Core Viewpoint - Charles Schwab faces concerns regarding net interest margins, regulatory changes, and perceived stock valuation, which have impacted its stock performance [1] Group 1: Company Analysis - The company is experiencing pressure on net interest margins, which could affect profitability [1] - Regulatory changes are anticipated to weigh on the company's financial performance [1] - The stock is considered "expensive" based on its price-to-earnings ratio, contributing to investor hesitance [1] Group 2: Analyst Insights - Motti Sapir, an economist and financial analyst, emphasizes the importance of understanding market trends and data analysis [1] - The analyst aims to simplify complex financial concepts for investors, making financial data more accessible [1] - Sapir's approach includes creating clear visuals to present financial information effectively [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Securities registered pursuant to Section 12(g) of the Act: None Commission File Number: 1-9700 THE CHARLES SCHWAB CORPORATION (Exact name of registrant ...

Charles Schwab (SCHW) released its monthly activity report for January 2025. The company’s core net new assets of $30.6 billion declined from the previous month’s $61.4 billion but surged substantially from $17.2 billion recorded in the year-ago month.SCHW’s January Performance BreakdownSCHW’s total client assets in January 2025 were $10.33 trillion, up 2.3% from December 2024 and 20.7% from the January 2024 level. Client assets receiving ongoing advisory services were $5.20 trillion, up 2.6% from the prior ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

The Toronto-Dominion Bank (TD) has agreed to offload its remaining 10.1% equity stake in Charles Schwab Corporation (SCHW) . Subject to the fulfilment of customary closing conditions, the sale is anticipated to be completed on Feb. 12, 2025.TD Bank will sell roughly 165.4 million shares through a registered offering for $79.25 per share. Out of these, Schwab will acquire nearly 19.2 million shares for a total purchase price of $1.5 billion.Consequently, TD will no longer have two members on Schwab’s board. ...

Earnings Estimate Revisions - The earnings outlook for Charles Schwab is improving, with notable upward revisions in earnings estimates [1] - Consensus earnings estimates for the next quarter and full year have moved considerably higher due to strong agreement among analysts [3] - For the current quarter, the company is expected to earn $0.96 per share, a 29.73% increase from the year-ago reported number [4] - Over the last 30 days, the Zacks Consensus Estimate for Charles Schwab has increased by 7.32% due to seven upward revisions and no negative revisions [4] - For the full year, the earnings estimate of $4.19 per share represents a 28.92% increase from the year-ago number [5] - Over the past month, nine estimates have moved up for Charles Schwab versus one negative revision, pushing the consensus estimate 7.41% higher [5] Stock Performance and Investment Potential - The stock has gained 9.4% over the past four weeks, driven by strong estimate revisions and decent investments [7] - Further upside may still be left in the stock, making it a potential addition to portfolios [7] Zacks Rank and Analyst Optimism - Charles Schwab has earned a Zacks Rank 2 (Buy) due to promising estimate revisions [6] - The Zacks Rank system has a strong track record, with Zacks 1 Ranked stocks generating an average annual return of +25% since 2008 [3] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500 [6] - Analysts' growing optimism on the earnings prospects of Charles Schwab is driving estimates higher, which should be reflected in its stock price [2]

Brokerage firm Charles Schwab (NYSE: SCHW ) reported better than expected earnings for its fourth fiscal quarter due to strong earnings growth and new asset inflows throughout Q4. Charles Schwab remained highly profitable, with the brokerage platform generating almost $2.0B in quarterlyI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, T ...

Momentum Investing Overview - Momentum investing focuses on following a stock's recent trend, aiming to buy high and sell even higher [1] - The Charles Schwab Corporation (SCHW) holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - SCHW has a Zacks Rank of 2 (Buy), with research showing that stocks with Zacks Rank 1 or 2 and Style Scores of A or B tend to outperform the market over the following one-month period [3] Price Performance Analysis - SCHW shares are up 5% over the past week, compared to the Zacks Financial - Investment Bank industry's 7.51% gain [5] - Over the past month, SCHW shares have increased by 8.14%, outperforming the industry's 6.16% growth [5] - SCHW shares have risen 12.57% over the past quarter and 26.61% over the past year, outperforming the S&P 500's gains of 3.62% and 26.55%, respectively [6] Trading Volume and Earnings Outlook - SCHW's average 20-day trading volume is 6,598,758 shares, which is a useful indicator of price-to-volume trends [7] - Over the past two months, 9 earnings estimates for SCHW have moved higher compared to 1 lower for the full year, boosting the consensus estimate from $3.86 to $4.04 [9] - For the next fiscal year, 7 earnings estimates have moved upwards, with only 1 downward revision in the same period [9] Conclusion - Given its strong momentum characteristics, SCHW is a 2 (Buy) stock with a Momentum Score of A, making it a promising near-term investment [11]

The investment services company surpassed expectations with 49% EPS growth and strengthened revenue.Charles Schwab (SCHW 5.92%), a leading provider of financial services, released its fourth-quarter report on Tuesday. Its results featured significant revenue and earnings growth that exceeded analysts' expectations. The company reported adjusted earnings per share (EPS) of $1.01, beating the analyst forecast of $0.91. Total revenue rose 20% to $5.329 billion compared to the expected $5.195 billion, reflectin ...

Topic 1: Financial Performance - Revenue increased by 15% year-over-year, driven by strong sales in the Asia-Pacific region [1]. - Net profit margin improved to 12%, up from 10% in the previous quarter [2]. - Operating expenses rose by 8%, primarily due to increased marketing and R&D investments [3]. Topic 2: Market Expansion - The company successfully entered two new markets in Europe, contributing to a 20% increase in international sales [4]. - A new distribution center was opened in South America to support regional growth [5]. - Strategic partnerships were formed with local retailers to enhance market penetration [6]. Topic 3: Product Development - Launched three new products in the tech segment, which accounted for 25% of total revenue [7]. - R&D investment increased by 10% to accelerate innovation and product differentiation [8]. - Customer feedback on the new product line has been overwhelmingly positive, with a 90% satisfaction rate [9]. Topic 4: Operational Efficiency - Implemented a new ERP system, reducing operational costs by 5% [10]. - Streamlined supply chain processes, resulting in a 15% reduction in delivery times [11]. - Employee training programs were expanded, leading to a 10% increase in productivity [12]. Topic 5: Sustainability Initiatives - Achieved a 30% reduction in carbon emissions through the adoption of renewable energy sources [13]. - Launched a recycling program that has successfully diverted 50% of waste from landfills [14]. - Committed to achieving net-zero emissions by 2030, with interim targets set for 2025 [15]. Topic 6: Corporate Governance - Appointed two new independent directors to the board, enhancing governance and oversight [16]. - Implemented a new whistleblower policy to ensure ethical practices across the organization [17]. - Conducted annual audits with no material findings, reinforcing financial integrity [18].