Charles Schwab (SCHW) Stock Price

Charles Schwab Price

NYSE·CLOSED
108.25USD+2.17 (+2.02 %)
Market closed

Revenue has compounded at 9.4% per year over the past 19 years to 27.68 B USD. Earnings per share have grown at 9.0% per year over the last 19 years. Charles Schwab's net margin stands at 32.0%, up from 30.8% several years earlier. Charles Schwab currently offers a dividend yield of about 1.00%. The payout ratio is around 22% of earnings. The dividend has grown at 11.6% per year over the past 19 years. Analysts set a median price target of 124.44 USD, implying 15.0% above the current price. Of 26 analysts, 22 rate the stock a buy — an overall Buy consensus. The stock trades about 28% above its 52-week low.

Charles Schwab stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Charles Schwab over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Charles Schwab stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Charles Schwab's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Charles Schwab Stock Price History
DateCharles Schwab Price
8/5/2026108.25 USD
8/4/2026106.08 USD
8/3/2026105.87 USD
7/31/2026105.24 USD
7/30/2026104.33 USD
7/29/2026105.95 USD
7/27/2026103.75 USD
7/23/2026101.61 USD
7/22/2026100.80 USD
7/21/202699.96 USD
7/20/2026102.54 USD
7/17/2026101.56 USD
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7/13/2026102.63 USD
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7/9/2026101.91 USD
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3/19/202694.66 USD
3/18/202693.99 USD
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3/16/202693.93 USD
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3/13/202693.06 USD
3/12/202693.06 USD
3/11/202691.24 USD
3/10/202692.67 USD
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3/6/202695.23 USD
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3/3/202695.24 USD
3/2/202695.49 USD
2/27/202695.20 USD
2/26/202697.53 USD
2/25/202695.51 USD
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2/13/202693.73 USD
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2/11/202695.36 USD
2/10/202699.34 USD
2/9/2026107.21 USD
2/6/2026105.08 USD
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12/31/202599.91 USD
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10/1/202592.25 USD
9/30/202595.47 USD
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9/28/202596.89 USD
9/25/202595.46 USD
9/24/202594.78 USD
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8/29/202595.85 USD
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8/12/202598.70 USD
8/11/202597.63 USD
8/8/202597.26 USD
8/7/202596.07 USD
8/6/202596.72 USD
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Charles Schwab Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2023
25.52 B USD
6.38 B USD
5.07 B USD
Jan 1, 2024
26.00 B USD
7.69 B USD
5.94 B USD
Jan 1, 2025
27.68 B USD
11.46 B USD
8.85 B USD
Jan 1, 2026 (e)
28.09 B USD
10.04 B USD
11.72 B USD
Jan 1, 2027 (e)
31.56 B USD
11.28 B USD
14.17 B USD
Jan 1, 2028 (e)
34.71 B USD
12.41 B USD
16.31 B USD
Jan 1, 2029 (e)
35.98 B USD
12.86 B USD
17.23 B USD
Jan 1, 2030 (e)
38.45 B USD
13.74 B USD
18.54 B USD

Charles Schwab Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 6, 2026, 4:02 PM
 
REVENUEB USD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB USD
EBITB USD
EBIT MARGIN%
NET INCOMEB USD
NET INCOME GROWTH%
DIV.USD
DIV. GROWTH%
SHARESB
201520162017201820192020202120222023202420252026e2027e2028e2029e2030e
6.507.658.9610.9911.7912.1119.0022.3125.5226.0027.6828.0931.5634.7135.9838.45
5.6017.6617.1422.657.242.7556.8817.4314.411.876.451.5012.369.993.636.87
97.9797.7696.1892.2090.9796.5597.4993.0773.8175.4186.4486.4486.4486.4486.4486.44
6.377.488.6210.1310.7211.6918.5220.7618.8419.6123.9224.2827.2830.0131.1033.23
2.282.993.654.564.854.307.719.396.387.6911.4610.0411.2812.4112.8613.74
35.0639.1340.7441.5141.1435.5140.6042.0924.9929.5941.4135.7335.7335.7335.7335.73
1.451.892.353.513.703.305.867.185.075.948.8511.7214.1716.3117.2318.54
9.5430.5524.6248.985.62-10.9377.4822.68-29.4617.2748.9732.4220.9215.085.627.63
0.240.270.320.460.680.720.720.841.251.001.081.281.391.51––
–12.5018.5243.7547.835.88–16.6748.81-20.008.0018.528.598.63––
1.331.341.361.351.291.441.901.871.831.841.781.781.781.781.781.78
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Charles Schwab generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Charles Schwab retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Charles Schwab's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Charles Schwab has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Charles Schwab's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Charles Schwab stock margins

The Charles Schwab margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Charles Schwab. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Charles Schwab.

