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SCHW
$90.55-$0.12 (-0.13%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$157.7B
1,739M shares
52-week range
$83.96 – $107.50
28% from low
Sector
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Price (6 mo)
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Change+$17.74
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $10.99B | $11.79B | $12.11B | $19.00B | $22.31B | $25.52B | $26.00B | $27.68B |
| Cost of revenue | $857.0M | $1.06B | $418.0M | $476.0M | $1.54B | $6.68B | $6.39B | $3.75B |
| Gross profit | $10.13B | $10.72B | $11.69B | $18.52B | $20.76B | $18.84B | $19.61B | $23.92B |
| Gross margin | 92.2% | 91.0% | 96.5% | 97.5% | 93.1% | 73.8% | 75.4% | 86.4% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $4.56B | $4.85B | $4.30B | $7.71B | $9.39B | $6.38B | $7.69B | $11.46B |
| EBITDA | $4.87B | $5.20B | $4.90B | $8.88B | $10.64B | $7.72B | $9.13B | $12.82B |
| Net income | $3.51B | $3.70B | $3.30B | $5.86B | $7.18B | $5.07B | $5.94B | $8.85B |
| Net margin | 31.9% | 31.4% | 27.2% | 30.8% | 32.2% | 19.9% | 22.9% | 32.0% |
| EPS (diluted) | 2.45 | 2.67 | 2.12 | 2.83 | 3.50 | 2.54 | 2.99 | 4.66 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $27.1B | $6.15 | $5.83–$6.38 | 14 |
| 2027 | $29.9B | $7.33 | $5.79–$7.93 | 14 |
| 2028 | $33.0B | $8.57 | $7.05–$9.26 | 5 |
| 2029 | $35.0B | $9.39 | $8.53–$9.86 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$68.83
Price
$90.55
Implied downside
-24%
Peer comparison
The Charles Schwab Corporation
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. 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(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
www.aboutschwab.com- Employees
- 33,500
- IPO / List date
- Sep 30, 1987
- HQ
- WESTLAKE, TX
Held by traders on TradeandTell
No one on the platform currently holds SCHW.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 1,810,741 | $180.9M |
| Bridgewater Associatesas of 2026-03-31 | 22,594 | $2.1M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 1.30% ($1.18/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-08 | $0.3200 | 2026-05-22 |
| 2026-02-13 | $0.3200 | 2026-02-27 |
| 2025-11-14 | $0.2700 | 2025-11-28 |
| 2025-08-08 | $0.2700 | 2025-08-22 |
| 2025-05-09 | $0.2700 | 2025-05-23 |
| 2025-02-14 | $0.2700 | 2025-02-28 |
| 2024-11-08 | $0.2500 | 2024-11-22 |
| 2024-08-09 | $0.2500 | 2024-08-23 |
| 2024-05-09 | $0.2500 | 2024-05-24 |
| 2024-02-08 | $0.2500 | 2024-02-23 |
Recent trades on TradeandTell
No one on the platform has traded SCHW yet.
