SCHW Charles Schwab Corporation (The) Common Stock

NYSE · Financial Services · Ver em SEC EDGAR ↗
$111,20
Preço · Ago 21, 2026
Fundamentais a partir de Ago 7, 2026

Sobre Charles Schwab Corporation (The) Common Stock Visão geral da empresa da Wikipedia

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients. One of the largest banks in the United States by assets, as of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom.

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The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients. One of the largest banks in the United States by assets, as of December 31, 2024, it had $10.10 trillion in client assets, 36.5 million active brokerage accounts, 5.4 million workplace retirement plan participant accounts, and 2.0 million banking accounts. It also offers a donor advised fund for clients seeking to donate securities. It was founded in San Francisco, California, and is headquartered in Westlake, Texas. It has over 380 branches, primarily in financial centers in the United States and the United Kingdom.

Founded as First Commander Corporation in 1971 and renamed to Charles Schwab & Co. in 1973, the company leveraged deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, California, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by Bank of America in 1983 for $55 million. Three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million.

History

In 1963, Charles R. Schwab and two other partners launched Investment Indicator, an investment newsletter. At its height, the newsletter had 3,000 subscribers, each paying $84 a year to subscribe. In April 1971, the firm was incorporated in California as First Commander Corporation, a wholly owned subsidiary of Commander Industries, Inc., for traditional brokerage services and to publish the Schwab investment newsletter. In November of that year, Schwab and four others purchased all the stock from Commander Industries, Inc., and in 1972, Schwab bought all the stock from what was once Commander Industries. In 1973, the company name changed to Charles Schwab & Co., Inc.

Following the U.S. Securities and Exchange Commission's 1975 decision to allow negotiated commission rates, Schwab established a discount stock brokerage, opening its first branch in Sacramento that same year. The firm began offering client seminars in 1977. In 1978, Schwab had 45,000 client accounts total, doubling to 84,000 the next year. In 1979, Schwab risked $500,000 on a back-office settlement system called BETA (short for Brokerage Execution and Transaction Analysis), enabling Schwab to become the first discount broker to bring automation in house. In 1980, Schwab established the industry's first 24-hour quotation service, and the total of client accounts grew to 147,000. In 1981, Schwab became a member of the NYSE, and the total of client accounts grew to 222,000. In 1982, Schwab became the first to offer 24/7 order entry and quote service, its first international office was opened in Hong Kong, and the number of client accounts totaled 374,000.

In 1983, Bank of America acquired Charles Schwab for $55 million. In 1984, the company launched 140 no-load mutual funds. In 1987, management, including Charles R. Schwab, bought the company back from Bank of America for $280 million. In 1991, the company acquired Mayer & Schweitzer, a market making firm, allowing Schwab to execute its customers' orders without sending them to an exchange. In 1997, it was fined $200,000 for failing to arrange the best trades for its customers. The unit was renamed Schwab Capital Markets in 2000. In 1993, the company opened an office in London.

In 1995, Schwab acquired The Hampton Company, founded by Walter W. Bettinger, who became Schwab's CEO in 2008. The following year in 1996, they launched Web trading, letting customers trade listed and OTC stocks and check balances and order statuses on their website. Dissatisfied with its in-house design, the company hired Razorfish to overhaul the site. This redesign later appeared in the Cooper-Hewitt Museum's inaugural National Design Triennial. In 2000, Schwab purchased U.S. Trust for $2.73 billion. Less than a year later, U.S. Trust was fined $10 million for violating bank secrecy laws. It was ordered to pay $5 million to the New York State Banking Department and $5 million to the Federal Reserve Board. On November 20, 2006, Schwab announced agreed to sell U.S. Trust to Bank of America for $3.3 billion in cash. The deal closed in the second quarter of 2007.

In January 2004, Schwab acquired SoundView Technology Group for $345 million to add equity research capabilities. David S. Pottruck, who had spent the majority of his 20 years at the brokerage as Charles R. Schwab's right-hand man, shared the CEO title with the company's founder from 1998 to 2003. In May 2003, Mr. Schwab stepped down, and gave Pottruck sole control as CEO. On July 24, 2004, the company's board fired Pottruck, replacing him with its founder and namesake. News of Pottruck's removal came as the firm had announced that overall profit had dropped 10%, to $113 million, for the second quarter, driven largely by a 26% decline in revenue from customer stock trading.

After coming back into control, Schwab conceded that the company had "lost touch with our heritage", and quickly refocused the business on providing financial advice to individual investors. He also rolled back Pottruck's fee hikes. The company rebounded, and earnings improved in 2005, as did the stock price. The share price was up as high as 151% since Pottruck's removal, ten times since the return of Charles Schwab. The company's net transfer assets, or assets that come from other firms, quadrupled from 2004 to 2008. Schwab's YieldPlus fund drew controversy during the 2008 financial crisis because of its -31.7% return. Investors in the Schwab YieldPlus Fund, including Charles Schwab himself, lost $1.1 billion. Schwab closed the YieldPlus funds in 2011. In April 2007, the company acquired The 401(k) Company.

In December 15, 2005, the company transitioned from a dual listing on both the New York Stock Exchange and the Nasdaq to exclusively listing its common stock on the Nasdaq.

On July 22, 2008, Walter W. Bettinger, the previous chief operating officer, was named chief executive, succeeding the company's namesake. Charles R. Schwab remained executive chairman of the company and said that he would "continue to serve as a very active chairman".

On February 22, 2010, Charles Schwab switched its stock exchange listing back to the New York Stock Exchange.

In 2011, the company acquired OptionsXpress. The company also acquired Compliance11, Inc., a provider of compliance software. In 2012, it acquired ThomasPartners, an asset management firm.

On July 1, 2020, the company acquired Wasmer, Schroeder & Company, an independent investment manager of fixed income in separately managed accounts with $10.7 billion in assets under management.

On May 26, 2020, the company acquired USAA's investment management accounts for $1.8 billion in cash.

In June 2020, the company began allowing investors to purchase fractional shares of companies listed on the S&P 500 index.

