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NYSEFinancial ServicesFinancial - Capital Markets
Latest quote
$107.33
+$0.79 · +0.74%
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
Latest quote
$107.33
+$0.79 · +0.74%
Regular session · ET · Market data may be delayed.
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
Regular session · ET · Market data may be delayed.
GoAI Score
Buy
Valuation
69
Undervalued
Sentiment
72
Bullish
Risk
20
Low Risk
Momentum
51
Neutral
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 27.68B USD | 26B USD | 25.52B USD | 22.31B USD | 19B USD |
| Cost of goods sold | 3.75B USD | 6.39B USD | 6.68B USD | 1.55B USD | 476M USD |
| Gross profit | 23.92B USD | 19.61B USD | 18.84B USD | 20.76B USD | 18.52B USD |
| Selling, general, and administrative | 6.91B USD | 6.44B USD | 6.71B USD | 6.36B USD | 5.94B USD |
| Operating expenses | 12.46B USD | 11.91B USD | 12.46B USD | 11.37B USD | 10.81B USD |
| Interest income | 15.5B USD | 15.54B USD | 16.11B USD | 12.23B USD | 8.51B USD |
| Interest expense | 3.75B USD | 6.39B USD | 6.68B USD | 1.55B USD | 476M USD |
| Depreciation and amortization | 1.36B USD | 1.44B USD | 1.34B USD | 1.25B USD | 1.16B USD |
| Operating income | 11.46B USD | 7.69B USD | 6.38B USD | 9.39B USD | 7.71B USD |
| Net income | 8.85B USD | 5.94B USD | 5.07B USD | 7.18B USD | 5.86B USD |
Company facts updated Sep 11, 2026.
Recent quarterly results
Recent quarterly results
Third-party consensus; not a GoAI recommendation.
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI5.54B0.24%2.3T USD0.03%$373.24-0.62%
Vanguard S&P 500 ETFVOO4.52B0.27%1.7T USD0.03%$696.65-0.60%
iShares Core S&P 500 ETFIVV2.23B0.26%839.6B USD0.03%$761.53-0.60%
State Street SPDR S&P 500 ETFSPY2.13B0.26%803.52B USD0.09%$757.83-0.60%
Vanguard Morningstar Value ETFVTV1.66B0.64%256.5B USD0.03%$222.36-0.70%
State Street Financial Select Sector SPDR ETFXLF1.18B2.16%54.23B USD0.08%$56.87-0.33%
State Street SPDR Portfolio S&P 500 ETFSPYM445.01M0.26%165.11B USD0.02%$89.21-0.60%
Putnam Focused Large Cap Value ETFPVAL424.31M3.15%14.16B USD0.56%$53.52-0.28%Vanguard Morningstar Total Stock Market ETFVTIVanguard S&P 500 ETFVOOiShares Core S&P 500 ETFIVVState Street SPDR S&P 500 ETFSPYVanguard Morningstar Value ETFVTVState Street Financial Select Sector SPDR ETFXLFState Street SPDR Portfolio S&P 500 ETFSPYMPutnam Focused Large Cap Value ETFPVALAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
