Q 30.09.2023 39 Tage SEC »
08.08.2023 10-Q 30.06.2023 39 Tage SEC »
08.05.2023 10-Q 31.03.2023 38 Tage SEC »
24.02.2023 10-K 31.12.2022 55 Tage SEC »
08.11.2022 10-Q 30.09.2022 39 Tage SEC »
08.08.2022 10-Q 30.06.2022 39 Tage SEC »
09.05.2022 10-Q 31.03.2022 39 Tage SEC »
24.02.2022 10-K 31.12.2021 55 Tage SEC »
08.11.2021 10-Q 30.09.2021 39 Tage SEC »
06.08.2021 10-Q 30.06.2021 37 Tage SEC »
07.05.2021 10-Q 31.03.2021 37 Tage SEC »
24.02.2021 10-K 31.12.2020 55 Tage SEC »
09.11.2020 10-Q 30.09.2020 40 Tage SEC »
07.08.2020 10-Q 30.06.2020 38 Tage SEC »

Kritische 8-K Meldungen

DatumMeldungSchwereFilingAuszug
29.10.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
15.10.2021Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
06.10.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
27.07.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
15.05.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…
31.01.2020Item 5.02 — Abgang SchlüsselpersonenHOCHSECItem 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers…

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-05-1228087,8324.592
2026-05-082.25389,50201.644
2026-05-04291,54183
2026-04-273188,502.744
2026-04-166100,27602
2026-04-151298,381.181
2026-04-1346394,8043.892
2026-03-306.73392,36621.860
2026-03-2712.25694,471.157.824
2026-03-2631.28094,992.971.287
2026-03-2516695,6815.883
2026-03-243995,303.717
2026-03-232.60294,66246.305
2026-03-1650093,0646.530
2026-03-1081994,3877.297
2026-03-0969.61695,236.629.532
2026-02-2017893,8716.709
2026-02-1727293,7225.492
2026-02-10872107,2193.487
2026-02-064.052102,00413.304
2026-02-056.378103,88662.547
2026-02-04585103,7360.682
2026-01-20331103,8234.364
2026-01-1639102,764.008
2026-01-1231.277100,173.133.017
2025-12-263.118101,85317.568
2025-12-24196101,1819.831
2025-12-2211.72898,821.158.961
2025-12-184.65596,61449.720
2025-12-17321.18196,0030.833.376
2025-12-16329.54395,2831.398.857

Hinweis

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