In May 2020, the company announced “Stock Slices,” which allows investors to buy fractional shares. This allows investors the ability to build a portfolio of stocks with less than the funds required to purchase full shares.

In October 2020, the company acquired TD Ameritrade. As part of the acquisition, Toronto-Dominion Bank acquired around a 12% stake in the company. Soon after, Schwab began the process of transitioning TD Ameritrade accounts to Charles Schwab; once this was finished, TD Ameritrade was shut down in May 2024. In early 2025, TD Bank sold its stake in Schwab.

Effective on January 1, 2021, the company moved its headquarters from San Francisco, California to Westlake, Texas.

In June 2022, the U.S. Securities and Exchange Commission ordered the company to pay $187 million to settle its charges for failing to disclose fund allocations and fees for its robo-advisor clients. It was determined that between March 2015 to November 2018, Charles Schwab misled customers and prospective investors by allowing them to believe that its robo-advisor service had no hidden fees, and it did not inform the clients about the cash drag on their investments. The SEC stated that the company has made money from cash allocations in the robo-advisor portfolios by sweeping cash to its affiliated bank, loaning it out, and keeping the difference between the interest it earned on the loans and what it paid in interest to the robo-advisor clients.

On January 1, 2025, Rick Wurster assumed the CEO position of the company, replacing the retiring Walt Bettinger.

In November 2025, the company agreed to acquire Forge Global, a private shares platform, in a deal worth $660 million.

Senior leadership

Chairman: Charles R. Schwab (since 1971)

Chief Executive: Richard A. Wurster (since 2025)

List of former chief executives

Charles R. Schwab (1971–1998)

Charles R. Schwab and David S. Pottruck (1998–2003); co-CEO's

David S. Pottruck (2003–2004)

Charles R. Schwab (2004–2008); second term

Walter W. Bettinger II (2008-2024)

Marketing

In 2004, Charles Schwab chose Havas Worldwide (then called Euro RSCG) as its full-service advertising agency. The company launched a series of television ads featuring the slogan Talk to Chuck by Euro RSCG and directed/animated by Bob Sabiston's Flat Black Films in 2005. "Talk to Chuck" campaign appeared in print media, online, billboards, and branch offices. A blog post in The Wall Street Journal described the ads as effective because they included a single memorable phrase. In February 2013, Schwab hired Crispin Porter + Bogusky (CP+B) as its lead creative agency with Havas Worldwide remaining to create ads for ActiveTrader and optionsXpress. The company launched an advertising campaign by CP+B with the slogan Own Your Tomorrow that same year. In March 2015, Adweek reported on marketing material created by CP+B for Schwab's Intelligent Portfolio service.

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

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SCHW Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço
$111.19
Capitalização de Mercado
$230.62B
P/E (TTM)
23.9
EPS (TTM)
$4.65
Receita (TTM)
$23.92B
Rendimento div.
1.0%
ROE
17.9%
Dívida/Capital
0.0
Intervalo 52 Semanas
$84 – $112

SCHW Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $23.92B
10-point trend, +219.9%
2016-12-31 2025-12-31
EPS $4.65
10-point trend, +255.0%
2016-12-31 2025-12-31
Fluxo de caixa livre $8.76B
10-point trend, +278.4%
2016-12-31 2025-12-31
Margens 37.0%

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
P/E (TTM)
5-point trend, -27.7%
23.9
17.6
P/S (TTM)
3-point trend, +17.2%
9.6
2.6
P/B
3-point trend, +23.4%
4.7
3.2
Price / FCF (Preço / FCF)
3-point trend, +220.9%
26.3

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
Net Profit Margin (Margem de Lucro Líquido)
5-point trend, +17.1%
37.0%
14.2%
ROA
5-point trend, +89.6%
1.8%
2.0%
ROE
5-point trend, +73.9%
17.9%
17.7%

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
Debt / Equity (Dívida / Patrimônio Líquido)
5-point trend, -55.5%
0.0

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
5-point trend, +29.2%
22.0%
Revenue CAGR 3Y (CAGR Receita 3A)
5-point trend, +29.2%
4.8%
Revenue CAGR 5Y (CAGR Receita 5A)
5-point trend, +29.2%
15.4%
EPS YoY
5-point trend, +64.3%
55.5%
Net Income YoY (Lucro Líquido Ano a Ano)
5-point trend, +51.2%
49.0%

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
EPS (Diluted) (EPS (Diluído))
5-point trend, +64.3%
$4.65

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica
Tendência de 5 anos
SCHW
Mediana de Pares
Payout Ratio (Índice de Pagamento)
5-point trend, -15.5%
26.3%

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

Dividend Yield
1.0%
Índice de Pagamento
26.3%
CAGR Dividendos 5 anos
Data exValor
14 de Agosto de 2026$0,3200
8 de Maio de 2026$0,3200
13 de Fevereiro de 2026$0,3200
14 de Novembro de 2025$0,2700
8 de Agosto de 2025$0,2700
9 de Maio de 2025$0,2700
14 de Fevereiro de 2025$0,2700
8 de Novembro de 2024$0,2500
9 de Agosto de 2024$0,2500
9 de Maio de 2024$0,2500
8 de Fevereiro de 2024$0,2500
9 de Novembro de 2023$0,2500
10 de Agosto de 2023$0,2500
11 de Maio de 2023$0,2500
9 de Fevereiro de 2023$0,2500
9 de Novembro de 2022$0,2200
11 de Agosto de 2022$0,2200
12 de Maio de 2022$0,2000
10 de Fevereiro de 2022$0,2000
10 de Novembro de 2021$0,1800

SCHW Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 29 analistas
  • Compra forte 7 24,1%
  • Compra 18 62,1%
  • Manter 3 10,3%
  • Venda 1 3,4%
  • Venda forte 0 0,0%

