Charles Schwab (SCHW) | Stock Overview & Key Data

Charles Schwab Corporation | Large-cap | Financial Services

$91.24

1.40%

| Charles Schwab Stock Comparison:

Charles Schwab vs Morgan Stanley Charles Schwab vs Goldman Sachs Charles Schwab vs Interactive Brokers Charles Schwab vs Robinhood Markets Charles Schwab vs Morgan Stanley Charles Schwab vs S&P 500 | Market

Chart Range Statistics Financials Dividends Returns Ownership Calculator FAQ

Charles Schwab Performance Comparison

Loading chart data...

Charles Schwab

Financial Services Sector

S&P 500

View Full Price History

Stock Range

Today's Range

Low: $90.11 High: $91.36

on June 30, 2025

52 Week Range

Low: $61.01 High: $91.36

on July 17, 2024

on June 30, 2025

All-Time High: $96.24 on February 7, 2022

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $162.3B

EPS i 3.30

P/E Ratio (TTM) i 27.07

Forward P/E i 23.51

P/B Ratio i 4.02

PEG Ratio i 23.51

Div. Yield i 0.86%

ROE i 14.12%

Beta i 0.933

Debt to Equity i 110.20

Financial Highlights

Profitability

Gross Margin i N/A

Operating Margin i 43.85%

Profit Margin i 31.71%

Returns and Earnings

Return on Assets (TTM) i 1.39%

Return on Equity (TTM) i 14.12%

EBITDA i $0

Net Income (TTM) i $6.0B

Growth

Revenue (TTM) i

Revenue Per Share (TTM) i

Quarterly Revenue Growth i

Quarterly Earnings Growth i

Dividend Information

Last 12-Month Dividend i $0.77

Current Dividend Yield i 0.86%

3-Year Average Dividend Yield i 0.36%

3-Year Average Annual Dividend i $0.90

3-Year Total Dividends i $2.71

Ex-Dividend Date i February 14, 2025

Peer Performance Comparison

Company	Market Cap	1W	1M	3M	6M	YTD	1Y	3Y	5Y
Charles Schwab SCHW	162.29B Large-cap	3.24%	3.28%	16.56%	23.41%	23.56%	24.64%	41.77%	162.18%
Morgan Stanley MS	218.03B Mega-cap	5.12%	10.02%	20.73%	12.02%	12.89%	41.44%	83.58%	182.85%
Goldman Sachs GS	196.62B Large-cap	9.41%	17.87%	29.56%	23.40%	23.09%	52.29%	138.73%	244.30%
Interactive Brokers IBKR	86.79B Large-cap	9.66%	-73.57%	-66.54%	-69.04%	-69.64%	-55.31%	-1.51%	12.55%
Robinhood Markets HOOD	67.38B Large-cap	22.63%	41.54%	124.96%	144.59%	137.40%	312.83%	940.33%	166.37%
Morgan Stanley MS.PR.P	41.56B Large-cap	-0.19%	0.59%	1.90%	-1.27%	-0.16%	-0.54%	-1.27%	-1.27%

Ownership & Short Interest

Insider Ownership i 6.06%

Institutional Ownership i 84.66%

Shares Short i 17M

Short Ratio i 2.22

Short % of Shares Outstanding i 1.00%

Average 10-Day Volume i 8M

Average 90-Day Volume i 7M

Charles Schwab Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Charles Schwab would have performed over time.

Investment Amount

Investment Frequency

Start Date

End Date (Optional)

If not specified, the latest available data will be used

Reinvest Dividends

Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

What is SCHW's 52-week high and low?

In the last 52 weeks, Charles Schwab reached a high of $91.36 (on June 30, 2025) and a low of $61.01 (on July 17, 2024).

What is the market cap and P/E ratio for SCHW?

Curious about Charles Schwab's size and valuation? Its market capitalization stands at 162.29B. When it comes to valuation, the P/E ratio (trailing twelve months) is 27.07, and the forward P/E (looking ahead) is 23.51.

Does SCHW pay dividends? If so, what's the yield?

Yes, Charles Schwab is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 0.86%, and the company has paid an average of $0.90 per share annually over the past 3 years.

Who are Charles Schwab's main competitors or similar companies to consider before investing?

When looking at Charles Schwab, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

Company	Mkt Cap	Sector	Industry	1Y Return	3Y Return
Morgan Stanley MS	218.03B	Financial Services	Capital Markets	41.44%	83.58%
Goldman Sachs GS	196.62B	Financial Services	Capital Markets	52.29%	138.73%
Interactive Brokers IBKR	86.79B	Financial Services	Capital Markets	-55.31%	-1.51%
Robinhood Markets HOOD	67.38B	Financial Services	Capital Markets	312.83%	940.33%
Morgan Stanley MS.PR.P	41.56B	Financial Services	Capital Markets	-0.54%	-1.27%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

What are the key financial health indicators for Charles Schwab Corporation? (e.g., ROE, Debt/Equity)

To get a sense of Charles Schwab's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 14.12%, the Debt to Equity ratio from the most recent quarter is 110.20, and its Gross Profit Margin stands at N/A.

What is the recent revenue and earnings growth for SCHW?

Looking at Charles Schwab's growth, its revenue over the trailing twelve months (TTM) was $20B. Compared to the same quarter last year (YoY), quarterly revenue grew by 18.10%, and quarterly earnings saw a YoY growth of 40.20%.

How much of SCHW stock is held by insiders and institutions?

Wondering who owns Charles Schwab stock? Company insiders (like executives and directors) hold about 6.06% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 84.66%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.