Charles Schwab/$SCHW
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Capital at risk
About Charles Schwab
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. 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(RIA) 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
- Finance
- Primary listing
- NYSE
- Employees
- 33,700
- Headquarters
- Westlake, United States
- Website
- www.aboutschwab.com
Charles Schwab Metrics
BasicAdvanced
$186B
19.55
$5.49
0.75
$1.23
1.19%
Price and volume
Market cap
$186B
Beta
0.75
52-week high
$114.53
52-week low
$83.96
Average daily volume
7.3M
Dividend rate
$1.23
Financial strength
Current ratio
0.642
Quick ratio
0.655
Long term debt to equity
43.191
Total debt to equity
151.106
Dividend payout ratio (TTM)
23.78%
Profitability
Gross margin (TTM)
97.49%
Net profit margin (TTM)
38.79%
Operating margin (TTM)
50.20%
Effective tax rate (TTM)
22.68%
Revenue per employee (TTM)
$770,000
Management effectiveness
Return on assets (TTM)
2.07%
Return on equity (TTM)
20.28%
Valuation
Price to earnings (TTM)
19.55
Price to revenue (TTM)
7.277
Price to book
3.72
Price to tangible book (TTM)
7.61
Price to free cash flow (TTM)
18.064
Free cash flow yield (TTM)
5.54%
Free cash flow per share (TTM)
5.942
Dividend yield (TTM)
1.15%
Forward dividend yield
1.19%
Growth
Revenue change (TTM)
20.34%
Earnings per share change (TTM)
47.65%
3-year revenue growth (CAGR)
7.73%
10-year revenue growth (CAGR)
14.36%
3-year earnings per share growth (CAGR)
16.88%
10-year earnings per share growth (CAGR)
16.82%
3-year dividend per share growth (CAGR)
7.87%
10-year dividend per share growth (CAGR)
16.79%
What the Analysts think about Charles Schwab
Analyst ratings (Buy, Hold, Sell) for Charles Schwab stock.
Analyst projections of the future price of Charles Schwab stock.
Bulls say / Bears say
Schwab posted record Q2 net revenues of $7.1 billion, up 21% year-over-year, and GAAP net income of $2.8 billion (EPS $1.54, adjusted $1.62), driven by its diversified business model and operational leverage. (Reuters)
The firm attracted $119.8 billion of core net new assets in Q2, a 49% increase over the prior year, underscoring robust client inflows and market share gains in RIA custody and wealth solutions. (Reuters)
Asset management and administration fees rose 16.2% year-over-year to $1.83 billion in Q2, reflecting higher average client assets and strong uptake of managed investing solutions. (Reuters)
Schwab’s net interest margin came in at 2.88% in Q1, below analysts’ forecast of 2.94%, suggesting potential headwinds to net interest income growth in a future declining-or-sideways rate environment. (Bloomberg)
Client margin loan balances climbed 38% from year-end to $154.6 billion by May, heightening credit risk and potential losses if market volatility spikes. (Reuters)
Recent market commentary warns investors are increasingly uneasy about profitability and intensifying fee competition in financial services, implying Schwab may face margin pressure as rivals undercut pricing. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 21 Aug 2026.
Charles Schwab Financial Performance
Revenues and expenses
Charles Schwab Earnings Performance
Company profitability
Upcoming events
No upcoming events
Charles Schwab News
AllArticlesVideos
Funds containing Charles Schwab
AllGBPUSDEUR
Fund name | Fund size | $SCHW weighting |
|---|---|---|
iShares S&P 500 Financials Sector£UIFS | £1.8B | 2.16% |
iShares S&P 500 Financials Sector$IUFS | $2.4B | 2.13% |
VanEck Morningstar Wide Moat€GMVM | €407M | 1.42% |
VanEck Morningstar Wide Moat£MOGB | £354M | 1.42% |
WisdomTree Global Quality Dividend Growth£GGRG | £1.9B | 0.61% |
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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