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SCHW · Schwab Charles Corp · Metrics

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$90.58 -0.86 (-0.94%) At close · Oct 23
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$156.64B
Shares
1.73B
Volume · Oct 23 7M Avg daily vol (3M) 8.11M

SCHW metrics

95 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$90.58
Market cap
$156.64B

Price action

20 metrics
Price change (1W)
-1.5%
Price change (30D)
-8.5%
Price change (3M)
-11.2%
Price change (6M)
+2.4%
Price change (YTD)
-9.3%
Price change (1Y)
-4.2%
Trailing year
Price change (5Y)
+8.4%
52-week high
$113.65
52-week low
$85.35
Change from 52-week high
-20.3%
Change from 52-week low
+6.1%
Annualized volatility
25.5%
Annualized volatility (3M)
23.2%
Beta
0.4
RSI (14D)
30.5
Price vs SMA 50
-11.8%
Price vs SMA 200
-7.4%
Avg volume (3M)
8.11M
Relative volume
0.9
Average dollar volume
$834.56M

Company

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

Valuation

12 metrics
P / E (TTM)
16.5
Trailing earnings · reciprocal yield 6.1%
PEG ratio
0.4
EV / revenue
5.3×
reciprocal yield 18.8%
EV / EBITDA
—
EV / EBIT
—
P / sales
6.0×
reciprocal yield 16.6%
P / book
3.1
reciprocal yield 32.0%
FCF yield
6.9%
TTM · current market cap
Buyback yield
5.7%
P / FCF
14.5
reciprocal yield 6.9%
P / operating cash flow
13.7
reciprocal yield 7.3%
Earnings yield
6.4%

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
1.4%
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
2026-10-15

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)
$14.71
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$5.71
Operating cash flow per diluted share (TTM)
$6.53
Free cash flow per diluted share (TTM)
$6.18
Capital expenditures per diluted share (TTM)
$0.36
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.20
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
0.5
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
$17.91B
Latest balance sheet
Cash & equivalents
$40.58B
Total assets
$517.27B
Total debt
$22.67B

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)

9 metrics
13F filers
2,331
13F filer change QoQ
-20
Institutional ownership
84.8%
Conviction holders (share of 13F filers)
2.7%
Crowding (high-turnover and private-fund holders)
20.8%
Private-fund adviser ownership
19.9%
Active holders' share change QoQ
+0.8%
Holder tenure
19.6
Price vs estimated holder cost
+17.1%

Ownership (registered funds)

1 metrics
Index-fund ownership
15.4%

Short interest

3 metrics
Short interest
1.1%
Latest settlement · 1.9 days to cover
Days to cover
1.9d
Short-squeeze score
35 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$135.50M
Insider-sentiment score
9 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 316709 CUSIP 808513105 13F (30d) 694 filings 671 filers Visit website Investor relations