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The Charles Schwab Corporation SCHW SPX

Financial Services · Capital Markets · United States
https://www.aboutschwab.com
Company Profile ↓
$101.10
+10.44% 1Y
Mkt Cap$175.83B
P/E20.10
P/B3.73
Div. Yield1.41%
52W High$106.47
52W Low$85.35
Book Value$24.43
EPS (TTM)$5.03

Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 19.1%, reflecting efficient use of shareholder capital.

Healthy Margins

Maintains a net profit margin of 38.0%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $23.92B (+22.0% YoY); net profit $8.85B.
  • Trailing 12 Months Year-on-year growth — revenue +15.8%, earnings +38.6%.
  • 5-Year Trend Long-term compounding — revenue CAGR 9.1%, profit CAGR 7.5%.

Growth & Price Performance

Compounded Sales Growth

5 Years:9.09%
1 Year:15.80%

Compounded Profit Growth

5 Years:7.50%
1 Year:38.60%

Stock Price Performance

1 Year:+10.44%
6 Months:+1.63%
3 Months:+4.83%
1 Month:+13.98%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 75% of range
$85.35 $106.47
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)66.00 · Neutral
Price Performance
1M+13.98%
3M+4.83%
6M+1.63%
1Y+10.44%
Valuation vs Sector

P/E of 20.10 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 38.0%.
  • Generates positive free cash flow.

CONS

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
20.10
Industry PE
13.30
Forward P/E
13.94
PEG Ratio
1.09
Book Value
$24.43
Price to Book
3.73
P/S
6.39
EV/EBITDA
-
Dividend Yield
1.41%

Growth (CAGR)

Revenue 5Y
9.09%
Profit 5Y
7.50%
Revenue (YoY)
15.80%
Earnings (YoY)
38.60%

Profitability & Returns

ROCE
-
ROE
19.08%
ROA
1.97%
Profit Margin
37.99%
Op Margin
49.35%
Gross Margin
97.46%
EPS (Latest Qtr)
$1.37
EPS (TTM)
$5.03

Balance Sheet & Liquidity

Debt/Equity
1.21
Quick Ratio
0.63
Current Ratio
0.63
Debt
$59.46B
Total Assets
$493.32B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
6.17%
Chg in Prom Hold
-
FII / Inst Holding
84.43%
Chg in FII Hold
-0.05%

Financial Snapshot

Enterprise Value
$175.83B
Total Revenue (TTM)
$24.80B
EBITDA
-
Free Cash Flow
$8.76B
Operating Cash Flow
$10.29B
Shares Outstanding
1.74B
Gross Margin
97.46%
Payout Ratio
22.47%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SCHW The Charles Schwab Corporation SPX 101.10 20.10 $175.83B 1.41% - 19.08% 9.09% 7.50%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 1.53B1.57B1.60B1.69B1.76B1.83B1.91B1.97B2.08B2.13B2.17B2.24B2.40B2.49B2.58B2.67B2.72B2.68B2.71B2.61B2.62B2.45B2.45B4.18B4.71B4.53B4.57B4.67B5.09B5.50B5.12B4.66B4.61B4.74B4.69B4.85B5.60B5.85B6.13B6.48B
Net Income 302.00M353.00M376.00M416.00M412.00M452.00M503.00M522.00M564.00M575.00M618.00M597.00M783.00M866.00M923.00M935.00M964.00M937.00M951.00M852.00M795.00M671.00M698.00M1.14B1.48B1.26B1.53B1.40B1.79B2.02B1.60B1.29B1.12B1.36B1.33B1.41B1.91B2.13B2.36B2.48B
Diluted EPS 0.220.250.280.280.290.300.350.360.390.390.420.410.550.600.650.650.690.660.700.620.580.480.480.570.730.590.740.670.870.990.830.640.560.680.660.710.991.081.261.37

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 4.99B5.15B4.19B4.25B4.69B4.88B5.43B6.06B6.38B7.48B8.62B10.13B10.72B11.69B18.52B20.76B18.84B19.61B23.92B
Net Income 2.41B1.21B787.00M454.00M864.00M928.00M1.07B1.32B1.45B1.89B2.35B3.51B3.70B3.30B5.86B7.18B5.07B5.94B8.85B
Diluted EPS 1.961.050.680.380.700.690.780.951.031.311.612.452.672.122.833.502.542.994.65

