Charles Schwab/$SCHW
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About Charles Schwab
Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Ticker
$SCHW
Sector
Primary listing
NYSE
Employees
32,600
Headquarters
Website
Charles Schwab Metrics
BasicAdvanced
$170B
25.12
$3.72
0.96
$1.06
1.16%
Price and volume
Market cap
$170B
Beta
0.96
52-week high
$99.59
52-week low
$65.88
Average daily volume
9.6M
Dividend rate
$1.06
Financial strength
Current ratio
0.561
Quick ratio
0.561
Long term debt to equity
34.596
Total debt to equity
110.198
Dividend payout ratio (TTM)
32.14%
Profitability
Gross margin (TTM)
97.19%
Net profit margin (TTM)
33.68%
Operating margin (TTM)
43.66%
Effective tax rate (TTM)
22.56%
Revenue per employee (TTM)
$660,000
Management effectiveness
Return on assets (TTM)
1.60%
Return on equity (TTM)
15.59%
Valuation
Price to earnings (TTM)
25.116
Price to revenue (TTM)
7.877
Price to book
3.97
Price to tangible book (TTM)
8.17
Price to free cash flow (TTM)
10.174
Free cash flow yield (TTM)
9.83%
Free cash flow per share (TTM)
9.179
Dividend yield (TTM)
1.14%
Forward dividend yield
1.16%
Growth
Revenue change (TTM)
16.32%
Earnings per share change (TTM)
54.29%
3-year revenue growth (CAGR)
4.42%
10-year revenue growth (CAGR)
13.45%
3-year earnings per share growth (CAGR)
6.83%
10-year earnings per share growth (CAGR)
14.62%
3-year dividend per share growth (CAGR)
11.02%
10-year dividend per share growth (CAGR)
15.79%
What the Analysts think about Charles Schwab
Analyst ratings (Buy, Hold, Sell) for Charles Schwab stock.
Bulls say / Bears say
Schwab's Q2 net income jumped nearly 60% year over year to $2.13 billion, driven by a 22.5% increase in trading revenue to $952 million and record client assets of $10.76 trillion, showcasing strong earnings momentum.
The company beat Wall Street expectations in Q2, reporting adjusted EPS of $1.14 and revenue of $5.9 billion versus analyst forecasts of $1.10 and $5.7 billion, demonstrating the strength of its diversified business model.
Schwab pulled in $80.3 billion in core net new assets in Q2, a 31% year over year increase, and opened over 1.1 million new brokerage accounts, reinforcing its leadership in attracting new clients and assets.
Bank deposits fell 8% year over year to $233 billion in Q2, tightening Schwab Bank’s funding base and potentially putting pressure on net interest income if deposit outflows continue.
Toronto-Dominion Bank's move to sell its entire 10.1% stake in Schwab, valued at $15.4 billion, may lead to near-term selling pressure and signals a reduction in strategic investor support.
The 22.5% rise in trading revenue to $952 million in Q2 highlights Schwab's reliance on market volatility, leaving earnings exposed if trading activity subsides.
Data summarised monthly by Lightyear AI. Last updated on 4 Oct 2025.
Charles Schwab Financial Performance
Revenues and expenses
Charles Schwab Earnings Performance
Company profitability
Charles Schwab News
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FAQs
What’s the current market cap for Charles Schwab stock?
Charles Schwab (SCHW) has a market cap of $170B as of October 15, 2025.
What is the P/E ratio for Charles Schwab stock?
The price to earnings (P/E) ratio for Charles Schwab (SCHW) stock is 25.12 as of October 15, 2025.
Does Charles Schwab stock pay dividends?
Yes, the Charles Schwab (SCHW) stock pays dividends to shareholders. As of October 15, 2025, the dividend rate is $1.06 and the yield is 1.16%. Charles Schwab has a payout ratio of 32.14% on a trailing twelve-month basis.
When is the next Charles Schwab dividend payment date?
The next Charles Schwab (SCHW) dividend payment date is unconfirmed.
What is the beta indicator for Charles Schwab?
Charles Schwab (SCHW) has a beta rating of 0.96. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.