Indietro

Charles Schwab Corp

Ticker: SCHW ISIN: US8085131055
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Stock Large-cap Dividend payer Trading above 200-day average Near 52-week high
Capitalizzazione
175,44 Mld $
P/E
22,63
Forward P/E
17,27
Profit margin
35,93%
Revenue growth QoQ
26,60%
Div. yield
1,09%
Beta
0,96
112,30 $ 2,29%
Prezzo al 2026-08-21 · NYSE

Performance per periodo

Rendimenti cumulativi
1 Month +8,11%
6 Months +21,87%
1 Year +18,24%
5 Years +10,00% p.a.+60,99%
10 Years +15,23% p.a.+312,42%
Since inception +10,80% p.a.+1.194,85%
Rendimenti per anno
YTD +13,52%
2025 +36,65%
2024 +9,17%
2023 -15,97%
2022 +0,11%
2021 +60,23%

Key stats

Market cap
175,44 Mld
P/E
22,63
Dividend yield
1,09%
Beta
0,96
52-week range
65.30 - 99.14
50-day MA
93,81
200-day MA
89,12
Section 1

Business overview

Company profile data from fundamentals.

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 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 retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; 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.

Sector Financial Services
Industry Capital Markets
Country United States
Exchange NYSE
Section 2

Financial quality

Profitability and balance-sheet quality indicators from reported fundamentals.

Profitability

ROE 17,05%
ROA 1,77%
Profit margin 35,93%
Operating margin 49,24%
PEG ratio 0,67
Revenue/share TTM 12,60
Revenue TTM 22,91 Mld
Gross profit TTM 22,30 Mld
Beta 0,96

Valuation

Trailing P/E 22,63
Forward P/E 17,27
P/B 4,03
P/S 7,66
EV/EBITDA 0,00
EV/Revenue 8,99

ESG Scores

Total ESG 20,3
Environment 1,6
Social 8,8
Governance 8,4
Section 3

Earnings

Earnings metrics from company highlights and earnings datasets.

EPS estimate (current year) 4,80
Quarterly earnings growth 77,50%
Revenue TTM 22,91 Mld
Reported quarters 121
Section 4

Dividends & corporate actions

Dividend and split fields from fundamentals.

Dividend yield 1,09%
Forward annual div. yield 1,12%
Dividend per share 1,0600
Payout ratio 24,66%
Ex-dividend date 2025-11-14
Split factor 3:2
Last split date 2000-05-31
Section 5

Ownership / analyst view

Institutional ownership and analyst estimate fields when available.

Analyst

Analyst target price 111,95 $
Analyst rating 4.1429

Ownership & short interest

Shares outstanding 1,78 Mld
Shares float 1,67 Mld
Institutional ownership 84,99%
Insider ownership 6,20%
Short ratio 1,93
Short % of float 0,95%

Details

Instrument metadata and source update timestamps.

Symbol SCHW
Name Charles Schwab Corp
Asset type STOCK
Exchange NYSE
Currency USD
ISIN US8085131055
Country USA
Code + exchange SCHW.NYSE
Last price date 2025-12-15
Fundamentals updated 2025-12-15

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