Charles Schwab Corp. (SCHW)
The Charles Schwab Corporation is a savings and loan holding company whose subsidiaries do wealth management, securities brokerage, banking, asset management, custody and financial advisory work. At 31 December 2025 it held $11.90 trillion in client assets, 38.5 million active brokerage accounts, 5.7 million workplace plan participant accounts and 2.2 million banking accounts. Its principal business subsidiaries are Charles Schwab & Co., a securities broker-dealer incorporated in 1971; Charles Schwab Bank, SSB, the principal banking entity; and Charles Schwab Investment Management, the investment advisor for the Schwab Funds and the Schwab ETFs.
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Latest results
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The years before, in words
Charles Schwab (SCHW) reported revenue of $23.9 billion for fiscal 2025, the year ended 31 December 2025, up 22.0% on the year before. Net income was $8.9 billion and diluted earnings per share $4.65. Revenue was $19.6 billion in fiscal 2024, $18.8 billion in fiscal 2023, $20.8 billion in fiscal 2022 and $18.5 billion in fiscal 2021. Net income in the same years was $5.9 billion, $5.1 billion, $7.2 billion and $5.9 billion. Over the twelve months to 30 September 2026, Charles Schwab reported revenue of $27.1 billion and net income of $10.6 billion. Revenue grew 15.4% a year, compounded, over the five years to fiscal 2025. Charles Schwab declared $1.23 a share in dividends over the last four quarters and had 1.73 billion shares outstanding at the latest filed count. At the close of 6 November 2026 the market cap of Charles Schwab was $157.9 billion, 15.6 times its earnings over the last twelve months.Ratios
From the filings
ROE20.7%
ROCEn/a
Operating marginn/a
Net margin39.3%
FCF margin43.2%
Interest covern/a
Debt to equity0.46x
Cash conversion1.17x
Share count, last 12 months-2.9%
Sales CAGR, 3 years4.8%
Profit CAGR, 3 years7.2%
EPS, TTM$5.86
At the close of 6 November 2026
Price$91.48
Market cap$157.9 billion
Stock P/E15.6x
Price to book3.1x
EV / EBITDAn/a
Dividend yield1.3%
Market cap / sales5.8x
52-week high$113.65
52-week low$85.35
Price, 1 year-2.9%
Price CAGR, 3 years18.3%
Price CAGR, 5 years2.4%
29 ready-made ratios, from FCF yield to net debt to EBITDA, wait on the Formulas page, each with what it tells you. Browse and add them →
Worked from the filed figures; hover a name for the formula.
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The priced ones use the latest price, the last regular-hours trade on IEX. Debt to equity here stands on the one borrowings figure Charles Schwab Corp. files, which has finance leases inside it; operating leases are a separate line. Nothing here is a valuation or a view.SCHWgreeksoup.ai
Daily prices to 6 November 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
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Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.Quarterly results
| Q4 FY2021 * | Q1 FY2022 | Q2 FY2022 | Q3 FY2022 | Q4 FY2022 * | Q1 FY2023 | Q2 FY2023 | Q3 FY2023 | Q4 FY2023 * | Q1 FY2024 | Q2 FY2024 | Q3 FY2024 | Q4 FY2024 * | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 * | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4,708 | 4,672 | 5,093 | 5,500 | 5,497 | 5,116 | 4,656 | 4,606 | 4,459 | 4,740 | 4,690 | 4,847 | 5,329 | 5,599 | 5,851 | 6,135 | 6,336 | 6,482 | 7,072 | 7,171 |
| Interest expense | 128 | 136 | 166 | 431 | 812 | 1,246 | 1,814 | 1,791 | 1,833 | 1,708 | 1,659 | 1,706 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | 2,023 | 1,839 | 2,274 | 2,677 | 2,598 | 2,110 | 1,691 | 1,383 | 1,194 | 1,798 | 1,747 | 1,842 | 2,305 | 2,455 | 2,803 | 3,021 | 3,180 | 3,188 | 3,669 | 3,777 |
| Tax rate | 22% | 24% | 21% | 25% | 24% | 24% | 23% | 19% | 12% | 24% | 24% | 24% | 20% | 22% | 24% | 22% | 23% | 22% | 24% | 23% |
| Net income | 1,580 | 1,402 | 1,793 | 2,020 | 1,968 | 1,603 | 1,294 | 1,125 | 1,045 | 1,362 | 1,332 | 1,408 | 1,840 | 1,909 | 2,126 | 2,358 | 2,459 | 2,479 | 2,800 | 2,906 |
| Net margin | 34% | 30% | 35% | 37% | 36% | 31% | 28% | 24% | 23% | 29% | 28% | 29% | 35% | 34% | 36% | 38% | 39% | 38% | 40% | 41% |
| Diluted EPS | $0.77 | $0.67 | $0.87 | $0.99 | $0.97 | $0.83 | $0.64 | $0.56 | $0.51 | $0.68 | $0.66 | $0.71 | $0.94 | $0.99 | $1.08 | $1.26 | $1.33 | $1.37 | $1.54 | $1.62 |
| Operating cash flow | 5,639 | 3,053 | -7,943 | 9,054 | -2,107 | 9,777 | -5,216 | -5,011 | 20,037 | -1,349 | -4,252 | 19,098 | -10,827 | 6,359 | 3,177 | 538 | -763 | 7,342 | 4,300 | 1,614 |
| Capital expenditure | 313 | 296 | 241 | 232 | 202 | 159 | 239 | 239 | 63.0 | 149 | 89.0 | 128 | 254 | 117 | 128 | 145 | 158 | 140 | 185 | 314 |
| Free cash flow | 5,326 | 2,757 | -8,184 | 8,822 | -2,309 | 9,618 | -5,455 | -5,250 | 19,974 | -1,498 | -4,341 | 18,970 | -11,081 | 6,242 | 3,049 | 393 | -921 | 7,202 | 4,115 | 1,300 |
| Buybacks | n/a | 0.0 | 0.0 | 1,455 | 1,940 | 2,842 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1,500 | 333 | 2,748 | 2,765 | 2,378 | 999 | 500 |
| Dividends paid | 453 | 509 | 511 | 539 | 551 | 568 | 574 | 561 | 573 | 562 | 575 | 563 | 575 | 595 | 608 | 562 | 564 | 632 | 643 | 637 |
| Shares outstanding | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1,814m | 1,817m | 1,815m | 1,777m | 1,752m | 1,739m | 1,729m | 1,726m |
| Filing | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q |
Each quarter as filed, linked to its filing.
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* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.Income statement (profit and loss)
Play it forward: change any box and its column follows; every box opens at the company's own record, shown under the row's name, and says when you set it outside every year in the table.