  • 3 Years

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  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
97.49 %
40.60 %
30.82 %
Jan 1, 2022
93.07 %
42.09 %
32.20 %
Jan 1, 2023
73.81 %
24.99 %
19.85 %
Jan 1, 2024
75.41 %
29.59 %
22.85 %
Jan 1, 2025
86.44 %
41.41 %
31.99 %
Jan 1, 2026 (e)
86.44 %
35.73 %
41.73 %
Jan 1, 2027 (e)
86.44 %
35.73 %
44.91 %
Jan 1, 2028 (e)
86.44 %
35.73 %
46.99 %

Charles Schwab Stock Revenue, EBIT, Earnings per Share

The Charles Schwab earnings per share therefore indicates how much revenue Charles Schwab has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 Years

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  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
9.99 USD
4.06 USD
3.08 USD
Jan 1, 2022
11.91 USD
5.01 USD
3.84 USD
Jan 1, 2023
13.96 USD
3.49 USD
2.77 USD
Jan 1, 2024
14.16 USD
4.19 USD
3.24 USD
Jan 1, 2025
15.57 USD
6.45 USD
4.98 USD
Jan 1, 2026 (e)
15.53 USD
5.65 USD
6.48 USD
Jan 1, 2027 (e)
17.45 USD
6.35 USD
7.84 USD
Jan 1, 2028 (e)
19.19 USD
6.98 USD
9.02 USD

Charles Schwab business model & stock analysis

The Charles Schwab Corporation is an American financial company based in San Francisco, California. It was founded in 1971 by Charles "Chuck" Schwab and is now one of the largest discount broker companies in the world. The company's history began with the aim of making it easier for investors to access financial markets and save costs. The business model of Charles Schwab Corporation is based on providing online trading and investment products at low fees. The company offers its customers a wide range of services, including trading stocks, options, bonds, mutual funds, and ETFs, advisory services, and asset management. The company has three business segments: brokerage, asset management, and banking. The brokerage segment includes the Schwab.com online trading platform, where customers can directly buy and sell investment products. The asset management segment includes Schwab Intelligent Portfolios, an automated investment program that provides portfolio-based recommendations to customers based on their goals, risk tolerance, and time frame. The banking segment offers customers various credit and deposit products. Charles Schwab Corporation also provides a variety of tools and resources to help investors make informed decisions about their investments. These include market analysis, research reports, online training, and customer service. In addition, the company has developed several products and services to assist customers in meeting the increasingly complex requirements of the financial markets. Schwab Advisor Services is a business segment specialized in the needs of financial advisors. Schwab Workplace is a program that enables small and medium-sized businesses to access retirement and financial planning services. Over the past decades, the Charles Schwab Corporation has received numerous awards and recognition. It also has a strong presence in the US and internationally. With over 28 million customers and over $6 trillion in assets under management, Charles Schwab Corporation is one of the leading discount brokers worldwide. Overall, Charles Schwab Corporation has established itself as a successful financial company - thanks to its innovative products and services, top-notch customer care, and dedicated work that helps investors achieve their financial goals.

Charles Schwab SWOT Analysis

Strengths

Charles Schwab Corp has several strengths that contribute to its success in the financial industry. - Strong brand recognition and reputation in the market. - Extensive range of investment products and services offered to customers. - Advanced trading technology and user-friendly online platforms. - Good customer service and personalized support for clients. - Robust financial position and strong financial performance.

Weaknesses

Despite its successes, Charles Schwab Corp also faces a few weaknesses that may hinder its growth potential. - Dependency on the overall performance of the financial markets. - Limited international presence compared to some competitors. - Relatively higher fees for certain services compared to low-cost brokerage firms. - Potential vulnerability to cybersecurity threats given its online platforms and digital operations.

Opportunities

Charles Schwab Corp has several opportunities to explore for business expansion and growth. - Increasing demand for digital and online investment platforms. - Potential expansion into new markets, both domestically and internationally. - Collaborations and strategic partnerships to enhance product offerings. - Growing interest in sustainable and socially responsible investing. - Potential for innovative fintech solutions and technological advancements in the financial industry.

