SCHWAB CHARLES CORP

SCHW

SCHWAB CHARLES CORP

SCHW

Insider Sentiment (TTM):

Last Purchase:2026-05-28Last Sale:2026-05-19Shares Purchased (TTM):21,959Shares Sold (TTM):1,689,003

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:1,255,407,968Shares Outstanding:1,746,000,000Institutional Ownership Pct.:71.90%

Earnings Market Reaction:

Filing Date:2026-05-08Price on Filing Date:N/APrevious Close:N/A% Change:N/A

Companies in Security Brokers, Dealers & Flotation Companies

GS MS BLK HOOD IBKR RJF

Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Assets
Cash And Cash Equivalents At Carrying Value	44,975	46,030	30,572	32,195	35,009	42,083	34,850	25,350	31,752	43,337	33,251	47,651
Cash And Securities Segregated Under Federal And O…	39,778	42,931	47,754	45,568	38,408	38,221	33,671	21,737	25,905	31,836	18,576	25,083
Receivables From Brokers Dealers And Clearing Orga…	11,808	7,190	4,728	4,304	2,938	2,440	-	-	-	3,327	-	-
Receivables From Customers	106,211	104,660	93,788	82,785	84,449	85,374	74,016	72,836	71,169	68,667	69,062	65,162
Debt Securities Available For Sale Excluding Accru…	61,090	62,357	62,308	67,612	74,828	82,994	90,018	93,562	101,086	107,646	110,272	125,769
Debt Securities Held To Maturity Excluding Accrued…	131,671	133,969	136,693	139,684	143,815	146,453	149,862	153,179	156,371	159,452	162,452	166,328
Financing Receivable Excluding Accrued Interest Af…	60,872	57,955	53,570	50,405	47,121	45,215	43,311	42,182	40,783	40,439	40,327	40,061
Property Plant And Equipment And Finance Lease Rig…	3,065	3,091	3,136	3,197	3,276	3,338	3,340	3,436	3,584	3,690	3,730	3,686
Goodwill	12,298	11,951	11,951	11,951	11,951	11,951	11,951	11,951	11,951	11,951	11,951	11,951
Intangible Assets Net Excluding Goodwill	7,413	7,233	7,360	7,487	7,615	7,743	7,873	8,003	8,131	8,260	8,390	8,524
Other Assets	14,138	13,628	13,395	13,748	13,493	14,031	17,163	17,439	18,052	14,573	17,193	17,290
Assets	493,319	490,995	465,255	458,936	462,903	479,843	466,055	449,675	468,784	493,178	475,204	511,505
Liabilities And Stockhold…
Deposits	253,041	255,747	239,057	233,058	246,160	259,121	246,462	252,420	269,460	289,953	284,408	304,414
Payables To Broker Dealers And Clearing Organizati…	28,107	25,689	22,407	18,584	15,744	13,336	-	-	-	6,648	-	-
Payables To Customers	117,986	116,341	115,397	109,355	100,579	101,559	89,164	79,966	84,005	84,786	72,818	84,795
Accrued Liabilities Current And Noncurrent	11,979	12,831	11,420	10,808	11,011	12,325	27,579	16,491	17,637	11,752	16,041	13,836
Other Short Term Borrowings	12,486	6,913	6,541	8,472	6,927	5,999	10,593	9,996	8,405	6,553	7,550	7,831
Advances From Federal Home Loan Banks	0	1,850	850	9,000	11,500	16,700	22,600	24,400	24,000	26,400	31,800	41,000
Long Term Debt And Capital Lease Obligations	20,486	22,199	20,199	20,208	21,471	22,428	22,442	22,449	22,865	26,128	24,803	22,482
Liabilities	444,085	441,570	415,871	409,485	413,392	431,468	418,840	405,722	426,372	452,220	437,420	474,358
Stockholders Equity
Preferred Stock Value	6,763	6,763	6,763	6,763	9,191	9,191	9,191	9,191	9,191	9,191	9,191	9,191
Additional Paid In Capital	28,047	27,996	27,910	27,813	27,664	27,639	27,548	27,470	27,358	27,330	27,293	27,220
Retained Earnings Accumulated Deficit	45,912	44,065	42,170	40,374	38,882	37,568	36,303	35,458	34,701	33,901	33,429	32,865
Treasury Stock Value	-	-	-	-	-	-	-	-	-	-	-	-11,420
Treasury Stock Common Value	-20,752	-18,437	-15,682	-12,929	-12,626	-11,196	-11,230	-11,251	-11,283	-11,354	-11,398	-
Accumulated Other Comprehensive Income Loss Net Of…	-10,757	-10,983	-11,798	-12,591	-13,621	-14,848	-14,618	-16,936	-17,576	-18,131	-20,752	-20,730
Stockholders Equity	49,234	49,425	49,384	49,451	49,511	48,375	47,215	43,953	42,412	40,958	37,784	37,147
Liabilities And Stockholders Equity	493,319	490,995	465,255	458,936	462,903	479,843	466,055	449,675	468,784	493,178	475,204	511,505
Asset Pledged As Collateral	648	281	86	-146	371	378	-1,424	-76	1,688	1,733	1,773	-
Cash And Cash Equivalents	6,400	-	-	-	-	-	-	-	-	-	-	-
Cash And Investments Segregated And On Deposit For…	18,010	-	-	-	-	-	-	-	-	-	-	-
Common Stock	3,000	3,000	0	926	2,074	3,000	0	0	2,023	3,000	0	0
Nonvoting Common Stock	300	300	0	300	0	300	0	0	51	300	0	0
Securities Purchased Under Agreements To Resell	24,410	16,901	22,245	19,557	14,302	10,075	13,591	9,290	9,384	8,844	3,010	5,405
Held To Maturity Securities Fair Value	-	-	-	-	-	-	-	-	-	147,091	-	-
Debt Securities Available For Sale Amortized Cost …	64,950	66,225	66,698	72,604	80,467	89,704	95,871	101,859	109,627	116,336	122,072	136,874
Preferred Stock Par Or Stated Value Per Share	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01	0.01
Preferred Stock Liquidation Preference Value	6,871	6,871	6,871	6,871	9,329	9,329	9,329	9,329	9,329	9,329	9,329	9,328
Treasury Stock Common Shares	336	316	287	260	258	243	245	246	247	251	253	254