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Each column runs from the last twelve months as filed to the year chosen in its heading, at a yearly rate. Sales growth starts at the company's own five-year rate and eases a third of the way each year toward the median of the 167 peers in Trading (8.9% a year), because a rate far from the rest rarely lasts. Before you open a year, the strip reads today's price backwards: the yearly sales growth that brings EPS, at the company's own margins, tax and share count, to today's price at the median P/E of the 142 peers in Trading (24.1). Low, middle, high opens three columns for one year: the low and high cases take the company's own weaker and stronger years in the table (the lower and upper quarter of its yearly sales growth and operating margin) and the lower and higher of today's P/E and its peers'; the middle is the boxes as they open. Net income keeps the share that went to minority holders; EPS is net income over the diluted shares, on the same basis as the EPS in the table. The price is that year's EPS at the P/E you set, and the yearly return runs from today's price to the year's end. These are your assumptions and your arithmetic, not an estimate of ours. The link carries your columns, so you can send the forecast to someone.| FY2007 | FY2008 † | FY2009 † | FY2010 | FY2011 | FY2012 | FY2013 † | FY2014 | FY2015 † | FY2016 | FY2017 | FY2018 † | FY2019 † | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4,994 | 5,150 | 4,193 | 4,248 | 4,691 | 4,883 | 5,435 | 6,058 | 6,380 | 7,478 | 8,618 | 10,132 | 10,721 | 11,691 | 18,520 | 20,762 | 18,837 | 19,606 | 23,921 | 27,061 |
| Interest expense | 623 | 226 | 183 | 199 | 175 | 150 | 105 | 102 | 132 | 171 | 342 | 857 | 1,064 | 418 | 476 | 1,545 | 6,684 | n/a | n/a | n/a |
| Pre-tax income | 1,853 | 2,028 | 1,276 | 779 | 1,392 | 1,450 | 1,705 | 2,115 | 2,279 | 2,993 | 3,650 | 4,562 | 4,848 | 4,300 | 7,713 | 9,388 | 6,378 | 7,692 | 11,459 | 13,814 |
| Income tax | 733 | 798 | 489 | 325 | 528 | 522 | 634 | 794 | 832 | 1,104 | 1,296 | 1,055 | 1,144 | 1,001 | 1,858 | 2,205 | 1,311 | 1,750 | 2,607 | 3,170 |
| Effective tax rate | 39.6% | 39.3% | 38.3% | 41.7% | 37.9% | 36.0% | 37.2% | 37.5% | 36.5% | 36.9% | 35.5% | 23.1% | 23.6% | 23.3% | 24.1% | 23.5% | 20.6% | 22.8% | 22.8% | 22.9% |
| Net income | 2,407 | 1,212 | 787 | 454 | 864 | 928 | 1,071 | 1,321 | 1,447 | 1,889 | 2,354 | 3,507 | 3,704 | 3,299 | 5,855 | 7,183 | 5,067 | 5,942 | 8,852 | 10,644 |
| Net margin | 48.2% | 23.5% | 18.8% | 10.7% | 18.4% | 19.0% | 19.7% | 21.8% | 22.7% | 25.3% | 27.3% | 34.6% | 34.5% | 28.2% | 31.6% | 34.6% | 26.9% | 30.3% | 37.0% | 39.3% |
| Diluted EPS | $1.96 | $1.05 | $0.68 | $0.38 | $0.70 | $0.69 | $0.78 | $0.95 | $1.03 | $1.31 | $1.61 | $2.45 | $2.67 | $2.12 | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 | $5.86 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
From each year's 10-K, linked; TTM is the last four quarters.
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Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.Revenue by segment FY2009 to FY2025
| FY2009 | FY2010 | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | Share of the parts, latest year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investor Services | 2,710 | 2,845 | 3,619 | 3,686 | 4,125 | 4,597 | 4,771 | 5,411 | 6,200 | 7,321 | 7,623 | 8,608 | 14,461 | 15,846 | 14,650 | 15,558 | 18,999 | 79.4% |
| Advisor Services | n/a | n/a | 1,072 | 1,125 | 1,310 | 1,410 | 1,609 | 2,067 | 2,418 | 2,811 | 3,098 | 3,083 | 4,059 | 4,916 | 4,187 | 4,048 | 4,922 | 20.6% |
| Institutional Services | 1,483 | 1,403 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Intersegment, Nonoperating | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0 | 0 | n/a | n/a | n/a | n/a | n/a | n/a |
| Unallocated | n/a | n/a | n/a | 72 | n/a | 51 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Investor ServicesAdvisor Services FY2011 to FY2025Institutional Services FY2009 to FY2010
$ billion; hover a block for its figure and share; the figure over a bar is its parts, before the lines named below; a part named with years is one the company split its revenue into only then
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in. Intersegment, Nonoperating and Unallocated are the company's own eliminations and corporate items, which take the parts to revenue: shown as filed, with no share and no block in the chart.Profit by segment FY2009 to FY2025
The profit before tax each segment reports. Costs Charles Schwab does not charge to a segment are left out, so the segments can add up to more than the company's own profit before tax.
| FY2009 | FY2010 | FY2011 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | Margin FY2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investor Services | 804 | 780 | 1,050 | 993 | 1,267 | 1,660 | 1,681 | 2,031 | 2,475 | 3,176 | 3,339 | 3,079 | 6,172 | 7,133 | 5,211 | 6,320 | 9,321 | 49.1% |
| Advisor Services | n/a | n/a | 341 | 386 | 438 | 472 | 598 | 962 | 1,175 | 1,386 | 1,509 | 1,221 | 1,541 | 2,255 | 1,167 | 1,372 | 2,138 | 43.4% |
| Institutional Services | 554 | 443 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
Investor ServicesAdvisor Services FY2011 to FY2025Institutional Services FY2009 to FY2010
$ billion; the figure over a bar is all the segments together. Hover a block for its profit, sales and margin.
FY2025Share of salesShare of profit
Investor Services79%81%
Advisor Services21%19%
Each column adds to 100%. A segment with a bigger share of the profit than of the sales makes more on each dollar it sells.
