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
Industry
Capital Markets
Headquarters
Employees
32,100
ISIN
US8085131055
Website
Charles Schwab Metrics
BasicAdvanced
$163B
27.28
$3.30
0.89
$1.04
1.20%
Price and volume
Market cap
$163B
Beta
0.89
52-week high
$90.86
52-week low
$61.01
Average daily volume
7.4M
Dividend rate
$1.04
Financial strength
Current ratio
0.538
Quick ratio
0.538
Long term debt to equity
37.61
Total debt to equity
110.198
Dividend payout ratio (TTM)
35.57%
Profitability
Gross margin (TTM)
97.05%
Net profit margin (TTM)
31.71%
Operating margin (TTM)
41.07%
Effective tax rate (TTM)
22.28%
Revenue per employee (TTM)
$640,000
Management effectiveness
Return on assets (TTM)
1.39%
Return on equity (TTM)
14.12%
Valuation
Price to earnings (TTM)
27.279
Price to revenue (TTM)
8.029
Price to book
4.05
Price to tangible book (TTM)
7.87
Price to free cash flow (TTM)
17.567
Free cash flow yield (TTM)
5.69%
Free cash flow per share (TTM)
512.21%
Dividend yield (TTM)
1.16%
Forward dividend yield
1.20%
Growth
Revenue change (TTM)
10.86%
Earnings per share change (TTM)
38.63%
3-year revenue growth (CAGR)
3.48%
10-year revenue growth (CAGR)
12.99%
3-year earnings per share growth (CAGR)
5.99%
10-year earnings per share growth (CAGR)
13.50%
3-year dividend per share growth (CAGR)
11.29%
10-year dividend per share growth (CAGR)
15.57%
What the Analysts think about Charles Schwab
Analyst ratings (Buy, Hold, Sell) for Charles Schwab stock.
Bulls say / Bears say
Goldman Sachs upgraded Charles Schwab to 'Buy' with a $100 price target, citing an expected 25% annual EPS growth through 2027. (benzinga.com)
In March 2023, Schwab attracted $53 billion in net new client assets, the second-highest for that month in its history. (bloomberg.com)
Analysts expect Schwab to thrive despite market volatility, with Citigroup maintaining a 'Buy' rating and a $102 price target. (reuters.com)
Schwab anticipates a second-quarter revenue decline of up to 11% compared to the previous year, indicating potential financial challenges. (bloomberg.com)
Bank of America Securities maintained a 'Sell' rating on Charles Schwab, reflecting concerns about the company's performance. (markets.businessinsider.com)
Schwab's CEO noted a slight de-risking by clients, which could impact the company's revenue streams. (webull.com)
Data summarised monthly by Lightyear AI. Last updated on 22 Jun 2025.
Charles Schwab Financial Performance
Revenues and expenses
Charles Schwab Earnings Performance
Company profitability
Charles Schwab News
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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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FAQs
What’s the current market cap for Charles Schwab stock?
Charles Schwab (SCHW) has a market cap of $163B as of July 01, 2025.
What is the P/E ratio for Charles Schwab stock?
The price to earnings (P/E) ratio for Charles Schwab (SCHW) stock is 27.28 as of July 01, 2025.
Does Charles Schwab stock pay dividends?
Yes, the Charles Schwab (SCHW) stock pays dividends to shareholders. As of July 01, 2025, the dividend rate is $1.04 and the yield is 1.2%. Charles Schwab has a payout ratio of 35.57% on a trailing twelve-month basis.
When is the next Charles Schwab dividend payment date?
The next Charles Schwab (SCHW) dividend payment date is unconfirmed.
What is the beta indicator for Charles Schwab?
Charles Schwab (SCHW) has a beta rating of 0.89. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.