The Charles Schwab
ISIN US8085131055
|WKN 874171
Market cap (in EUR)
135,947.16 m
Country
United States
Sector
Finance
Dividend yield
1.21%
Overview
Quote
Trade with your broker
Description
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.
Finance Investment Services United States
Financials
Key metrics
| Market capitalisation, EUR | 135,947.16 m |
| EPS, EUR | 3.06 |
| P/B ratio | 3.80 |
| P/E ratio | 25.68 |
| Dividend yield | 1.21% |
Income statement (2024)
| Revenue, EUR | 24,035.42 m |
| Net income, EUR | 5,493.23 m |
| Profit margin | 22.85% |
What ETF is The Charles Schwab in?
There are 298 ETFs which contain The Charles Schwab. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Charles Schwab is the Xtrackers MSCI USA Financials UCITS ETF 1D.
Savings plan offers
Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
Source: justETF Research; As of 5/2025; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
— The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
Performance
Returns overview
| YTD | +8.04% |
| 1 month | +13.56% |
| 3 months | -2.68% |
| 6 months | +4.65% |
| 1 year | +9.03% |
| 3 years | +23.98% |
| 5 years | +145.08% |
| Since inception (MAX) | +217.39% |
| 2024 | +12.64% |
| 2023 | -17.97% |
| 2022 | +2.62% |
| 2021 | +75.09% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 31.03% |
| Volatility 3 years | 33.23% |
| Volatility 5 years | 33.46% |
| Return per risk 1 year | 0.29 |
| Return per risk 3 years | 0.22 |
| Return per risk 5 years | 0.59 |
| Maximum drawdown 1 year | -23.24% |
| Maximum drawdown 3 years | -47.00% |
| Maximum drawdown 5 years | -48.65% |
| Maximum drawdown since inception | -50.14% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
