Charles Schwab (SCHW) Financials: Revenue & Earnings
SCHW$88.76-0.54 -0.60%
$153.50B
Market Cap
15.23
P/E
13.76
Forward P/E
65
Score
Charles Schwab (SCHW) Financials: Revenue & Earnings
SCHW price $88.76 -0.54 -0.60%
- Ticker
- SCHW
- Price
- $88.76
- Change
- -0.54 -0.60%
- Market cap ?
- $153.50B
- P/E ?
- 15.23
- Forward P/E ?
- 13.76
- Dividend yield ?
- 1.37%
- Beta ?
- 0.78
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Stocklytics score
- 65
- Value
- 57
- Quality
- 72
- Growth
- 67
Stocklytics score rationale: value 57, quality 72, growth 67.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 7649000000 | 8960000000 | 10989000000 | 11785000000 | 12109000000 | 18996000000 | 22307000000 | 25521000000 | 25999000000 | 27675000000 |
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor…
Fair value
SCHW fair value $123.52. Price $88.76. Price is 28% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 90% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 9.90B. Growth 13.81%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 1.73B. Net debt -15.08B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-01-20 | — | 1.72 | — | 7.41B |
| 2026-10-15 | 1.69 | 1.65 | 7.17B | 7.18B |
| 2026-07-21 | 1.62 | 1.56 | 7.07B | 6.90B |
| 2026-04-16 | 1.43 | 1.40 | 6.48B | 6.50B |
| 2026-01-21 | 1.39 | 1.36 | 6.34B | 6.38B |
| 2025-10-16 | 1.31 | 1.25 | 6.13B | 6.01B |
| 2025-07-18 | 1.14 | 1.10 | 5.85B | 5.73B |
| 2025-04-17 | 1.04 | 1.01 | 5.60B | 5.53B |
| 2025-01-21 | 1.01 | 0.88 | 5.33B | 5.20B |
| 2024-10-15 | 0.77 | 0.75 | 4.85B | 4.78B |
| 2024-07-16 | 0.73 | 0.72 | 4.69B | 4.68B |
| 2024-04-15 | 0.74 | 0.74 | 4.74B | 4.71B |
| 2024-01-17 | 0.68 | 0.65 | 4.46B | 4.49B |
| 2023-10-16 | 0.77 | 0.75 | 4.61B | 4.67B |
| 2023-07-18 | 0.75 | 0.71 | 4.66B | 4.61B |
| 2023-04-17 | 0.93 | 0.90 | 5.12B | 5.01B |
| 2023-01-18 | 1.07 | 1.10 | 5.50B | 5.55B |
| 2022-10-17 | 1.10 | 1.05 | 5.50B | 5.41B |
| 2022-07-18 | 0.97 | 0.91 | 5.09B | 5.04B |
| 2022-04-18 | 0.77 | 0.84 | 4.81B | 4.83B |
| 2022-02-24 | 0.83 | — | 4.83B | — |
| 2021-10-15 | 0.84 | 0.81 | 4.57B | 4.51B |
| 2021-07-16 | 0.70 | 0.69 | 4.53B | 4.45B |
| 2021-04-15 | 0.84 | 0.82 | 4.71B | 4.33B |
| 2021-02-24 | 0.79 | — | 4.27B | — |
| 2020-10-15 | 0.51 | 0.47 | 2.54B | 2.18B |
| 2020-07-16 | 0.48 | 0.53 | 2.45B | 2.40B |
| 2020-04-15 | 0.58 | 0.62 | 2.75B | 2.80B |
| 2020-02-26 | 0.66 | — | 2.77B | — |
| 2019-10-15 | 0.74 | 0.64 | 2.71B | 2.72B |
| 2019-07-16 | 0.66 | 0.65 | 3.00B | 2.95B |
| 2019-04-15 | 0.69 | 0.66 | 3.04B | 2.91B |
| 2019-02-22 | 0.69 | — | 2.96B | — |
| 2018-10-15 | 0.65 | 0.65 | 2.81B | 2.81B |
| 2018-07-17 | 0.60 | 0.58 | 2.67B | 2.58B |
| 2018-04-16 | 0.55 | 0.54 | 2.56B | 2.51B |
| 2018-02-22 | 0.44 | — | 2.36B | — |
| 2017-10-16 | 0.42 | 0.41 | 2.17B | 2.21B |