Threats

Charles Schwab Corp faces certain threats that could impact its market position and profitability. - Intense competition from established financial firms and emerging fintech companies. - Regulatory changes and compliance requirements affecting the financial industry. - Economic downturns and fluctuations in the financial markets. - Changing investor preferences and market trends. - Potential impact of geopolitical events and global economic uncertainties.

Charles Schwab Employees

  • 3 Years

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  • Max

Charles Schwab Employees
Details
Date
Charles Schwab Employees
Jan 1, 2017
- Employees
Jan 1, 2018
- Employees
Jan 1, 2019
- Employees
Jan 1, 2020
- Employees
Jan 1, 2021
- Employees
Jan 1, 2023
- Employees
Jan 1, 2024
- Employees
Jan 1, 2025
- Employees

Charles Schwab Segments

Charles Schwab Revenue by Segment (1/2)

  • 3 Years

  • 5 Years

  • 10 Years

  • Max

Investor Services
Advisor Services
Material Reconciling Items
Intersegment, Nonoperating
Details
Date
Investor Services
Advisor Services
Institutional Services
Unallocated Amount To Segment
Material Reconciling Items
Intersegment, Nonoperating
Jan 1, 2012
3.23 B USD
0.00 USD
1.58 B USD
72.00 M USD
0.00 USD
0.00 USD
Jan 1, 2014
0.00 USD
0.00 USD
0.00 USD
0.00 USD
51.00 M USD
0.00 USD
Jan 1, 2015
4.77 B USD
1.61 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2016
5.41 B USD
2.07 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2017
6.20 B USD
2.42 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2018
7.32 B USD
2.81 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2019
7.62 B USD
3.10 B USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
Jan 1, 2022
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD
0.00 USD

Charles Schwab Revenue by Segment (2/2)

  • 3 Years

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  • 10 Years

  • Max

Investor Services
Advisor Services
Details
Date
Investor Services
Advisor Services
Jan 1, 2012
0.00 USD
0.00 USD
Jan 1, 2014
4.65 B USD
1.36 B USD
Jan 1, 2015
0.00 USD
0.00 USD
Jan 1, 2016
0.00 USD
0.00 USD
Jan 1, 2017
0.00 USD
0.00 USD
Jan 1, 2018
0.00 USD
0.00 USD
Jan 1, 2019
0.00 USD
0.00 USD
Jan 1, 2022
15.57 B USD
5.19 B USD

Charles Schwab Eulerpool Fair Value

Details

Fair Value Estimate

ⓘ

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Charles Schwab historical P/E ratio, EBIT multiple, and P/S ratio

Charles Schwab annual returns

Details

Annual Return

ⓘ

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Charles Schwab shares outstanding

The number of shares of Charles Schwab was 1.78 B in 2025. This indicates how many shares Charles Schwab is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 Years

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  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
1.90 B Stocks
Jan 1, 2022
1.87 B Stocks
Jan 1, 2023
1.83 B Stocks
Jan 1, 2024
1.84 B Stocks
Jan 1, 2025
1.78 B Stocks
Jan 1, 2026 (e)
1.78 B Stocks
Jan 1, 2027 (e)
1.78 B Stocks
Jan 1, 2028 (e)
1.78 B Stocks

Charles Schwab stock splits

In Charles Schwab's history, there have been no stock splits.

Charles Schwab Dividend History

37 years of dividend payments

YearAnnual DividendYoY ChangePayments
20260.64USDYTD—2×
Feb 13, 20260.32USD↑ 18.5%1/2
May 8, 20260.32USD 0.0%2/2
20251.08USD↑ 8.0%4×
Feb 14, 20250.27USD↑ 8.0%1/4
May 9, 20250.27USD 0.0%2/4
Aug 8, 20250.27USD 0.0%3/4
Nov 14, 20250.27USD 0.0%4/4
20241.00USD↓ 20.0%4×
20231.25USD↑ 48.8%5×
20220.84USD↑ 16.7%4×
20210.72USD 0.0%4×
20200.72USD↑ 5.9%4×
20190.68USD↑ 47.8%4×
20180.46USD↑ 43.8%4×
20170.32USD↑ 18.5%4×

Charles Schwab dividend history and estimates

In 2025, Charles Schwab paid a dividend amounting to 1.08 USD. Dividend means that Charles Schwab distributes a portion of its profits to its owners.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Details
Date
Dividend
Dividend (Estimate)
Jan 1, 2021
0.72 USD
0.00 USD
Jan 1, 2022
0.84 USD
0.00 USD
Jan 1, 2023
1.25 USD
0.00 USD
Jan 1, 2024
1.00 USD
0.00 USD
Jan 1, 2025
1.08 USD
0.00 USD
Jan 1, 2026 (e)
0.64 USD
0.64 USD
Jan 1, 2027 (e)
0.00 USD
1.39 USD
Jan 1, 2028 (e)
0.00 USD
1.51 USD