Preço-alvo de 12 meses

20 analistas · 2026-08-17
Alvo mediano $126.50 +13,8%
Alvo médio $125.00 +12,4%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média
0.01%
Período EPS Actual EPS est. Surpresa
30 de Junho de 2026 $1.62 $1.58 0.04%
31 de Março de 2026 $1.43 $1.42 0.01%
31 de Dezembro de 2025 $1.39 $1.42 -0.03%
30 de Setembro de 2025 $1.31 $1.27 0.04%
30 de Junho de 2025 $1.14 $1.12 0.02%
31 de Março de 2025 $1.04 $1.03 0.01%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
SCHW $207.21B 21.5 22.0% 37.0% 17.9%
MS $281.00B 17.4 14.4% 23.9% 15.6%
GS $260.60B 17.1 8.9% 29.5% 13.9%
IBKR 29.0 23.4%
HOOD $101.94B 55.2 51.6% 42.1% 21.9%
RJF $34.20B 16.8 6.6% 13.4% 17.7%
LPLA 32.7 37.2% 5.1% 16.6%
SF 14.2 6.7% 10.8% 11.7%
JEF 20.3 2.9% 6.3% 6.6%
EVR 24.2 29.5% 15.3% 31.7%
FRHC $8.88B 57.7 9.3% 7.0% 11.3%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 10
Dados anuais de Demonstração de Resultados para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +294.9% $23.92B $19.61B $18.84B $20.76B $18.52B $11.69B $10.72B $10.13B $8.62B $7.48B $6.38B $6.06B
Interest Expense 10-point trend, +6452.9% · · $6.68B $1.54B $476M $418M $1.06B $857M $342M $171M $132M $102M
Interest Income 12-point trend, +553.1% $15.50B $15.54B $16.11B $12.23B $8.51B $6.53B $7.58B $6.68B $4.62B $3.49B $2.66B $2.37B
Pretax Income 12-point trend, +441.8% $11.46B $7.69B $6.38B $9.39B $7.71B $4.30B $4.85B $4.56B $3.65B $2.99B $2.28B $2.12B
Income Tax 12-point trend, +228.3% $2.61B $1.75B $1.31B $2.21B $1.86B $1.00B $1.14B $1.05B $1.30B $1.10B $832M $794M
Net Income 12-point trend, +570.1% $8.85B $5.94B $5.07B $7.18B $5.86B $3.30B $3.70B $3.51B $2.35B $1.89B $1.45B $1.32B
EPS (Basic) 12-point trend, +386.5% $4.67 $3.00 $2.55 $3.52 $2.84 $2.13 $2.69 $2.47 $1.63 $1.32 $1.04 $0.96
EPS (Diluted) 12-point trend, +389.5% $4.65 $2.99 $2.54 $3.50 $2.83 $2.12 $2.67 $2.45 $1.61 $1.31 $1.03 $0.95
Shares (Basic) 12-point trend, +38.4% 1,804,000,000 1,828,000,000 1,824,000,000 1,885,000,000 1,887,000,000 1,429,000,000 1,311,000,000 1,348,000,000 1,339,000,000 1,324,000,000 1,315,000,000 1,303,000,000
Shares (Diluted) 12-point trend, +37.6% 1,809,000,000 1,834,000,000 1,831,000,000 1,894,000,000 1,897,000,000 1,435,000,000 1,320,000,000 1,361,000,000 1,353,000,000 1,334,000,000 1,327,000,000 1,315,000,000
Balanço Patrimonial 19
Dados anuais de Balanço Patrimonial para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +305.1% $46.03B $42.08B $43.34B $40.20B $62.98B $40.35B $29.34B $27.94B $14.22B $10.83B $11.98B $11.36B
PP&E (Net) 9-point trend, +257.5% · · · $3.71B $3.44B $2.88B $2.13B $1.77B $1.47B $1.30B $1.15B $1.04B
PP&E (Gross) 7-point trend, +89.5% · · · · · $5.55B $4.36B $3.93B $3.55B $3.23B $2.93B $2.93B
Accum. Depreciation 7-point trend, +41.1% · · · · · $2.67B $2.24B $2.16B $2.08B $1.94B $1.79B $1.89B
Goodwill 12-point trend, +874.0% $11.95B $11.95B $11.95B $11.95B $11.95B $11.95B $1.23B $1.23B $1.23B $1.23B $1.23B $1.23B
Intangibles 12-point trend, +3086.3% $7.23B $7.74B $8.26B $8.79B $9.38B $9.99B $128M $152M $108M $144M $181M $227M
Total Assets 12-point trend, +217.5% $491.00B $479.84B $493.18B $551.77B $667.27B $549.01B $294.00B $296.48B $243.27B $223.38B $183.71B $154.64B
Short-term Debt 9-point trend, +1900000000.00 $1.90B $0 $0 $250M $4.86B $0 · $0 $15.00B $0 · ·
Total Liabilities 12-point trend, +209.1% $441.57B $431.47B $452.22B $515.16B $611.01B $492.95B $272.26B $275.81B $224.75B $206.96B $170.30B $142.84B
Long-term Debt 3-point trend, +154.6% · · · · $18.91B $13.63B $7.43B · · · · ·
Total Debt 7-point trend, -87.3% $1.90B $0 $0 $17.05B $4.86B · · $0 $15.00B · · ·
Common Stock 12-point trend, +40.0% $21M $20M $20M $20M $20M $20M $15M $15M $15M $15M $15M $15M
Paid-in Capital 12-point trend, +591.3% $28.00B $27.64B $27.33B $27.07B $26.74B $26.52B $4.66B $4.50B $4.35B $4.27B $4.15B $4.05B
Retained Earnings 12-point trend, +332.1% $44.06B $37.57B $33.90B $31.07B $25.99B $21.98B $19.96B $17.33B $14.41B $12.65B $11.25B $10.20B
Treasury Stock 12-point trend, +427.2% $18.44B $11.20B $11.35B $8.64B $5.34B $5.58B $5.77B $3.71B $2.89B $3.13B $3.34B $3.50B
AOCI 12-point trend, -6756.4% $-10.98B $-14.85B $-18.13B $-22.62B $-1.11B $5.39B $88M $-252M $-152M $-163M $-134M $165M
Stockholders' Equity 12-point trend, +318.7% $49.42B $48.38B $40.96B $36.61B $56.26B $56.06B $21.75B $20.67B $18.52B $16.42B $13.40B $11.80B
Liabilities + Equity 12-point trend, +217.5% $491.00B $479.84B $493.18B $551.77B $667.27B $549.01B $294.00B $296.48B $243.27B $223.38B $183.71B $154.64B
Shares Outstanding 6-point trend, +4.0% 2,074,000,000 2,023,000,000 2,023,000,000 2,023,000,000 1,995,000,000 1,995,000,000 · · · · · ·
Fluxo de Caixa 18
Dados anuais de Fluxo de Caixa para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
D&A 10-point trend, +304.0% · · $804M $652M $549M $414M $322M $277M $269M $234M $224M $199M
Stock-based Comp 12-point trend, +175.7% $317M $337M $320M $366M $254M $204M $183M $197M $153M $141M $135M $115M
Deferred Tax 12-point trend, +1544.0% $361M $-191M $-478M $-18M $53M $-138M $2M $49M $58M $15M $-7M $-25M
Amort. of Intangibles 12-point trend, +1063.6% $512M $519M $534M $596M $615M $190M $27M $29M $37M $37M $45M $44M