Custom Table

10‑Q10‑K

0/5

Search a metric to start building a table

Interactive Financial Visualizations

10‑Q10‑K

Stock Price:

OnOff

Transformations:

0/1

Search a metric to start building a visual

Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-1.42%	2.32%	15.08%	-	-	-	-	-	-	-	-	-
2025	4.58%	6.52%	14.90%	-1.28%	-1.67%	-2.74%	-2.36%	7.29%	7.59%	-0.72%	-3.22%	-4.35%
2024	-2.86%	-2.32%	-11.72%	4.11%	3.02%	14.86%	11.99%	1.14%	10.73%	-0.39%	-3.24%	13.06%
2023	-	-	-	-7.31%	-15.89%	-23.21%	15.57%	25.89%	17.18%	4.03%	8.67%	18.50%
Data beyond 3 years is for subscribers only. Unlock 17+ years of financial data Start 7-day free trial

Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	-0.04	-0.06	-0.09	-0.08	-0.07	-0.05	-0.04	-0.13	-0.16	-0.05	0.27	0.97
Per Share Metrics
Diluted EPS TTM	5.13	4.65	4.29	3.79	3.37	2.99	2.84	2.63	2.61	2.77	2.96	3.44
Free Cash Flow Per Share TTM	5.57	4.86	-0.77	9.46	5.39	1.12	18.10	4.86	4.26	10.35	-1.86	5.87
Dividend Per Share TTM	1.36	1.29	1.30	1.29	1.27	1.24	1.24	1.24	1.24	1.25	1.24	1.23
Margin Metrics
Gross Profit Margin TTM	130.73%	157.70%	119.09%	128.72%	134.98%	132.61%	178.79%	158.77%	185.29%	240.54%	135.40%	125.47%
Operating Profit Margin TTM	106.41%	176.13%	47.64%	53.57%	50.92%	39.23%	75.08%	51.47%	72.40%	134.10%	48.64%	53.73%
Net Profit Margin TTM	78.43%	129.37%	34.98%	39.31%	37.42%	27.94%	59.49%	40.55%	57.11%	106.54%	33.77%	37.12%
Growth Metrics
Net Revenue Growth (1Y)	-30.12%	-66.82%	153.46%	47.60%	95.70%	312.24%	-45.21%	-29.58%	-59.74%	-77.09%	-2.27%	9.41%
Net Income Growth (1Y)	46.46%	53.65%	49.04%	43.11%	28.23%	8.11%	-3.50%	-23.08%	-30.55%	-23.63%	-17.32%	1.51%
EPS Growth (1Y)	52.42%	55.70%	50.94%	43.97%	28.80%	7.87%	-3.92%	-23.41%	-30.21%	-21.08%	-14.33%	5.74%
Valuation Metrics
P/E TTM	18.19	21.27	21.97	23.72	22.82	24.23	22.23	27.20	26.78	23.94	17.81	15.77
P/B TTM	3.32	3.62	3.46	3.31	2.83	2.74	2.45	2.98	3.02	2.96	2.55	2.66
P/S TTM	14.27	27.51	7.69	9.32	8.54	6.77	13.22	11.03	15.30	25.51	6.01	5.85
Market Cap	163.50B	178.99B	170.74B	163.71B	140.00B	132.73B	115.89B	131.18B	128.14B	121.32B	96.21B	98.89B
Enterprise Value	110.71B	131.53B	136.07B	128.35B	99.49B	89.64B	71.33B	106.51B	93.33B	72.97B	76.10B	62.27B
Calculated Values
Free Cash Flow TTM	9.72B	8.76B	-1.40B	17.18B	9.79B	2.05B	33.11B	8.89B	7.77B	18.89B	-3.40B	10.68B
Net Debt	-52.79B	-47.46B	-34.67B	-35.36B	-40.51B	-43.09B	-44.56B	-24.67B	-34.81B	-48.35B	-20.10B	-36.63B
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

Insider Transactions

2026-05-28Purchase

Owner: Wurster, Richard A

Title: President & CEO

Shares: 21,959

Price/Share: $84.23

Value: $1,849,606.57

Shares Owned: 218,409

Relationship: Director,Officer

Ownership: Direct

2026-05-19Sale

Owner: Schwab, Charles R.

Title: Co-Chairman

Shares: 27,500

Price/Share: $92.22

Value: $2,536,050.00

Shares Owned: 30,209,768

Relationship: Director,Officer

Ownership: Indirect

2026-05-18Sale

Owner: Schwab, Charles R.

Title: Co-Chairman

Shares: 27,500

Price/Share: $92.40

Value: $2,541,000.00

Shares Owned: 30,237,268

Relationship: Director,Officer

Ownership: Indirect

2026-05-13Sale

Owner: Sarin, Arun

Title: -

Shares: 2,500

Price/Share: $91.16

Value: $227,900.00

Shares Owned: 23,983

Relationship: Director

Ownership: Indirect

2026-05-06Sale

Owner: Schwab, Charles R.

