reports
Schwab Announces Its Winter Business Update
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Tuesday, January 21st. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi. The Update will be ac...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of November 2024 include: This press release features multimedia. View the full release here: Core net new assets brought to the company by new and existing clients totaled $28.8 billion. Net new assets excluding mutual fund clearing totaled $24.1 billion. Total client assets equaled $10.31 trillion as of month-end November, up 26% from November 2023 and up 5% compared to October 2024. Transactional sweep cash ended November at $393.7 billion –...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of October 2024 include: This press release features multimedia. View the full release here: Core net new assets brought to the company by new and existing clients totaled $24.6 billion. Net new assets excluding mutual fund clearing totaled $21.0 billion. Total client assets equaled $9.85 trillion as of month-end October, up 29% from October 2023 and down 1% compared to September 2024. Transactional sweep cash ended October at $394.0 billion, r...
Schwab Declares Common Stock Dividend and Declares Preferred Stock Div...
WESTLAKE, Texas--(BUSINESS WIRE)-- The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable November 22, 2024 to stockholders of record as of the close of business on November 8, 2024. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable December 2, 2024 to stockholders of record as of the close of business on November 15, 2024: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share ...
Schwab Reports Third Quarter Results
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation reported net income for the third quarter totaling $1.4 billion, or $.71 diluted earnings per common share. Excluding $153 million of pre-tax transaction-related costs, adjusted (1) net income and diluted common earnings per share equaled $1.5 billion and $.77, respectively. This press release features multimedia. View the full release here: Client Driven Growth $95.3B 3Q24 Core Net New Assets “Our momentum with clients continues to build following the successful completion of the Ameritrade conversion earlie...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
BA BOEING COMPANY (THE)
WOR WORTHINGTON INDUSTRIES INC.
WNC WABASH NATIONAL CORPORATION
WBA WALGREENS BOOTS ALLIANCE INC
VSAT VIASAT INC.
TXT TEXTRON INC.
TMST TIMKENSTEEL CORP
ROK ROCKWELL AUTOMATION INC.
RMBS RAMBUS INC.
POWI POWER INTEGRATIONS INC.
MKSI MKS INSTRUMENTS INC.
DHT DHT HOLDINGS INC.
CVI CVR ENERGY INC.
ARWR ARROWHEAD PHARMACEUTICALS INC.
AAP ADVANCE AUTO PARTS INC.
LPG DORIAN LPG
AIG AMERICAN INTERNATIONAL GROUP INC.
ALV ALLIANZ SE
WFC WALL FINANCIAL CORPORATION
MUR MURPHY OIL CORPORATION
DOO BRP INC.
IIIN INSTEEL INDUSTRIES INC.
ATKR ATKORE INC
COHU COHU INC.
FI FRANK'S INTERNATIONAL NV
MLHR HERMAN MILLER INC.
VSH VISHAY INTERTECHNOLOGY INC.
SCHW CHARLES SCHWAB CORPORATION
HI HILLENBRAND INC.
ICHR ICHOR HOLDINGS LTD.
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
CSTM CONSTELLIUM SE CLASS A
STLA STELLANTIS N.V.
IMCR IMMUNOCORE HOLDINGS ADS
MNSO MINISO GROUP HOLDING ADS (N SHARES)
WOLF WOLFSPEED INC
CR CRANE HOLDINGS CO
STM STABILUS SE
CHRD CHORD ENERGY CORPORATION
FRO FRONTLINE PLC
TGI TGI INFRASTRUCTURES LTD
ASAI SENDAS DISTRIBUIDORA SA
Schwab Announces Its Fall Business Update
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled a Fall Business Update for institutional investors on Tuesday, October 15th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Co-Chairman and Chief Executive Officer Walt Bettinger, President Rick Wurster, Chief Financial Officer Mi...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of August 2024 include: This press release features multimedia. View the full release here: Core net new assets brought to the company by new and existing clients increased to $32.8 billion for the month, up from $4.9 billion in the prior year period. August 2023 asset gathering included the impact of the anticipated attrition ahead of our September 2023 client conversion weekend – the largest of the five total transition weekends. Total client asse...
Schwab Reports Second Quarter Results
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation reported net income for the second quarter totaling $1.3 billion, or $.66 diluted earnings per common share. Excluding $175 million of pre-tax transaction-related and restructuring costs, adjusted (1) net income and diluted common earnings per share equaled $1.5 billion and $.73, respectively. This press release features multimedia. View the full release here: Client Driven Growth +17% Core Net New Asset Growth Versus 2Q23 “Schwab’s ‘no trade-offs’ value proposition continued to resonate with investors, ...
Charles Schwab Discloses Results of the Federal Reserve’s 2024 Compreh...