| 2017-07-18 | 0.39 | 0.39 | 2.20B | 2.20B |
| 2017-04-18 | 0.39 | 0.36 | 2.08B | 2.03B |
Dividends
Yield 1.39%. Payout ratio 17.28%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 17% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 38 separate years. Yield is 1.4%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-13 | $0.32 | 2026-11-13 | 2026-11-27 | Quarterly |
| 2026-08-14 | $0.32 | 2026-08-14 | 2026-08-28 | Quarterly |
| 2026-05-08 | $0.32 | 2026-05-08 | 2026-05-22 | Quarterly |
| 2026-02-13 | $0.32 | 2026-02-13 | 2026-02-27 | Quarterly |
| 2025-11-14 | $0.27 | 2025-11-14 | 2025-11-28 | Quarterly |
| 2025-08-08 | $0.27 | 2025-08-08 | 2025-08-22 | Quarterly |
| 2025-05-09 | $0.27 | 2025-05-09 | 2025-05-23 | Quarterly |
| 2025-02-14 | $0.27 | 2025-02-14 | 2025-02-28 | Quarterly |
| 2024-11-08 | $0.25 | 2024-11-08 | 2024-11-22 | Quarterly |
| 2024-08-09 | $0.25 | 2024-08-09 | 2024-08-23 | Quarterly |
| 2024-05-09 | $0.25 | 2024-05-10 | 2024-05-24 | Quarterly |
| 2024-02-08 | $0.25 | 2024-02-09 | 2024-02-23 | Quarterly |
| 2023-11-09 | $0.25 | 2023-11-10 | 2023-11-24 | Quarterly |
| 2023-08-10 | $0.25 | 2023-08-11 | 2023-08-25 | Quarterly |
| 2023-05-11 | $0.25 | 2023-05-12 | 2023-05-26 | Quarterly |
| 2023-02-09 | $0.25 | 2023-02-10 | 2023-02-24 | Quarterly |
| 2022-11-09 | $0.22 | 2022-11-11 | 2022-11-25 | Quarterly |
| 2022-08-11 | $0.22 | 2022-08-12 | 2022-08-26 | Quarterly |
| 2022-05-12 | $0.20 | 2022-05-13 | 2022-05-27 | Quarterly |
| 2022-02-10 | $0.20 | 2022-02-11 | 2022-02-25 | Quarterly |
| 2021-11-10 | $0.18 | 2021-11-12 | 2021-11-26 | Quarterly |
| 2021-08-12 | $0.18 | 2021-08-13 | 2021-08-27 | Quarterly |
| 2021-05-13 | $0.18 | 2021-05-14 | 2021-05-28 | Quarterly |
| 2021-02-11 | $0.18 | 2021-02-12 | 2021-02-26 | Quarterly |
| 2020-11-12 | $0.18 | 2020-11-13 | 2020-11-27 | Quarterly |
| 2020-08-06 | $0.18 | 2020-08-07 | 2020-08-28 | Quarterly |
| 2020-05-07 | $0.18 | 2020-05-08 | 2020-05-22 | Quarterly |
| 2020-02-13 | $0.18 | 2020-02-14 | 2020-02-28 | Quarterly |
| 2019-11-07 | $0.17 | 2019-11-08 | 2019-11-22 | Quarterly |
| 2019-08-08 | $0.17 | 2019-08-09 | 2019-08-23 | Quarterly |
| 2019-05-14 | $0.17 | 2019-05-15 | 2019-05-29 | Quarterly |
| 2019-02-13 | $0.17 | 2019-02-14 | 2019-02-28 | Quarterly |
| 2018-11-08 | $0.13 | 2018-11-09 | 2018-11-23 | Quarterly |
| 2018-08-09 | $0.13 | 2018-08-10 | 2018-08-24 | Quarterly |
| 2018-05-10 | $0.10 | 2018-05-11 | 2018-05-25 | Quarterly |
| 2018-02-08 | $0.10 | 2018-02-09 | 2018-02-23 | Quarterly |
| 2017-11-09 | $0.08 | 2017-11-10 | 2017-11-24 | Quarterly |
| 2017-08-09 | $0.08 | 2017-08-11 | 2017-08-25 | Quarterly |
| 2017-05-10 | $0.08 | 2017-05-12 | 2017-05-26 | Quarterly |
| 2017-02-08 | $0.08 | 2017-02-10 | 2017-02-24 | Quarterly |
| 2016-11-09 | $0.07 | 2016-11-14 | 2016-11-28 | Quarterly |
