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The Charles Schwab Corporation(SCHW)Earnings, Financials & Key Ratios
SCHW•NYSE•Banking & Credit
$92.15
$163.74B mkt cap·30.8× P/E·Price updated May 6, 2026
AboutThe Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.Show more
- Net Interest Income$9.14B-3.0%
- Total Revenue$26B+1.9%
- Net Income$5.94B+17.3%
- Return on Equity13.3%+1.8%
- Net Interest Margin1.91%-0.3%
- Efficiency Ratio45.82%-6.1%
- ROA1.22%+25.9%
- Equity / Assets10.08%+21.4%
- Book Value per Share26.38+17.9%
- Tangible BV/Share15.64+38.0%
- Debt/Equity0.93-35.3%
SCHW Key Insights
The Charles Schwab Corporation (SCHW) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Strong Piotroski F-Score: 7/9
- ✓Efficient operations: 45.8% efficiency ratio
- ✓Well capitalized: 10.1% equity/assets
- ✓Diversified revenue: 40.2% from non-interest income
✗Weaknesses
- ✗Weak NIM of 1.9%
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
SCHW Price & Volume
The Charles Schwab Corporation (SCHW) stock price & volume — 10-year historical chart
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SCHW Growth Metrics
The Charles Schwab Corporation (SCHW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years15.5%
5 Years17.15%
3 Years11.03%
TTM-
Profit CAGR
10 Years16.23%
5 Years9.91%
3 Years0.49%
TTM48.97%
EPS CAGR
10 Years12.15%
5 Years2.29%
3 Years1.85%
TTM55.85%
Return on Capital
10 Years13.66%
5 Years10.47%
3 Years11.01%
Last Year9.5%
SCHW Recent Earnings
The Charles Schwab Corporation (SCHW) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (91%)●Beat Revenue 7/12 qtrs (70%)
Q2 2026Latest
Apr 16, 2026EPS
$1.43
Est $1.40
+2.1%
Revenue
$6.5B
Est $6.5B
-0.3%
Q1 2026
Jan 21, 2026EPS
$1.39
Est $1.36
+2.2%
Revenue
$6.3B
Est $6.4B
-0.7%
Q4 2025
Oct 16, 2025EPS
$1.31
Est $1.25
+4.8%
Revenue
$6.1B
Est $6.0B
+2.1%
Q3 2025
Jul 18, 2025EPS
$1.14
Est $1.10
+3.6%
Revenue
$5.9B
Est $5.7B
+2.0%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 16, 2026 | $1.43vs $1.40+2.1% | $6.5Bvs $6.5B-0.3% |
| Q1 2026 | Jan 21, 2026 | $1.39vs $1.36+2.2% | $6.3Bvs $6.4B-0.7% |
| Q4 2025 | Oct 16, 2025 | $1.31vs $1.25+4.8% | $6.1Bvs $6.0B+2.1% |
| Q3 2025 | Jul 18, 2025 | $1.14vs $1.10+3.6% | $5.9Bvs $5.7B+2.0% |
Based on last 12 quarters of dataView full earnings history →
SCHW Peer Comparison
The Charles Schwab Corporation (SCHW) competitors in Wealth Management Platforms — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 MS | 307.53B | 193.28 | 24.31 | 16.83% | 14.57% | 3.42 | ||
 RJF | 31.41B | 159.37 | 15.47 | 7.94% | 16.36% | 0.36 | ||
