Loading…
SCHW
Schwab Charles Corp
NYSE· Financial Services· Capital Markets· CUSIP 808513105
$91.44-0.22%Price as of Oct 23, 00:41 UTC · updated once a day, after the close
At a glance
Schwab Charles Corp (SCHW) is listed on NYSE and classified in Capital Markets, part of the Financial Services sector. It is headquartered in Westlake, United States and has 33,900 employees. The company is worth $158.13B and trades at 15.7x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $23.92B in fiscal 2025, up 22.0% from the year before. Net income was $8.85B. The share price is 20.2% below its 52-week high of $114.53. It pays a dividend yielding 1.40%. 10 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Andreas Halvorsen (Viking Global Investors), at $981.65M. In that quarter, 8 of them opened or added to the position and 1 reduced it. Over the last 30 days, company insiders sold $489.01K of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Analysis
Articles on this site that cover Schwab Charles Corp.
- Insider buying and selling, last 90 days: who used their own money, and who sold without a planPublished Oct 22, 2026
- Charles Schwab vs. Interactive Brokers: four times the revenue against a 78% pretax marginPublished Oct 15, 2026
- The biggest insider sales of the last 90 days, without the plans, the taxes and the fundsPublished Oct 11, 2026
Key metrics
- Market cap
- $158.13B
- P/E
- 15.7x
- Forward P/E
- 11.7x
- P/B
- 3.1x
- Dividend yield
- 1.40%
- Payout
- 21.92%
- EPS
- $5.84
- ROE
- 21.12%
- Profit margin
- 39.33%
- Revenue growth
- +16.90%
- Beta
- 0.78
- 52-week high
- $114.53
- 52-week low
- $83.96
History
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Investors holding this
Major managers that reported this stock in their latest 13F.
- Andreas HalvorsenReducedViking Global Investors · Q2 2026$981.65M10.64M shares · 2.8% of portfolio
- Two SigmaAddedTwo Sigma Investments · Q2 2026$777.44M8.43M shares · 0.6% of portfolio
- Cliff AsnessAddedAQR Capital Management · Q2 2026$371.47M4.03M shares · 0.1% of portfolio
Ken GriffinAddedCitadel Advisors · Q2 2026$314.29M3.41M shares · 0.2% of portfolio- Daniel SundheimAddedD1 Capital Partners · Q2 2026$227.59M2.47M shares · 0.7% of portfolio
- Renaissance TechnologiesNew positionRenaissance Technologies · Q2 2026$176.34M1.91M shares · 0.2% of portfolio
- Tom GaynerAddedMarkel Group · Q2 2026$128.7M1.39M shares · 1.0% of portfolio
- Israel EnglanderAddedMillennium Management · Q2 2026$114.91M1.25M shares · 0.1% of portfolio
- Steve CohenAddedPoint72 Asset Management · Q2 2026$45.97M498.18K shares · 0.1% of portfolio
Ray DalioHeldBridgewater Associates · Q2 2026$2.65M28.73K shares · 0.0% of portfolio
Price over time
▲ +18.8% over 5Y.
today you would have $1,198.57▲ +19.9%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
Indicators, year by year
The last 19 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $99.91 | $74.01 | $68.80 | $83.26 | $84.10 | $53.04 | $47.56 | $41.53 | $51.37 | $39.47 | $32.93 | $30.19 | $26.00 | $14.36 | $11.26 | $17.11 | $18.82 | $16.17 | $25.55 | |
| P/E | 25.0x | 21.5x | 24.8x | 27.1x | 23.8x | 29.7x | 25.0x | 17.8x | 17.0x | 31.9x | 30.1x | 32.0x | 31.8x | 33.3x | 20.8x | 16.1x | 45.0x | 27.7x | 15.4x | 13.0x |
| P/S | 6.5x | 7.3x | 6.8x | 6.7x | 7.6x | 8.6x | 6.5x | 5.7x | 5.5x | 8.0x | 7.0x | 6.8x | 6.5x | 6.2x | 3.8x | 3.1x | 4.8x | 5.4x | 3.6x | 6.3x |
| P/B | 3.2x | 3.5x | 2.8x | 3.1x | 4.3x | 2.8x | 1.4x | 2.8x | 2.7x | 3.7x | 3.2x | 3.2x | 3.4x | 3.3x | 1.9x | 1.9x | 3.3x | 4.4x | 4.6x | 8.4x |
| EPS | $4.65 | $2.99 | $2.54 | $3.50 | $2.83 | $2.12 | $2.67 | $2.45 | $1.61 | $1.31 | $1.03 | $0.95 | $0.78 | $0.69 | $0.70 | $0.38 | $0.68 | $1.05 | $1.96 | |
| Dividend yield | 1.28% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% | 1.67% | 2.13% | 1.40% | 1.28% | 1.36% | 4.70% |
| Payout | 25.47% | 23.23% | 33.44% | 39.37% | 24.00% | 25.44% | 33.96% | 25.47% | 18.78% | 19.88% | 20.61% | 23.30% | 25.26% | 30.77% | 34.78% | 34.29% | 63.16% | 35.29% | 20.95% | 61.22% |
| Profit margin | 26.90% | 37.01% | 30.31% | 26.90% | 34.60% | 31.61% | 28.22% | 34.55% | 34.61% | 27.31% | 25.26% | 22.68% | 21.81% | 19.71% | 19.00% | 18.42% | 10.69% | 18.77% | 23.53% | 48.20% |
| ROE | 12.28% | 17.91% | 12.28% | 12.37% | 19.62% | 10.41% | 5.88% | 17.03% | 16.97% | 12.71% | 11.50% | 10.80% | 11.19% | 10.32% | 9.68% | 11.20% | 7.29% | 15.51% | 29.84% | 64.50% |
Median of the years shown; P/E years above 200x are left out.
Fair price, seven ways
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Earnings
$62.52
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings
$107.51
Earnings growing 17.0% a year plus a 1.4% dividend yield. Growth capped at 25%.
Earnings
$76.83
Median P/E of 13.2 among peers in the sector.
Earnings
$146.11
Median P/E of 25.0 across this company’s own years on record.
Cash flow
$183.51
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Operating
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividends
—
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
How the average is calculated
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
Earnings $98.24 (avg. of 4)+Cash flow $183.51÷ 2 =$140.87
$140.87
5 methods answered, across 2 families.
$105.66
Room for errors in the reported numbers.
$91.44
+54.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
Others in the same sector
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| SMFGSumitomo Mitsui Financial Group Inc | $24.09 | 13.9x | 1.5x | 2.45% | 8.57% | $151.1B |
| UBSUBS Group AG | $46.87 | 15.9x | 1.6x | 2.35% | 10.67% | $143.5B |
| BXBlackstone Inc. | $118.75 | 26.6x | 10.5x | 4.40% | 31.37% | $141.94B |
| CBChubb Ltd | $363.95 | 12.8x | 1.9x | 1.12% | 14.25% | $140.41B |
| IBKRInteractive Brokers Group, Inc. | $82.28 | 31.4x | 6.0x | 0.43% | 23.67% | $140.19B |
| BBVABanco Bilbao Vizcaya Argentaria S.a | $25.03 | 11.8x | 2.2x | 4.31% | 18.92% | $137.66B |
About the company
- 33,900
- Westlake, United States