Tearsheet

Charles Schwab (SCHW)

Market Price (10/31/2025): $93.78 | Market Cap: $170.4 Bil
Sector: Financials | Industry: Investment Banking & Brokerage

Charles Schwab (SCHW)

Market Price (10/31/2025): $93.78
Market Cap: $170.4 Bil
Sector: Financials
Industry: Investment Banking & Brokerage

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -36%	Trading close to highs Dist 52W High is -4.3%, Dist 3Y High is -4.3%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 82%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 79%, CFO LTM is 18 Bil, FCF LTM is 17 Bil	Weak multi-year price returns 3Y Excs Rtn is -40%
2	Attractive yield FCF Yield is 10%
3	Low stock price volatility Vol 12M is 26%
4	Capital ratio is >2x the minimum of 6% Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 17%
5	Uninsured deposits are low Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 8.8%

0	Cash is significant % of market cap Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -36%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 82%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 79%, CFO LTM is 18 Bil, FCF LTM is 17 Bil
2	Attractive yield FCF Yield is 10%
3	Low stock price volatility Vol 12M is 26%
4	Capital ratio is >2x the minimum of 6% Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 17%
5	Uninsured deposits are low Uninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 8.8%
6	Trading close to highs Dist 52W High is -4.3%, Dist 3Y High is -4.3%
7	Weak multi-year price returns 3Y Excs Rtn is -40%

Market Valuation & Key Metrics

Valuation
Key Metrics

	10/31/25	2024	2023	2022	2021
Share Price CYE	$93.78	$73.32	$67.17	$79.93	$79.62
Market Cap CYE ($ Bil)	170.4	134.3	122.3	149.0	150.7
Total Debt ($ Bil)	37.7	45.1	59.1	37.9	23.8
Total Cash ($ Bil)	32.2	42.1	43.3	40.2	63.0
Enterprise Value ($ Bil)	175.9	179.4	181.4	186.9	174.5
Valuation Ratios
P/S TTM	7.9	6.9	6.7	7.6	8.6
P/EBIT TTM	0.0	0.0	0.0	0.0	0.0
P/E TTM	23.4	22.8	24.8	21.9	27.1
Sector Ratios
P/S TTM (Sector)	3.0	3.0	2.8	2.7	3.3
P/EBIT TTM (Sector)	6.8	6.8	7.0	6.2	6.8
P/E TTM (Sector)	11.8	11.5	10.1	9.3	9.9

	10/31/25	2024	2023
Share Price CYE	$93.78	$73.32	$67.17
Market Cap CYE ($ Bil)	170.4	134.3	122.3
Total Debt ($ Bil)	37.7	45.1	59.1
Total Cash ($ Bil)	32.2	42.1	43.3
Enterprise Value ($ Bil)	175.9	179.4	181.4
Valuation Ratios
P/S TTM	7.9	6.9	6.7
P/EBIT TTM	0.0	0.0	0.0
P/E TTM	23.4	22.8	24.8
Sector Ratios
P/S TTM (Sector)	3.0	3.1	2.8
P/EBIT TTM (Sector)	6.9	6.9	7.0
P/E TTM (Sector)	11.8	11.6	10.1

	SCHW	S&P 500
REVENUE GROWTH	GOOD
Rev LTM ($ Bil)	21.6
Rev Chg Q	24.8%	6.5%
Rev Chg LTM	16.9%	5.4%
Rev Chg 3Y Avg	5.0%	5.3%
PROFITABILITY	VERY GOOD
Op Inc LTM ($ Bil)	�
CFO LTM ($ Bil)	17.8
Net Inc LTM ($ Bil)	7.3
CFO/Rev LTM	82.3%	20.3%
Net Inc Mgn	33.7%	12.7%
VALUATION	MODERATE
P/S	7.9	3.2
P/CFO	9.6	15.3
P/FCF	9.9	20.3
P/E	23.4	23.6

SCHW Stock

Return (1M):

Factor Drivers of Stock Movement

The -3.1% change in SCHW stock from 7/31/2025 to 10/30/2025 was primarily driven by a -13.7% change in the company's P/E Multiple.