 AMTD | 7.15M | 1.01 | 0.24 | -55.94% | 12.95% | 0.17 | ||
 LPL | 4.54B | 4.54 | 29.17 | -3.03% | 0.88% | 2.9% | 1.62 | |
 GS | 291.19B | 937.35 | 23.12 | 17% | 12.59% | 5.06 | ||
 WFC | 248.64B | 80.40 | 14.97 | 8.72% | 11.51% | 1.56 | ||
 BAC | 407.94B | 53.60 | 14.03 | -1.91% | 10.1% | 1.21 | ||
 IBKR | 38.79B | 87.04 | 39.21 | 9.83% | 5.18% | 0.00 |
Compare SCHW vs Peers
The Charles Schwab Corporation (SCHW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SCHW Income Statement
The Charles Schwab Corporation (SCHW) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 3.32B | 4.28B | 5.82B | 6.52B | 6.11B | 8.03B | 10.68B | 9.43B | 9.14B | 11.75B |
| NII Growth % | 31.56% | 28.9% | 35.99% | 11.9% | -6.18% | 31.36% | 33.03% | -11.75% | -3% | 114.32% |
| Net Interest Margin % | 1.49% | 1.76% | 1.96% | 2.22% | 1.11% | 1.2% | 1.94% | 1.91% | 1.91% | 308.97% |
| Interest Income | 3.49B | 4.62B | 6.68B | 7.58B | 6.53B | 8.51B | 12.23B | 16.11B | 15.54B | 15.5B |
| Interest Expense | 171M | 342M | 857M | 1.06B | 418M | 476M | 1.54B | 6.68B | 6.39B | 3.75B |
| Loan Loss Provision | -5M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -832M |
| Non-Interest Income | 4.16B | 4.34B | 4.31B | 4.21B | 5.58B | 10.49B | 10.08B | 9.41B | 10.46B | 11.34B |
| Non-Interest Income % | 54.33% | 48.39% | 39.21% | 35.68% | 46.06% | 55.22% | 45.19% | 36.87% | 40.24% | 42.24% |
| Total Revenue | 7.65B▲ 0% | 8.96B▲ 17.1% | 10.99B▲ 22.6% | 11.79B▲ 7.2% | 12.11B▲ 2.7% | 19B▲ 56.9% | 22.31B▲ 17.4% | 25.52B▲ 14.4% | 26B▲ 1.9% | 26.84B▲ 0% |
| Revenue Growth % | 17.66% | 17.14% | 22.65% | 7.24% | 2.75% | 56.88% | 17.43% | 14.41% | 1.87% | 13.2% |
| Non-Interest Expense | 4.49B | 4.97B | 5.57B | 5.87B | 7.39B | 10.81B | 11.37B | 12.46B | 11.91B | 12.46B |
| Efficiency Ratio | 58.7% | 55.45% | 50.69% | 49.83% | 61.04% | 56.89% | 50.99% | 48.82% | 45.82% | 46.43% |
| Operating Income | 2.99B▲ 0% | 3.65B▲ 22.0% | 4.56B▲ 25.0% | 4.85B▲ 6.3% | 4.3B▼ 11.3% | 7.71B▲ 79.4% | 9.39B▲ 21.7% | 6.38B▼ 32.1% | 7.69B▲ 20.6% | 11.46B▲ 0% |
| Operating Margin % | 39.13% | 40.74% | 41.51% | 41.14% | 35.51% | 40.6% | 42.09% | 24.99% | 29.59% | 42.69% |
| Operating Income Growth % | 31.33% | 21.95% | 24.99% | 6.27% | -11.3% | 79.37% | 21.72% | -32.06% | 20.6% | - |
| Pretax Income | 2.99B▲ 0% | 3.65B▲ 22.0% | 4.56B▲ 25.0% | 4.85B▲ 6.3% | 4.3B▼ 11.3% | 7.71B▲ 79.4% | 9.39B▲ 21.7% | 6.38B▼ 32.1% | 7.69B▲ 20.6% | 11.46B▲ 0% |
| Pretax Margin % | 39.13% | 40.74% | 41.51% | 41.14% | 35.51% | 40.6% | 42.09% | 24.99% | 29.59% | 42.69% |
| Income Tax | 1.1B | 1.3B | 1.05B | 1.14B | 1B | 1.86B | 2.21B | 1.31B | 1.75B | 2.61B |