Restructuring 3-point trend, +86.4% · · · $328M $83M $176M · · · · · ·
Operating Cash Flow 12-point trend, +296.6% $9.31B $2.67B $19.59B $2.06B $2.12B $6.85B $9.32B $12.46B $-839M $3.60B $1.25B $2.35B
CapEx 12-point trend, +37.0% $548M $620M $700M $971M $916M $631M $708M $570M $400M $346M $266M $400M
Investing Cash Flow 10-point trend, +163.3% $24.54B $35.43B $57.41B $32.05B $-75.66B $-125.85B $11.96B $-40.55B $-20.47B $-38.77B · ·
Debt Issued 8-point trend, +120.7% · · · $2.97B $7.04B $3.07B $593M $3.02B $2.13B $0 $1.35B ·
Net Debt Issued 9-point trend, +32350.0% · · · $1.94B $5.21B $2.37B $593M $2.12B $1.87B $-7M $989M $-6M
Stock Repurchased 10-point trend, +7346000000.00 $7.35B $0 $2.84B $3.40B $0 $0 $2.22B $1.00B $0 $0 · ·
Net Stock Activity 8-point trend, -634.6% $-7.35B $0 $-2.84B $-3.40B $0 $0 $-2.22B $-1.00B · · · ·
Dividends Paid 12-point trend, +524.4% $2.33B $2.27B $2.28B $2.11B $1.82B $1.28B $1.06B $787M $592M $486M $387M $373M
Financing Cash Flow 10-point trend, -185.0% $-29.70B $-47.06B $-61.24B $-68.72B $96.32B $143.98B $-13.94B $47.17B $22.60B $34.96B · ·
Net Change in Cash 12-point trend, +14.1% $4.15B $-8.96B $15.75B $-34.62B $22.78B $24.98B $7.35B $19.07B $3.39B $-1.15B $615M $3.63B
Taxes Paid 3-point trend, -2.8% $1.57B $1.49B $1.62B · · · · · · · · ·
Free Cash Flow 12-point trend, +349.8% $8.76B $2.05B $18.89B $1.09B $1.20B $6.22B $8.62B $11.89B $863M $2.32B $980M $1.95B
Levered FCF 10-point trend, +620.5% · · $13.58B $-96M $841M $5.90B $7.80B $11.23B $642M $2.21B $896M $1.88B
Lucratividade 4
Dados anuais de Lucratividade para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +69.7% 37.0% 30.3% 26.9% 34.6% 31.6% 28.2% 34.5% 34.6% 27.3% 25.3% 22.7% 21.8%
Pretax Margin 12-point trend, +37.2% 47.9% 39.2% 33.9% 45.2% 41.6% 36.8% 45.2% 45.0% 42.4% 40.0% 35.7% 34.9%
ROA 12-point trend, +104.5% 1.8% 1.2% 0.97% 1.2% 0.96% 0.78% 1.2% 1.3% 1.0% 0.93% 0.86% 0.89%
ROE 12-point trend, +50.4% 17.9% 12.4% 12.9% 19.5% 10.3% 7.5% 17.2% 16.9% 12.9% 11.8% 11.5% 11.9%
Liquidez e Solvência 1
Dados anuais de Liquidez e Solvência para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Debt / Equity 7-point trend, -95.3% 0.0 0.0 0.0 0.5 0.1 · · 0.0 0.8 · · ·
Eficiência 1
Dados anuais de Eficiência para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +21.4% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Por Ação 6
Dados anuais de Por Ação para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Book Value / Share 3-point trend, +17.7% $23.83 $23.91 $20.25 · · · · · · · · ·
Revenue / Share 12-point trend, +187.0% $13.22 $10.69 $10.29 $10.96 $9.76 $8.15 $8.12 $7.44 $6.37 $5.61 $4.81 $4.61
Cash Flow / Share 12-point trend, +188.3% $5.15 $1.46 $10.70 $1.09 $1.12 $4.77 $7.06 $9.15 $0.93 $2.00 $0.94 $1.79
Cash / Share 3-point trend, +3.6% $22.19 $20.80 $21.42 · · · · · · · · ·
Dividend / Share 12-point trend, +350.0% $1 $1 $1 $1 $1 $1 $1 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +389.5% $4.65 $2.99 $2.54 $3.50 $2.83 $2.12 $2.67 $2.45 $1.61 $1.31 $1.03 $0.95
Taxas de Crescimento 10
Dados anuais de Taxas de Crescimento para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -62.3% 22.0% 4.1% -9.3% 12.1% 58.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -72.0% 4.8% 1.9% 17.2% · · · · · · · · ·
Revenue CAGR 5Y 15.4% · · · · · · · · · · ·
EPS YoY 5-point trend, +65.8% 55.5% 17.7% -27.4% 23.7% 33.5% · · · · · · ·
EPS CAGR 3Y 3-point trend, +59.9% 9.9% 1.8% 6.2% · · · · · · · · ·
EPS CAGR 5Y 17.0% · · · · · · · · · · ·
Net Income YoY 5-point trend, -36.8% 49.0% 17.3% -29.5% 22.7% 77.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -53.1% 7.2% 0.49% 15.4% · · · · · · · · ·
Net Income CAGR 5Y 21.8% · · · · · · · · · · ·
Dividend CAGR 5Y 12.7% · · · · · · · · · · ·
Avaliação (TTM) 16
Dados anuais de Avaliação (TTM) para SCHW
Métrica Tendência 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +294.9% $23.92B $19.61B $18.84B $20.76B $18.52B $11.69B $10.72B $10.13B $8.62B $7.48B $6.38B $6.06B
Net Income TTM 12-point trend, +570.1% $8.85B $5.94B $5.07B $7.18B $5.86B $3.30B $3.70B $3.51B $2.35B $1.89B $1.45B $1.32B
Market Cap 3-point trend, +48.9% $207.21B $149.72B $139.18B · · · · · · · · ·
Enterprise Value 3-point trend, +70.2% $163.08B $107.64B $95.85B · · · · · · · · ·
P/E 12-point trend, -32.4% 21.5 24.8 27.1 23.8 29.7 25.0 17.8 17.0 31.9 30.1 32.0 31.8
P/S 3-point trend, +17.2% 8.7 7.6 7.4 · · · · · · · · ·
P/B 3-point trend, +23.4% 4.2 3.1 3.4 · · · · · · · · ·
P / Tangible Book 3-point trend, +2.1% 6.9 5.2 6.7 · · · · · · · · ·
P / Cash Flow 3-point trend, +213.2% 22.3 56.1 7.1 · · · · · · · · ·
P / FCF 3-point trend, +220.9% 23.6 73.0 7.4 · · · · · · · · ·
EV / FCF 3-point trend, +266.7% 18.6 52.5 5.1 · · · · · · · · ·
EV / Revenue 3-point trend, +34.0% 6.8 5.5 5.1 · · · · · · · · ·
Dividend Yield 3-point trend, -31.7% 1.1% 1.5% 1.6% · · · · · · · · ·
Earnings Yield 12-point trend, +47.6% 4.7% 4.0% 3.7% 4.2% 3.4% 4.0% 5.6% 5.9% 3.1% 3.3% 3.1% 3.1%
Payout Ratio 12-point trend, -6.8% 26.3% 38.3% 44.9% 29.4% 31.1% 38.8% 28.6% 22.4% 25.1% 25.7% 26.7% 28.2%
Annual Payout 12-point trend, +524.4% $2.33B $2.27B $2.28B $2.11B $1.82B $1.28B $1.06B $787M $592M $486M $387M $373M

