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
Industry
Capital Markets
Headquarters
Employees
32,100
ISIN
US8085131055
Website
Charles Schwab Metrics
BasicAdvanced
$163B
27.26
$3.30
0.89
$1.04
1.20%
Price and volume
Market cap
$163B
Beta
0.89
52-week high
$90.19
52-week low
$61.01
Average daily volume
7.2M
Dividend rate
$1.04
Financial strength
Current ratio
0.538
Quick ratio
0.538
Long term debt to equity
37.61
Total debt to equity
121.987
Dividend payout ratio (TTM)
35.57%
Profitability
Gross margin (TTM)
97.05%
Net profit margin (TTM)
31.71%
Operating margin (TTM)
41.19%
Effective tax rate (TTM)
22.28%
Revenue per employee (TTM)
$640,000
Management effectiveness
Return on assets (TTM)
1.39%
Return on equity (TTM)
14.12%
Valuation
Price to earnings (TTM)
27.258
Price to revenue (TTM)
8.022
Price to book
4.2
Price to tangible book (TTM)
7.87
Price to free cash flow (TTM)
17.553
Free cash flow yield (TTM)
5.70%
Free cash flow per share (TTM)
512.21%
Dividend yield (TTM)
1.16%
Forward dividend yield
1.20%
Growth
Revenue change (TTM)
10.86%
Earnings per share change (TTM)
38.09%
3-year revenue growth (CAGR)
3.48%
10-year revenue growth (CAGR)
12.99%
3-year earnings per share growth (CAGR)
5.99%
10-year earnings per share growth (CAGR)
13.50%
3-year dividend per share growth (CAGR)
11.29%
10-year dividend per share growth (CAGR)
15.57%
What the Analysts think about Charles Schwab
Analyst ratings (Buy, Hold, Sell) for Charles Schwab stock.
Bulls say / Bears say
Charles Schwab reported a 37% increase in adjusted first-quarter profit, reaching $2.01 billion, driven by heightened trading activity amid market volatility. (reuters.com)
The company's total client assets rose 9% year-over-year to $9.93 trillion, indicating strong client trust and asset growth. (reuters.com)
Schwab's asset management and administration fees grew 14% to $1.53 billion, reflecting increased revenue from managed assets. (reuters.com)
TD Bank announced plans to divest its 10.1% stake in Charles Schwab, valued at approximately $15.4 billion, which could impact investor confidence. (reuters.com)
Schwab's second-quarter profit fell by 2% due to increased interest payments on client deposits and borrowings, reflecting the impact of higher interest rates. (reuters.com)
The company experienced a 17% decrease in bank deposits from the previous year, indicating potential challenges in retaining client funds. (reuters.com)
Data summarised monthly by Lightyear AI. Last updated on 22 May 2025.
Charles Schwab Financial Performance
Revenues and expenses
Charles Schwab Earnings Performance
Company profitability
Charles Schwab News
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Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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FAQs
What’s the current market cap for Charles Schwab stock?
Charles Schwab (SCHW) has a market cap of $163B as of June 20, 2025.
What is the P/E ratio for Charles Schwab stock?
The price to earnings (P/E) ratio for Charles Schwab (SCHW) stock is 27.26 as of June 20, 2025.
Does Charles Schwab stock pay dividends?
Yes, the Charles Schwab (SCHW) stock pays dividends to shareholders. As of June 20, 2025, the dividend rate is $1.04 and the yield is 1.2%. Charles Schwab has a payout ratio of 35.57% 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 0.89. 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.