Charles Schwab (SCHW) | Stock Overview & Key Data
Charles Schwab Performance Comparison
Stock Range
Today's Range
Low: $95.54
High: $96.73
on August 19, 2025
52 Week Range
Low: $61.16
High: $99.59
on September 12, 2024
on July 29, 2025
All-Time High: $99.59 on July 29, 2025
Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights
Key Statistics
Market Cap
$174.5B
EPS
3.72
P/E Ratio (TTM)
25.84
Forward P/E
25.29
P/B Ratio
4.09
PEG Ratio
0.40
Div. Yield
0.86%
ROE
15.60%
Beta
0.955
Debt to Equity
111.87
Financial Highlights
Profitability
Gross Margin
N/A
Operating Margin
47.91%
Profit Margin
33.68%
Returns and Earnings
Return on Assets (TTM)
1.60%
Return on Equity (TTM)
15.60%
EBITDA
$0
Net Income (TTM)
$6.8B
Growth
Revenue (TTM)
Revenue Per Share (TTM)
$11.81
Quarterly Revenue Growth (YoY)
24.80%
Quarterly Earnings Growth (YoY)
59.60%
Dividend Information
Last 12-Month Dividend
$0.77
Current Dividend Yield
0.86%
3-Year Average Dividend Yield
0.36%
3-Year Average Annual Dividend
$0.90
3-Year Total Dividends
$2.71
Ex-Dividend Date
February 14, 2025
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab SCHW | 174.46B Large-cap | -2.97% | -0.51% | 7.32% | 16.77% | 29.69% | 48.72% | 33.20% | 163.95% |
| Morgan Stanley MS | 230.88B Mega-cap | -2.19% | 2.56% | 10.11% | 2.40% | 15.46% | 41.40% | 65.96% | 172.40% |
| Goldman Sachs GS | 221.20B Mega-cap | -2.96% | 2.18% | 17.81% | 7.97% | 25.46% | 41.61% | 114.44% | 247.30% |
| Interactive Brokers IBKR | 107.62B Large-cap | -7.72% | 0.66% | 20.02% | 7.31% | 36.80% | 102.30% | 305.26% | 368.54% |
| Robinhood Markets HOOD | 101.46B Large-cap | -5.78% | 3.03% | 67.26% | 81.50% | 172.57% | 409.00% | 1,046.06% | 205.83% |
| Morgan Stanley MS.PR.P | 41.40B Large-cap | 0.54% | 0.39% | 1.41% | -0.08% | 0.27% | -0.23% | -1.19% | -0.84% |
Ownership & Short Interest
Insider Ownership
6.07%
Institutional Ownership
84.53%
Shares Short
20M
Short Ratio
2.26
Short % of Shares Outstanding
1.17%
Average 10-Day Volume
8M
Average 90-Day Volume
9M
Charles Schwab Recurring Investment / Dollar-Cost Averaging Calculator
Calculate how a regular investment in Charles Schwab would have performed over time.
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 $99.59 (on July 29, 2025) and a low of $61.16 (on September 12, 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 174.46B. When it comes to valuation, the P/E ratio (trailing twelve months) is 25.84, and the forward P/E (looking ahead) is 25.29.
- 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
MS230.88B Financial Services Capital Markets 41.40% 65.96% Goldman Sachs
GS221.20B Financial Services Capital Markets 41.61% 114.44% Interactive Brokers
IBKR107.62B Financial Services Capital Markets 102.30% 305.26% Robinhood Markets
HOOD101.46B Financial Services Capital Markets 409.00% 1,046.06% Morgan Stanley
MS.PR.P41.40B Financial Services Capital Markets -0.23% -1.19% 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 15.60%, the Debt to Equity ratio from the most recent quarter is 111.87, 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 $22B. Compared to the same quarter last year (YoY), quarterly revenue grew by 24.80%, and quarterly earnings saw a YoY growth of 59.60%.
- 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 6.07% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 84.53%.
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.