Charles Schwab/$SCHW
1D1W1MYTD1Y5YMAX
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
$170B
17.90
$5.49
0.75
$1.23
1.30%
Price and volume
Market cap
$170B
Beta
0.75
52-week high
$114.53
52-week low
$83.96
Average daily volume
8.3M
Dividend rate
$1.23
Financial strength
Current ratio
0.642
Quick ratio
0.642
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)
17.905
Price to revenue (TTM)
6.665
Price to book
3.4
Price to tangible book (TTM)
3.4
Price to free cash flow (TTM)
16.544
Free cash flow yield (TTM)
6.04%
Free cash flow per share (TTM)
5.942
Dividend yield (TTM)
1.25%
Forward dividend yield
1.30%
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's second-quarter momentum was unusually strong: revenue reached a record $7.1bn, adjusted earnings per share rose 42% year on year, and core net new assets rose 49%. That gives the shares a higher current earnings base than a simple market-recovery story. (Charles Schwab)
Growth continued into August, when core net new assets reached a monthly record of $64.8bn and total client assets rose to $13.41tn. New brokerage accounts and margin balances also increased, suggesting that the second-quarter surge was not immediately fading. (Charles Schwab)
Schwab is building a broader fee engine: asset management and administration fees grew 16% to $1.8bn in the second quarter, while managed-investing net flows grew 53%. Its RIA custody business also held $5.74tn of assets, supporting deeper and potentially more recurring client relationships beyond trading. (Charles Schwab, Financial Planning)
Net interest revenue still made up nearly half of second-quarter revenue, leaving earnings exposed to rate cuts, cash sorting and higher funding costs. The 3.00% net interest margin improved, but a spread-driven model has less room for disappointment if that margin narrows. (The Motley Fool, Charles Schwab)
Management raised 2026 expense-growth guidance to 9.5%–10.5%, versus the earlier underlying range of 5.5%–6.5%, partly because of client-volume costs and Forge. If revenue momentum cools, those investments could weaken operating leverage. (Investing.com)
Recent arbitration rulings ordered Schwab to pay $4.5m over complex products and nearly $1.34m over a crypto-related transfer dispute. The sums are small relative to earnings, but repeated client-protection cases could increase compliance costs and damage trust. (InvestmentNews)
Data summarised monthly by Lightyear AI. Last updated on 22 Sept 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
AllUSDGBPEUR
Fund name | Fund size | $SCHW weighting |
|---|---|---|
iShares S&P 500 Financials Sector$IUFS | $2.4B | 2.08% |
iShares S&P 500 Financials Sector£UIFS | £1.8B | 2.08% |
VanEck Morningstar Wide Moat€GMVM | €407M | 1.32% |
VanEck Morningstar Wide Moat£MOGB | £354M | 1.32% |
iShares Ageing Population€AGED | €822M | 0.54% |
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.