Title: Co-Chairman

Shares: 109,300

Price/Share: $92.01

Value: $10,056,693.00

Shares Owned: 30,264,768

Relationship: Director,Officer

Ownership: Indirect

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-05-28	Wurster, Richard A	Director,Officer	President & CEO	Direct	Purchase	21,959	84.23	$1,849,606.57	218,409	4
2026-05-19	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	27,500	92.22	$2,536,050.00	30,209,768	4
2026-05-18	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	27,500	92.40	$2,541,000.00	30,237,268	4
2026-05-13	Sarin, Arun	Director	-	Indirect	Sale	2,500	91.16	$227,900.00	23,983	4
2026-05-06	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	109,300	92.01	$10,056,693.00	30,264,768	4
2026-05-05	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,910	92.29	$914,593.90	1,396,459	4
2026-05-01	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	55,000	91.86	$5,052,300.00	54,389,641	4
2026-04-28	Herringer, Frank C	Director	-	Indirect	Sale	2,520	90.60	$228,312.00	177,508	4
2026-04-27	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	36,450	90.00	$3,280,500.00	55,673,384	4
2026-04-15	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	7,941	100.00	$794,100.00	29,866	4
2026-04-14	Craig, Jonathan M.	Officer	MD, Head of Retail Investing	Indirect	Sale	21,750	99.00	$2,153,250.00	0	4
2026-04-14	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	41,297	99.00	$4,088,403.00	57,972	4
2026-03-03	Howard, Dennis	Officer	MD, Chief Tech, OPS & Data Off	Direct	Sale	10,108	94.66	$956,823.28	10,470	4
2026-03-03	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	7,203	94.66	$681,835.98	57,972	4
2026-03-03	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	14,481	94.66	$1,370,771.46	0	4
2026-03-03	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	6,126	94.65	$579,825.90	29,866	4
2026-02-27	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,030	95.30	$193,459.00	19,738	4
2026-02-26	Ellis, Stephen A	Director	-	Indirect	Sale	10,725	96.57	$1,035,713.25	87,563	4
2026-02-25	Howard, Dennis	Officer	MD, Chief Tech, OPS & Data Off	Direct	Sale	27,903	95.02	$2,651,343.06	10,470	4
2026-02-10	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	32,413	105.58	$3,422,164.54	30,483,368	4
2026-02-06	Dodds, Christopher V	Director	-	Indirect	Sale	11,825	104.55	$1,236,303.75	449,406	4
2026-02-06	Bettinger, Walter W	Director,Officer	Co-Chairman	Indirect	Sale	67,514	104.25	$7,038,334.50	529,346	4
2026-02-04	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	67,975	103.81	$7,056,484.75	55,782,729	4
2026-02-04	Bettinger, Walter W	Director,Officer	Co-Chairman	Indirect	Sale	94,948	104.25	$9,898,329.00	529,346	4
2026-02-02	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	7,595	104.38	$792,766.10	0	4
2026-01-29	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	145,650	103.16	$15,025,254.00	55,947,329	4
2026-01-28	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	71,437	103.21	$7,373,012.77	56,092,979	4
2026-01-22	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,000	105.00	$210,000.00	21,768	4
2026-01-22	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	42,865	105.16	$4,507,683.40	436,149	4
2025-12-23	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,000	102.01	$204,020.00	11,923	4
2025-11-12	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	3,072	98.00	$301,056.00	11,923	4
2025-11-07	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	35,188	95.35	$3,355,175.80	0	4
2025-10-29	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	44,750	94.52	$4,229,770.00	56,171,954	4
2025-10-02	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	92.55	$2,221,200.00	440,914	4
2025-10-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,205	93.39	$299,314.95	34,778	4
2025-09-04	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	96.64	$2,319,360.00	450,514	4
