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About the company

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.

  • Revenue in USD (TTM)26.20bn
  • Net income in USD6.02bn
  • Incorporated1986
  • Employees32.10k
  • Location
    Charles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
  • Phone+1 (817) 859-5000
  • Fax+1 (415) 627-8538
  • Websitehttps://www.schwab.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Apollo Global Management Inc22.14bn3.37bn84.11bn5.11k26.035.0612.763.805.655.6536.6231.510.0607----4,333,399.001.521.72--------25.0619.43--14.600.296745.31-22.8152.06-10.4739.94---2.09
Interactive Brokers Group, Inc.9.54bn793.00m99.05bn3.03k32.295.6726.9910.391.811.8121.8210.330.0658--0.15973,180,454.002.471.9482.0074.0251.8359.4237.5040.80----0.491610.9020.5829.8525.8336.21-7.9120.11
KKR & Co Inc16.48bn2.19bn125.63bn4.83k61.155.0327.507.622.312.3117.7330.930.0463--33.483,408,997.001.262.391.703.2541.2051.0127.2941.34----0.420217.6551.2538.20-16.429.30-6.176.65
Citigroup Inc141.16bn12.16bn161.99bn229.00k13.700.83479.681.986.336.3342.20113.73--------0.5410.6114--------16.5818.44------32.587.8513.4445.97-8.814.032.57
Charles Schwab Corp26.20bn6.02bn167.11bn32.10k27.334.1422.446.383.373.3714.3227.260.0562--0.3298816,230.501.391.039.528.5678.1185.2124.7726.06----0.852530.501.8717.1517.839.21-2.628.02
BlackRock Inc20.96bn6.31bn180.04bn22.60k26.763.5625.668.5941.1741.17136.76309.860.1576--5.08993,127.904.823.965.074.1681.4181.4930.5631.26----0.197549.9714.277.0215.767.310.07869.10
Blackstone Inc12.83bn2.54bn196.54bn4.90k49.0114.9837.9315.323.313.3116.6710.810.3021--61.032,621,368.0011.8913.5526.4929.52----39.3643.64--22.160.385498.4564.9012.5199.626.260.371815.16
Goldman Sachs Group Inc126.24bn14.18bn216.31bn46.60k16.361.9913.151.7143.0943.09382.76404.060.0729--0.77572,714,903.000.85910.92472.512.4237.4553.4411.7915.32----0.90123.5717.0018.2371.0511.36-24.3622.61
Morgan Stanley110.15bn13.69bn228.26bn81.00k16.692.3612.092.078.528.5268.5466.470.0871--1.271,376,863.001.141.052.502.3354.4068.0513.1115.72----0.880639.2711.5314.7950.068.5013.6522.25
Data as of Jul 11 2025. Currency figures normalised to Charles Schwab Corp's reporting currency: US Dollar USD

Institutional shareholders

33.31%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 31 Mar 2025140.56m7.75%
Dodge & Coxas of 31 Mar 202588.75m4.90%
T. Rowe Price Associates, Inc. (IM)as of 31 Mar 202579.29m4.37%
BlackRock Fund Advisorsas of 31 Mar 202578.19m4.31%
SSgA Funds Management, Inc.as of 31 Mar 202571.93m3.97%
JPMorgan Investment Management, Inc.as of 31 Mar 202536.57m2.02%
Geode Capital Management LLCas of 31 Mar 202536.34m2.01%
Harris Associates LPas of 31 Mar 202527.61m1.52%
Fidelity Management & Research Co. LLCas of 31 Mar 202523.51m1.30%
Fisher Asset Management LLCas of 31 Mar 202521.17m1.17%
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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