SCHW
stock Financial Services Capital MarketsOverall Mixed · 60%
- Fundamentals Strong
- Trajectory Climbing
- Leadership Churning
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bearish 0 of 5 trend signals bullishRSI 41 — soft momentum, not yet oversold.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $86.59
- -1.16%
- Close
- $86.59
- -1.16%
- Current
- $86.59
- Prev close
- $87.61
- Today
- 10.70M
- 3-mo avg
- 10.61M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 1696 days ago
- Next expected
- Jul 165 days ago
Recent earnings dates
- Apr 16 96 days ago
- Jan 21 181 days ago
- Oct 16, 2025 278 days ago
- Jul 18, 2025 368 days ago
Past earnings dates come from SCHW’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 52d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), SCHW’s fundamentals read as strong overall.
At 17.2x, the price is a reasonable multiple of the company's annual profit.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 1.2% yield is modest: a small income on top of whatever the share price does.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 37.0% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 17.9% return on equity is strong; the company compounds owners' capital well.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 1.8% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 8.93, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 22.0% from the prior year: strong top-line expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 49.0% from the prior year: strong profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 52d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $18.5B | $20.8B | $18.8B | $19.6B | $23.9B |
| Net income | $5.9B | $7.2B | $5.1B | $5.9B | $8.9B |
| Diluted EPS | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 |
| Dividend / share | $0.72 | $0.84 | $1.00 | $1.00 | $1.08 |
| Total assets | $667.3B | $551.8B | $493.2B | $479.8B | $491.0B |
| Total liabilities | $611.0B | $515.2B | $452.2B | $431.5B | $441.6B |
| Shareholder equity | $56.3B | $36.6B | $41.0B | $48.4B | $49.4B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.7B | $4.8B | $5.3B | $5.6B | $5.9B | $6.1B | $6.3B | $6.5B |
| Net income | $1.3B | $1.4B | $1.8B | $1.9B | $2.1B | $2.4B | $2.5B | $2.5B |
| Diluted EPS | $0.66 | $0.71 | $0.94 | $0.99 | $1.08 | $1.26 | $1.32 | $1.37 |
| Dividend / share | $0.25 | $0.25 | $0.25 | $0.27 | $0.27 | $0.27 | $0.27 | $0.32 |
Leadershipsynced from SEC 59d ago
- Wurster Richard A President & CEO · Director
- Verdeschi Michael D CFO
- Beatty Jonathan S MD, Head of Advisor Services
- Bettinger Walter W Co-Chairman · Director
- Craig Jonathan M. MD, Head of Retail Investing
- Howard Dennis MD, Chief Tech, OPS & Data Off
- Morgan Peter J. Iii General Counsel
- Murtagh Nigel J Chief Risk Officer
- Schwab Charles R. Co-Chairman · Director
- Woolway Paul V MD, Chief Banking Officer
- Brown Marianne Catherine Director
- Ellis Stephen A Director
- Herringer Frank C Director
- Ruffel Charles A. Director
- Sarin Arun Director
- Schwab-Pomerantz Carolyn Director
Officers and board are drawn from SCHW’s recent SEC ownership filings (Forms 3, 4 and 5).
Notable recent eventspast year
- Apr 23 New 6-month low (-17% off peak)
- Apr 16 −7.6% one-day move
- Feb 10 −7.4% one-day move
- Jan 29 Officer or director change reported in an 8-K
- Dec 31, 2025 FY2025 net income +49% YoY
- Sep 5, 2025 −5.7% one-day move
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $1.08
- 2026 so far
- $0.642 payments
- 2026 projected
- $1.28+18.5% vs 2025
Projection scales SCHW’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- May 8 $0.32
- Feb 13 $0.32
- Nov 14, 2025 $0.27
- Aug 8, 2025 $0.27
- May 9, 2025 $0.27
- Feb 14, 2025 $0.27
- Nov 8, 2024 $0.25
- Aug 9, 2024 $0.25
- May 9, 2024 $0.25
- Feb 8, 2024 $0.25
- Nov 9, 2023 $0.25
- Aug 10, 2023 $0.25
- May 11, 2023 $0.25
- Feb 9, 2023 $0.25
- Nov 9, 2022 $0.22
- Aug 11, 2022 $0.22
- May 12, 2022 $0.20
- Feb 10, 2022 $0.20
- Nov 10, 2021 $0.18
- Aug 12, 2021 $0.18
Recent SEC filingssynced from SEC 52d ago
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report