SCHW — SCHWAB CHARLES CORP

NYSE · Financials · Capital Markets · CIK 316709 ·
Last close
$109.34
Market Cap
$189.09B
52W High
$109.66
52W Low
$83.96
ADV30
8,198,769
Next earnings
2026-10-15
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026
Mar 2026
Dec 2025 6,336,000,000 2,459,000,000 490,995,000,000 46,030,000,000 441,570,000,000
Sep 2025 6,135,000,000 2,358,000,000 465,255,000,000 30,572,000,000 415,871,000,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$10,294,000,000
Investing CF
$14,058,000,000
Financing CF
$-13,053,000,000
CapEx
$-571,000,000
Dividends Paid
$-2,366,000,000
Buybacks
$-10,682,000,000
EPS Diluted TTM
$5.50
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$45,912,000,000
Inventory
Receivables
$118,019,000,000
ST Investments
$60,442,000,000
EBIT TTM
Pretax Income TTM
$12,192,000,000
Interest Exp TTM
$3,521,000,000
Analysts
20

Yahoo Snapshot (yfinance, live)

Total Revenue
$26,025,000,960
EBITDA
Free Cash Flow
Enterprise Value
$174,717,566,976
Total Cash
$96,355,999,744
Total Debt
$75,775,000,576
Shares Out
1,729,335,714
Trailing EPS
$5.58
Book Value
$25.42
ROE
20.3%
ROA
2.1%
Div Yield
1.19%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 23,921,000,000 8,852,000,000 490,995,000,000 441,570,000,000 9,311,000,000
Dec 2024 19,606,000,000 5,942,000,000 479,843,000,000 431,468,000,000 2,670,000,000
Dec 2023 18,837,000,000 5,067,000,000 493,178,000,000 452,220,000,000 19,587,000,000
Dec 2022 20,762,000,000 7,183,000,000 551,772,000,000 515,164,000,000 2,057,000,000

TTM Snapshot

Revenues TTM
$18,906,000,000
NetIncome TTM
$5,066,000,000
OpCashFlow TTM
$0
Assets (Latest)
$479,843,000,000
Forward EPS
$7.80

Max Pain — expiry 2026-08-21

max pain strike: $100.00 · spot: $110.06 · call oi: 36,118 · put oi: 24,861
Expected Move to 2026-08-21: ±$2.76 (2.50%) — implied range $107.30$112.81 · ATM straddle on $110.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
BLK BlackRock, Inc. $179.79B $1160.91
GS GOLDMAN SACHS GROUP INC $302.01B $1037.21
BX Blackstone Inc. $109.90B $146.41
GLD SPDR GOLD TRUST $105.40B $404.92
MS MORGAN STANLEY $342.13B $217.64

News headlines (Yahoo Finance, 1h cache)

Is Charles Schwab (SCHW) Still Undervalued As Legal Risks And Bond Offerings Draw Focus?
2026-08-13 16:11 · Yahoo
From Campus to Career: Schwab Advisor Services™ Names 2026 RIATA Student Scholarship® Recipients
2026-08-13 14:00 · Yahoo
Is Charles Schwab (SCHW) At Greater Risk After A 13,000 Customer Lawsuit?
2026-08-13 09:10 · Yahoo
Vanguard Conquered the ETF World. Where It’s Aiming Next.
2026-08-13 05:00 · Yahoo
Sector Update: Financial Stocks Rise Late Afternoon
2026-08-12 19:56 · Yahoo
Schwab REIT ETF vs. State Street Real Estate SPDR: Which Real Estate ETF Is Actually More Diversified?
2026-08-12 17:52 · Yahoo
The Best Value Stocks to Buy
2026-08-12 17:15 · Yahoo
Zeplyn Launches First Agentic Account-Opening Workflow in Wealth Management Through New Integration with Schwab Advisor Center
2026-08-12 13:00 · Yahoo
Which Is the Better U.S. REIT ETF: Schwab's Broad SCHH or iShares' Concentrated ICF?
2026-08-12 12:48 · Yahoo
Schwab Announces Single Stock Futures, Giving Retail Traders a New Way to Express Views on U.S. Stocks Around the Clock
2026-08-12 12:30 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.