| 2016-08-10 | $0.07 | 2016-08-12 | 2016-08-26 | Quarterly |
| 2016-05-11 | $0.07 | 2016-05-13 | 2016-05-27 | Quarterly |
| 2016-02-10 | $0.06 | 2016-02-12 | 2016-02-26 | Quarterly |
| 2015-11-04 | $0.06 | 2015-11-06 | 2015-11-20 | Quarterly |
| 2015-08-05 | $0.06 | 2015-08-07 | 2015-08-21 | Quarterly |
| 2015-05-06 | $0.06 | 2015-05-08 | 2015-05-22 | Quarterly |
| 2015-02-05 | $0.06 | 2015-02-09 | 2015-02-20 | Quarterly |
| 2014-11-05 | $0.06 | 2014-11-07 | 2014-11-21 | Quarterly |
| 2014-08-06 | $0.06 | 2014-08-08 | 2014-08-22 | Quarterly |
| 2014-05-07 | $0.06 | 2014-05-09 | 2014-05-23 | Quarterly |
| 2014-02-05 | $0.06 | 2014-02-07 | 2014-02-21 | Quarterly |
| 2013-11-06 | $0.06 | 2013-11-08 | 2013-11-22 | Quarterly |
| 2013-08-07 | $0.06 | 2013-08-09 | 2013-08-23 | Quarterly |
| 2013-05-08 | $0.06 | 2013-05-10 | 2013-05-24 | Quarterly |
| 2013-02-06 | $0.06 | 2013-02-08 | 2013-02-22 | Quarterly |
| 2012-11-07 | $0.06 | 2012-11-09 | 2012-11-23 | Quarterly |
| 2012-08-08 | $0.06 | 2012-08-10 | 2012-08-24 | Quarterly |
| 2012-05-09 | $0.06 | 2012-05-11 | 2012-05-25 | Quarterly |
| 2012-02-08 | $0.06 | 2012-02-10 | 2012-02-24 | Quarterly |
| 2011-11-08 | $0.06 | 2011-11-10 | 2011-11-25 | Quarterly |
| 2011-08-10 | $0.06 | 2011-08-12 | 2011-08-26 | Quarterly |
| 2011-05-04 | $0.06 | 2011-05-06 | 2011-05-20 | Quarterly |
| 2011-02-09 | $0.06 | 2011-02-11 | 2011-02-25 | Quarterly |
| 2010-11-09 | $0.06 | 2010-11-12 | 2010-11-26 | Quarterly |
| 2010-08-11 | $0.06 | 2010-08-13 | 2010-08-27 | Quarterly |
| 2010-05-05 | $0.06 | 2010-05-07 | 2010-05-21 | Quarterly |
| 2010-02-10 | $0.06 | 2010-02-12 | 2010-02-26 | Quarterly |
| 2009-11-10 | $0.06 | 2009-11-13 | 2009-11-27 | Quarterly |
| 2009-08-12 | $0.06 | 2009-08-14 | 2009-08-28 | Quarterly |
| 2009-05-06 | $0.06 | 2009-05-08 | 2009-05-22 | Quarterly |
| 2009-02-11 | $0.06 | 2009-02-13 | 2009-02-27 | Quarterly |
| 2008-11-12 | $0.06 | 2008-11-14 | 2008-11-28 | Quarterly |
| 2008-08-06 | $0.06 | 2008-08-08 | 2008-08-22 | Quarterly |
| 2008-05-07 | $0.05 | 2008-05-09 | 2008-05-23 | Quarterly |
| 2008-02-06 | $0.05 | 2008-02-08 | 2008-02-22 | Quarterly |
| 2007-11-07 | $0.05 | 2007-11-09 | 2007-11-23 | Quarterly |
| 2007-07-20 | $1.05 | 2007-07-24 | 2007-08-24 | Quarterly |
| 2007-05-09 | $0.05 | 2007-05-11 | 2007-05-25 | Quarterly |
| 2007-02-07 | $0.05 | 2007-02-09 | 2007-02-23 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-01 | Ruffel Charles A. | Buy | 1.22K | $98.37 | 120.21K |
| 2026-10-01 | HERRINGER FRANK C | Buy | 445 | — | — |
| 2026-10-01 | Ellis Stephen A | Buy | 369 | — | — |
| 2026-10-01 | Brown Marianne Catherine | Buy | 407 | — | — |
| 2026-10-01 | Hathi Neesha | Sell | 5.00K | $41.98 | 209.90K |
| 2026-10-01 | Hathi Neesha | Sell | 5.00K | $97.80 | 489.01K |