Charles Schwab dividend payout ratio

In 2025, Charles Schwab had a payout ratio of 21.68%. The payout ratio indicates the percentage of the company's profits that Charles Schwab distributes as dividends.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
23.39 %
Jan 1, 2022
21.90 %
Jan 1, 2023
45.10 %
Jan 1, 2024
30.90 %
Jan 1, 2025
21.68 %
Jan 1, 2026 (e)
19.75 %
Jan 1, 2027 (e)
17.72 %
Jan 1, 2028 (e)
16.70 %

Current Charles Schwab forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
1.67 %
Buy
84.62 % (22)
Hold
11.54 % (3)
Sell
3.85 % (1)
12M Price Target
124.44
Last Price
108.25
Currency
USD
12M Return Potential
14.96 %
LTM Return
0 %

Charles Schwab Analyst Rating Actions

DateFirmActionRatingReliability
7/27/2026
Morgan Stanley
Morgan Stanley
MaintainedOverweight60
7/23/2026
Argus Research
Argus Research
MaintainedBuy–
7/22/2026
UBS
UBS
MaintainedBuy51
7/22/2026
Barclays
Barclays
MaintainedOverweight33
7/20/2026
BMO Capital
BMO Capital
DowngradeOutperformMarket Perform–
7/15/2026
Piper Sandler
Piper Sandler
MaintainedNeutral51
7/10/2026
Morgan Stanley
Morgan Stanley
MaintainedOverweight60
7/9/2026
Barclays
Barclays
MaintainedOverweight33
7/8/2026
UBS
UBS
MaintainedBuy51
5/15/2026
TD Cowen
TD Cowen
MaintainedBuy60

Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.

Charles Schwab Earnings Calls

2025
2024

Charles Schwab Earnings Estimates & Surprises

DateEPS estimateEPS ActualRevenue EstimatePrice reactionQuarterly report
7/21/20261.54USD-6.90 BUSD-2026 Q2
4/20/20261.39USD-6.55 BUSD-2026 Q1
1/21/20261.42USD-6.50 BUSD-2025 Q4
4/15/20240.84USD-4.98 BUSD-2024 Q1
1/17/20240.72USD-4.76 BUSD-2023 Q4
7/17/20231.21USD-5.79 BUSD-2023 Q2
4/17/20231.12USD-5.65 BUSD-2023 Q1
1/16/20231.12USD-5.62 BUSD-2022 Q4
10/17/20221.08USD-5.49 BUSD-2022 Q3
7/18/20220.93USD-5.13 BUSD-2022 Q2
...

EESG©

Eulerpool ESG Scorecard© for the Charles Schwab stock

46/100
17
Environment
67
Social
54
Governance
E

Environment

20
Scope 1 - Direct Emissions8,409
Scope 2 - Indirect emissions from purchased energy90,599
Scope 3 - Indirect emissions within the value chain—
Total CO₂ emissions99,008
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees37
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees63
White Management Share73
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Charles Schwab shareholder structure

% Name
7.36078%
BLACKROCK, INC.
BLACKROCK, INC.
5.98972%
VANGUARD CAPITAL MANAGEMENT LLC
VANGUARD CAPITAL MANAGEMENT LLC
4.14610%
DODGE & COX
DODGE & COX
4.08226%
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
4.02232%
STATE STREET CORP
STATE STREET CORP
2.68863%
PRICE T ROWE ASSOCIATES INC /MD/
PRICE T ROWE ASSOCIATES INC /MD/
...

Charles Schwab Beneficial Ownership Filings (SEC 13D/G)

Free Float
94.2%
Float Shares
-
Shares Outstanding
-
StakeHolderFiling
52.90%
The Charles Schwab Corporation
The Charles Schwab Corporation
SEC ↗
13.20%
CHARLES R. SCHWAB
CHARLES R. SCHWAB
SEC ↗
10.50%
94-1737782
94-1737782
SEC ↗
8.06%
FMR Corp.
FMR Corp.
SEC ↗
8.06%
Edward C. Johnson 3d
Edward C. Johnson 3d
SEC ↗
8.06%
Abigail P. Johnson
Abigail P. Johnson
SEC ↗
7.50%
PAGE 2 OF 5 PAGES
PAGE 2 OF 5 PAGES
SEC ↗
7.18%
Vanguard Capital Management
Vanguard Capital Management
SEC ↗
6.24%
The Vanguard Group - 23-1945930
The Vanguard Group - 23-1945930
SEC ↗
5.80%
52-0556948
52-0556948
SEC ↗