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation (CSC or Schwab) announced today that it has received the results of the Federal Reserve’s 2024 Comprehensive Capital Analysis and Review (CCAR). These results included the Federal Reserve’s estimate of Schwab’s minimum capital ratios under the supervisory severely adverse scenario for the nine-quarter horizon beginning December 31, 2023 and ending March 31, 2026. Based on these results, Schwab’s calculated stress capital buffer (SCB) remains well below the 2.5% minimum, resulting in a SCB at that floor. This 2.5% SCB will cont...
Schwab Announces Its Summer Business Update
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled a Summer Business Update for institutional investors on Tuesday, July 16th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of May 2024 include: This press release features multimedia. View the full release here: Core net new assets brought to the company by new and existing clients totaled $31.1 billion – representing our second highest May ever. Total client assets were $9.21 trillion as of month-end May, up 20% from May 2023 and up 4% compared to April 2024. New brokerage accounts were 314,000 in May, flat year-over-year and down 13% compared to April 2024. Co...
- MarketLine Department
Raymond James Private Wealth Management - Company Profile and SWOT Ana...
Summary Raymond James Private Wealth Management - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Raymond James Private Wealth Management (Raymond James PWM) is the wealth management division of Raymond James Financial Inc. The company provides mutual funds, securities, unit ...
Schwab Announces Executive Transitions
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation today announced several executive transitions as part of the firm’s long-term succession planning strategy. Peter Crawford, after a distinguished 22-year career with the firm, including serving as Chief Financial Officer since 2017, has decided to retire from Schwab following a planned transition period. Crawford will be succeeded by Mike Verdeschi who will join the firm on May 20 as a Managing Director and Deputy Chief Financial Officer. The firm expects to appoint Verdeschi as Chief Financial Officer (CFO) following the tran...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of April 2024 include: This press release features multimedia. View the full release here: Total net new assets brought to the company by new and existing clients in April 2024 totaled $10.0 billion, while core net new assets equaled $1.0 billion. These flows reflect client cash disbursements during tax season. Total client assets were $8.85 trillion as of month-end April, up 16% from April 2023 and down 3% versus March 2024. Transactional swee...
Schwab Declares Common Stock Dividend and Declares Preferred Stock Div...
WESTLAKE, Texas--(BUSINESS WIRE)-- The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.25 per common share. The dividend is payable May 24, 2024 to stockholders of record as of the close of business on May 10, 2024. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 3, 2024 to stockholders of record as of the close of business on May 17, 2024: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Shifting Exposure From Growth to Value Note: This is an abbreviated report (no detailed Sector comments or Russell grids). We will return to our normal report structure next week. While the market remains in consolidation/pullback mode and we are not out of the woods, it is possible that further downside is limited from here on the S&P 500. Since late-February, we have discussed important gap support from 2/22/24 at 4983-5050 on the S&P 500, and that as long as the S&P 500 is above 4983 that b...
C CITIGROUP INC.
SO SOUTHERN COMPANY
PH PARKER-HANNIFIN CORPORATION
NEE NEXTERA ENERGY INC.
CMC JPMORGAN CHASE & CO.
GS GOLDMAN SACHS GROUP INC.
FLS FLOWSERVE CORPORATION
ETR ENTERGY CORPORATION
ETN EATON CORP. PLC
DUK DUKE ENERGY CORPORATION
BMI BADGER METER INC.
AEP AMERICAN ELECTRIC POWER COMPANY INC.
XYL XYLEM INC.
ITT ITT INC.
SCHW CHARLES SCHWAB CORPORATION
IR INGERSOLL RAND INC.
TT TRANE TECHNOLOGIES PLC
Schwab Reports First Quarter Results
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation reported first quarter 2024 net revenues of $4.7 billion, reflecting a quarter-over-quarter increase of 6%. Net income for the quarter totaled $1.4 billion, or $.68 diluted earnings per common share. Excluding $140 million of pre-tax transaction-related and restructuring costs, adjusted (1) net income and diluted common earnings per share equaled $1.5 billion and $.74, respectively. This press release features multimedia. View the full release here: Client Driven Growth $96 Billion 1Q24 Core Net New Assets ...
Schwab Announces Its Institutional Investor Day
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled its inaugural Institutional Investor Day on Wednesday, May 22nd. This event, which will be held via live public webcast, is designed to help the investment community keep abreast of recent business developments and the Company’s current strategic focus. The program is scheduled to run from 8:30 a.m. - 2:00 p.m. CT, 9:30 a.m. - 3:00 p.m. ET. Participants will include members of the company’s executive management and senior leadership team. The event will be accessible at . About Charles S...
Schwab Reports Monthly Activity Highlights
WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation released its Monthly Activity Report today. Company highlights for the month of January 2024 include: This press release features multimedia. View the full release here: Total core net new assets brought to the company by new and existing clients equaled $17.2 billion, or $21.4 billion in core net new assets excluding Ameritrade originated brokerage clients. Total client assets were $8.56 trillion as of month-end January, up 14% from January 2023 and flat versus December 2023. Transactional sweep cash ended January 2024...
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