Charles Schwab (SCHW) | Stock Overview & Key Data
Charles Schwab Performance Comparison
Stock Range
Today's Range
52 Week Range
All-Time High: $107.50 on February 10, 2026
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Key Statistics
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Financial Highlights
Quarter Income Flow
Dec 31, 2025
Annual Income Flow
2025
Dividend Information
Peer Performance Comparison
| Company | Market Cap | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Charles Schwab
SCHW
|
155.07B Large-cap | 3.26% | 0.08% | -2.86% | -4.54% | -10.46% | 4.28% | 67.46% | 30.46% | 221.00% | 472.60% | 486.98% |
| 299.55B Mega-cap | 2.70% | 13.23% | 40.00% | 22.61% | 19.84% | 65.29% | 142.98% | 154.54% | 745.67% | 837.54% | 275.57% | |
| 276.37B Mega-cap | 2.98% | 13.46% | 35.41% | 20.97% | 17.70% | 73.22% | 214.13% | 204.66% | 629.71% | 674.43% | 638.02% | |
|
Interactive Brokers
IBKR
|
129.04B Large-cap | 6.19% | 6.62% | 35.85% | 47.54% | 37.97% | 79.68% | 352.47% | 474.38% | 897.91% | 2,158.96% | 1,061.25% |
|
Robinhood Markets
HOOD
|
75.21B Large-cap | 15.38% | 27.20% | 30.29% | -14.87% | -14.83% | 28.36% | 829.11% | 165.12% | 165.12% | 165.12% | 165.12% |
|
LPL Financial
LPLA
|
25.74B Large-cap | 4.09% | -1.47% | 3.97% | -20.92% | -18.34% | -20.96% | 41.48% | 119.64% | 1,117.21% | 758.73% | 806.93% |
Ownership & Short Interest
Calculate Your Charles Schwab Investment Returns
Long-Term Investment Performance Analysis
Charles Schwab stock price in Jul 2016 was $28.18, A $1,000.00 lump sum investment in Charles Schwab made 9 years ago would be worth approximately $3,227.47 today, representing a outstanding return of 222.75%. This translates to an annualized return (CAGR) of 12.55%.
9 Years 10 Months Investment Scenario (Jul 2016 - Jun 2026)
Investment Breakdown
Value Comparison
Disclaimer: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing. Past performance does not guarantee future results.
Frequently Asked Questions
- What is SCHW's 52-week high and low?
- In the last 52 weeks, Charles Schwab reached a high of $107.50 (on N/A) and a low of $83.96 (on May 28, 2026).
- What is the market cap and P/E ratio for SCHW?
- Curious about Charles Schwab's size and valuation? Its market capitalization stands at 155.07B. When it comes to valuation, the P/E ratio (trailing twelve months) is 17.59, and the forward P/E (looking ahead) is 12.66.
- 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 1.49%, and the company has paid an average of $1.05 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
MS299.55B Financial Services Capital Markets 65.29% 142.98% Goldman Sachs
GS276.37B Financial Services Capital Markets 73.22% 214.13% Interactive Brokers
IBKR129.04B Financial Services Capital Markets 79.68% 352.47% Robinhood Markets
HOOD75.21B Financial Services Capital Markets 28.36% 829.11% LPL Financial
LPLA25.74B Financial Services Capital Markets -20.96% 41.48% 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 19.09%, the Debt to Equity ratio from the most recent quarter is 67.07, 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 $25B. Compared to the same quarter last year (YoY), quarterly revenue grew by 15.80%, and quarterly earnings saw a YoY growth of 29.90%.
- 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 6.17% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 85.54%.
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.