| Effective Tax Rate % | 36.89% | 35.51% | 23.13% | 23.6% | 23.28% | 24.09% | 23.49% | 20.56% | 22.75% | 22.75% |
| Net Income | 1.89B▲ 0% | 2.35B▲ 24.6% | 3.51B▲ 49.0% | 3.7B▲ 5.6% | 3.3B▼ 10.9% | 5.86B▲ 77.5% | 7.18B▲ 22.7% | 5.07B▼ 29.5% | 5.94B▲ 17.3% | 8.85B▲ 0% |
| Net Margin % | 24.7% | 26.27% | 31.91% | 31.43% | 27.24% | 30.82% | 32.2% | 19.85% | 22.85% | 32.98% |
| Net Income Growth % | 30.55% | 24.62% | 48.98% | 5.62% | -10.93% | 77.48% | 22.68% | -29.46% | 17.27% | 48.97% |
| Net Income (Continuing) | 1.89B | 2.35B | 3.51B | 3.7B | 3.3B | 5.86B | 7.18B | 5.07B | 5.94B | 8.85B |
| EPS (Diluted) | 1.31▲ 0% | 1.61▲ 22.9% | 2.45▲ 52.2% | 2.67▲ 9.0% | 2.12▼ 20.6% | 2.83▲ 33.5% | 3.50▲ 23.7% | 2.54▼ 27.4% | 2.99▲ 17.7% | 4.98▲ 0% |
| EPS Growth % | 27.18% | 22.9% | 52.17% | 8.98% | -20.6% | 33.49% | 23.67% | -27.43% | 17.72% | 55.85% |
| EPS (Basic) | 1.32 | 1.63 | 2.47 | 2.69 | 2.13 | 2.84 | 3.52 | 2.55 | 3.00 | - |
| Diluted Shares Outstanding | 1.33B | 1.35B | 1.36B | 1.32B | 1.44B | 1.9B | 1.89B | 1.83B | 1.83B | 1.78B |
SCHW Balance Sheet
The Charles Schwab Corporation (SCHW) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 88.19B | 64.21B | 94.52B | 90.72B | 377.75B | 453.03B | 188.03B | 149.25B | 124.7B | 302.25B |
| Cash & Due from Banks | 10.83B | 14.22B | 27.94B | 29.34B | 40.35B | 62.98B | 40.2B | 43.34B | 42.08B | 292M |
| Short Term Investments | 77.36B | 49.99B | 66.58B | 61.42B | 337.4B | 390.05B | 147.83B | 105.91B | 82.62B | 340M |
| Total Investments | 168.69B | 221.83B | 228.22B | 215.71B | 362.95B | 427.8B | 359.99B | 305.64B | 272.85B | 340M |
| Investments Growth % | 29.04% | 31.5% | 2.88% | -5.48% | 68.26% | 17.87% | -15.85% | -15.1% | -10.73% | -128.8% |
| Long-Term Investments | 91.32B | 171.84B | 161.64B | 197.48B | 25.55B | 37.75B | 212.09B | 199.69B | 190.23B | 558.35B |
| Accounts Receivables | 17.93B | 21.45B | 0 | 22.91B | 66.2B | 92.82B | 69.07B | 71.8B | 88.02B | 0 |
| Goodwill & Intangibles | 1.37B | 1.33B | 1.38B | 1.35B | 21.94B | 21.33B | 20.74B | 20.21B | 19.69B | 0 |
| Goodwill | 1.23B | 1.23B | 1.23B | 1.23B | 11.95B | 11.95B | 11.95B | 11.95B | 11.95B | 0 |
| Intangible Assets | 144M | 108M | 152M | 128M | 9.99B | 9.38B | 8.79B | 8.26B | 7.74B | 0 |
| PP&E (Net) | 1.3B | 1.47B | 1.77B | 2.71B | 3.82B | 4.28B | 4.61B | 4.32B | 3.93B | 0 |
| Other Assets | 22.3B | -17.88B | 13.96B | -21.45B | 52B | 55.59B | 49.7B | 40.04B | 47.08B | 0 |
| Total Current Assets | 106.94B | 86.44B | 117.74B | 113.87B | 445.69B | 548.32B | 259.27B | 224.62B | 215.38B | 632M |