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where every segment with sales that year has a profit before tax figure. A margin is a segment's profit before tax over its own sales.Revenue by product or service FY2017 to FY2025, 4 years left out
| FY2017 | FY2021 | FY2023 | FY2024 | FY2025 | Share of the parts, latest year | |
|---|---|---|---|---|---|---|
| Asset management and administration fees | 3,392 | 4,274 | 4,756 | 5,716 | 6,506 | 28.8% |
| Trading revenue | 654 | 4,152 | 3,230 | 3,264 | 3,921 | 17.4% |
| Mutual funds, ETFs, and CTFs | 2,088 | 1,961 | 2,563 | 3,221 | 3,665 | 16.2% |
| Managed investing solutions | 1,043 | 1,993 | 1,868 | 2,129 | 2,440 | 10.8% |
| Order flow revenue | n/a | 2,053 | 1,404 | 1,477 | 1,930 | 8.5% |
| Commissions | 600 | 2,050 | 1,601 | 1,591 | 1,797 | 8.0% |
| Bank deposit account fees | n/a | 1,315 | 705 | 729 | 977 | 4.3% |
| Other | n/a | n/a | 719 | 753 | 767 | 3.4% |
| Other | 261 | 320 | 325 | 366 | 401 | 1.8% |
| Principal transactions | 54 | 49 | 225 | 196 | 194 | 0.9% |
| Not assigned to a part in the filing | 526 | 353 | 1,441 | n/a | 1,323 | n/a |
Asset management and administration feesTrading revenueMutual funds, ETFs, and CTFsManaged investing solutionsOrder flow revenue FY2021 to FY2025CommissionsBank deposit account fees FY2021 to FY2025Other
$ billion; hover a block for its figure and share; the figure over a bar is its parts, before the lines named below; a part named with years is one the company split its revenue into only then
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in. Not assigned to a part in the filing is the company's own eliminations and corporate items, which take the parts to revenue: shown as filed, with no share and no block in the chart.Cash flow
| FY2007 | FY2008 † | FY2009 † | FY2010 | FY2011 | FY2012 | FY2013 † | FY2014 | FY2015 † | FY2016 | FY2017 | FY2018 † | FY2019 † | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 1,746 | 2.0 | 1,437 | -9.0 | 2,464 | 1,266 | 1,656 | 2,348 | 1,246 | 3,603 | -839 | 12,456 | 9,325 | 6,852 | 2,118 | 2,057 | 19,587 | 2,670 | 9,311 | 12,493 |
| Capital expenditure | 168 | 188 | 140 | 129 | 180 | 148 | 249 | 400 | 266 | 346 | 400 | 570 | 708 | 631 | 916 | 971 | 700 | 620 | 548 | 797 |
| Free cash flow | 1,578 | -186 | 1,297 | -138 | 2,284 | 1,118 | 1,407 | 1,948 | 980 | 3,257 | -1,239 | 11,886 | 8,617 | 6,221 | 1,202 | 1,086 | 18,887 | 2,050 | 8,763 | 11,696 |
| Free cash flow margin | 31.6% | -3.6% | 30.9% | -3.2% | 48.7% | 22.9% | 25.9% | 32.2% | 15.4% | 43.6% | -14.4% | 117.3% | 80.4% | 53.2% | 6.5% | 5.2% | 100.3% | 10.5% | 36.6% | 43.2% |
| Cash from investing | 367 | -10,901 | -14,057 | -15,410 | -8,667 | -16,260 | n/a | n/a | n/a | -38,775 | -20,473 | -40,555 | 11,964 | -125,851 | -75,663 | 32,048 | 57,411 | 35,431 | 24,538 | -6,447 |
| Cash from financing | 144 | 9,577 | 15,419 | 12,109 | 9,951 | 18,978 | n/a | n/a | n/a | 34,963 | 22,599 | 47,166 | -13,939 | 143,982 | 96,323 | -68,723 | -61,245 | -47,060 | -29,702 | 7,616 |
| Depreciation and amortisation | 156 | 152 | 159 | 146 | 155 | 196 | 202 | 199 | 224 | 234 | 269 | 277 | 322 | 414 | 549 | 652 | 804 | n/a | n/a | n/a |
| Share-based compensation | 58.0 | 69.0 | 75.0 | 87.0 | 99.0 | 105 | 116 | 115 | 135 | 141 | 153 | 197 | 183 | 204 | 254 | 366 | 320 | 337 | 317 | 353 |
| Buybacks | 2,742 | 350 | 0.0 | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 | 0.0 | 1,000 | 2,220 | 0.0 | 0.0 | 3,395 | 2,842 | 0.0 | 7,346 | 6,642 |
| Dividends paid | 1,500 | 253 | 279 | 288 | 295 | 337 | 368 | 373 | 387 | 486 | 592 | 787 | 1,060 | 1,280 | 1,822 | 2,110 | 2,276 | 2,275 | 2,329 | 2,476 |
| Dividend per share | $1.20 | $0.22 | $0.24 | n/a | $0.24 | $0.24 | $0.24 | $0.24 | $0.24 | $0.27 | $0.32 | $0.46 | $0.68 | $0.72 | $0.72 | $0.84 | $1.00 | $1.00 | $1.08 | n/a |
| Diluted shares, weighted | 1,222m | 1,157m | 1,160m | 1,194m | 1,229m | 1,275m | 1,293m | 1,315m | 1,327m | 1,334m | 1,353m | 1,361m | 1,320m | 1,435m | 1,897m | 1,894m | 1,831m | 1,834m | 1,809m | 1,733m |
| Shares outstanding at period end | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1,726m |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
Cash paid in the year, from the cash flow statement.
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The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.Balance sheet
| FY2007 | FY2008 † | FY2009 † | FY2010 | FY2011 | FY2012 | FY2013 † | FY2014 | FY2015 † | FY2016 | FY2017 | FY2018 † | FY2019 † | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Funded by | ||||||||||||||||||||
| Shareholders' equity | 3,732 | 4,061 | 5,073 | 6,226 | 7,714 | 9,589 | 10,381 | 11,803 | 13,402 | 16,421 | 18,525 | 20,670 | 21,745 | 56,060 | 56,261 | 36,608 | 40,958 | 48,375 | 49,425 | 51,446 |
