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
$182B
19.17
$5.49
0.75
$1.23
1.22%
Price and volume
Market cap
$182B
Beta
0.75
52-week high
$114.53
52-week low
$83.96
Average daily volume
7.5M
Dividend rate
$1.23
Financial strength
Current ratio
0.655
Quick ratio
0.655
Long term debt to equity
0.432
Total debt to equity
0.741
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)
20.27%
Valuation
Price to earnings (TTM)
19.171
Price to revenue (TTM)
7.136
Price to book
3.64
Price to tangible book (TTM)
7.47
Price to free cash flow (TTM)
17.714
Free cash flow yield (TTM)
5.65%
Free cash flow per share (TTM)
5.942
Dividend yield (TTM)
1.17%
Forward dividend yield
1.22%
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 delivered record second-quarter revenue of $7.1 billion, up 21% year on year, while adjusted earnings per share rose 42% to $1.62. Core net new assets reached nearly $120 billion and total client assets grew 22%, showing strong underlying demand rather than growth driven only by markets. (Charles Schwab)
The momentum continued into August: core net new assets rose 46% year on year to a record $64.8 billion, new brokerage accounts increased 11%, and client assets reached $13.41 trillion. This supports the case that Schwab is still winning new customers and wallet share. (Charles Schwab)
Schwab is deepening relationships beyond basic brokerage, with managed-investing net flows up 53% and Schwab Wealth Advisory inflows up 80% year on year in the second quarter. Growing advice and lending activity could make revenue less dependent on self-directed trading over time. (Morningstar, Charles Schwab)
Net interest revenue made up nearly half of Schwab's second-quarter revenue, leaving earnings exposed to interest rates and client cash behaviour. A fall in rates or renewed movement of cash into higher-yielding alternatives could narrow the spread and weaken profits. (The Motley Fool, Charles Schwab)
Recent trading activity may be running ahead of a sustainable level: management lifted its 2026 daily-average-trades assumption to 10.6 million, below recent monthly levels, and explicitly allowed for a seasonal pullback. If markets become quieter, trading-related revenue and client engagement could soften quickly. (The Motley Fool)
Schwab's push into its own wealth-advice offering creates a potential conflict with the independent advisers who use its custody platform. Industry reporting says some RIAs are concerned that Schwab's in-house advisers and financial consultants compete directly for their clients, which could make adviser relationships harder to protect. (Financial Planning)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.
Charles Schwab Financial Performance
Revenues and expenses
Charles Schwab Earnings Performance
Company profitability
Upcoming events
No upcoming events
Charles Schwab News
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Funds containing Charles Schwab
AllUSDGBPEUR
Fund name | Fund size | $SCHW weighting |
|---|---|---|
iShares S&P 500 Financials Sector$IUFS | $2.4B | 2.16% |
iShares S&P 500 Financials Sector£UIFS | £1.8B | 2.16% |
VanEck Morningstar Wide Moat€GMVM | €407M | 1.40% |
VanEck Morningstar Wide Moat£MOGB | £354M | 1.40% |
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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