Charles Schwab Corporation (SCHW)
Financials · Retail brokerage and wealth management
America's leading retail investment platform serving individual investors and financial advisors with commission-free brokerage, wealth management, and banking services backed by $11.9 trillion in client assets.
What Charles Schwab Corporation does
Charles Schwab Corporation is a savings and loan holding company providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services through two segments. The Investor Services segment offers retail brokerage, investment advisory, banking and trust services to individual investors, plus retirement plan and business services. The Advisor Services segment provides custodial, trading, banking, and support services to independent registered investment advisors (RIAs) and recordkeepers. As of year-end 2025, Schwab managed $11.9 trillion in client assets across 38.5 million active brokerage accounts and 2.2 million banking accounts.
Themes: ["Retail investing democratization","Commission-free trading","Wealth accumulation","Financial advisory","Asset custody","Digital investing platform","Institutional advisor services","Banking integration"]
Fundamentals
- Price$101.91 as of 2026-07-09 close
- Market cap$178.5B as of 2026-07-10
- 1-year return+10.4% as of 2026-07-09 close
- P/E18.94 as of 2026-07-10
- Net margin+33.3% as of 2026-07-10
- Gross margin+87.6% as of 2026-07-10
- ROE+19.1% as of 2026-07-10
- Debt / equity5.81 as of 2026-07-10
- Revenue growth (YoY)+8.1% as of 2026-07-10
- Revenue CAGR (3y)+4.8% SEC XBRL
- Beta0.77 as of 2026-07-10
Dividend: yield +1.3%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Competitive pressure from fintech platforms, digital-native brokers, and traditional financial institutions offering similar low-cost services and disrupting commission-based business models","Interest rate sensitivity affecting net interest margin and deposit funding costs, particularly as Federal Reserve policy changes","Regulatory changes in securities brokerage, banking, and investment advisory could increase compliance costs or restrict service offerings"]
Competitors & peers
- Fidelity Investments
- Interactive Brokers
- E*TRADE (Morgan Stanley)
- TD Ameritrade
- Vanguard
- Merrill Lynch (Bank of America)
- Wells Fargo Advisors
- LPL Financial
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.