| 2026-10-01 | Hathi Neesha | Buy | 5.00K | $41.98 | 209.90K |
| 2026-09-23 | Ellis Stephen A | Buy | 1.92K | $31.48 | 60.38K |
| 2026-09-23 | Ellis Stephen A | Sell | 1.92K | $31.48 | 60.38K |
| 2026-09-01 | Hathi Neesha | Sell | 3.18K | $109.04 | 346.43K |
| 2026-09-01 | Hathi Neesha | Buy | 3.18K | $52.05 | 165.36K |
| 2026-09-01 | Hathi Neesha | Sell | 3.18K | $52.05 | 165.36K |
| 2026-08-28 | Bettinger Walter W | Buy | 74.39K | $46.81 | 3.48M |
| 2026-08-28 | Bettinger Walter W | Sell | 74.39K | $110.91 | 8.25M |
| 2026-08-28 | Bettinger Walter W | Sell | 74.39K | $46.81 | 3.48M |
| 2026-08-28 | Hathi Neesha | Sell | 3.18K | $52.05 | 165.36K |
| 2026-08-28 | Hathi Neesha | Sell | 3.18K | $108.12 | 343.50K |
| 2026-08-28 | Hathi Neesha | Buy | 3.18K | $52.05 | 165.36K |
| 2026-08-27 | Schwab Charles R. | Sell | 9.30K | — | — |
| 2026-08-26 | Schwab-Pomerantz Carolyn | Sell | 9.18K | $109.25 | 1.00M |
| 2026-08-24 | Schwab Charles R. | Sell | 117.00K | $113.20 | 13.24M |
| 2026-08-24 | Bettinger Walter W | Buy | 176.21K | $46.81 | 8.25M |
| 2026-08-24 | Bettinger Walter W | Sell | 176.21K | $113.49 | 20.00M |
| 2026-08-24 | Bettinger Walter W | Sell | 176.21K | $46.81 | 8.25M |
| 2026-08-18 | Schwab Charles R. | Sell | 54.55K | — | — |
| 2026-08-17 | Schwab Charles R. | Sell | 45.50K | — | — |
| 2026-08-17 | Beatty Jonathan S | Sell | 1.00K | $111.33 | 111.33K |
| 2026-08-14 | Craig Jonathan M. | Buy | 21.87K | $46.81 | 1.02M |
| 2026-08-14 | Craig Jonathan M. | Sell | 21.87K | $111.03 | 2.43M |
| 2026-08-14 | Craig Jonathan M. | Sell | 21.87K | $46.81 | 1.02M |
| 2026-08-13 | Howard Dennis | Sell | 2.20K | $110.00 | 241.78K |
| 2026-08-12 | Schwab Charles R. | Sell | 46.41K | $108.18 | 5.02M |
| 2026-08-11 | Schwab Charles R. | Sell | 46.45K | $107.78 | 5.01M |
| 2026-08-10 | Murtagh Nigel J | Buy | 24.78K | $46.81 | 1.16M |
| 2026-08-10 | Murtagh Nigel J | Sell | 24.78K | $109.01 | 2.70M |
| 2026-08-10 | Murtagh Nigel J | Sell | 24.78K | $46.81 | 1.16M |
| 2026-08-07 | SNEED PAULA A | Sell | 5.26K | $107.15 | 563.95K |
| 2026-08-06 | Schwab Charles R. | Sell | 37.20K | — | — |
| 2026-08-06 | Murtagh Nigel J | Buy | 1.90K | $46.81 | 88.80K |
| 2026-08-06 | Murtagh Nigel J | Sell | 1.90K | $109.00 | 206.78K |
| 2026-08-06 | Murtagh Nigel J | Sell | 1.90K | $46.81 | 88.80K |
| 2026-08-05 | Schwab-Pomerantz Carolyn | Sell | 18.56K | $107.70 | 2.00M |
| 2026-08-05 | Craig Jonathan M. | Sell | 21.75K | $46.81 | 1.02M |
| 2026-08-05 | Craig Jonathan M. | Sell | 21.75K | $107.02 | 2.33M |
| 2026-08-05 | Craig Jonathan M. | Buy | 21.75K | $46.81 | 1.02M |
| 2026-08-04 | Schwab-Pomerantz Carolyn | Sell | 22.64K | $106.36 | 2.41M |
| 2026-08-04 | Schwab Charles R. | Sell | 47.65K | $106.08 | 5.05M |
| 2026-08-03 | Schwab Charles R. | Sell | 95.25K | $105.52 | 10.05M |
