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Charles Schwab

United States, Westlake

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Description

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Industries

Finance and Insurance

SIC

Finance, Insurance, and Real Estate

Address:

3000 Schwab Way

Westlake

United States

Website:

www.schwab.com

Revenue

Recent news:

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Clark Howard Says Military Families With Emergency Funds at Navy Federal Are Leaving Serious Money on the Table

Doreen from North Carolina put the question plainly: she joined Navy Federal Credit Union because Clark Howard recommended it, and now she wants to know why the savings rates are no better than the big banks Howard regularly tells listeners to avoid. It is a fair challenge, and Howard’s answer is worth unpacking because it ... Clark Howard Says Military Families With Emergency Funds at Navy Federal Are Leaving Serious Money on the Table

Source: 24/7 Wall St. Mar 20, 2026

Can Interactive Brokers Repeat Another Big Year?

Interactive Brokers Group delivered strong growth in 2025, but investors must weigh future trading activity and interest rates when assessing future upside.

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A Look At Charles Schwab (SCHW) Valuation After Recent Share Performance Shifts

Assessing Charles Schwab after recent performance trends Charles Schwab (SCHW) has drawn fresh attention after a mixed stretch in its share performance, with a recent 1 day decline, a modest gain over the past week, and weaker returns over the past 3 months and year to date. See our latest analysis for Charles Schwab. At a share price of US$93.28, Charles Schwab’s short term share price performance has softened, while its 1 year and multi year total shareholder returns of 19.94%, 73.25% and...

Source: Simply Wall St. Mar 19, 2026

XNYS - Delayed Quote - USD

SCHW

94.66 +0.67 (+0.71%)

At close March 23 03:38 UTC

Candle

Line

Financial Statistics

Valuation Measures

Current

Quarterly

As of 03/19/2026

Market Cap: 164.69 B

Enterprise Value: 131.53 B

Trailing P/E: 20.21

Forward P/E: 16.13

PEG Ratio (5yr expected): 1.11

Price/Sales (ttm): 7.11

Price/Book (mrq): 3.86

Enterprise Value/Revenue: 8.46

Enterprise Value/EBITDA: N/A

Financial Highlights

Profitability and Income Statement

Profit Margin: 37.01%

Return on Assets (ttm): 1.82%

Return on Equity (ttm): 18.10%

Revenue (ttm): 23.92 B

Net Income Avi to Common (ttm): 8.42 B

Diluted EPS (ttm): 4.65

Balance Sheet and Cash Flow

Total Cash (mrq): 96.92 B

Total Debt/Equity (mrq): 115.32%

Levered Free Cash Flow (ttm): N/A

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