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $23.92B$19.61B$18.84B$20.76B$18.52B
Lucro líquido $8.85B$5.94B$5.07B$7.18B$5.86B
EPS Diluído $4.65$2.99$2.54$3.50$2.83
Balanço Patrimonial
2025-12-312024-12-312023-12-312022-12-312021-12-31
Dívida / Patrimônio Líquido 0.00.00.00.50.1
Fluxo de Caixa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fluxo de caixa livre $8.76B$2.05B$18.89B$1.09B$1.20B

Últimas notícias Notícias recentes mencionando esta empresa

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Investidores institucionais (13F) 2.563 declarantes · $84.1B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
161 (-72 vs trimestre anterior) 152 (+8 vs trimestre anterior) 909 (-65 vs trimestre anterior) 960 (+83 vs trimestre anterior) +86.7M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição Valor Ações % de 13F rastreado Tipo
VANGUARD CAPITAL MANAGEMENT LLC $9.903.335.132 107.329.957 11,78% Ações
Dodge & Cox $7.101.867.203 76.968.323 8,45% Ações
STATE STREET CORP $6.751.782.327 73.174.188 8,03% Ações
GEODE CAPITAL MANAGEMENT, LLC $2.933.951.972 31.946.931 3,49% Ações
VANGUARD PORTFOLIO MANAGEMENT LLC $2.481.053.751 26.889.062 2,95% Ações
FMR LLC $2.358.953.961 25.565.774 2,81% Ações
PRIMECAP MANAGEMENT CO/CA/ $2.317.904.983 25.120.895 2,76% Ações
NORGES BANK $2.090.689.645 22.658.390 2,49% Ações
Fisher Asset Management, LLC $2.025.516.897 21.952.062 2,41% Ações
Artisan Partners Limited Partnership $1.746.737.165 18.930.716 2,08% Ações
BAMCO INC /NY/ $1.075.470.885 11.655.694 1,28% Ações
ALLIANCEBERNSTEIN L.P. $1.050.608.623 11.179.066 1,25% Ações
FLOSSBACH VON STORCH SE $987.929.723 10.706.944 1,17% Ações
VIKING GLOBAL INVESTORS LP $981.648.443 10.638.869 1,17% Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $874.044.553 9.472.684 1,04% Ações
AMERIPRISE FINANCIAL INC $873.310.859 9.464.453 1,04% Ações
VANGUARD FIDUCIARY TRUST CO $849.725.410 9.209.119 1,01% Ações
TWO SIGMA INVESTMENTS, LP $777.444.414 8.425.755 0,92% Ações
WELLINGTON MANAGEMENT GROUP LLP $734.963.859 7.965.361 0,87% Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $704.245.331 7.632.441 0,84% Ações
TWO SIGMA ADVISERS, LP $627.823.949 6.283.895 0,75% Ações
BROWN ADVISORY INC $545.996.566 5.917.363 0,65% Ações
ENVESTNET ASSET MANAGEMENT INC $514.124.031 5.571.968 0,61% Ações
BlackRock, Inc. $513.472.677 5.564.893 0,61% Ações
DIMENSIONAL FUND ADVISORS LP $485.562.411 5.262.408 0,58% Ações
BANK OF AMERICA CORP /DE/ $485.554.082 5.262.318 0,58% Ações
AMERICAN CENTURY COMPANIES INC $455.397.885 4.935.492 0,54% Ações
FIRST TRUST ADVISORS LP $442.446.694 4.795.131 0,53% Ações
D. E. Shaw & Co., Inc. $439.140.703 4.759.301 0,52% Ações
Ruane, Cunniff & Goldfarb L.P. $421.798.926 4.571.355 0,50% Ações
National Pension Service $416.427.243 4.513.138 0,50% Ações
YACKTMAN ASSET MANAGEMENT LP $378.450.203 4.101.552 0,45% Ações
Mitsubishi UFJ Asset Management Co., Ltd. $370.659.293 4.017.116 0,44% Ações
PROVIDENT TRUST CO $342.916.011 3.716.441 0,41% Ações
Capital International Investors $332.417.438 3.602.660 0,40% Ações
Vanguard Global Advisers, LLC $326.086.609 3.534.048 0,39% Ações
RPTC Inc. $325.021.167 3.522.501 0,39% Ações
GOLDMAN SACHS GROUP INC $324.506.561 3.516.924 0,39% Ações
BNP PARIBAS FINANCIAL MARKETS $321.378.717 3.483.025 0,38% Ações
Sumitomo Mitsui Trust Group, Inc. $319.279.759 3.460.277 0,38% Ações
LONDON CO OF VIRGINIA $318.591.951 3.452.804 0,38% Ações
Allen Investment Management, LLC $315.088.426 3.414.852 0,37% Ações
LAZARD ASSET MANAGEMENT LLC $308.254.604 3.340.789 0,37% Ações
Legal & General Group Plc $304.375.204 3.298.745 0,36% Ações
VANGUARD ASSET MANAGEMENT, Ltd $296.789.869 3.216.537 0,35% Ações