	7312025	10302025	Change
Stock Price ($)	97.46	94.41	-3.12%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	20465.00	21626.00	5.67%
Net Income Margin (%)	31.71%	33.68%	6.21%
P/E Multiple	27.29	23.55	-13.69%
Shares Outstanding (Mil)	1817.00	1817.00	0.00%
Cumulative Contribution			-3.12%

LTM = Last Twelve Months as of date shown

The 16.5% change in SCHW stock from 5/1/2025 to 10/30/2025 was primarily driven by a 11.1% change in the company's Net Income Margin (%).

	5012025	10302025	Change
Stock Price ($)	81.02	94.41	16.53%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	19610.00	21626.00	10.28%
Net Income Margin (%)	30.30%	33.68%	11.14%
P/E Multiple	24.97	23.55	-5.66%
Shares Outstanding (Mil)	1831.00	1817.00	0.76%
Cumulative Contribution			16.52%

LTM = Last Twelve Months as of date shown

The 34.5% change in SCHW stock from 10/30/2024 to 10/30/2025 was primarily driven by a 28.1% change in the company's Net Income Margin (%).

	10302024	10302025	Change
Stock Price ($)	70.20	94.41	34.49%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	18499.00	21626.00	16.90%
Net Income Margin (%)	26.29%	33.68%	28.08%
P/E Multiple	26.38	23.55	-10.72%
Shares Outstanding (Mil)	1828.00	1817.00	0.60%
Cumulative Contribution			34.49%

LTM = Last Twelve Months as of date shown

The 24.1% change in SCHW stock from 10/31/2022 to 10/30/2025 was primarily driven by a 13.6% change in the company's Total Revenues ($ Mil).

	10312022	10302025	Change
Stock Price ($)	76.06	94.41	24.13%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	19043.00	21626.00	13.56%
Net Income Margin (%)	33.09%	33.68%	1.78%
P/E Multiple	22.89	23.55	2.92%
Shares Outstanding (Mil)	1896.00	1817.00	4.17%
Cumulative Contribution			23.91%

LTM = Last Twelve Months as of date shown

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
SCHW Return	14%	60%	0%	-16%	9%	29%	116%
Peers Return	20%	36%	-14%	14%	53%	33%	222%
S&P 500 Return	16%	27%	-19%	24%	23%	16%	110%
Monthly Win Rates [3]
SCHW Win Rate	50%	58%	67%	50%	58%	56%
Peers Win Rate	62%	63%	47%	48%	72%	69%
S&P 500 Win Rate	58%	75%	42%	67%	75%	67%
Max Drawdowns [4]
SCHW Max Drawdown	-40%	-3%	-28%	-43%	-10%	-6%
Peers Max Drawdown	-39%	-4%	-34%	-12%	-5%	-17%
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: MS, BLK, BK, STT, IBKR. See SCHW Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/30/2025 (YTD)

How Low Can It Go

Unique Key	Event	SCHW	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-50.4%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	101.7%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	806 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-42.0%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	72.4%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	257 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-41.1%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	69.8%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	466 days	120 days
2008 Global Financial Crisis	2008 Global Financial Crisis
2008 Global Financial Crisis% Loss	% Loss	-56.4%	-56.8%
2008 Global Financial Crisis% Gain to Breakeven	% Gain to Breakeven	129.3%	131.3%
2008 Global Financial CrisisTime to Breakeven	Time to Breakeven	1762 days	1480 days

Compare to MS, BLK, BK, STT, IBKR

In The Past

Charles Schwab's stock fell -50.4% during the 2022 Inflation Shock from a high on 1/14/2022. A -50.4% loss requires a 101.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Charles Schwab (SCHW)

Business Description

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Interactive Breakdown

Charles Schwab Interactive Breakdown Analysis

Better Bets than Charles Schwab (SCHW)