| Deposits | n/a | 23,841 | 38,820 | 50,590 | 60,854 | 79,377 | 92,972 | 102,815 | 129,502 | 163,454 | 169,656 | 231,423 | 220,094 | 358,022 | 443,778 | 366,724 | 289,953 | 259,121 | 255,747 | 244,108 |
| Short-term borrowings | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.0 | 15,000 | 0.0 | n/a | 0.0 | 4,855 | 17,050 | n/a | n/a | n/a | n/a |
| Debt | n/a | 883 | 1,512 | 2,006 | 2,001 | 1,632 | 1,903 | 1,899 | 2,877 | 2,876 | 4,753 | 6,878 | 7,430 | 13,632 | 18,914 | 20,828 | 26,128 | 22,428 | 22,199 | 23,808 |
| Other liabilities | n/a | 22,890 | 30,026 | 33,746 | 37,984 | 43,039 | 38,386 | 38,125 | 37,937 | 40,632 | 35,340 | 37,511 | 44,736 | 121,295 | 143,462 | 110,562 | 136,139 | 149,919 | 163,624 | 201,312 |
| Total liabilities and equity | n/a | 51,675 | 75,431 | 92,568 | 108,553 | 133,637 | 143,642 | 154,642 | 183,718 | 223,383 | 243,274 | 296,482 | 294,005 | 549,009 | 667,270 | 551,772 | 493,178 | 479,843 | 490,995 | 520,674 |
| Owned | ||||||||||||||||||||
| Fixed assets | n/a | 661 | 641 | 624 | 685 | 675 | 790 | 1,039 | 1,145 | 1,299 | 1,471 | 1,769 | 2,128 | 2,883 | 3,442 | 3,714 | n/a | n/a | n/a | n/a |
| Goodwill | n/a | 528 | 528 | 631 | 1,161 | 1,228 | 1,227 | 1,227 | 1,227 | 1,227 | 1,227 | 1,227 | 1,227 | 11,952 | 11,952 | 11,951 | 11,951 | 11,951 | 11,951 | 12,290 |
| Intangible assets | n/a | n/a | 23.0 | 54.0 | 326 | 319 | 266 | 227 | 181 | 144 | 108 | 152 | 128 | 9,991 | 9,379 | 8,789 | 8,260 | 7,743 | 7,233 | 7,141 |
| Securities held for sale or to maturity | n/a | 243 | 6,839 | 17,762 | 15,108 | 64,317 | 81,936 | 89,172 | 115,653 | 152,568 | 170,921 | 210,587 | 196,128 | 337,400 | 390,054 | 320,945 | 267,098 | 229,447 | 196,326 | 185,536 |
| Loans | n/a | 6,044 | 7,348 | 8,725 | 9,812 | 10,726 | 12,419 | 13,399 | 14,334 | 15,403 | 16,478 | 16,609 | 18,212 | 23,813 | 34,636 | 40,505 | 40,439 | 45,215 | 57,955 | 72,292 |
| Securities borrowed | n/a | n/a | n/a | n/a | n/a | 121 | 349 | 187 | 198 | 393 | 222 | 101 | 735 | 873 | 582 | 705 | 1,563 | 695 | 4,797 | 24,097 |
| Cash and equivalents | 6,764 | 5,442 | 8,241 | 4,931 | 8,679 | 12,663 | 7,728 | 11,363 | 11,978 | 10,828 | 14,217 | 27,938 | 29,345 | 40,348 | 62,975 | 40,195 | 43,337 | 42,083 | 46,030 | 36,657 |
| Other assets | n/a | 38,757 | 51,811 | 59,841 | 72,782 | 43,588 | 38,927 | 38,028 | 39,002 | 41,521 | 38,630 | 38,099 | 46,102 | 121,749 | 154,250 | 124,968 | 120,530 | 142,709 | 166,703 | 182,661 |
| Total assets | n/a | 51,675 | 75,431 | 92,568 | 108,553 | 133,637 | 143,642 | 154,642 | 183,718 | 223,383 | 243,274 | 296,482 | 294,005 | 549,009 | 667,270 | 551,772 | 493,178 | 479,843 | 490,995 | 520,674 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | |
At the fiscal year end; the TTM column is the latest quarter end.
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Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.Compounded growth
| 10 years | 5 years | 3 years | TTM | |
|---|---|---|---|---|
| Sales growth, compounded | 14.1% | 15.4% | 4.8% | 18.1% |
| Profit growth, compounded | 19.9% | 21.8% | 7.2% | 29.3% |
| Return on equity, average | 13.7% | 14.5% | 14.2% | 17.9% |
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read more
Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.Questions
What was Charles Schwab's revenue in fiscal 2025?
Charles Schwab (SCHW) reported revenue of $23.9 billion for fiscal 2025, the year ended 31 December 2025, up 22.0% on the year before.
How much did Charles Schwab earn in fiscal 2025?
Net income was $8.9 billion for fiscal 2025, and diluted earnings per share $4.65.
What is Charles Schwab's P/E ratio?
At the close of 6 November 2026, Charles Schwab traded at 15.6 times its earnings over the twelve months to 30 September 2026.
What is Charles Schwab's market cap?
The market cap of Charles Schwab was $157.9 billion at the close of 6 November 2026.
Does Charles Schwab pay a dividend?
Yes. Charles Schwab declared $1.23 a share in dividends over the four quarters to 30 September 2026.
Peers: Trading
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $284.0 billion | 14.40 | 17.5% | n/a | 16.2% | 3.32 | 2.3% |
| Goldman Sachs Group Inc. GS | $249.8 billion | 12.44 | 17.7% | n/a | 18.7% | 3.56 | 2.1% |
| BlackRock, Inc. BLK | $182.3 billion | 26.81 | 11.9% | 32.5% | 24.7% | 0.22 | 1.9% |
| Charles Schwab Corp. SCHW | $157.9 billion | 15.61 | 20.7% | n/a | 18.1% | 0.46 | 1.3% |
| Robinhood Markets, Inc. HOOD | $72.9 billion | 37.29 | 19.7% | 45.7% | 20.9% | 0.26 | n/a |
| Interactive Brokers Group, Inc. IBKR | $34.4 billion | 29.16 | 18.9% | n/a | 19.7% | n/a | 0.4% |
| Raymond James Financial Inc. RJF | $31.3 billion | 14.19 | 18.2% | n/a | 10.5% | 0.07 | 1.3% |