| Total Non-Current Assets | 116.44B | 156.84B | 178.75B | 180.09B | 103.31B | 118.95B | 292.51B | 268.56B | 264.47B | 0 |
| Total Assets | 223.38B▲ 0% | 243.27B▲ 8.9% | 296.48B▲ 21.9% | 294B▼ 0.8% | 549.01B▲ 86.7% | 667.27B▲ 21.5% | 551.77B▼ 17.3% | 493.18B▼ 10.6% | 479.84B▼ 2.7% | 3.8B▲ 0% |
| Asset Growth % | 21.59% | 8.9% | 21.87% | -0.84% | 86.73% | 21.54% | -17.31% | -10.62% | -2.7% | -98.57% |
| Return on Assets (ROA) | 0.93% | 1.01% | 1.3% | 1.25% | 0.78% | 0.96% | 1.18% | 0.97% | 1.22% | 232.76% |
| Accounts Payable | 38.3B | 32.53B | 32.73B | 39.22B | 104.2B | 125.67B | 97.44B | 91.43B | 114.89B | 0 |
| Total Debt | 2.88B | 19.75B | 6.88B | 7.43B | 13.63B | 23.77B | 37.88B | 59.08B | 45.13B | 279M |
| Net Debt | -7.95B | 5.54B | -21.06B | -21.91B | -26.72B | -39.21B | -2.32B | 15.74B | 3.05B | -13M |
| Long-Term Debt | 2.88B | 4.69B | 6.83B | 7.43B | 13.63B | 18.82B | 20.76B | 26.04B | 22.39B | 211M |
| Short-Term Debt | 0 | 15B | 0 | 0 | 0 | 4.86B | 17.05B | 32.95B | 22.7B | 68M |
| Other Liabilities | 204.09B | 205B | 268.93B | 0 | 0 | 0 | 0 | 11.75B | 12.32B | 486M |
| Total Current Liabilities | 204.09B | 220B | 268.93B | 264.83B | 479.32B | 592.1B | 494.34B | 414.34B | 396.71B | 68M |
| Total Non-Current Liabilities | 206.96B | 209.75B | 275.81B | 7.43B | 13.63B | 18.91B | 20.83B | 37.88B | 34.75B | 697M |
| Total Liabilities | 206.96B | 224.75B | 275.81B | 272.26B | 492.95B | 611.01B | 515.16B | 452.22B | 431.47B | 765M |
| Total Equity | 16.42B▲ 0% | 18.52B▲ 12.8% | 20.67B▲ 11.6% | 21.75B▲ 5.2% | 56.06B▲ 157.8% | 56.26B▲ 0.4% | 36.61B▼ 34.9% | 40.96B▲ 11.9% | 48.38B▲ 18.1% | 3.04B▲ 0% |
| Equity Growth % | 22.53% | 12.81% | 11.58% | 5.2% | 157.81% | 0.36% | -34.93% | 11.88% | 18.11% | -59.88% |
| Equity / Assets (Capital Ratio) | 7.35% | 7.61% | 6.97% | 7.4% | 10.21% | 8.43% | 6.63% | 8.3% | 10.08% | 79.88% |
| Return on Equity (ROE) | 12.67% | 13.47% | 17.9% | 17.47% | 8.48% | 10.43% | 15.47% | 13.06% | 13.3% | 291.38% |
| Book Value per Share | 12.31 | 13.69 | 15.19 | 16.47 | 39.07 | 29.66 | 19.33 | 22.37 | 26.38 | 1.71 |
| Tangible BV per Share | 11.28 | 12.71 | 14.17 | 15.45 | 23.77 | 18.41 | 8.38 | 11.33 | 15.64 | 1.71 |
| Common Stock | 15M | 15M | 15M | 15M | 21M | 21M | 21M | 21M | 21M | 0 |
| Additional Paid-in Capital | 4.27B | 4.35B | 4.5B | 4.66B | 26.52B | 26.74B | 27.07B | 27.33B | 27.64B | 0 |
| Retained Earnings | 12.65B | 14.41B | 17.33B | 19.96B | 21.98B | 25.99B | 31.07B | 33.9B | 37.57B | 0 |
| Accumulated OCI | -163M | -152M | -252M | 88M | 5.39B | -1.11B | -22.62B | -18.13B | -14.85B | 0 |
| Treasury Stock | -3.13B | -2.89B | -3.71B | -5.77B | -5.58B | -5.34B | -8.64B | -11.35B | -11.2B | 0 |