	SCHW	Better Performance than SCHW
Metric	Value	Industry (Investment Banking & Brokerage)
Rev Chg LTM	16.9%	HLI (23.3%), EVR (23.4%), MC (42.9%), BGC (21.7%), SNEX (53.2%)
Rev Chg 3Y Avg	5.0%	RJF (8.3%), IBKR (53.4%), MC (6.0%), BGC (11.1%), SNEX (30.9%)
CFO/Rev LTM	82.3%	IBKR (157.8%)
FCF/Rev LTM	79.4%	IBKR (157.2%)
Total Yield	4.2%	MS (5.7%), GS (6.3%), RJF (6.7%), HLI (4.4%), SF (6.7%)

	SCHW	Better Performance than SCHW
Metric	Value	Sector (Financials)
Rev Chg LTM	16.9%	HOOD (59.6%), PGR (21.5%), BX (34.9%), BAM (21.4%), ICE (19.1%)
Rev Chg 3Y Avg	5.0%	JPM (13.5%), V (11.5%), MA (13.5%), AXP (11.6%), HSBC (9.4%)
CFO/Rev LTM	82.3%	RY (135.4%), ARES (84.1%), IBKR (157.8%), NLY (123.7%), AGNC (92.3%)
FCF/Rev LTM	79.4%	RY (131.7%), ARES (82.4%), IBKR (157.2%), AGNC (92.3%), XP (140.4%)
Total Yield	4.2%	JPM (6.6%), BAC (6.8%), WFC (9.3%), MS (5.7%), GS (6.3%)

	SCHW	Better Performance than SCHW
Metric	Value	All Other Sectors
Rev Chg LTM	16.9%	NVDA (71.6%), AVGO (28.0%), META (21.3%), LLY (36.8%), PLTR (38.8%)
Rev Chg 3Y Avg	5.0%	NVDA (92.0%), MSFT (13.2%), GOOGL (11.0%), AMZN (11.3%), AVGO (24.0%)
CFO/Rev LTM	82.3%	FNV (88.1%), RPRX (104.4%), CTRE (113.6%), GSAT (223.4%), OR (85.0%)
FCF/Rev LTM	79.4%	RPRX (104.4%), CTRE (108.7%), GSAT (100.6%), KURA (147.5%), TBPH (317.1%)
Total Yield	4.2%	XOM (9.7%), JNJ (8.2%), BABA (36.3%), HD (6.3%), PG (4.8%)

		Best Bets In Financials Sector
	SCHW	DBRG	OTF	MTG	NMIH	CACC	ENVA	FNF	ACGL	APAM	FI
What You Pay
P/E	23.6	39.7	13.2	8.4	7.5	12.3	10.2	13.9	8.6	10.5	10.6
P/EBIT	�	64.7	9.0	6.4	5.5	9.9	7.8	8.9	7.6	6.1	5.8
What You Get
Rev Chg Q	24.8%	-102.4%	1,228.5%	-0.7%	7.2%	8.3%	16.3%	16.8%	22.4%	4.4%	8.0%
Rev Chg LTM	16.9%	-84.8%	89.0%	2.2%	10.0%	12.5%	21.1%	7.4%	23.5%	10.0%	6.7%
Rev Chg 3Y Avg	5.0%	125.8%	221.9%	1.2%	10.1%	6.9%	23.5%	-0.7%	29.8%	0.2%	7.5%
FCF/Rev 3Y Avg	59.6%	101.2%	76.2%	62.2%	58.8%	57.1%	54.7%	50.8%	38.4%	29.0%	20.7%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 21%, alpha of 9.1%, and sharpe of 0.94