| Nomura Holdings Inc. NMR * | $27.3 billion | 12.45 | 9.8% | n/a | 14.0% | n/a | 4.4% |
| SEI Investments Co. SEIC | $12.5 billion | 18.31 | 28.3% | 29.4% | 12.8% | 0.01 | 1.0% |
| Stifel Financial Corp. SF | $11.4 billion | 12.28 | 16.1% | n/a | 10.9% | 0.10 | 1.8% |
| Freedom Holding Corp. FRHC | $11.0 billion | n/a | n/a | n/a | n/a | n/a | n/a |
| Jefferies Financial Group Inc. JEF | $10.9 billion | n/a | 8.3% | n/a | 17.7% | 1.72 | 3.4% |
All 181 in Trading
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $284.0 billion | 14.40 | 17.5% | n/a | 16.2% | 3.32 | 2.3% |
| Goldman Sachs Group Inc. GS | $249.8 billion | 12.44 | 17.7% | n/a | 18.7% | 3.56 | 2.1% |
| BlackRock, Inc. BLK | $182.3 billion | 26.81 | 11.9% | 32.5% | 24.7% | 0.22 | 1.9% |
| Welltower Inc. WELL | $179.3 billion | 106.06 | 3.4% | -1.9% | 39.2% | 0.40 | 1.3% |
| Charles Schwab Corp. SCHW | $157.9 billion | 15.61 | 20.7% | n/a | 18.1% | 0.46 | 1.3% |
| Prologis, Inc. PLD | $120.7 billion | 28.03 | 7.6% | 54.8% | 7.2% | 0.66 | 3.3% |
| CME Group Inc. CME | $109.7 billion | 25.10 | 16.8% | 65.7% | 9.0% | 0.13 | 3.7% |
| Equinix Inc. EQIX | $100.2 billion | 60.79 | 11.3% | 22.5% | 11.1% | 1.57 | 2.0% |
| Intercontinental Exchange, Inc. ICE | $96.1 billion | 23.50 | 13.9% | 40.6% | 12.1% | 0.78 | 1.2% |
| Blackstone Inc. BX | $90.8 billion | 26.56 | 40.2% | 47.9% | 22.1% | 1.53 | 3.9% |
| American Tower Corp. AMT | $87.7 billion | 26.63 | 94.2% | 44.8% | 5.3% | 10.69 | 3.7% |
| KKR & Co. Inc. KKR | $86.6 billion | 30.72 | 10.2% | n/a | 31.1% | 1.72 | 0.8% |
| Brookfield Asset Management Ltd. BAM | $84.6 billion | n/a | n/a | 58.6% | 31.9% | 0.38 | n/a |
| Simon Property Group Inc. SPG | $73.9 billion | 16.48 | 110.4% | 45.9% | 16.2% | 6.96 | 3.9% |
| Robinhood Markets, Inc. HOOD | $72.9 billion | 37.29 | 19.7% | 45.7% | 20.9% | 0.26 | n/a |
| Apollo Global Management, Inc. APO | $69.0 billion | n/a | -5.8% | 9.8% | 12.2% | 0.92 | 1.8% |
| Digital Realty Trust, Inc. DLR | $65.3 billion | 72.89 | 3.3% | 16.2% | 20.0% | 0.69 | n/a |
| Public Storage PSA | $63.1 billion | 35.34 | 13.1% | 34.5% | 5.2% | 0.84 | 3.6% |
| Nasdaq, Inc. NDAQ | $59.8 billion | 29.27 | 17.4% | 29.7% | 11.9% | 0.73 | 1.1% |
| Realty Income Corp. O | $56.2 billion | 40.72 | 3.4% | 20.5% | 10.8% | 0.79 | 5.5% |
| Ventas, Inc. VTR | $46.9 billion | 167.46 | 1.7% | 3.2% | 22.1% | 0.79 | 2.3% |
| Ameriprise Financial Inc. AMP | $43.6 billion | 11.29 | 81.4% | 26.8% | 10.0% | 1.17 | n/a |
| Ares Management Corp. ARES | $42.0 billion | n/a | 11.3% | 17.7% | 7.6% | 2.03 | 3.9% |
| Crown Castle Inc. CCI | $37.7 billion | 46.63 | n/a | 47.1% | -15.7% | n/a | 4.8% |
| Cboe Global Markets, Inc. CBOE | $36.8 billion | 25.11 | 25.0% | 36.4% | 14.3% | 0.24 | 0.9% |
| Interactive Brokers Group, Inc. IBKR | $34.4 billion | 29.16 | 18.9% | n/a | 19.7% | n/a | 0.4% |
| Extra Space Storage Inc. EXR | $33.2 billion | 32.35 | 8.1% | 43.8% | 4.1% | 1.04 | 4.1% |
| Iron Mountain Inc. IRM | $31.7 billion | 69.58 | n/a | 19.5% | 17.5% | n/a | 3.2% |
| Raymond James Financial Inc. RJF | $31.3 billion | 14.19 | 18.2% | n/a | 10.5% | 0.07 | 1.3% |
| Tradeweb Markets Inc. TW | $29.7 billion | 29.99 | 13.7% | 44.1% | 14.4% | 0.00 | 0.4% |
| Nomura Holdings Inc. NMR * | $27.3 billion | 12.45 | 9.8% | n/a | 14.0% | n/a | 4.4% |
| Vici Properties Inc. VICI | $27.3 billion | 11.37 | 8.1% | n/a | 4.7% | 0.58 | 7.3% |
| Vivmark Residential VMRK | $24.6 billion | 28.48 | 8.3% | 28.2% | 2.8% | 0.79 | 4.3% |
| T. Rowe Price Group, Inc. TROW | $23.1 billion | 10.96 | 19.2% | 32.0% | 6.9% | 0.00 | 4.8% |
| LPL Financial Holdings Inc. LPLA | $23.0 billion | 16.95 | 24.0% | 9.2% | 31.0% | 1.34 | 0.4% |
| Royal Gold Inc. RGLD | $22.5 billion | 26.79 | 10.8% | 62.0% | 105.2% | 0.02 | 0.7% |
| Pershing Square Inc. PS | $20.6 billion | n/a | -9.0% | 0.2% | n/a | 0.21 | n/a |
| SBA Communications Corp. SBAC | $19.8 billion | 20.45 | n/a | 47.7% | 2.3% | n/a | 2.6% |
| Texas Pacific Land Corp. TPL | $18.8 billion | 32.00 | 32.6% | 75.5% | 25.3% | 0.00 | 0.9% |
| TPG Inc. TPG | $17.9 billion | 59.18 | 6.8% | n/a | 18.8% | 0.57 | 4.8% |
| Essex Property Trust, Inc. ESS | $17.5 billion | 50.55 | 6.6% | 29.5% | 4.5% | 1.25 | 3.8% |
| Franklin Templeton Inc. BEN | $17.1 billion | 22.97 | 6.9% | 9.7% | 7.9% | 0.20 | 3.9% |
| Kimco Realty Corp. KIM | $17.0 billion | 23.84 | 7.4% | 40.1% | 3.5% | 0.83 | 4.2% |
| Host Hotels & Resorts, Inc. HST | $16.9 billion | 17.98 | 14.8% | 14.8% | 5.0% | 0.80 | 6.1% |
| Lamar Advertising Co. LAMR | $15.8 billion | 27.51 | 55.8% | 32.1% | 5.1% | 3.39 | 4.3% |
| Blue OWL Capital Inc. OWL | $15.4 billion | 70.14 | 4.9% | -105.8% | 119.9% | 1.89 | 8.7% |
| Weyerhaeuser Co. WY | $15.1 billion | 33.29 | 4.8% | 11.7% | -1.1% | 0.57 | 4.0% |