2025-09-02	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,205	95.20	$305,116.00	37,983	4
2025-08-28	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	6,144	96.81	$594,800.64	11,923	4
2025-08-27	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	136,500	97.04	$13,245,960.00	56,331,449	4
2025-08-27	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	50,016	97.00	$4,851,552.00	0	4
2025-08-25	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	13,542	96.06	$1,300,844.52	1,463,657	4
2025-08-08	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	133,153	96.72	$12,878,558.16	56,604,449	4
2025-08-07	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	96.95	$2,326,800.00	460,114	4
2025-08-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,290	96.06	$316,037.40	41,188	4
2025-07-29	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	24,096	97.91	$2,359,239.36	58,999	4
2025-07-29	Bettinger, Walter W	Director,Officer	Co-Chairman	Indirect	Sale	173,876	98.84	$17,185,903.84	590,734	4
2025-07-29	Wurster, Richard A	Director,Officer	President & CEO	Direct	Sale	20,500	99.16	$2,032,780.00	157,189	4
2025-07-03	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	91.59	$2,198,160.00	469,714	4
2025-07-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,290	90.95	$299,225.50	35,864	4
2025-06-18	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	20,872	90.01	$1,878,688.72	58,999	4
2025-06-18	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	10,129	90.01	$911,711.29	39,154	4
2025-06-05	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	87.25	$2,094,000.00	479,314	4
2025-06-02	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,290	87.68	$288,467.20	39,154	4
2025-05-30	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,850	87.57	$249,574.50	15,219	4
2025-05-28	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	25,000	88.20	$2,205,000.00	58,999	4
2025-05-27	Sneed, Paula A	Director	-	Indirect	Sale	8,647	88.06	$761,454.82	105,654	4
2025-05-22	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	10,176	87.39	$889,280.64	0	4
2025-05-22	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	34,585	87.50	$3,026,187.50	57,569,203	4
2025-05-21	Ruffel, Charles A.	Director	-	Direct	Sale	5,556	87.65	$486,983.40	16,594	4
2025-05-21	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	47,500	88.46	$4,201,850.00	0	4
2025-05-19	Bettinger, Walter W	Director,Officer	Co-Chairman	Direct	Sale	191,523	89.00	$17,045,547.00	764,610	4
2025-05-16	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	18,010	88.74	$1,598,207.40	488,914	4
2025-05-12	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	120,000	85.39	$10,246,800.00	59,002,353	4
2025-05-09	Wurster, Richard A	Director,Officer	President & CEO	Direct	Sale	15,345	84.08	$1,290,207.60	177,689	4
2025-05-08	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	8,613	85.00	$732,105.00	42,444	4
2025-05-08	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	25,000	85.00	$2,125,000.00	58,993	4
2025-05-08	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	3,658	85.00	$310,930.00	18,069	4
2025-05-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	11,994	81.58	$978,470.52	42,444	4
2025-05-01	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	81.14	$1,947,360.00	496,129	4
2025-05-01	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	9,559	82.00	$783,838.00	0	4
2025-04-28	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	37,585	79.55	$2,989,886.75	59,970,853	4
2025-04-22	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	6,897	76.77	$529,482.69	1,545,594	4
2025-04-21	Herringer, Frank C	Director	-	Indirect	Sale	3,592	74.26	$266,741.92	172,162	4
2025-04-03	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	75.05	$1,801,200.00	505,729	4
2025-04-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,380	77.66	$262,490.80	45,824	4