Charles Schwab Executives and Management Board

21 members · avg. age 63 · 24 % women

RW

Mr. Richard Wurster (52)

President, Chief Executive Officer, Director · since 2021

12.55 M USD

Management

MV

Mr. Michael Verdeschi (56)

Chief Financial Officer, Managing Director

6.56 M USD
JC

Mr. Jonathan Craig (53)

Managing Director, Head - Investor Services and Marketing

5.92 M USD
NM

Mr. Nigel Murtagh (61)

Chief Risk Officer, Managing Director

–
PM

Mr. Peter Morgan (60)

General Counsel, Managing Director, Corporate Secretary

–
JB

Mr. Jonathan Beatty (59)

Managing Director and Head of Investor Services

–
PW

Mr. Paul Woolway

Managing Director and Chief Banking Officer

–

Board of Directors

WB

Mr. Walter Bettinger (64)

Co-Chairman of the Board · since 2004

26.39 M USD
CS

Mr. Charles Schwab (60)

Co-Chairman of the Board · since 1986

8.57 M USD
JA

Mr. John Adams (69)

Independent Director

400,035.00 USD
MB

Ms. Marianne Brown (66)

Independent Director

400,035.00 USD
JD

Ms. Joan Dea (61)

Independent Director

380,035.00 USD
FH

Mr. Frank Herringer (82)

Independent Director

380,035.00 USD

Charles Schwab Supply Chain

Charles Schwab Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
11 companies
#Nameβ 1YTrend
1
Toronto-Dominion Bank
Supplier·Customer
0.41
0.48
0.40
0.60
0.98
0.93
0.75
2
Alphabet Inc.
Supplier
0.46
0.09
0.24
0.37
0.88
0.90
1.30
3
Alphabet A
Supplier
0.34
0.12
0.28
0.34
0.87
0.90
0.92
4
Atlantic Union Bankshares
Customer
0.83
0.89
0.68
0.22
0.88
0.84
1.08
5
SS&C Technologies Holdings
Supplier·Customer
0.78
0.86
0.14
0.29
0.77
0.84
0.84
#Nameβ 1YTrend
1
Ricksoft Co., Ltd.
Supplier
0.31
0
0.15
-0.57
-0.90
-0.86
—

Frequently asked questions about Charles Schwab

The main competitors of Charles Schwab Corp in the market are TD Ameritrade Holding Corporation, Fidelity Investments, and E*TRADE Financial Corporation.

The business model of Charles Schwab Corp focuses on providing a wide range of financial services to individual investors and institutions. With a strong emphasis on investment and wealth management, Charles Schwab offers brokerage services, banking solutions, and financial education to help clients achieve their financial goals. By combining digital innovation with personalized guidance, the company aims to provide accessible and affordable investing options. Charles Schwab Corp's business model centers around empowering individuals to make informed investment decisions and offering comprehensive financial solutions to support long-term success in the evolving market.

Charles Schwab Corp is primarily active in the financial services industry.

Charles Schwab Corp, established in 1971, is a leading brokerage and banking services firm based in the United States. The company, founded by Charles R. Schwab, aimed to make investing more accessible for individual investors. Over the years, Charles Schwab Corp has expanded its offerings to provide a wide range of financial services, including wealth management, retirement planning, and banking solutions. It has grown to become one of the largest brokerage firms globally, with a strong focus on innovation and customer-centric services. Today, Charles Schwab Corp continues to empower investors with its robust platform, competitive pricing, and commitment to providing reliable financial advice.

Charles Schwab Corp, a prominent financial services company, has achieved several significant milestones throughout its history. One notable accomplishment is its establishment in 1971 as one of the first discount brokerage firms in the United States. In 1983, the company went public and continued to experience remarkable growth. Charles Schwab Corp successfully expanded its reach internationally, serving clients in over 100 countries. Another milestone includes the acquisition of U.S. Trust Corporation in 2000, significantly strengthening its wealth management capabilities. The company's commitment to innovation is showcased through the launch of innovative online trading platforms and the pioneering introduction of commission-free trading. Over the years, Charles Schwab Corp has consistently demonstrated its industry leadership and commitment to providing accessible and comprehensive financial solutions to individuals and institutions alike.

