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The Charles Schwab Corporation SCHW SPXR3KFINANCIAL

Financial Services · Capital Markets · United States
https://www.aboutschwab.com
Company Profile ↓
$109.29
+15.46% 1Y
Mkt Cap$190.07B
P/E19.91
P/B3.73
Div. Yield1.19%
52W High$113.65
52W Low$85.10
Book Value$28.88
EPS (TTM)$5.49

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 20.3%, reflecting efficient use of shareholder capital.

Healthy Margins

Maintains a net profit margin of 38.8%.

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 +20.9%, earnings +42.6%.
  • 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:20.90%

Compounded Profit Growth

5 Years:7.50%
1 Year:42.60%

Stock Price Performance

1 Year:+15.46%
6 Months:+15.51%
3 Months:+23.38%
1 Month:+1.81%

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

Technical Snapshot Bullish
52-Week Range 85% of range
$85.10 $113.65
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)53.51 · Neutral
Price Performance
1M+1.81%
3M+23.38%
6M+15.51%
1Y+15.46%
Valuation vs Sector

P/E of 19.91 is above the sector median of 14.52 — 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

  • Strong return on equity of 20.3%.
  • Excellent profit margin of 38.8%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

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

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Valuation

Stock P/E
19.91
Industry PE
14.52
Forward P/E
14.01
PEG Ratio
1.08
Book Value
$28.88
Price to Book
3.73
P/S
7.19
EV/EBITDA
-
Dividend Yield
1.19%

Growth (CAGR)

Revenue 5Y
9.09%
Profit 5Y
7.50%
Revenue (YoY)
20.90%
Earnings (YoY)
42.60%

Profitability & Returns

ROCE
-
ROE
20.28%
ROA
2.07%
Profit Margin
38.79%
Op Margin
51.88%
Gross Margin
97.50%
EPS (Latest Qtr)
$1.54
EPS (TTM)
$5.49

Balance Sheet & Liquidity

Debt/Equity
0.74
Quick Ratio
0.64
Current Ratio
0.64
Debt
$37.10B
Total Assets
$517.27B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
6.21%
Chg in Prom Hold
0.04%
FII / Inst Holding
85.41%
Chg in FII Hold
0.02%

Financial Snapshot

Enterprise Value
$190.07B
Total Revenue (TTM)
$26.03B
EBITDA
-
Free Cash Flow
$8.76B
Operating Cash Flow
$9.31B
Shares Outstanding
1.74B
Gross Margin
97.50%
Payout Ratio
21.49%

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 SPXR3KFINANCIAL 109.29 19.91 $190.07B 1.19% - 20.28% 9.09% 7.50%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 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 2026Jun 2026
Revenue 1.57B1.60B1.69B1.76B1.83B1.91B1.97B2.08B2.13B2.17B2.24B2.40B2.49B2.58B2.67B2.72B2.68B2.71B2.61B2.62B2.45B2.45B4.18B4.71B4.53B4.57B4.67B5.09B5.50B5.12B4.66B4.61B4.74B4.69B4.85B5.60B5.85B6.13B6.48B7.07B
Net Income 353.00M376.00M416.00M412.00M452.00M503.00M522.00M564.00M575.00M618.00M597.00M783.00M866.00M923.00M935.00M964.00M937.00M951.00M852.00M795.00M671.00M698.00M1.14B1.48B1.26B1.53B1.40B1.79B2.02B1.60B1.29B1.12B1.36B1.33B1.41B1.91B2.13B2.36B2.48B2.80B
Diluted EPS 0.250.280.280.290.300.350.360.390.390.420.410.550.600.650.650.690.660.700.620.580.480.480.570.730.590.740.670.870.990.830.640.560.680.660.710.991.081.261.371.54

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
6.21%
Institutions
85.41%
Public Float
91.07%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.77% 134.41M $14.81B
2 Vanguard Capital Management LLC 6.21% 107.33M $11.82B
3 Dodge & Cox Inc. 4.45% 76.97M $8.48B
4 State Street Corporation 4.23% 73.17M $8.06B
5 JPMORGAN CHASE & CO 2.84% 49.17M $5.42B
6 FMR, LLC 2.56% 44.27M $4.88B
7 Price (T.Rowe) Associates Inc 2.50% 43.29M $4.77B
8 Geode Capital Management, LLC 2.16% 37.29M $4.11B
9 Franklin Resources, Inc. 2.11% 36.48M $4.02B
10 Vanguard Portfolio Management LLC 1.55% 26.89M $2.96B

Analyst View

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Latest News

Recent headlines for SCHW

Google News Fri, 04 Sep 2026

Charles Schwab (SCHW) Stock Looks Fully Priced After A 99% Run - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxOdXFCTmdieGF3UHBOcHFmYkZLUGhvMmpIdVZyNV9XcEdnc3ZlQnI4eUpKYzBVQWh0X2tCYU5scnFzcDFQVURTT0VwSkNKVjRMbzBrc3d5RjNZYUNQUlFWbXVMWk0wby1LZEJCckpuTWtyeFBUWFFTNUtnOHZ3ZzNxNEdPRmpsT2hYNFQtRk…

Google News Sun, 06 Sep 2026

SCHW Price Today: The Charles Schwab Corporation Stock Price, Quote & Chart | MEXC - MEXC

<a href="https://news.google.com/rss/articles/CBMiRkFVX3lxTE40QmdhVURkS2FNZHVaOFIyU05rOE5XN1dRTXpTRXB4RXdQcEdlX3lnN0o0a0JLTkRQNkJNMjd4WXc2WlczdEE?oc=5" target="_blank">SCHW Price Today: The Charles Schwab Corporation Stock Price, Quote & Ch…

Google News Fri, 04 Sep 2026

Is Charles Schwab (SCHW) Still Undervalued After New Account Limits? - simplywall.st

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Google News ue, 01 Sep 2026

Schwab co-chairman Walter Bettinger sells $8.25 million in SCHW stock - Investing.com

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Google News hu, 20 Aug 2026

Charles Schwab (SCHW) Stock Fair Value Rises After Strong Q2 And Analyst Target Increases - Yahoo Finance

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Google News Wed, 12 Aug 2026

Charles Schwab launches single stock futures for over 50 stocks (SCHW:NYSE) - Seeking Alpha

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SCHW — Frequently Asked Questions

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

As of 2026-09-07 16:24 PDT, The Charles Schwab Corporation (SCHW) trades at $109.29 on NYSE. Its 52-week range is $85.10 to $113.65.

What is the market capitalisation of SCHW?

The Charles Schwab Corporation (SCHW) has a market capitalisation of $190.07B on NYSE.

What is the P/E ratio of SCHW?

SCHW trades at a trailing price-to-earnings (P/E) ratio of 19.91. The industry average P/E is 14.52. 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 1.19%.

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

SCHW has a return on equity (ROE) of 20.28%.

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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