2025-03-24	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	8,614	80.00	$689,120.00	49,204	4
2025-03-06	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	75.59	$1,814,160.00	515,329	4
2025-03-06	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	23,258	75.59	$1,758,072.22	0	4
2025-03-05	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	15,229	75.38	$1,147,962.02	59,092	4
2025-03-05	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	9,887	75.38	$745,282.06	47,931	4
2025-03-03	Craig, Jonathan M.	Officer	MD, Head of Investor Services	Indirect	Sale	28,668	79.32	$2,273,945.76	23,258	4
2025-03-03	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	3,380	79.32	$268,101.60	57,818	4
2025-02-27	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	55,598	79.14	$4,400,025.72	59,968,250	4
2025-02-21	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	124,000	82.13	$10,184,120.00	60,161,358	4
2025-02-19	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	124,000	81.96	$10,163,040.00	60,285,358	4
2025-02-13	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	125,000	81.40	$10,175,000.00	60,415,223	4
2025-02-12	Bettinger, Walter W	Director,Officer	Co-Chairman	Direct	Sale	464,629	82.26	$38,220,381.54	827,377	4
2025-02-06	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	82.70	$1,984,800.00	524,929	4
2025-01-23	Sarin, Arun	Director	-	Indirect	Sale	8,548	81.82	$699,397.36	18,617	4
2025-01-22	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	14,643	80.70	$1,181,690.10	0	4
2025-01-02	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	24,000	74.14	$1,779,360.00	534,529	4
2024-12-16	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	79.28	$713,520.00	544,129	4
2024-11-25	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,300	82.01	$188,623.00	18,069	4
2024-11-22	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	12,739	81.17	$1,034,024.63	59,092	4
2024-11-18	Dodds, Christopher V	Director	-	Indirect	Sale	9,284	81.43	$755,996.12	442,807	4
2024-11-15	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	80.03	$720,270.00	547,729	4
2024-11-14	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,700	81.68	$220,536.00	18,069	4
2024-11-13	Ruffel, Charles A.	Director	-	Direct	Sale	2,998	78.65	$235,792.70	13,498	4
2024-11-11	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	2,500	77.02	$192,550.00	18,069	4
2024-10-21	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	17,225	70.90	$1,221,252.50	60,602,146	4
2024-10-17	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	29,800	72.19	$2,151,262.00	551,329	4
2024-10-16	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	62,345	72.52	$4,521,259.40	60,619,371	4
2024-09-17	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	64.06	$576,540.00	554,929	4
2024-08-16	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	65.24	$587,160.00	558,529	4
2024-08-01	Woolway, Paul V	Officer	MD, Chief Banking Officer	Indirect	Sale	1,150	65.20	$74,980.00	61,887	4
2024-07-31	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	67,386	65.11	$4,387,502.46	60,619,371	4
2024-07-19	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	62.24	$560,160.00	567,057	4
2024-07-17	Wurster, Richard A	Officer	President	Direct	Purchase	10,000	62.05	$620,500.00	144,228	4
2024-07-17	Bettinger, Walter W	Director,Officer	Co-Chairman and CEO	Direct	Purchase	25,000	66.26	$1,656,500.00	827,377	4
2024-07-11	Beatty, Jonathan S	Officer	MD, Head of Advisor Services	Indirect	Sale	780	75.00	$58,500.00	18,069	4
2024-06-20	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	72.48	$652,320.00	570,657	4
2024-06-12	Clark, Bernard J.	Officer	MD Head of Advisor Services	Indirect	Sale	8,164	75.00	$612,300.00	121,666	4
2024-05-28	Clark, Bernard J.	Officer	MD Head of Advisor Services	Indirect	Sale	77,431	71.40	$5,528,573.40	121,666	4