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --51.67B75.43B92.57B108.55B133.64B143.64B154.64B183.71B223.38B243.27B296.48B294.00B549.01B667.27B551.77B493.18B479.84B491.00B
Total Equity 5.01B3.73B4.06B5.07B6.23B7.71B9.59B10.38B11.80B13.40B16.42B18.52B20.67B21.75B56.06B56.26B36.61B40.96B48.38B49.42B
Cash & Equivalents 4.51B6.76B5.44B8.24B4.93B8.68B12.66B7.73B11.36B11.98B10.83B14.22B27.94B29.34B40.35B62.98B40.20B43.34B42.08B46.03B
Long Term Debt --883.00M1.51B2.01B2.00B1.63B------7.43B13.63B18.91B----
Total Liabilities --47.61B70.36B86.34B100.84B124.05B133.26B142.84B170.30B206.96B224.75B275.81B272.26B492.95B611.01B515.16B452.22B431.47B441.57B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 1.75B2.00M1.44B-9.00M2.46B1.27B---3.60B-839.00M12.46B9.32B6.85B2.12B2.06B19.59B2.67B9.31B
Investing Cash Flow 367.00M-10.90B-14.06B-15.41B-8.67B-16.26B----38.77B-20.47B-40.55B11.96B-125.85B-75.66B32.05B57.41B35.43B24.54B
Financing Cash Flow 144.00M9.58B15.42B12.11B9.95B18.98B---34.96B22.60B47.17B-13.94B143.98B96.32B-68.72B-61.24B-47.06B-29.70B
Capital Expenditure -168.00M-188.00M-140.00M-129.00M-180.00M-148.00M-249.00M-400.00M-266.00M-346.00M-400.00M-570.00M-708.00M-631.00M-916.00M-971.00M-700.00M-620.00M-548.00M
Free Cash Flow 1.58B-186.00M1.30B-138.00M2.28B1.12B---3.26B-1.24B11.89B8.62B6.22B1.20B1.09B18.89B2.05B8.76B
Share Buybacks 2.74B350.00M0------001.00B2.22B003.40B2.84B07.35B
Dividends Paid 1.50B253.00M279.00M288.00M295.00M337.00M368.00M373.00M387.00M486.00M592.00M787.00M1.06B1.28B1.82B2.11B2.28B2.27B2.33B

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -------------------
Operating Margin % -------------------
Net Margin % 48.2%23.5%18.8%10.7%18.4%19.0%19.7%21.8%22.7%25.3%27.3%34.6%34.5%28.2%31.6%34.6%26.9%30.3%37.0%
ROE % 64.5%29.8%15.5%7.3%11.2%9.7%10.3%11.2%10.8%11.5%12.7%17.0%17.0%5.9%10.4%19.6%12.4%12.3%17.9%
ROCE % -------------------

Shareholding Pattern

Insiders
6.17%
Institutions
84.43%
Public Float
89.98%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.66% 133.16M $13.31B
2 Vanguard Capital Management LLC 6.23% 108.35M $10.83B
3 Dodge & Cox Inc. 4.31% 75.00M $7.49B
4 JPMORGAN CHASE & CO 4.25% 73.85M $7.38B
5 State Street Corporation 4.18% 72.76M $7.27B
6 Price (T.Rowe) Associates Inc 2.80% 48.64M $4.86B
7 Geode Capital Management, LLC 2.22% 38.69M $3.87B
8 FMR, LLC 2.05% 35.69M $3.57B
9 Franklin Resources, Inc. 1.83% 31.83M $3.18B
10 Vanguard Portfolio Management LLC 1.53% 26.57M $2.66B

Analyst View

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Latest News

Recent headlines for SCHW

Google News Sun, 21 Jun 2026

Charles Schwab (SCHW) Stock After Recent Performance And Interest Rate Sensitivity Headlines - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxNWlNQV0FmNWRDbm9iV05SRHJ3WU9tMkI3UWMwbzRhSDhZcWNVYzU1eGdSWUVjNXpOSzRDdHdQS3JPZUZhRnFDRVhXZ0d4eDloSHNGdzdvajU0U0xmZ2dtLTNFODBZNlJuQVF0OU52bEVwUHpMaXNnTE12TnU1XzdnR3BIS2R2dWgxRVI2LT…

