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SCHW · Schwab Charles Corp · Metrics

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$106.54 -0.33 (-0.31%) At close · Sep 9
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$184.24B
Shares
1.73B

SCHW metrics

78 of 115 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$106.54
Market cap
$184.24B

Price action

20 metrics
Price change (1W)
-1.3%
Price change (30D)
-1.0%
Price change (3M)
+20.4%
Price change (6M)
+14.7%
Price change (YTD)
+7.0%
Price change (1Y)
+14.4%
Trailing year
Price change (5Y)
+49.3%
52-week high
$113.65
52-week low
$85.35
Change from 52-week high
-6.0%
Change from 52-week low
+25.2%
Annualized volatility
24.8%
Annualized volatility (3M)
23.6%
Beta
0.5
RSI (14D)
46.2
Price vs SMA 50
+1.4%
Price vs SMA 200
+9.6%
Avg volume (3M)
9.10M
Relative volume
0.8
Average dollar volume
$916.81M

Company

3 metrics
Sector
Financial Services
Industry
Capital Markets
Shares outstanding
1.73B

Valuation

12 metrics
P / E (TTM)
19.5
Trailing earnings · reciprocal yield 5.1%
PEG ratio
0.5
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
7.3×
reciprocal yield 13.8%
P / book
3.8
reciprocal yield 26.5%
FCF yield
5.7%
TTM · current market cap
Buyback yield
4.7%
P / FCF
17.5
reciprocal yield 5.7%
P / operating cash flow
16.6
reciprocal yield 6.0%
Earnings yield
5.3%

Historical valuation

8 metrics
P / E historical average (3Y)
23.6×
reciprocal yield 4.2%
P / E historical average (5Y)
23.7×
reciprocal yield 4.2%
EV / revenue historical average (3Y)
6.5×
reciprocal yield 15.4%
EV / revenue historical average (5Y)
6.5×
reciprocal yield 15.4%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
1.2%
Trailing 12 months
Payout ratio
23.8%
Shareholder yield
—
Dividend / share (TTM)
$1.23
Dividend growth YoY
+16.0%
Dividend growth streak
1
Last ex-dividend
2026-08-14

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-21

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
38.8%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$10.10B
Trailing 12 months
Diluted EPS (TTM)
$5.49
FCF margin
41.5%
Effective tax rate
22.7%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
—

Growth

11 metrics
Revenue growth YoY
+20.9%
Year over year
Net income growth YoY
+31.7%
Revenue (TTM)
$26.02B
Trailing 12 months
EPS growth YoY
+42.6%
Shares change YoY
-4.6%
Year over year · fewer shares
Revenue CAGR (3Y)
+4.8%
Revenue CAGR (5Y)
+15.4%
EPS CAGR (3Y)
+9.9%
EPS CAGR (5Y)
+17.0%
FCF CAGR (3Y)
+100.6%
FCF CAGR (5Y)
+7.1%

Quality

14 metrics
Return on equity
20.1%
Return on assets
2.0%
Debt / equity
—
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
$10.79B
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Cash & equivalents
$40.58B
Total assets
$517.27B
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$11.42B
Capital expenditures (TTM)
$628.00M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$349.00M
R&D / revenue
—
Stock compensation / revenue
1.3%

Ownership (13F)

3 metrics
13F filers
2,320
13F filer change QoQ
-24
Institutional ownership
84.8%

Short interest

3 metrics
Short interest
1.0%
Latest settlement · 2.6 days to cover
Days to cover
2.6d
Short-squeeze score
44 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$143.79M
Insider-sentiment score
10 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 316709 CUSIP 808513105 13F (30d) 853 filings 827 filers Visit website