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- Core net new assets in July: $29.0 billion
- Assets brought in by new and existing clients
- Total client assets: $9.57 trillion
- New brokerage accounts: 327,000
- Analysts’ recommendations: 18 buys, 6 holds, 2 sells
A look at Schwab (Charles) Smart Scores
Factor | Score | Magnitude |
---|---|---|
Value | 3 | |
Dividend | 3 | |
Growth | 3 | |
Resilience | 3 | |
Momentum | 3 | |
OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Charles Schwab is rated with a neutral outlook across various factors including Value, Dividend, Growth, Resilience, and Momentum, all scoring a 3 out of 5. This suggests that the company is positioned moderately in terms of these key investment considerations. The Charles Schwab Corporation offers a wide range of financial services to a diverse set of clients, catering to individual investors, independent investment managers, retirement plans, and institutions. With a presence in the United States, Puerto Rico, and the United Kingdom, Schwab is known for providing securities brokerage, banking, and related financial services.
Looking towards the long-term prospects of Schwab, the consistent scores of 3 in various aspects indicate stability and a balanced performance across different criteria. While not excelling in any particular area, the company maintains a solid stance in terms of value, dividends, growth potential, resilience, and momentum. Investors may view this overall outlook as a signal of steady growth and performance, reflecting the company’s ability to navigate various market conditions and maintain a reliable position in the financial services industry on a global scale.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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