Google News ue, 14 Jul 2026

Charles Schwab stock may move 3.8% on upcoming earnings report By Investing.com - Investing.com Nigeria

<a href="https://news.google.com/rss/articles/CBMivgFBVV95cUxQRkFNeXhHa09DTjVZYkxGTG9pRGlWYXR4YlNwekNMTTFtNmdaOWtZclpaempaUkFnampNT1pyQWRuWGQzQmVLcktqRWZzMlFkQ1lIekl0SUh6Ukx1ZUNFQzRhaUVFdFNYUS1lRVZoNXVwTG9fTjRDeFNZN254Z3BqZFZvbjFtR2prTllkaV…

Google News Fri, 10 Jul 2026

Schwab (SCHW) executive Neesha Hathi files Form 3 showing stock and option positions - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiygFBVV95cUxNZzNiUjRDYkVRZjNYYVlwRlk4Ulh0djZIUjQzRVU3WEJ1dFhpMHYweXctd2NNamJGWk1RQTc5TVQ3dzFEZld0V3FQMGpHeVZPdzAyejdCUVIwcmpnc28taUtGcHdjUnhJT3FKbUFnRml6YlE0U1h5dGR0SE1DOVdXdHNhbGpBVFBiM3M1ZW…

Google News Wed, 24 Jun 2026

Charles Schwab (SCHW) Stock Sees Modest Fair Value Lift After Investor Day Revisions - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMimwFBVV95cUxQa054XzRBRHhjVnJ2M2ZGTFlyclpPSXVFekJQbk5Va2U0OEJSb1Z5RU94OW0yT25sSURtV3NOQl9Fa1BRWE5jRWlFQWtHUkxNZHJnV2d0OS1uRk1ad2ZSSTYtR1RNNnd0bjRDQ1p6bEtmWG1zOF91NG5yUUVTbzRQR00yWTU4QWl0UXZLT2…

Google News Sun, 21 Jun 2026

2 Value Stocks to Consider Right Now and 1 We Turn Down - StockStory

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxNTmlBMUVWLTdlQ3R5VUt1RHlHSTAwalRlUnQyc0U4WUJTcGRadVI4VGk1Q2VDaU1JNFVQSXVHZng0MWNLSFVkREJ5cUdyOWpjMllsa3RTTWRiZWVGUjdkRThWS2dxaG81aFJvd0Q5UU82TVFEaDV4ZEl5TGQ1ZXJIQ19LTGJ3dVRiX2FKaW…

Google News Fri, 10 Jul 2026

Charles Schwab (NYSE: SCHW) exec exercises options, trust sells 21,750 shares - Stock Titan

<a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxPRXRhTVVXM240SER5X09ZaEZ4emNLZFNGT3FtTkV2NnlvVVBWR3dseFhkZE04dEt4cUdzRnpwblgzX3R0Wk85ekIzY1o1M0lRZUNSclQ3WDlaTzNUTktfbnpUY2NWQmpwbVluR29EWHJPdEoybmNOSHQ4cjFYd0NiYVJmNWdpZkNCODVfWE…

SCHW — Frequently Asked Questions

What is the current share price of The Charles Schwab Corporation (SCHW)?

As of 2026-07-14 21:23 PDT, The Charles Schwab Corporation (SCHW) trades at $101.10 on NYSE. Its 52-week range is $85.35 to $106.47.

What is the market capitalisation of SCHW?

The Charles Schwab Corporation (SCHW) has a market capitalisation of $175.83B on NYSE.

What is the P/E ratio of SCHW?

SCHW trades at a trailing price-to-earnings (P/E) ratio of 20.10. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 3.73.

Does SCHW pay a dividend?

The Charles Schwab Corporation (SCHW) currently offers a dividend yield of 1.41%.

What is the return on equity (ROE) of SCHW?

SCHW has a return on equity (ROE) of 19.08%.

Is SCHW a good stock to buy?

This page provides a data-driven analysis of The Charles Schwab Corporation (SCHW), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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