| Preferred Stock | 2.78B | 2.79B | 2.79B | 2.79B | 7.73B | 9.95B | 9.71B | 9.19B | 9.19B | 0 |
SCHW Cash Flow Statement
The Charles Schwab Corporation (SCHW) cash flow — operating, investing & free cash flow history
| Line item | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 3.6B | -839M | 12.46B | 9.32B | 6.85B | 2.12B | 2.06B | 19.59B | 2.67B | 2.67B |
| Operating CF Growth % | 189.17% | -123.29% | 1584.62% | -25.14% | -26.52% | -69.09% | -2.88% | 852.21% | -86.37% | 748.92% |
| Net Income | 1.89B | 2.35B | 3.51B | 3.7B | 3.3B | 5.86B | 7.18B | 5.07B | 5.94B | 8.85B |
| Depreciation & Amortization | 234M | 269M | 306M | 349M | 604M | 1.16B | 1.25B | 1.34B | 1.44B | 1.03B |
| Deferred Taxes | 15M | 58M | 49M | 2M | -138M | 53M | -18M | -478M | -191M | 397M |
| Other Non-Cash Items | 270M | 393M | 487M | 645M | 1.94B | 2.72B | 1.86B | 1.53B | 1.36B | 1.05B |
| Working Capital Changes | 1.05B | -4.07B | 7.91B | 4.44B | 948M | -7.93B | -8.59B | 11.81B | -6.21B | 947M |
| Cash from Investing | -38.77B | -20.47B | -40.55B | 11.96B | -125.85B | -75.66B | 32.05B | 57.41B | 35.43B | 25.69B |
| Purchase of Investments | -60.41B | -47.96B | -73.67B | -51.26B | -202.17B | -171.73B | -51.01B | -1.49B | -2.99B | -3.42B |
| Sale/Maturity of Investments | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 3M |
| Net Investment Activity | -60.41B | -47.96B | -73.67B | -51.26B | -202.17B | -171.73B | -51.01B | -1.49B | -2.99B | -3.42B |
| Acquisitions | -1.1B | -1.07B | -129M | 0 | 14.75B | 0 | 0 | 0 | 0 | 0 |
| Other Investing | -1.21B | -1.45B | 148M | -1.79B | -5.84B | -11.23B | -6.33B | -836M | -4.8B | -8.02B |
| Cash from Financing | 34.96B | 22.6B | 47.17B | -13.94B | 143.98B | 96.32B | -68.72B | -61.24B | -47.06B | -46.41B |
| Dividends Paid | -486M | -592M | -787M | -1.06B | -1.28B | -1.82B | -2.11B | -2.28B | -2.27B | -1.76B |
| Share Repurchases | 0 | 0 | -1B | -2.22B | 0 | 0 | -3.4B | -2.84B | 0 | -4.58B |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 0 | 0 | -1B | -2.22B | 0 | 0 | -3.4B | -2.84B | 0 | -4.58B |
| Debt Issuance (Net) | -1000K | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | -1000K | -3M |
| Other Financing | 34.14B | 6.31B | 61.84B | -11.25B | 137.95B | 85.87B | -77.08B | -76.82B | -30.85B | -22.48B |
| Net Change in Cash | -209M▲ 0% | 1.29B▲ 715.8% | 19.07B▲ 1381.5% | 7.35B▼ 61.5% | 24.98B▲ 239.9% | 22.78B▼ 8.8% | -34.62B▼ 252.0% | 15.75B▲ 145.5% | -8.96B▼ 156.9% | -10.65B▲ 0% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 11.98B | 17.87B | 19.16B | 38.23B | 45.58B | 70.56B | 93.34B | 58.72B | 74.47B | 0 |