| 2026-08-01 | Howard Dennis | Sell | 1.29K | $104.87 | 135.49K |
| 2026-07-29 | Schwab Charles R. | Sell | 95.45K | $105.82 | 10.10M |
| 2026-07-28 | Schwab Charles R. | Sell | 48.00K | $105.60 | 5.07M |
| 2026-07-28 | Schwab Charles R. | Sell | 60.00K | — | — |
| 2026-07-28 | Schwab-Pomerantz Carolyn | Sell | 22.65K | $105.71 | 2.39M |
| 2026-07-28 | Schwab-Pomerantz Carolyn | Sell | 271 | — | — |
| 2026-07-28 | Howard Dennis | Sell | 28.00K | $64.10 | 1.79M |
| 2026-07-28 | Howard Dennis | Buy | 28.00K | $64.10 | 1.79M |
| 2026-07-28 | Howard Dennis | Sell | 28.00K | $105.01 | 2.94M |
| 2026-07-28 | Bettinger Walter W | Buy | 93.41K | $52.05 | 4.86M |
| 2026-07-28 | Bettinger Walter W | Sell | 42.27K | $103.86 | 4.39M |
| 2026-07-28 | Bettinger Walter W | Sell | 38.26K | $105.18 | 4.02M |
| 2026-07-28 | Bettinger Walter W | Sell | 12.88K | $105.56 | 1.36M |
| 2026-07-28 | Bettinger Walter W | Sell | 93.41K | $52.05 | 4.86M |
| 2026-07-27 | Bettinger Walter W | Buy | 192.49K | $52.05 | 10.02M |
| 2026-07-27 | Bettinger Walter W | Sell | 192.49K | $103.90 | 20.00M |
| 2026-07-27 | Bettinger Walter W | Sell | 192.49K | $52.05 | 10.02M |
| 2026-07-27 | Murtagh Nigel J | Buy | 32.95K | $46.81 | 1.54M |
| 2026-07-27 | Murtagh Nigel J | Sell | 21.95K | $104.00 | 2.28M |
| 2026-07-27 | Murtagh Nigel J | Sell | 11.00K | $104.03 | 1.14M |
| 2026-07-27 | Murtagh Nigel J | Sell | 32.95K | $46.81 | 1.54M |
| 2026-07-24 | Schwab Charles R. | Sell | 45.50K | $101.72 | 4.63M |
| 2026-07-23 | Morgan Peter J. III | Sell | 6.95K | $102.03 | 709.34K |
| 2026-07-21 | Murtagh Nigel J | Buy | 4.05K | $46.81 | 189.72K |
| 2026-07-21 | Murtagh Nigel J | Sell | 4.05K | $104.14 | 422.07K |
| 2026-07-21 | Murtagh Nigel J | Sell | 4.05K | $46.81 | 189.72K |
| 2026-07-21 | Beatty Jonathan S | Sell | 2.00K | $104.21 | 208.41K |
| 2026-07-07 | Craig Jonathan M. | Sell | 21.75K | $46.81 | 1.02M |
| 2026-07-07 | Craig Jonathan M. | Buy | 21.75K | $46.81 | 1.02M |
| 2026-07-07 | Craig Jonathan M. | Sell | 21.75K | $102.01 | 2.22M |
| 2026-07-07 | Beatty Jonathan S | Sell | 2.00K | $102.01 | 204.02K |
| 2026-07-06 | Beatty Jonathan S | Sell | 2.00K | $100.01 | 200.01K |
| 2026-07-02 | Beatty Jonathan S | Sell | 2.00K | $97.03 | 194.06K |
| 2026-07-01 | Woulfe Tyler A. | Other | 0 | — | — |
| 2026-07-01 | Hathi Neesha | Other | 0 | — | — |
| 2026-07-01 | Ellis Stephen A | Buy | 379 | — | — |
| 2026-07-01 | HERRINGER FRANK C | Buy | 457 | — | — |
| 2026-07-01 | Ruffel Charles A. | Buy | 1.28K | $95.78 | 122.60K |
| 2026-07-01 | Brown Marianne Catherine | Buy | 418 | — | — |
| 2026-07-01 | Beatty Jonathan S | Sell | 1.04K | $92.72 | 96.06K |
| 2026-06-23 | Ellis Stephen A | Buy | 2.26K | $25.11 | 56.70K |
| 2026-06-23 | Ellis Stephen A | Sell | 2.26K | $25.11 | 56.70K |