| W. P. Carey Inc. WPC | $15.0 billion | 22.43 | 7.4% | 43.8% | 9.0% | 1.00 | 5.7% |
| Annaly Capital Management Inc. NLY | $14.7 billion | 13.11 | 7.1% | n/a | 28.4% | 2.43 | 14.9% |
| Omega Healthcare Investors Inc. OHI | $14.6 billion | 19.36 | 13.8% | 73.4% | 14.0% | 0.73 | 5.6% |
| Sun Communities Inc. SUI | $14.4 billion | n/a | -14.7% | 4.2% | 2.9% | 0.72 | 3.7% |
| Carlyle Group Inc. CG | $14.0 billion | 42.22 | 5.4% | 16.6% | -7.6% | 0.46 | 3.5% |
| Healthpeak Properties, Inc. DOC | $14.0 billion | 37.56 | 4.8% | 4.0% | 9.4% | 1.19 | 6.0% |
| Mid-America Apartment Communities, Inc. MAA | $13.8 billion | 36.05 | 7.3% | n/a | 1.0% | 1.10 | 5.1% |
| Regency Centers Corp. REG | $13.7 billion | 26.74 | 7.7% | 72.0% | 8.4% | 0.72 | 4.0% |
| American Healthcare REIT, Inc. AHR | $13.4 billion | 118.20 | 1.7% | 20.2% | 21.5% | 0.25 | 1.7% |
| SEI Investments Co. SEIC | $12.5 billion | 18.31 | 28.3% | 29.4% | 12.8% | 0.01 | 1.0% |
| Equity Lifestyle Properties Inc. ELS | $12.2 billion | 31.01 | 23.1% | 26.1% | 3.2% | 1.89 | 3.4% |
| Invesco Ltd. IVZ | $11.9 billion | n/a | -2.5% | -4.5% | 13.7% | 0.10 | 3.1% |
| Udr, Inc. UDR | $11.7 billion | 17.25 | 22.3% | 52.2% | 0.6% | 1.84 | 4.7% |
| American Homes 4 Rent AMH | $11.7 billion | 26.91 | 6.7% | 15.2% | 3.5% | 0.77 | 3.9% |
| Stifel Financial Corp. SF | $11.4 billion | 12.28 | 16.1% | n/a | 10.9% | 0.10 | 1.8% |
| Gaming & Leisure Properties, Inc. GLPI | $11.3 billion | 11.89 | 18.9% | 79.1% | 7.3% | 1.63 | 8.2% |
| Freedom Holding Corp. FRHC | $11.0 billion | n/a | n/a | n/a | n/a | n/a | n/a |
| Jefferies Financial Group Inc. JEF | $10.9 billion | n/a | 8.3% | n/a | 17.7% | 1.72 | 3.4% |
| Evercore Inc. EVR | $10.8 billion | 15.63 | 39.2% | 21.3% | 36.6% | 0.28 | 1.2% |
| Eastgroup Properties Inc. EGP | $10.4 billion | 32.84 | 8.9% | 40.8% | 10.4% | 0.51 | 3.3% |
| Bxp, Inc. BXP | $10.4 billion | 19.47 | 10.3% | 29.2% | 2.7% | 3.20 | 4.3% |
| Houlihan Lokey, Inc. HLI | $10.1 billion | 24.46 | 17.5% | 20.3% | -0.4% | 0.00 | 1.8% |
| CubeSmart CUBE | $10.1 billion | 29.81 | 14.0% | 40.8% | 3.3% | 1.43 | 4.7% |
| Camden Property Trust CPT | $10.0 billion | 9.28 | 24.6% | n/a | -1.0% | 0.93 | 4.2% |
| Janus Living, Inc. JAN | $9.9 billion | n/a | 0.2% | n/a | n/a | 0.00 | n/a |
| CareTrust REIT, Inc. CTRE | $9.8 billion | 24.04 | 6.8% | 54.6% | 43.6% | 0.39 | 3.9% |
| Federal Realty Investment Trust FRT | $9.7 billion | 22.53 | 13.6% | 47.7% | 7.8% | 1.50 | 4.0% |
| Affiliated Managers Group, Inc. AMG | $9.4 billion | 12.56 | 28.2% | 15.1% | 11.8% | 0.99 | 0.0% |
| Brixmor Property Group Inc. BRX | $9.2 billion | 21.91 | 14.1% | n/a | 5.7% | 1.76 | 4.1% |
| Ryman Hospitality Properties, Inc. RHP | $9.1 billion | 31.89 | 20.2% | 19.6% | 12.9% | 3.40 | 3.6% |
| Agree Realty Corp. ADC | $9.1 billion | 36.03 | 3.5% | 48.9% | 17.7% | 0.54 | 3.8% |
| Morningstar, Inc. MORN | $9.1 billion | 21.33 | 43.4% | 24.5% | 9.4% | 1.64 | 0.8% |
| Lineage, Inc. LINE | $8.9 billion | n/a | -2.1% | 3.6% | 1.0% | 0.79 | 5.4% |
| Virtu Financial, Inc. VIRT | $8.4 billion | 7.92 | 31.1% | 32.4% | 26.1% | 2.38 | 1.8% |
| Rexford Industrial Realty, Inc. REXR | $8.1 billion | n/a | -6.4% | 39.8% | -2.0% | 0.39 | 4.6% |
| NNN REIT, Inc. NNN | $8.0 billion | 19.59 | 8.7% | 62.9% | 7.3% | 1.10 | 5.9% |
| Alexandria Real Estate Equities, Inc. ARE | $7.8 billion | n/a | -9.7% | -85.8% | -9.9% | 0.87 | 6.4% |
| Victory Capital Holdings, Inc. VCTR | $7.4 billion | 21.92 | 18.8% | 40.4% | 36.9% | 0.40 | 1.6% |
| InterDigital, Inc. IDCC | $7.4 billion | 31.46 | 25.2% | 45.1% | -12.0% | 0.25 | 1.0% |
| First Industrial Realty Trust Inc. FR | $7.1 billion | 19.99 | 12.9% | 41.6% | 8.5% | 0.96 | 3.6% |
| Stag Industrial, Inc. STAG | $7.1 billion | 25.96 | 7.4% | 37.7% | 9.3% | 0.94 | 4.2% |
| Macerich Co. MAC | $7.1 billion | n/a | -3.6% | -12.0% | -1.3% | 1.90 | 2.7% |
| Vornado Realty Trust VNO | $6.7 billion | n/a | 0.2% | n/a | 1.6% | 1.27 | 2.1% |
| Healthcare Realty Trust Inc. HR | $6.5 billion | n/a | -1.1% | n/a | -5.8% | 1.04 | 5.0% |
| StoneX Group Inc. SNEX | $6.5 billion | 9.39 | 18.5% | n/a | 48.7% | 6.97 | n/a |
| Rayonier Inc. RYN | $6.4 billion | 37.14 | 3.0% | 12.0% | 24.1% | 0.35 | 4.9% |
| Essential Properties Realty Trust, Inc. EPRT | $6.2 billion | 22.74 | 5.8% | 60.6% | 20.4% | 0.66 | 4.5% |
| Dolby Laboratories, Inc. DLB | $6.1 billion | 27.59 | 8.8% | 17.7% | 0.6% | 0.00 | 2.2% |
| Marketaxess Holdings Inc. MKTX | $5.8 billion | 20.27 | 22.9% | 39.1% | 3.9% | 0.07 | 1.9% |
| StepStone Group Inc. STEP | $5.7 billion | n/a | n/a | -58.2% | 48.5% | n/a | 3.1% |
| SSR Mining Inc. SSRM | $5.7 billion | 24.06 | 7.7% | 40.9% | 39.4% | 0.00 | n/a |
| Sabra Health Care REIT, Inc. SBRA | $5.5 billion | 75.04 | 2.5% | n/a | 23.4% | 0.86 | 5.7% |
