Charles Schwab Corporation (SCHW) Stock Price, Fundamentals & Analysis

What SCHW does

Charles Schwab Corporation (SCHW) is 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. It operates through two segments: Investor Services and Advisor Services. The company offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds and certificates of deposit. It also provides third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, exchange-traded funds, advisory solutions for managed portfolios and separately managed accounts, banking products such as checking and savings accounts and mortgage loans, and trust custody services. SCHW is part of the S&P 500.

Key numbers explained

• Market cap: 172.07B USD — the total market value of all outstanding shares; a large-cap stock.
• Trailing P/E ratio: 18.1 — the P/E ratio shows how much investors pay per dollar of past earnings; a lower P/E can suggest a cheaper valuation relative to earnings.
• Forward P/E ratio: 12.7 — based on expected earnings, this version looks at future estimates rather than past results.
• Dividend yield: 1.28% — the dividend yield is the annual dividend as a percentage of the share price; 1.28% means roughly 1.28 USD per 100 USD invested.
• Ex-dividend date: Aug 14, 2026 — the date by which you must own the stock to receive the next dividend payment.
• Share of earnings paid out as dividends: 21% — the payout ratio shows that 21% of earnings are returned to shareholders as dividends.
• Beta: 0.75 — a beta below 1.0 suggests the stock tends to move less than the overall market.
• Price change over the last 52 weeks: 8.6% — from one year ago to today, the price rose by 8.6%.

What to watch

• Revenue growth, year over year: 20.9% — strong top-line growth can reflect demand for brokerage and advisory services.
• Profit margin: 38.8% and operating margin: 52.3% — these show how much of each revenue dollar remains as profit after costs.
• Debt-to-equity ratio: 151.1% — a higher ratio means more debt relative to equity, which can affect financial risk.
• Next earnings date: Oct 15, 2026 — earnings reports can move the stock as they update expectations.
• Peer companies such as Everest Group (EG), Regions Financial Corporation (RF), Corpay (CPAY), Global Payments (GPN), Citigroup (C), Huntington Bancshares (HBAN), and Invesco (IVZ) operate in related financial services segments and can provide context for comparison.