CANADA PENSION PLAN INVESTMENT BOARD $294.088.942 3.187.265 0,35% Ações
VAN ECK ASSOCIATES CORP $287.013.678 3.110.585 0,34% Ações
California Public Employees Retirement System $275.610.398 2.986.999 0,33% Ações
TIMUCUAN ASSET MANAGEMENT INC/FL $270.987.086 2.936.893 0,32% Ações
RHUMBLINE ADVISERS $256.896.548 2.784.184 0,31% Ações
MILLENNIUM MANAGEMENT LLC $250.651.455 2.716.500 0,30% Opção de venda
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $244.245.374 2.598.908 0,29% Ações
PRUDENTIAL FINANCIAL INC $240.095.952 2.602.102 0,29% Ações
Nuveen Asset Management, LLC $238.771.580 3.226.207 0,28% Ações
CITADEL ADVISORS LLC $238.167.970 2.581.207 0,28% Ações
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $235.319.226 2.550.333 0,28% Ações
NEUBERGER BERMAN GROUP LLC $231.582.830 2.512.907 0,28% Ações
NORDEA INVESTMENT MANAGEMENT AB $231.451.572 2.494.359 0,28% Ações
Focus Partners Wealth $230.535.412 2.498.544 0,27% Ações
D1 Capital Partners L.P. $227.592.259 2.466.590 0,27% Ações
RAYMOND JAMES FINANCIAL INC $219.981.990 2.384.112 0,26% Ações
FIDUCIARY MANAGEMENT INC /WI/ $211.828.207 2.295.743 0,25% Ações
Ensign Peak Advisors, Inc $210.130.162 2.277.340 0,25% Ações
Clearbridge Investments, LLC $208.749.291 2.262.374 0,25% Ações
Darsana Capital Partners LP $207.607.500 2.250.000 0,25% Ações
Connor, Clark & Lunn Investment Management Ltd. $204.937.391 2.221.062 0,24% Ações
Route One Investment Company, L.P. $202.061.427 2.189.893 0,24% Ações
Caisse de depot et placement du Quebec $195.607.141 2.119.943 0,23% Ações
BARCLAYS PLC $194.460.871 2.107.520 0,23% Ações
UBS Group AG $191.331.072 2.073.600 0,23% Opção de compra
Qube Research & Technologies Ltd $188.027.806 2.037.800 0,22% Ações
BECK MACK & OLIVER LLC $186.093.843 2.016.840 0,22% Ações
US BANCORP \DE\ $181.800.965 1.970.315 0,22% Ações
UBS Group AG $181.640.600 1.968.577 0,22% Ações
RENAISSANCE TECHNOLOGIES LLC $176.340.980 1.911.141 0,21% Ações
CITADEL ADVISORS LLC $173.707.502 1.882.600 0,21% Opção de compra
Mondrian Investment Partners LTD $171.450.670 1.858.141 0,20% Ações
LPL Financial LLC $170.739.370 1.850.432 0,20% Ações
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $162.580.294 1.762.006 0,19% Ações
Assenagon Asset Management S.A. $160.915.005 1.743.958 0,19% Ações
Bank Julius Baer & Co. Ltd, Zurich $160.199.593 1.743.171 0,19% Ações
Giverny Capital Inc. $155.158.187 1.681.567 0,18% Ações
NEW YORK STATE COMMON RETIREMENT FUND $153.260.009 1.660.995 0,18% Ações
North Peak Capital Management, LLC $151.909.453 1.646.358 0,18% Ações
JANE STREET GROUP, LLC $150.649.229 1.632.700 0,18% Opção de compra
JANE STREET GROUP, LLC $150.603.094 1.632.200 0,18% Opção de venda
MANUFACTURERS LIFE INSURANCE COMPANY, THE $150.214.453 1.627.988 0,18% Ações
GENERATION INVESTMENT MANAGEMENT LLP $148.698.180 1.611.555 0,18% Ações
WORLDQUANT MILLENNIUM ADVISORS LLC $145.435.882 1.576.199 0,17% Ações
JONES FINANCIAL COMPANIES LLLP $142.816.209 1.575.121 0,17% Ações
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $132.078.046 1.431.430 0,16% Ações
AVIVA PLC $131.583.571 1.426.071 0,16% Ações
CAPITOLIS LIQUID GLOBAL MARKETS LLC $130.916.736 1.418.844 0,16% Ações
PFA Pension, Forsikringsaktieselskab $127.867.985 1.385.802 0,15% Ações
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $124.930.245 1.329.328 0,15% Ações
ROYAL LONDON ASSET MANAGEMENT LTD $120.996.512 1.311.331 0,14% Ações
Universal- Beteiligungs- und Servicegesellschaft mbH $120.617.311 1.311.293 0,14% Ações
Liontrust Investment Partners LLP $120.440.954 1.305.310 0,14% Ações
CITADEL ADVISORS LLC $116.878.409 1.266.700 0,14% Opção de venda
Allianz Asset Management GmbH $116.266.474 1.260.068 0,14% Ações

