Snapshot · The Charles Schwab Corporation (SCHW)

Data as of 2026-10-18T20:05:49.673Z

Fundamentals check

Market cap

$159.0B

P/E (TTM)

15.6

Gross margin

86.9%

Net margin

34.2%

ROE

28.1%

R&D / revenue

0.0%

Dividend yield

1.3%

FCF yield

2.1%

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

• Interest revenue56%
• Asset management and administration fees23.5%
• Trading revenue14.2%
• Bank deposit account fees3.5%
• Other2.8%

Recent Events

• 2026-10-17T03:57:01.000Zneutral

  Banque Pictet & Cie SA Acquires 5,582 Shares of The Charles Schwab Corporation $SCHW

  可能与机构投资者增持 SCHW 相关，恰逢股东账户变化新闻，对股价短期可能有影响，但非因果断言。

  Source: defenseworld.net

• 2026-10-16T13:19:19.000Znegative

  Charles Schwab Stock Is Falling Friday: What's Going On?

  可能与对Q3结果的混合反应相关，恰逢市场对相关消息作出调整。

  Source: benzinga.com

• 2026-10-16T11:22:58.000Zneutral

  Charles Schwab CEO Rick Wurster on Q3 results: A record quarter in serving clients

  可能与对Q3业绩和客户增长的解读相关，恰逢管理层讨论战略影响，但未断言因果。

  Source: youtube.com

• 2026-10-15T13:42:35.000Zpositive

  Charles Schwab Q3: A Quality Compounder Trading At 12x Earnings

  可能与强劲的Q3业绩及盈利能力提升相关，或有助于投资者对估值的信心。

  Source: seekingalpha.com

• 2026-10-13T07:22:01.000Zpositive

  Charles Schwab's Next Earnings Report on Oct. 15 2026 Could Send the Stock Soaring. Here's Why.

  可能与市场对10月15日财报的预期相关，恰逢投资者关注度提升。

  Source: fool.com

• 2026-09-22T00:00:00.000Znegative

  Price move: SCHW fell 6.1%

  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 $120.18 from 22 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-10-01SellHathi Neesha(officer: MD, Head Wealth Adv, Bnk, Tst)5,000 shares
• 2026-09-01SellHathi Neesha(officer: MD, Head Wealth Adv, Bnk, Tst)3,177 shares
• 2026-08-28SellHathi Neesha(officer: MD, Head Wealth Adv, Bnk, Tst)3,177 shares
• 2026-08-28SellBettinger Walter W(director, officer: Co-Chairman)74,388 shares
• 2026-08-26SellSchwab-Pomerantz Carolyn(director)9,175 shares

Earnings Calendar

2027-01-20

EPS estimate: 1.77

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本内容仅为信息整理，不构成任何投资建议。