| 2026-06-03 | Verdeschi Michael D | Sell | 6.52K | $87.42 | 569.89K |
| 2026-05-28 | Wurster Richard A | Buy | 21.96K | $84.23 | 1.85M |
| 2026-05-26 | ADAMS JOHN K JR | Buy | 1.60K | — | — |
| 2026-05-26 | ADAMS JOHN K JR | Buy | 3.98K | $89.40 | 355.54K |
| 2026-05-26 | Ruffel Charles A. | Buy | 1.60K | — | — |
| 2026-05-26 | Ruffel Charles A. | Buy | 3.98K | $89.40 | 355.54K |
| 2026-05-26 | Schwab-Pomerantz Carolyn | Buy | 1.60K | — | — |
| 2026-05-26 | Schwab-Pomerantz Carolyn | Buy | 3.98K | $89.40 | 355.54K |
| 2026-05-26 | Dea Joan | Buy | 1.60K | — | — |
| 2026-05-26 | Dea Joan | Buy | 3.98K | $89.40 | 355.54K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 2.42K, holders -7 vs prior quarter. Ownership 83.07%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 134.41M | 1.26M | +0.95% | 12.40B |
| VANGUARD CAPITAL MANAGEMENT LLC | 107.33M | -1.02M | -0.95% | 9.90B |
| DODGE & COX | 76.97M | 1.97M | +2.62% | 7.10B |
| STATE STREET CORP | 73.17M | 410.51K | +0.56% | 6.75B |
| JPMORGAN CHASE & CO | 49.17M | -24.68M | -33.42% | 4.45B |
| FMR LLC | 44.27M | 8.58M | +24.03% | 4.08B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43.29M | -5.35M | -10.99% | 3.99B |
| GEODE CAPITAL MANAGEMENT, LLC | 37.29M | -1.40M | -3.62% | 3.43B |
| FRANKLIN TEMPLETON INC | 36.48M | 4.65M | +14.61% | 3.37B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26.89M | 316.99K | +1.19% | 2.48B |
| PRIMECAP MANAGEMENT CO/CA/ | 25.12M | 1.68M | +7.16% | 2.32B |
| HARRIS ASSOCIATES L P | 24.20M | 2.39M | +10.95% | 2.23B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.36M | -1.17M | -8.03% | 2.13B |
| MORGAN STANLEY | 22.79M | 759.61K | +3.45% | 2.10B |
| NORGES BANK | 22.66M | 22.66M | New | 2.09B |
| FISHER ASSET MANAGEMENT, LLC | 21.95M | -266.03K | -1.20% | 2.03B |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 18.93M | 1.48M | +8.48% | 1.75B |
| BANK OF AMERICA CORP /DE/ | 15.99M | 370.11K | +2.37% | 1.48B |
| NORTHERN TRUST CORP | 15.95M | -408.28K | -2.50% | 1.47B |
| INVESCO LTD. | 13.09M | -3.87M | -22.80% | 1.21B |
| GOLDMAN SACHS GROUP INC | 12.65M | 1.27M | +11.21% | 1.17B |
| AMERIPRISE FINANCIAL INC | 12.53M | 3.76M | +42.82% | 1.16B |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 11.84M | -31.91K | -0.27% | 1.09B |
| BAMCO INC /NY/ | 11.66M | 4.19M | +56.15% | 1.08B |
| ALLIANCEBERNSTEIN L.P. | 11.23M | -1.30M | -10.40% | 1.06B |
Earnings and financials
The Charles Schwab Corporation (SCHW) trades at $88.76, with a market cap of $153.50B and a trailing P/E of 15.23. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 7649000000 | 8960000000 | 10989000000 | 11785000000 | 12109000000 | 18996000000 | 22307000000 | 25521000000 | 25999000000 | 27675000000 |
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