Executivos da empresa 65 insiders · 23 diretores · 17 conselheiros

Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Michael D Verdeschi CFO 3 de Junho de 2026 F 47.442 0 0 $0
Peter B. Crawford CFO 22 de Janeiro de 2024 S 37.611 0 0 $0
Richard A Wurster President 5 de Junho de 2023 F 100.214 0 0 $0
Schwab Charles R. Co-Chairman 18 de Agosto de 2026 G 53.675.741 0 28 $-199.032.700
Jonathan S Beatty MD, Head of Advisor Services 17 de Agosto de 2026 S 10.738 0 5 $-917.850
Walter W Bettinger Co-Chairman 28 de Julho de 2026 M 529.346 0 8 $-63.589.960
Peter J. Morgan III General Counsel 23 de Julho de 2026 S 0 0 1 $-709.313
Bernard J. Clark MD, Head of Adivsor Services 17 de Março de 2023 P 120.653 0 0 $0
Jay L Allen EVP and Chief Admin Officer 11 de Junho de 2015 M 5.654 0 0 $0
James D Mccool EVP - Client Solutions 5 de Junho de 2015 M 110.838 0 0 $0
George A. Gill EVP - Investor Services 3 de Novembro de 2014 A 58.995 0 0 $0
John S Clendening EVP - Investor Services 3 de Novembro de 2014 A 76.197 0 0 $0
Carrie E Dwyer EVP and General Counsel 17 de Abril de 2014 S 0 0 0 $0
Benjamin L Brigeman EVP - Investor Services 3 de Fevereiro de 2012 M 88.399 0 0 $0
Rebecca Saeger EVP & Chief Marketing Officer 2 de Novembro de 2010 A 75.889 0 0 $0
Deborah D Mcwhinney EVP - Schwab Institutional 3 de Maio de 2007 G 15.830 0 0 $0
William L Atwell EVP/President - Ind. Investor 7 de Setembro de 2005 A 0 0 $0
Alan J Weber Executive Vice President 30 de Setembro de 2004 A 0 0 $0
Geoffrey J Penney EVP and CIO 26 de Fevereiro de 2004 S 355.499 0 0 $0
Mary S Mcleod Executive Vice President 25 de Fevereiro de 2004 S 268.882 0 0 $0
Daniel O Leemon EVP and Chief Strategy Officer 16 de Outubro de 2003 G 253.795 0 0 $0
Lon Gorman Vice Chairman 15 de Outubro de 2003 S 174.334 0 0 $0
John Philip Coghlan Vice Chairman 25 de Julho de 2003 S 838.708 0 0 $0
Marianne Catherine Brown Conselheiro 1 de Julho de 2026 A 12.480 0 0 $0
Charles A. Ruffel Conselheiro 1 de Julho de 2026 A 3.386 0 0 $0
Stephen A Ellis Conselheiro 1 de Julho de 2026 A 7.445 0 0 $0
Frank C Herringer Conselheiro 1 de Julho de 2026 A 12.268 0 1 $-228.312
Arun Sarin Conselheiro 26 de Maio de 2026 A 12.268 0 1 $-227.900
Christopher V Dodds Conselheiro 26 de Maio de 2026 A 5.669 0 1 $-1.236.304
John K Adams JR Conselheiro 28 de Maio de 2024 A 46.934 0 0 $0
Gerri Martin-Flickinger Conselheiro 22 de Maio de 2023 A 2.496 0 0 $0
Joan Dea Conselheiro 22 de Maio de 2023 A 24.915 0 0 $0
Mark A Goldfarb Conselheiro 22 de Maio de 2023 A 7.395 0 0 $0
Todd M Ricketts Conselheiro 22 de Maio de 2023 A 233.388 0 0 $0
William F Aldinger III Conselheiro 18 de Maio de 2009 A 15.898 0 0 $0
FISHER DONALD G Conselheiro 18 de Maio de 2009 A 10.398 0 0 $0
Marjorie Magner Conselheiro 19 de Maio de 2008 A 9.436 0 0 $0
David B Yoffie Conselheiro 9 de Maio de 2007 M 21.432 0 0 $0
Jonathan M. Craig 14 de Agosto de 2026 M 0 0 3 $-6.974.185
Dennis Howard 13 de Agosto de 2026 S 6.980 0 2 $-3.182.060
Nigel J Murtagh 10 de Agosto de 2026 M 57.972 0 5 $-6.756.720
Paula A Sneed 7 de Agosto de 2026 S 91.711 0 1 $-563.930
Carolyn Schwab-Pomerantz 5 de Agosto de 2026 S 1.332.337 0 3 $-6.801.342
Bharat Masrani 2 de Janeiro de 2025 A 7.279 0 0 $0
Brian M Levitt 28 de Maio de 2024 A 7.279 0 0 $0
Joseph R Martinetto 18 de Abril de 2024 G 246.433 0 0 $0
William S Haraf 19 de Maio de 2022 A 34.555 0 0 $0
Roger O Walther 18 de Novembro de 2020 S 219.256 0 0 $0
Stephen T Mclin 21 de Abril de 2020 M 157.109 0 0 $0
Terri R Kallsen 6 de Março de 2019 S 0 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Ativistas e proprietários de 5%+ 11 participações

