The Charles Schwab Corporation provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors.
Sector: Financial institutions (broker)
US_SCHW
No intraday sparkline from the default exchange feed; Yahoo or day change may still appear below when available.
No price chart.
Shares: unknown
Monetary columns are in B USD, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.
| Date | Period | Status | RevenueB USD | Net profitB USD | AssetsB USD | EquityB USD | ROE (annualized) | Source |
|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | Q2 2026 (3M) | OK | 7.1 y/y 20.9% | 2.8 y/y 31.7% | 517.3 y/y 12.7% | 50.1 y/y 1.4% | 22.5% | SEC EDGAR |
| 2026-03-31 | Q1 2026 (3M) | OK | 6.5 y/y 15.8% | 2.5 y/y 29.9% | 493.3 y/y 6.6% | 49.2 y/y -0.6% | 20.1% | Evidence |
| 2025-12-31 | Q4 2025 (3M) | OK | 6.3 y/y 18.9% | 2.5 y/y 33.6% | 491.0 y/y 2.3% | 49.4 y/y 2.2% | 17.9% | Evidence |
| 2025-09-30 | Q3 2025 (3M) | OK | 6.1 y/y 26.6% | 2.4 y/y 67.5% | 465.3 y/y -0.2% | 49.4 y/y 4.6% | 6.4% | Evidence |
| 2025-06-30 | Q2 2025 (3M) | OK | 5.9 y/y 24.8% | 2.1 y/y 59.6% | 458.9 y/y 2.1% | 49.5 y/y 12.5% | 17.2% | Evidence |
| 2025-03-31 | Q1 2025 (3M) | OK | 5.6 y/y 18.1% | 1.9 y/y 40.2% | 462.9 y/y -1.3% | 49.5 y/y 16.7% | 15.6% | Evidence |
| 2024-12-31 | Q4 2024 (3M) | OK | 5.3 y/y 19.5% | 1.8 y/y 76.1% | 479.8 y/y -2.7% | 48.4 y/y 18.1% | 12.4% | Evidence |
| 2024-09-30 | Q3 2024 (3M) | OK | 4.8 y/y 5.2% | 1.4 y/y 25.2% | 466.1 y/y -1.9% | 47.2 y/y 25.0% | 4.1% | Evidence |
| 2024-06-30 | Q2 2024 (3M) | OK | 4.7 y/y 0.7% | 1.3 y/y 2.9% | 449.7 y/y -12.1% | 44.0 y/y 18.3% | 12.3% | Evidence |
| 2024-03-31 | Q1 2024 (3M) | OK | 4.7 y/y -7.3% | 1.4 y/y -15.0% | 468.8 y/y -12.5% | 42.4 y/y 16.7% | 13.1% | Evidence |
| 2023-12-31 | Q4 2023 (3M) | OK | 4.5 y/y — | 1.0 y/y — | 493.2 y/y — | 41.0 y/y — | 12.9% | Evidence |
| 2023-09-30 | Q3 2023 (3M) | OK | 4.6 y/y — | 1.1 y/y — | 475.2 y/y — | 37.8 y/y — | 4.0% | Evidence |
| 2023-06-30 | Q2 2023 (3M) | OK | 4.7 y/y — | 1.3 y/y — | 511.5 y/y — | 37.1 y/y — | 14.1% | Evidence |
| 2023-03-31 | Q1 2023 (3M) | OK | 5.1 y/y — | 1.6 y/y — | 535.6 y/y — | 36.3 y/y — | — | Evidence |
Our earnings breakdowns and investment notes on this issuer.
Current 2.76x · 3-year median 2.52x
Current 13.7x · 3-year median 18.0x
P/B is market cap ÷ equity of the latest reported quarter, P/E is ÷ profit of the last four quarters. EV/EBITDA is not computed for financials: EBITDA is not a meaningful line for them and their net debt is operating liquidity, not leverage.
No dividend rows found for this issuer.
Reporting forms detected in loaded periods: ✓ ✓ ✓ (Balance sheet / Profit or loss (P&L) / Cash flows)
Financial results, valuation multiples (P/E, P/B), profitability and dividend yield of US_SCHW — from primary filings.
See also: The Cheapest Stocks in the World (2026): What Value Investing Says About Buying Cheap · global valuation map