| Outfront Media Inc. OUT | $5.4 billion | 21.09 | 36.6% | 20.7% | 9.1% | 3.59 | 4.0% |
| Galaxy Digital Inc. GLXY | $5.3 billion | n/a | -18.5% | -2.3% | 66.0% | 1.55 | n/a |
| Phillips Edison & Company, Inc. PECO | $5.2 billion | 28.15 | 7.5% | n/a | 7.0% | 1.05 | 5.6% |
| Rithm Capital Corp. RITM | $5.2 billion | n/a | n/a | n/a | n/a | 3.50 | 10.8% |
| Kite Realty Group Trust KRG | $5.0 billion | 15.71 | 12.4% | 17.4% | -7.3% | 1.02 | 4.6% |
| Hamilton Lane Inc. HLNE | $5.0 billion | 13.26 | 28.2% | 43.7% | 18.9% | 0.27 | n/a |
| BGC Group, Inc. BGC | $5.0 billion | 25.57 | 18.0% | 4.7% | 27.6% | 1.60 | 0.8% |
| HA Sustainable Infrastructure Capital, Inc. HASI | $5.0 billion | 40.52 | 5.5% | n/a | 22.6% | 2.36 | 4.4% |
| Cousins Properties Inc. CUZ | $4.9 billion | 328.83 | 0.3% | 68.3% | 8.5% | 0.80 | 4.3% |
| Federated Hermes, Inc. FHI | $4.7 billion | 11.57 | 32.5% | 27.8% | 13.2% | 0.27 | 2.2% |
| Howard Hughes Holdings Inc. HHH | $4.6 billion | 30.71 | 4.3% | 18.1% | 42.8% | 1.44 | n/a |
| Americold Realty Trust COLD | $4.6 billion | 19.30 | 7.9% | 15.1% | 1.3% | 1.03 | 5.7% |
| EPR Properties EPR | $4.6 billion | 16.81 | 12.7% | 59.0% | 7.3% | 1.43 | 6.1% |
| Apple Hospitality REIT, Inc. APLE | $4.5 billion | 23.90 | 5.9% | 18.3% | 3.2% | 0.47 | 5.1% |
| Tanger Inc. SKT | $4.4 billion | n/a | n/a | n/a | n/a | 2.44 | n/a |
| Piper Sandler Companies PIPR | $4.4 billion | 15.53 | 21.9% | n/a | 21.1% | n/a | 3.0% |
| Starwood Property Trust, Inc. STWD | $4.4 billion | n/a | -4.0% | -12.7% | 14.4% | 3.40 | 15.9% |
| Lazard, Inc. LAZ | $4.2 billion | 23.22 | 19.5% | 8.1% | 9.2% | 1.78 | 5.2% |
| Kilroy Realty Corp. KRC | $4.2 billion | 149.25 | 0.6% | n/a | -3.6% | 0.84 | 6.0% |
| Cohen & Steers, Inc. CNS | $3.8 billion | 22.46 | 27.8% | 32.4% | 8.6% | 0.00 | 3.6% |
| Copt Defense Properties CDP | $3.7 billion | 22.21 | 11.0% | 30.2% | 7.2% | 1.67 | 3.8% |
| PJT Partners Inc. PJT | $3.7 billion | 21.25 | 52.5% | 20.5% | 10.2% | 0.00 | 0.7% |
| LXP Industrial Trust LXP | $3.6 billion | 31.54 | 5.9% | n/a | -3.5% | 0.66 | 4.5% |
| SL Green Realty Corp. SLG | $3.6 billion | n/a | -3.7% | 61.7% | 9.7% | 1.25 | 5.2% |
| Independence Realty Trust, Inc. IRT | $3.5 billion | 57.65 | 1.8% | 16.6% | 3.1% | 0.72 | 4.7% |
| Highwoods Properties, Inc. HIW | $3.5 billion | 18.74 | 7.8% | 67.2% | 5.4% | 1.48 | 6.4% |
| Miami International Holdings, Inc. MIAX | $3.4 billion | 12.77 | 24.3% | 10.9% | n/a | 0.00 | n/a |
| National Health Investors Inc. NHI | $3.4 billion | 20.59 | 10.6% | n/a | 23.9% | 0.81 | 5.2% |
| Broadstone Net Lease, Inc. BNL | $3.4 billion | 23.04 | 5.1% | 46.0% | 8.0% | 1.01 | 6.7% |
| Acadian Asset Management Inc. AAMI | $3.2 billion | 26.66 | n/a | 25.5% | 27.9% | n/a | 0.3% |
| Artisan Partners Asset Management Inc. APAM | $3.2 billion | 9.16 | 69.7% | 33.4% | 8.7% | 0.43 | 8.1% |
| WisdomTree, Inc. WT | $2.9 billion | 27.44 | 24.8% | 39.9% | 45.2% | 2.38 | 0.6% |
| DiamondRock Hospitality Co. DRH | $2.9 billion | 17.77 | 10.7% | 16.6% | 2.1% | 0.71 | 2.9% |
| Acadia Realty Trust AKR | $2.7 billion | 70.73 | 2.0% | 53.3% | -0.3% | 0.78 | 4.0% |
| Four Corners Property Trust, Inc. FCPT | $2.6 billion | 21.49 | 7.3% | n/a | 10.2% | 0.96 | 6.3% |
| CoreCivic, Inc. CXW | $2.5 billion | 1.85 | 63.5% | 9.9% | 26.9% | 0.28 | n/a |
| InvenTrust Properties Corp. IVT | $2.5 billion | 85.22 | 1.6% | -7.7% | 12.6% | 0.58 | 3.1% |
| LTC Properties Inc. LTC | $2.5 billion | 4.70 | 30.8% | 58.5% | 70.4% | 0.60 | 5.1% |
| Netstreit Corp. NTST | $2.4 billion | 85.41 | 1.1% | 32.5% | 27.1% | 0.60 | 4.7% |
| Pebblebrook Hotel Trust PEB | $2.4 billion | n/a | -2.9% | 3.1% | 2.8% | 0.89 | 0.2% |
| SmartStop Self Storage REIT, Inc. SMA | $2.2 billion | 67.12 | 2.9% | 22.9% | 20.7% | 1.00 | n/a |
| RLJ Lodging Trust RLJ | $1.9 billion | 121.90 | 1.7% | 10.0% | 4.1% | 1.03 | 4.8% |
| Douglas Emmett Inc. DEI | $1.7 billion | n/a | -1.1% | 18.8% | 1.8% | 3.14 | 7.5% |
| Diversified Healthcare Trust DHC | $1.7 billion | n/a | -9.9% | -2.3% | -3.8% | 1.60 | 0.6% |
| Global Net Lease, Inc. GNL | $1.5 billion | n/a | -3.4% | 37.9% | -21.8% | 1.78 | 11.0% |
| CBL & Associates Properties Inc. CBL | $1.5 billion | 6.81 | 50.8% | 27.2% | 9.0% | 4.76 | n/a |
| American Assets Trust, Inc. AAT | $1.3 billion | 61.54 | 1.9% | 23.6% | 1.1% | 1.52 | 6.3% |
| Alexanders Inc. ALX | $1.3 billion | 6.78 | 83.9% | n/a | 8.2% | 3.67 | 7.1% |
| UMH Properties, Inc. UMH | $1.3 billion | 298.40 | 0.5% | n/a | 8.5% | 0.97 | 6.0% |
| Digital Turbine, Inc. APPS | $1.3 billion | n/a | -18.3% | 10.3% | 19.2% | 1.85 | n/a |
| Medical Properties Trust Inc. MPT | $1.1 billion | 4.40 | 5.4% | 3.7% | 10.5% | 2.00 | 19.9% |
| Easterly Government Properties, Inc. DEA | $1.1 billion | 77.52 | 1.1% | 23.9% | 11.4% | 1.28 | 8.0% |