2024-05-20	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	78.41	$705,690.00	574,257	4
2024-05-15	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	58,065	78.08	$4,533,715.20	60,683,471	4
2024-05-09	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	26,315	76.13	$2,003,360.95	1,674,571	4
2024-05-06	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	13,113	76.38	$1,001,570.94	1,700,886	4/A
2024-05-06	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	65,790	76.40	$5,026,356.00	60,906,686	4
2024-04-29	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	59,906	74.78	$4,479,770.68	61,038,701	4
2024-04-24	Crawford, Peter B.	Officer	CFO	Indirect	Sale	5,481	75.51	$413,870.31	60,567	4
2024-04-22	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	89,275	74.62	$6,661,700.50	30,641,981	4
2024-04-19	Ellis, Stephen A	Director	-	Indirect	Sale	14,750	73.21	$1,079,847.50	108,574	4
2024-04-19	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	73.16	$658,440.00	577,857	4
2024-04-18	Crawford, Peter B.	Officer	CFO	Indirect	Sale	5,482	73.46	$402,707.72	60,567	4
2024-04-16	Sarin, Arun	Director	-	Indirect	Sale	5,011	71.11	$356,332.21	18,617	4
2024-04-16	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	10,000	72.40	$724,000.00	71,446	4
2024-04-16	Goldfarb, Mark A	Director	-	Indirect	Sale	7,100	71.15	$505,165.00	19,917	4
2024-04-16	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	24,520	72.23	$1,771,079.60	0	4
2024-04-16	Martinetto, Joseph R	Officer	COO	Indirect	Sale	43,000	70.83	$3,045,690.00	41,414	4
2024-03-22	Adams, John K Jr	Director	-	Direct	Sale	15,701	72.64	$1,140,520.64	45,125	4/A
2024-03-21	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	12,948	70.03	$906,748.44	81,446	4
2024-03-21	Craig, Jonathan M.	Officer	Please see remarks	Indirect	Sale	4,977	70.01	$348,439.77	0	4
2024-03-21	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	70.96	$638,640.00	581,457	4
2024-03-06	Murtagh, Nigel J	Officer	Chief Risk Officer	Direct	Sale	29,991	67.98	$2,038,788.18	81,446	4
2024-03-06	Craig, Jonathan M.	Officer	Please see remarks	Indirect	Sale	48,751	67.97	$3,313,605.47	0	4
2024-02-28	Crawford, Peter B.	Officer	CFO	Indirect	Sale	5,500	65.71	$361,405.00	24,111	4
2024-02-28	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	9,000	65.28	$587,520.00	585,057	4
2024-02-23	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	58,500	64.72	$3,786,120.00	61,134,038	4
2024-02-15	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	71,226	64.99	$4,628,977.74	61,251,038	4
2024-02-15	Crawford, Peter B.	Officer	CFO	Indirect	Sale	8,000	64.76	$518,080.00	29,611	4
2024-02-01	Herringer, Frank C	Director	-	Indirect	Sale	7,587	62.25	$472,290.75	167,206	4
2024-01-24	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	16,390	63.94	$1,047,976.60	61,331,688	4
2024-01-22	Crawford, Peter B.	Officer	CFO	Indirect	Sale	4,000	64.49	$257,960.00	37,611	4
2023-11-30	Morgan, Peter J. Iii	Officer	General Counsel	Direct	Sale	7,162	60.72	$434,876.64	0	4
2023-11-30	Schwab-Pomerantz, Carolyn	Director	-	Indirect	Sale	12,208	61.28	$748,106.24	1,722,400	4
2023-11-30	Crawford, Peter B.	Officer	CFO	Indirect	Sale	4,000	60.56	$242,240.00	41,611	4
2023-11-03	Crawford, Peter B.	Officer	CFO	Indirect	Sale	3,114	56.19	$174,975.66	41,611	4
2023-10-24	Sneed, Paula A	Director	-	Indirect	Sale	6,918	49.98	$345,761.64	112,398	4
2023-09-18	Crawford, Peter B.	Officer	Chief Financial Officer	Indirect	Sale	3,792	57.31	$217,319.52	44,725	4
2023-08-29	Morgan, Peter J. Iii	Officer	MD, General Counsel	Direct	Sale	8,000	59.61	$476,880.00	8,014	4
2023-08-17	Ruffel, Charles A.	Director	-	Indirect	Purchase	833	60.55	$50,438.15	3,386	4
2023-07-26	Schwab, Charles R.	Director,Officer	Co-Chairman	Indirect	Sale	75,760	66.60	$5,045,616.00	59,672,778	4
Data beyond 3 years is for subscribers only. Unlock 17+ years of financial data Start 7-day free trial

