The Charles Schwab Corporation
Financial ServicesNYSE:SCHW · New York Stock Exchange
+$2.21 today
Vol 6.37M · Avg 10.80M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
17.9%
avg 13.4%
ROIC
9.5%
avg 8.3%
ROA
1.8%
avg 1.1%
Analysis
ROE is currently the strongest return metric at 17.9% versus its period average of 13.4%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Richard A. Wurster | Chief Executive Officer, President & Director | $6.07M | — | 52 | $218,409.00 | 0.01% |
Michael Verdeschi | MD & Chief Financial Officer | $3.77M | — | 57 | $47,442.00 | <0.01% |
Charles Robert Schwab | Founder & Co-Chairman | $3.54M | — | 89 | $3,977.00 | <0.01% |
Jonathan Craig | MD, Head of Investor Service & Head of Retail Investing | $2.77M | — | 54 | $65,366.00 | <0.01% |
Shannon Jurecka | Managing Director & Chief Administrative Officer | — | — | 56 | — | — |
Stacy Hammond | MD & Chief Marketing Officer | — | — | — | — | — |
Peter J. Morgan | MD, General Counsel & Corporate Secretary | — | — | 61 | $21,057.00 | <0.01% |
Jeff Edwards | MD & Head of Investor Relations | — | — | — | — | — |
Tim Heier | MD & Chief Technology Officer | — | — | — | — | — |
Lisa Kidd Hunt | MD & Head of International Services | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
1
$1.85M
Sells
63
$201.16M
Net Sentiment
$199.31M
Net selling
Most Active
Schwab Charles R.
19 transactions
1–10 of 64
Analysis
Insiders reported 1 buys worth $1.85M and 63 sells worth $201.16M over the last 12 months. That adds up to net selling of $199.31M. Schwab Charles R. was the most active insider with 19 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +14.3% | +16.4% (15yr)1 analysts |
| Revenue | N/A | N/A | +8.8% | +12.4% (15yr)6 analysts |
| Net Income | N/A | N/A | +16.0% | +18.3% (15yr)6 analysts |
| EBIT | N/A | N/A | +16.3% | +12.5% (15yr)6 analysts |
Analysis
Recent growth has been strongest in EBIT at +16.3% over three years. Forward estimates point to Net Income at +18.3% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Who manages SCHW?
The Charles Schwab Corporation (SCHW) lists 10 active executives. The top listed executive is Jonathan Craig, MD, Head of Investor Service & Head of Retail Investing.
Are SCHW insiders buying or selling?
Recent insider activity shows net selling of $151.12M.
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