| Ridgepost Capital, Inc. RPC | $1.1 billion | 31.32 | 6.8% | 27.2% | 8.2% | 0.92 | 1.5% |
| Oppenheimer Holdings Inc. OPY | $974 million | 12.23 | 8.7% | 7.2% | 13.9% | n/a | 0.8% |
| Centerspace CSR | $964 million | 10.73 | 11.5% | 56.1% | -6.0% | 1.02 | 5.4% |
| Orchid Island Capital, Inc. ORC | $960 million | 98.60 | -0.5% | 95.7% | 74.8% | 9.21 | 26.8% |
| Empire State Realty Trust, Inc. ESRT | $918 million | 265.25 | 0.3% | -4.4% | 2.0% | 2.14 | 2.6% |
| Abacus Global Management, Inc. ABX | $852 million | 32.52 | 6.5% | 31.8% | 65.3% | 0.76 | n/a |
| Virtus Investment Partners, Inc. VRTS | $846 million | 7.28 | 12.7% | 15.7% | -7.2% | 0.44 | 7.5% |
| CTO Realty Growth, Inc. CTO | $783 million | 17.72 | 6.5% | 37.5% | 15.9% | 1.05 | n/a |
| Summit Hotel Properties, Inc. INN | $755 million | n/a | -2.5% | 9.9% | 2.4% | 1.65 | 4.6% |
| Safehold Inc. SAFE | $749 million | 6.58 | 4.7% | 24.9% | 16.5% | 1.95 | 6.7% |
| Postal Realty Trust, Inc. PSTL | $742 million | 38.90 | 4.7% | 38.2% | 22.3% | 0.94 | 4.4% |
| JBG Smith Properties JBGS | $739 million | n/a | -20.4% | 0.8% | 3.0% | 2.54 | 5.6% |
| Chatham Lodging Trust CLDT | $722 million | 96.88 | 2.2% | 13.4% | 3.8% | 0.56 | 2.5% |
| Saul Centers, Inc. BFS | $709 million | 31.04 | 11.6% | 66.7% | 9.2% | 5.58 | 8.3% |
| PennyMac Mortgage Investment Trust PMT | $685 million | 17.09 | 4.6% | 22.3% | -11.5% | 1.79 | 20.4% |
| Service Properties Trust SVC | $674 million | 14.03 | -65.1% | -6.1% | -15.6% | 6.35 | 2.9% |
| Chimera Investment Corp. CIM | $613 million | n/a | -7.9% | n/a | 12.4% | 4.09 | 23.5% |
| Brandywine Realty Trust BDN | $553 million | n/a | -21.5% | 19.0% | 3.5% | 3.73 | 9.8% |
| Universal Health Realty Income Trust UHT | $544 million | 26.99 | 14.5% | 35.9% | -0.0% | 2.84 | 7.6% |
| TPG RE Finance Trust, Inc. TRTX | $512 million | 17.31 | 4.4% | n/a | -2.4% | 4.10 | 14.2% |
| Franklin BSP Realty Trust, Inc. FBRT | $470 million | n/a | 1.4% | n/a | 16.4% | 2.92 | 15.4% |
| One Liberty Properties Inc. OLP | $446 million | 18.66 | 8.6% | 48.3% | 10.7% | 1.83 | 8.5% |
| BrightSpire Capital, Inc. BRSP | $416 million | 23.86 | 2.2% | 27.0% | 2.5% | 2.98 | 19.2% |
| NexPoint Residential Trust, Inc. NXRT | $415 million | n/a | -16.6% | 10.6% | 0.7% | 7.24 | 13.0% |
| Industrial Logistics Properties Trust ILPT | $397 million | n/a | -14.9% | 33.7% | 3.5% | 9.85 | 4.2% |
| Farmland Partners Inc. FPI | $369 million | 55.00 | 2.3% | 12.4% | -5.6% | 0.56 | 15.8% |
| Arbor Realty Trust Inc. ABR | $299 million | n/a | -4.2% | n/a | -12.9% | 4.41 | 58.6% |
| Apollo Commercial Real Estate Finance, Inc. ARI | $297 million | 2.90 | 10.5% | 35.1% | -14.7% | n/a | 43.1% |
| Mesabi Trust MSB | $226 million | 34.88 | 36.9% | n/a | -87.6% | 0.00 | n/a |
| North European Oil Royalty Trust NRT | $65 million | n/a | n/a | n/a | n/a | n/a | n/a |
18 companies share its SEC industry code (Security Brokers, Dealers & Flotation Companies); the rest are the names nearest in size in its wider industry, Trading, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
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By market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.The public record on SCHW
| Dividends | $1.23 a share over the four quarters to 30 September 2026, a 1.34% yield |
| Filings | 24 in twelve months: 13 current reports (8-K), about 5 other events; 4 results of operations; 2 charter or bylaw amendment, or fiscal year change; 2 regulation FD disclosure; 1 shareholder vote |
| Planned insider sales | 68 Form 144 notices in twelve months, $380.8 million; latest 3 November 2026 |
| Options tape | put/call 0.81 by open interest at the 6 November 2026 close; the straddle prices a 3.5% move to 13 November 2026 |
| 13F holders | 2,331 funds reported a position for the quarter to 30 June 2026; largest BlackRock, Inc. |
| Insider trading | 93 sales and 1 purchase on Form 4 in twelve months |
| Congress | 0 House trades disclosed in six months |
| Short interest | 17.0 million shares short, 2.09 days to cover at 15 October 2026 |
| Documents | the 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked |
Filings
| Filing | Period | Filed | Where |
|---|---|---|---|
| 10-Q | 30 September 2026 | 6 November 2026 | EDGAR |
| 10-Q | 30 June 2026 | 7 August 2026 | EDGAR |
| 10-Q | 31 March 2026 | 8 May 2026 | EDGAR |
| 10-K | 31 December 2025 | 25 February 2026 | EDGAR |
| 10-Q | 30 September 2025 | 7 November 2025 | EDGAR |
| 10-Q | 30 June 2025 | 8 August 2025 | EDGAR |
| 10-Q | 31 March 2025 | 9 May 2025 | EDGAR |
| 10-K | 31 December 2024 | 26 February 2025 | EDGAR |
| 10-Q | 30 September 2024 | 8 November 2024 | EDGAR |
| 10-Q | 30 June 2024 | 8 August 2024 | EDGAR |
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