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
The Toronto-Dominion Bank, TD Group US Holdings LLC ×3 declarações 12 de Fevereiro de 2025 0,10% Emenda Estrutura de capital SEC
CHARLES R. SCHWAB ×9 declarações 27 de Fevereiro de 2023 Declaração inicial SEC
OR 16 de Outubro de 2020 Declaração inicial Campanha no conselho SEC
The Charles Schwab Corporation 4 de Dezembro de 2019 Declaração inicial M&A / venda SEC
28 de Março de 2011 Declaração inicial M&A / venda SEC
IRS Identification No. of Above Person (Entities Only) Charles R. Schwab 10 de Julho de 2007 Declaração inicial SEC
IRS Identification No. of Above Person Charles R. Schwab 9 de Março de 2006 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada 22 de Janeiro de 2004 Declaração inicial M&A / venda SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada 13 de Setembro de 2002 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada 17 de Abril de 2002 Declaração inicial SEC
Pessoa de relato não divulgada, Pessoa de relato não divulgada 6 de Março de 2002 Declaração inicial Investimento passivo SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Participação em ETFs Detido por 236 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
PKW · Invesco Exchange-Traded Fund Trust 5,47% 877.047 SH 21 de Agosto de 2026 Diário
EQTY · Valued Advisers Trust 4,08% 584.291 NS 30 de Abril de 2026 N-PORT
YALL · Tidal Trust I 4,01% 44.543 NS 31 de Maio de 2026 N-PORT
PRVS · Parnassus Funds II 3,33% 9.131 NS 30 de Junho de 2026 N-PORT
MDPL · Northern Lights Fund Trust IV 3,11% 21.658 NS 31 de Maio de 2026 N-PORT
TEXN · iShares Trust 3,01% 4.734 SH 21 de Agosto de 2026 Diário
NITE · Capitol Series Trust 2,77% 9.238 NS 30 de Abril de 2026 N-PORT
IYF · iShares Trust 2,73% 1.055.950 SH 21 de Agosto de 2026 Diário
DVOL · First Trust Exchange-Traded Fund VI 2,56% 19.781 NS 30 de Junho de 2026 N-PORT
IYG · iShares Trust 2,49% 493.645 SH 21 de Agosto de 2026 Diário
PGF · Invesco Exchange-Traded Fund Trust 2,23% 701.467 21 de Agosto de 2026 Diário
WBIL · Absolute Shares Trust 2,03% 6.684 NS 30 de Junho de 2026 N-PORT
FGSI · First Trust Exchange-Traded Fund IV 2,02% 660 NS 30 de Abril de 2026 N-PORT
FTCS · First Trust Exchange-Traded Fund 2,01% 1.669.208 NS 30 de Junho de 2026 N-PORT
FLV · AMERICAN CENTURY ETF TRUST 1,99% 80.353 NS 31 de Maio de 2026 N-PORT
FTGS · First Trust Exchange-Traded Fund 1,98% 268.953 NS 30 de Junho de 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 1,83% 442.336 NS 30 de Abril de 2026 N-PORT
PWB · Invesco Exchange-Traded Fund Trust 1,80% 395.569 SH 21 de Agosto de 2026 Diário
VFH · VANGUARD WORLD FUND 1,78% 2.689.627 SH 19 de Agosto de 2026 Diário
REVS · Columbia ETF Trust I 1,75% 54.325 NS 30 de Abril de 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 1,68% 51.992.000 21 de Agosto de 2026 Diário
CARK · Advisors' Inner Circle Fund II 1,60% 54.089 NS 30 de Abril de 2026 N-PORT
LRGC · AB Active ETFs, Inc. 1,53% 218.916 NS 31 de Maio de 2026 N-PORT
FAS · Direxion Shares ETF Trust 1,49% 319.562 NS 30 de Abril de 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,47% 41.565 SH 21 de Agosto de 2026 Diário
PY · Principal Exchange-Traded Funds 1,30% 31.034 NS 30 de Junho de 2026 N-PORT
UYG · ProShares Trust 1,30% 102.972 NS 31 de Maio de 2026 N-PORT
SIXH · EXCHANGE TRADED CONCEPTS TRUST 1,25% 77.485 NS 31 de Maio de 2026 N-PORT
SIXA · EXCHANGE TRADED CONCEPTS TRUST 1,25% 69.429 NS 31 de Maio de 2026 N-PORT
EQWL · Invesco Exchange-Traded Fund Trust 1,16% 296.517 SH 21 de Agosto de 2026 Diário
IXG · iShares Trust 1,14% 71.009 SH 21 de Agosto de 2026 Diário
JGLO · J.P. Morgan Exchange-Traded Fund Tr… 1,13% 873.065 NS 30 de Abril de 2026 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 1,12% 44.501 NS 31 de Maio de 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 1,10% 1.955.943 21 de Agosto de 2026 Diário
AOTG · EA Series Trust 1,10% 13.149 NS 29 de Maio de 2026 N-PORT
DFNL · Davis Fundamental ETF Trust 1,10% 56.137 NS 30 de Abril de 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 1,05% 262.744 NS 30 de Abril de 2026 N-PORT
SNPV · DBX ETF Trust 1,00% 26.248 NS 29 de Maio de 2026 N-PORT
RECS · Columbia ETF Trust I 0,98% 578.383 NS 30 de Abril de 2026 N-PORT
RDVY · First Trust Exchange-Traded Fund VI 0,95% 2.515.871 NS 30 de Junho de 2026 N-PORT
SOVF · Elevation Series Trust 0,95% 9.727 NS 30 de Abril de 2026 N-PORT
ROPE · EA Series Trust 0,94% 917 NS 29 de Maio de 2026 N-PORT
FFND · Northern Lights Fund Trust II 0,93% 10.972 NS 31 de Maio de 2026 N-PORT
ABIG · EA Series Trust 0,91% 5.788 NS 29 de Maio de 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,89% 1.700 NS 30 de Abril de 2026 N-PORT
LGDX · Tidal Trust III 0,82% 12.280 NS 30 de Abril de 2026 N-PORT
JOET · Virtus ETF Trust II 0,80% 20.607 NS 30 de Abril de 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0,78% 14.087 NS 30 de Abril de 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0,78% 1.598 NS 30 de Abril de 2026 N-PORT
FHEQ · Fidelity Greenwood Street Trust 0,75% 67.615 NS 30 de Abril de 2026 N-PORT