Charles Schwab Corp is primarily present in the United States.

Charles Schwab Corp represents a strong commitment to its clients and a focus on innovation in the financial services industry. The company places high value on integrity, transparency, and trust when dealing with customers. Charles Schwab Corp strives to empower individual investors and provide them with accessible and affordable investment solutions. With a customer-centric approach, the company believes in delivering excellent service and personalized financial advice. Continuously adapting to market changes, Charles Schwab Corp emphasizes technology and digital platforms to offer convenient and seamless investment experiences. Overall, the company's corporate philosophy revolves around putting clients first and helping them achieve their financial goals.

Analysts currently set an average price target of 121.08 USD for the Charles Schwab stock (median: 124.44 USD), implying +11.9 % versus the latest price. The consensus is based on 26 analyst ratings.

Charles Schwab Analyst Price Targets 2026

26 analysts currently rate the Charles Schwab stock: 22 recommend buying, 3 holding and 1 selling. For 2026, analysts expect Charles Schwab to generate revenue of 28.09 B USD and earnings per share of 6.60 USD.

Charles Schwab Analyst Price Targets 2026

Converted at the current exchange rate, the Charles Schwab share trades at 93.71 EUR (108.25 USD).

The Charles Schwab share (SCHW) is listed on 9 stock exchanges, including: NYSE (SCHW), XETRA (SWG.DE), Frankfurt (SWG.F), München (SWG.MU), Düsseldorf (SWG.DU), London (0L3I.L), London (0L3I.L), SIX (Zürich) (SWG.SW).

The Charles Schwab Corporation is a US-American company that operates in the financial services sector. The company was founded in 1971 and is headquartered in San Francisco, California. The company's focus is on providing financial products and services to individual customers, professional investors, and companies. One of Charles Schwab's main divisions is its brokerage business. Here, the company offers investors the trading of stocks, bonds, options, and other financial instruments. The company relies on an online platform that allows customers to place their trading orders quickly and easily. The platform features a variety of analysis tools and data to help customers make informed decisions. Another important division is the investment management business. Charles Schwab offers a wide range of investment management services, including funds, exchange-traded funds (ETFs), asset management, and more. The company emphasizes broad diversification and long-term investment. In addition to these two divisions, Charles Schwab also offers a range of other financial products and services, including banking services such as accounts, loans, and mortgages, as well as corporate services such as retirement planning and consulting. Another significant aspect of Charles Schwab's business model is the customer experience. The company prioritizes customer orientation and places great value on user-friendly online platforms and top-notch customer service. In addition to conventional services, the company also offers a variety of resources for beginners in the investment field. Well-known financial talk shows, calculators, and other tools on the website aim to give a boost to financial self-management. Another important aspect of Charles Schwab's business model is the scalability of its services and offerings. The company is geared towards growth, which means it is capable of quickly expanding its services and products to meet the growing demands of its customers. Overall, the business model of Charles Schwab Corporation is designed to provide its customers with easy access to a wide range of financial products and services. Through a combination of a user-friendly online platform, broad diversification, and high customer satisfaction, Charles Schwab has successfully thrived in the highly competitive field of financial services.

The expected revenue of Charles Schwab is 28.09 B USD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Charles Schwab is 11.72 B USD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Charles Schwab is currently 16.41. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Charles Schwab stock.

The price-to-sales ratio (P/S) of Charles Schwab is currently 6.85. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Charles Schwab stock.

The Eulerpool Quality Score for Charles Schwab is 8/10.

The ISIN of Charles Schwab is US8085131055. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Charles Schwab is 874171. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Charles Schwab is SCHW. The ticker symbol is used to trade Charles Schwab shares on the stock exchange.

Over the past 12 months, Charles Schwab paid a dividend of 1.08 USD . This corresponds to a dividend yield of about 1.00 %. For the coming 12 months, Charles Schwab is expected to pay a dividend of 1.39 USD.

The current dividend yield of Charles Schwab is 1.00 %.

Charles Schwab pays a dividend, distributed in the months of , , , .

Charles Schwab paid dividends every year for the past 36 years.

For the upcoming 12 months, dividends amounting to 1.39 USD are expected. This corresponds to a dividend yield of 1.28 %.

Charles Schwab is assigned to the 'Finance' sector.

In the year 2025, Charles Schwab distributed 1 USD as dividends.

The dividends of Charles Schwab are distributed in USD.

All fundamentals and in-depth analysis of Charles Schwab

Our stock analysis for Charles Schwab stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Charles Schwab. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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