Snapshot · The Charles Schwab Corporation (SCHW)

Data as of 2026-08-30T13:59:15.655Z

Fundamentals check

Market cap

$191.6B

P/E (TTM)

20.0

Gross margin

86.7%

Net margin

33.6%

ROE

20.4%

R&D / revenue

0.0%

Dividend yield

1.1%

FCF yield

1.9%

Latest dividend: $0.32/share (ex-date 2026-08-14, quarterly)

Summary

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

How it makes money

Revenue mix, latest fiscal year

• Investor Services79.4%
• Advisor Services20.6%

Recent Events

• 2026-08-27T09:16:00.000Zneutral

  Charles Schwab Announces Plans to Expand Digital Assets Available in Schwab Crypto™ Accounts

  此次消息可能与扩展数字资产相关，未明确因果关系，需结合后续动作为判断。

  Source: businesswire.com

• 2026-08-20T12:31:07.000Zpositive

  Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report?

  报道指出在上次财报后股价上涨，可能与市场对业绩等因素乐观情绪相关，但不构成直接因果。

  Source: zacks.com

• 2026-08-12T00:00:00.000Zneutral

  SCHW filed 8-K

  8-K披露可能包含业绩指南等更新，尚无直接因果证据，需关注后续披露。

  Source: SEC EDGAR

• 2026-07-01T00:00:00.000Zpositive

  Price move: SCHW rose 3.8%

  SCHW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $125.54 from 13 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-08-26SellSchwab-Pomerantz Carolyn(director)9,175 shares
• 2026-08-24SellBettinger Walter W(director, officer: Co-Chairman)176,210 shares
• 2026-08-24SellSchwab Charles R.(director, officer: Co-Chairman)117,000 shares
• 2026-08-17SellBeatty Jonathan S(officer: MD, Head of Advisor Services)1,000 shares
• 2026-08-14SellCraig Jonathan M.(officer: MD, Head of Retail Investing)21,866 shares

US Congress trading disclosures

• 2026-03-27Alan ArmstrongPurchase$1,001 - $15,000

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本内容仅为信息整理，不构成任何投资建议。