Institutional Ownership

No data available for chart

2026-03-31

71.90%

Inst. Shares: 1,255,407,968

Shares Outstanding: 1,746,000,000

2025-12-31

76.17%

Inst. Shares: 1,374,072,683

Shares Outstanding: 1,804,000,000

2025-09-30

75.53%

Inst. Shares: 1,364,015,833

Shares Outstanding: 1,806,000,000

2025-06-30

75.74%

Inst. Shares: 1,376,169,822

Shares Outstanding: 1,817,000,000

2025-03-31

75.27%

Inst. Shares: 1,367,672,642

Shares Outstanding: 1,817,000,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	1,255,407,968	1,746,000,000	71.90%
2025-12-31	1,374,072,683	1,804,000,000	76.17%
2025-09-30	1,364,015,833	1,806,000,000	75.53%
2025-06-30	1,376,169,822	1,817,000,000	75.74%
2025-03-31	1,367,672,642	1,817,000,000	75.27%
2024-12-31	1,385,242,492	1,828,000,000	75.78%
2024-09-30	1,321,048,950	1,829,000,000	72.23%
2024-06-30	1,363,476,791	1,828,000,000	74.59%
2024-03-31	1,348,473,516	1,825,000,000	73.89%
2023-12-31	1,367,409,940	1,824,000,000	74.97%
2023-09-30	1,334,767,023	1,821,000,000	73.30%
2023-06-30	1,109,160,110	1,820,000,000	60.94%
Data beyond 3 years is for subscribers only. Unlock 17+ years of financial data Start 7-day free trial

SCHWAB CHARLES CORP (SCHW) — SEC Financial Statements & Analysis

SCHWAB CHARLES CORP (SCHW) is a security brokers, dealers & flotation companies company, incorporated in DE. SCHWAB CHARLES CORP trades on NYSE as: SCHW, SCHW-PD, SCHW-PJ. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), SCHWAB CHARLES CORP reported a -30.12% year-over-year revenue growth, a Gross Profit Margin of 130.73% (TTM), a Price-to-Sales (P/S) ratio of 14.27x (TTM), a Price-to-Book (P/B) ratio of 3.32 (TTM), at a market cap of $163.50B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -30.12%
Gross Profit Margin TTM: 130.73%
P/S TTM: 14.27x
P/B TTM: 3.32
Market Cap: $163.50B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is SCHWAB CHARLES CORP in?

SCHWAB CHARLES CORP (SCHW) operates in the Security Brokers, Dealers & Flotation Companies industry.

What is SCHW's market cap?

SCHWAB CHARLES CORP (SCHW) has a market capitalization of $163.50B as of 2026-03-31.

What is SCHW's P/E ratio?

SCHWAB CHARLES CORP (SCHW)'s trailing twelve month P/E ratio is 18.19x as of 2026-03-31.

What exchange does SCHW trade on?

SCHWAB CHARLES CORP (SCHW) trades on the NYSE.

Where is SCHWAB CHARLES CORP incorporated?

SCHWAB CHARLES CORP is incorporated in DE.

SCHWAB CHARLES CORP (SCHW) — SEC Financial Statements & Analysis

Frequently Asked Questions

Research Faster.Invest Smarter.

Research Faster.
Invest Smarter.