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

Charles Schwab Metrics

BasicAdvanced
$171B
25.30
$3.72
0.96
$1.06
1.15%

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
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Charles Schwab Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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