| Cash at End | 10.83B | 19.16B | 38.23B | 45.58B | 70.56B | 93.34B | 58.72B | 74.47B | 65.51B | 0 |
| Interest Paid | 160M | 327M | 798M | 1.07B | 434M | 501M | 1.35B | 5.62B | 6.66B | 3.57B |
| Income Taxes Paid | 991M | 1.21B | 927M | 1.2B | 803M | 2.05B | 2.13B | 1.62B | 1.49B | 955M |
| Free Cash Flow | 3.26B▲ 0% | -1.24B▼ 138.0% | 11.89B▲ 1059.3% | 8.62B▼ 27.5% | 6.22B▼ 27.8% | 1.2B▼ 80.7% | 1.09B▼ 9.7% | 18.89B▲ 1639.1% | 2.05B▼ 89.1% | 9.68B▲ 0% |
| FCF Growth % | 232.35% | -138.04% | 1059.32% | -27.5% | -27.81% | -80.68% | -9.65% | 1639.13% | -89.15% | 372.39% |
SCHW Banking Ratios
The Charles Schwab Corporation (SCHW) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 12.67% | 13.47% | 17.9% | 17.47% | 8.48% | 10.43% | 15.47% | 13.06% | 13.3% | 291.38% |
| Return on Assets (ROA) | 0.93% | 1.01% | 1.3% | 1.25% | 0.78% | 0.96% | 1.18% | 0.97% | 1.22% | 232.76% |
| Net Interest Margin | 1.49% | 1.76% | 1.96% | 2.22% | 1.11% | 1.2% | 1.94% | 1.91% | 1.91% | 308.97% |
| Efficiency Ratio | 58.7% | 55.45% | 50.69% | 49.83% | 61.04% | 56.89% | 50.99% | 48.82% | 45.82% | 46.43% |
| Equity / Assets | 7.35% | 7.61% | 6.97% | 7.4% | 10.21% | 8.43% | 6.63% | 8.3% | 10.08% | 79.88% |
| Book Value / Share | 12.31 | 13.69 | 15.19 | 16.47 | 39.07 | 29.66 | 19.33 | 22.37 | 26.38 | 1.71 |
| NII Growth | 31.56% | 28.9% | 35.99% | 11.9% | -6.18% | 31.36% | 33.03% | -11.75% | -3% | 28.44% |
| Dividend Payout | 25.73% | 25.15% | 22.44% | 28.62% | 38.8% | 31.12% | 29.37% | 44.92% | 38.29% | 19.94% |
SCHW SEC Filings & Documents
The Charles Schwab Corporation (SCHW) SEC filings — annual & quarterly reports (10-K, 10-Q)
SCHW Frequently Asked Questions
The Charles Schwab Corporation (SCHW) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
The Charles Schwab Corporation (SCHW) grew revenue by 1.9% over the past year. Growth has been modest.
Yes, The Charles Schwab Corporation (SCHW) is profitable, generating $8.85B in net income for fiscal year 2024 (22.9% net margin).
Dividend & Returns
Yes, The Charles Schwab Corporation (SCHW) pays a dividend with a yield of 1.35%. This makes it attractive for income-focused investors.
The Charles Schwab Corporation (SCHW) has a return on equity (ROE) of 13.3%. This is reasonable for most industries.
Industry Metrics
The Charles Schwab Corporation (SCHW) has a net interest margin (NIM) of 1.9%. NIM has been under pressure due to interest rate environment.
The Charles Schwab Corporation (SCHW) has an efficiency ratio of 45.8%. This is excellent, indicating strong cost control.
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