Stock research
The Charles Schwab Corporation (SCHW) Stock Research
Charles Schwab is a leading brokerage and wealth-management firm serving individual investors and advisors.
The Charles Schwab Corporation reported revenue of $23.9B for the fiscal year ended December 31, 2025. Source: Form 10-K filed February 25, 2026
SEC data as of
- Ticker
- SCHW
- Exchange
- NYSE
- Sector
- Financials
- Founded
- 1971
Reported SEC XBRL figures. Each metric’s period and original filing are listed below.
Delayed Cboe One market data via TradingView. It may differ from primary-exchange or consolidated quotes.
About Charles Schwab
Its earnings blend trading and advisory fees with interest income earned on client cash.
- Exchange
- NYSE: SCHW
- Sector
- Financials
- SEC industry
- Security Brokers, Dealers & Flotation Companies (SIC 6211)
- Fiscal year end
- December 31
- Headquarters
- Westlake, Texas
- Founded
- 1971
SCHW key financials
Reported figures from The Charles Schwab Corporation's filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.
| Metric | Value | Period | Source |
|---|---|---|---|
| Revenue | $23.9B | 2025-01-01 – 2025-12-31 | SEC filing |
| Operating cash flow | $9.3B | 2025-01-01 – 2025-12-31 | SEC filing |
| Diluted EPS | $4.65 | 2025-01-01 – 2025-12-31 | SEC filing |
| Shares outstanding | 1.75B | As of 2026-01-30 | SEC filing |
Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.
Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price. Shares outstanding multiplied by the share price gives market capitalization.
What investors should watch in SCHW
The Charles Schwab Corporation sits in Financials. Banks, insurers, asset managers, and exchanges — the plumbing of capital markets, geared directly to interest rates and credit. We have not yet written company-specific drivers for SCHW; the forces that matter most for the sector are:
- ◆The shape of the yield curve and net interest margins
- ◆Credit quality and loan-loss provisions
- ◆Regulation and capital requirements
- ◆Deal activity and market volatility
SCHW primary sources
- Latest annual report: Form 10-K filed February 25, 2026
- Latest quarterly report: Form 10-Q filed August 7, 2026
- All SCHW filings on SEC EDGAR
How we source and review company pages: research methodology.
Congressional trading in SCHW
| Politician | Trade date | Type | Owner | Amount | Source |
|---|---|---|---|---|---|
| Alan Armstrong | 2026-03-30 | Purchase | Self | $1,001 - $15,000 | Filing #fda235b3-bad7-4637-8fa1-053f354d929c |
| Alan Armstrong | 2026-03-27 | Purchase | Self | $1,001 - $15,000 | Filing #fda235b3-bad7-4637-8fa1-053f354d929c |
| Gilbert Cisneros | 2026-03-27 | Sale | Self | $1,001 - $15,000 | Filing #20034285 |
| Gilbert Cisneros | 2026-01-09 | Purchase | Self | $1,001 - $15,000 | Filing #20033983 |
| Julie Johnson | 2025-12-18 | Sale | Joint | $1,001 - $15,000 | Filing #20033789 |
| Dan Newhouse | 2025-12-11 | Purchase | Spouse | $1,001 - $15,000 | Filing #20033654 |
| Gilbert Cisneros | 2025-12-10 | Sale | Self | $1,001 - $15,000 | Filing #20033762 |
| Julie Johnson | 2025-11-13 | Sale | Joint | $1,001 - $15,000 | Filing #20033611 |
| Valerie Hoyle | 2025-09-23 | Sale | Spouse | $1,001 - $15,000 | Filing #20032211 |
| Julie Johnson | 2025-08-14 | Sale | Joint | $1,001 - $15,000 | Filing #20032066 |
All verified SCHW congressional disclosures
Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.
Compare SCHW with similar companies
Industry
Charles Schwab peers
SCHW — frequently asked questions
What does The Charles Schwab Corporation do?
Charles Schwab is a leading brokerage and wealth-management firm serving individual investors and advisors.
What were SCHW's latest reported annual revenue and net income?
The Charles Schwab Corporation reported revenue of $23.9B for the fiscal year ended December 31, 2025. The figures come from The Charles Schwab Corporation's SEC XBRL filings.
When does The Charles Schwab Corporation's fiscal year end?
The SEC lists The Charles Schwab Corporation's fiscal year end as December 31.
Do members of Congress trade SCHW?
The current verified House and Senate snapshot contains 19 transaction rows for SCHW, each linked to the original filing.
Where is The Charles Schwab Corporation headquartered?
The Charles Schwab Corporation is headquartered in Westlake, Texas and was founded in 1971.
Is SCHW a good investment?
This page does not rate SCHW as a buy or sell. It sets out what The Charles Schwab Corporation reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.
This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.
What do the SCHW numbers leave unanswered?
Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.
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