SCHWCharles Schwab Corporation

$109.38
Charles Schwab Corporation logo

Price

$109.38+15%1Y
1M+7.6%1Y+15%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Above average
8/10
Value58
Quality82
Momentum43
Growth65
Strongest Quality, weakest Momentum · ranked vs Financial Services peers. The five questions below judge the company on its own terms.
What they do

The Charles Schwab Corporation (CSC) is a savings and loan holding company. CSC engages, through its subsidiaries (collectively referred to as Schwab or the Company), in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. At December 31, 2025, Schwab had $11.90 trillion in client assets, 38.5 million active brokerage accounts, 5.7 million workplace plan participant accounts, and 2.2 million banking accounts.

In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR

P/E (TTM)19.9
Market Cap$159.48B
1Y Return+15%
5Y Return+72%

Business segments

Q1 2026 · $6.19B

The company’s own SEC segment disclosure.

  • Asset Management And Administration Service$1.76B28%
  • Trading Revenue Service$1.09B18%
  • Investment Performance$991.0M16%
  • Investment Advice$674.0M11%
  • Order Flow$560.0M9%
  • Commissions$489.0M8%
  • Other (4)$624.0M10%

Charles Schwab Corporation (SCHW) reported revenue of $7.07B in Q2 2026 (quarter ended June 30, 2026), up 21% from the same quarter a year earlier. That came with net income of $2.80B (40% of revenue). For the full year FY2025, revenue was $23.9B (+22% year on year) and net income $8.85B. Its largest product in 2026-Q1 was Asset Management And Administration Service at $1.76B, 28% of the disclosed total, just ahead of Trading Revenue Service at 18%.

Raw charts

8 series · TTM

As reported to the SEC, without any scoring.