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Charles Schwab

Charles Schwab is a leading online broker. The Charles Schwab Corporation is a financial holding company that focuses on securities brokerage, banking, and related financial services. Its subsidiary, Charles Schwab & Co is a securities broker-dealer with over 345 domestic branch offices in 46 states, as well as a branch in each of the Commonwealth of Puerto Rico and London, U.K. In addition, Schwab serves clients in Hong Kong, Singapore, and Australia (as of 2017). Other subsidiaries include Charles Schwab Bank (Schwab Bank), a federal savings bank, Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab's proprietary mutual funds, which are referred to as the Schwab Funds, and Charles Schwab's exchange-traded funds, which are referred to as the Schwab ETFs. (29 Jun 2018)

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Charles Schwab: Issuing Benchmark 5s & 10s

IG Note: 29 Oct 2018, 11:13 AM ET - Charles Schwab is issuing benchmark 5 & 10-year senior unsecured debt. We expect the 5-year to price at around 70 bp and the 10-year in the high-90s or even ~100 bp, where we would be buyers, primarily for portfolio diversification purposes
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Charles Schwab: 3Q18 Met on Record Earnings

Worth Watching: 15 Oct 2018, 10:17 PM ET - Charles Schwab (A2/A) reported 3Q18 diluted EPS of $0.65, meeting the Street's consensus expectations. Record net income of $923 mn increased 49% YoY. Total net revenues of $2.6 bn increased 19% YoY, largely reflecting 41% higher net interest i ..

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

Register Now: 2018 Global Financials Seminars

Announcement: 10 Sep 2018, 9:51 PM ET - Register for our upcoming fifth annual Global Financials Seminars.

Interplay Between US Banks & Fed's Balance Sheet

Sector Analysis: 08 Aug 2018, 5:36 AM ET - In this note, we discuss the impacts of the Fed's balance sheet unwind on banks. We expect that U.S. banks will become the "natural buyers" of U.S. Treasuries not bought by the Fed, offsetting the impact on rates.
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Charles Schwab: NII Growth Drives Record Earnings

Worth Watching: 19 Jul 2018, 9:44 PM ET - Charles Schwab (A2/A) reported 2Q18 diluted EPS of $0.60, beating the Street's consensus expectations by $0.02. Record net income of $866 mn increased 51% YoY. Total net revenues of $2.5 bn increased 17% YoY, largely reflecting 34% higher net i ..

US Banks: Update to 2018 Debt Supply Forecast

Sector Analysis: 09 Jul 2018, 5:49 AM ET - Following a review of 1H18 debt supply, we are increasing our supply forecast for the full year for the banks in our coverage universe. The majority of the increase reflects increased expectations for OpCo debt from the GSIBs.
Focused

Charles Schwab: 1Q18 Beat with Record Earnings

Worth Watching: 17 Apr 2018, 8:47 PM ET - Charles Schwab (A2/A) reported 1Q18 diluted EPS of $0.55, beating the Street's consensus expectations by $0.01. Record net income of $783 mn increased 39% YoY. Total net revenues of $2.4 bn increased 15% YoY, largely reflecting 26% higher net i ..
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Charles Schwab: Issuing $1.5 bn of Senior Debt

Worth Watching: 04 Dec 2017, 9:42 PM ET - Charles Schwab (A2/A) came to the market with a $1.5 bn benchmark offering of senior unsecured debt, consisting of $800 mn of 5-year bonds and $700 mn of 10-year bonds. Charles Schwab indicated that proceeds from the deal would be used to redeem t ..
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SCHW: NII & AM Fees Drive Record Quarter in 3Q17

Worth Watching: 16 Oct 2017, 9:22 PM ET - SCHW (A2/A) reported 3Q17 diluted EPS of $0.42, beating the Street's consensus expectations by $0.01. Record net income of $618 mn increased 7% sequentially and 23% YoY. Total revenues for 3Q17 of $2.2 bn increased 2% QoQ and 13% YoY. On a YoY ..

CreditSights 2017 Global Financials Seminar

Announcement: 13 Sep 2017, 5:04 AM ET - Please join us for our upcoming Global Financials Seminar in New York on October 4.

Euro Insurers: Exposure to Harvey

Worth Watching: 30 Aug 2017, 4:29 AM ET - Euro Insurers will certainly be exposed to the nat cat Harvey that has recently occurred in Texas, USA. But, at this stage, the difficulty is to know how much they are exposed to Harvey. We think it is too early to have a fair opinion on their ..

Global Insurance Rendez-Vous: Life Profitability

Global Insurance Rendez-Vous: 20 Jul 2017, 11:08 AM ET - In this article, we discuss the profitability of Life insurers in Europe and the United States.
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SCHW 2Q17: Short-Term Rates Drive Earnings Growth

Worth Watching: 18 Jul 2017, 5:07 PM ET - SCHW 2Q17 (A2/A) reported 2Q17 diluted EPS of $0.39, meeting the Street's consensus expectations. Reported earnings were $530 mn, down 1% sequentially, but up 31% YoY. Total revenues for 2Q17 increased 17% YoY to $2.1 bn. Net interest revenue r ..

Insurance: Taking a Closer Look at CAT Bonds

Sector Analysis: 08 Jun 2017, 11:47 PM ET - Catastrophe bonds are an alternative asset class without credit or interest rate risk, that we think some investors might want to consider.

US IG Sector Recs: A Very "In Line" April

Sector Weightings: 09 May 2017, 5:22 AM ET - After a weak March the IG index returned to positive territory, but most sectors reported excess return within +/- 5bp of the overall index. We discuss performance and update our sector recommendations. 

US IG Sector Slide Pack: April 2017

Sector Weightings: 08 May 2017, 11:18 PM ET - Our US IG Sector Slide Pack: April 2017 includes spread, return and attribution data for many of the Level 3 and Level 4 sectors of the BAML Index.  We look at both monthly and year-to-date performance. 
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SCHW: Rate Benefits Drive 1Q17 Beat

Worth Watching: 22 Apr 2017, 8:32 AM ET - SCHW (A2/A) reported 1Q17 diluted EPS of $0.39, beating the Street's consensus of $0.37. Reported earnings were $564 mn, up 8% sequentially and 37% YoY. Total revenues for 1Q17 increased 18% YoY to $2.1 bn. Higher net interest revenue of $1 bn ..

Sector Update March 2017 - US Financials

Sector Weightings: 10 Apr 2017, 8:15 PM ET - The Financials sector was the top performing sector in the month, with strong outperformance driven primarily by the Insurance sub-sectors. We maintain our positive view on the US Large Banks and Life Insurance sub-sectors.

U.S. Financials: Trends in Shareholder Returns

Sector Analysis: 10 Apr 2017, 5:19 AM ET - In this note we examine trends in share repurchase and dividend activity. We highlight names returning the most capital to shareholders, discuss YoY changes, and examine the prospects for individual companies.

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