Latest Trefis Analyses

	Title	Topic	Date
0	DASHBOARDS
1	How Low Can Charles Schwab Stock Really Go?	Return
2	SCHW Dip Buy Analysis
3	Charles Schwab Total Shareholder Return (TSR): 9.2% in 2024 and -2.7% 3-yr compounded annual returns (below peer average)
4	Charles Schwab (SCHW) Operating Cash Flow Comparison	Financials
5	Charles Schwab (SCHW) Net Income Comparison	Financials
6	Day 0 of Loss Streak for Charles Schwab Stock with 0% Return (vs. 8.7% YTD) [12/20/2024]	Notification
7	Charles Schwab vs. Large Cap Stocks: Which Is A Better Investment?	Investment Theme Comparisons
8	Charles Schwab vs. S&P500 Correlation	Correlation
9	Charles Schwab Price Volatility	Volatility
10	Day 6 of Loss Streak for Charles Schwab Stock with -19% Return (vs. -10% YTD) [7/19/2024]	Notification
11	ARTICLES
12	S&P 500 Stocks Trading At 52-Week High		August 13th, 2025
13	Large Cap Stocks Trading At 52-Week High		July 29th, 2025
14	S&P 500 Stocks Trading At 52-Week High		July 26th, 2025
15	S&P 500 Stocks Trading At 52-Week High		July 18th, 2025
16	Why Charles Schwab Stock Underperformed In 2024		December 30th, 2024

	Title
0	DASHBOARDS
1	S&P 500 Stocks Trading At 52-Week High
2	Large Cap Stocks Trading At 52-Week High
3	S&P 500 Stocks Trading At 52-Week High
4	S&P 500 Stocks Trading At 52-Week High
5	Why Charles Schwab Stock Underperformed In 2024
6	ARTICLES
7	How Low Can Charles Schwab Stock Really Go?
8	SCHW Dip Buy Analysis
9	Charles Schwab Total Shareholder Return (TSR): 9.2% in 2024 and -2.7% 3-yr compounded annual returns (below peer average)
10	Charles Schwab (SCHW) Operating Cash Flow Comparison
11	Charles Schwab (SCHW) Net Income Comparison
12	Day 0 of Loss Streak for Charles Schwab Stock with 0% Return (vs. 8.7% YTD) [12/20/2024]
13	Charles Schwab vs. Large Cap Stocks: Which Is A Better Investment?
14	Charles Schwab vs. S&P500 Correlation
15	Charles Schwab Price Volatility
16	Day 6 of Loss Streak for Charles Schwab Stock with -19% Return (vs. -10% YTD) [7/19/2024]

Trade Ideas

Select past ideas related to SCHW. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield	09302025	HLNE	Hamilton Lane	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-15.3%	-15.3%	-15.3%
CNS_9302025_Dip_Buyer_ValueBuy	09302025	CNS	Cohen & Steers	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	6.0%	6.0%	-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	JKHY	Jack Henry & Associates	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	0.3%	0.3%	-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper	09192025	FDS	FactSet Research Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.0%	-7.0%	-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%	09052025	IBKR	Interactive Brokers	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	13.9%	13.9%	0.0%
SCHW_2282022_Quality_Momentum_RoomToRun_10%	02282022	SCHW	Charles Schwab	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	-14.3%	-6.4%	-28.8%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield	09302025	HLNE	Hamilton Lane	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-15.3%	-15.3%	-15.3%
CNS_9302025_Dip_Buyer_ValueBuy	09302025	CNS	Cohen & Steers	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	6.0%	6.0%	-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	JKHY	Jack Henry & Associates	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	0.3%	0.3%	-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper	09192025	FDS	FactSet Research Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.0%	-7.0%	-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%	09052025	IBKR	Interactive Brokers	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	13.9%	13.9%	0.0%
SCHW_2282022_Quality_Momentum_RoomToRun_10%	02282022	SCHW	Charles Schwab	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	-14.3%	-6.4%	-28.8%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GH	Guardant Health	27.9%	202.5%
2	GCI	Gannett	27.7%	3.8%
3	FORM	FormFactor	24.2%	34.7%
4	VIAV	Viavi Solutions	22.3%	69.3%
5	GSAT	Globalstar	22.2%	63.5%
6	MTSR	Metsera	22.1%	63729900.0%
7	PRM	Perimeter Solutions	21.1%	102.3%
8	CHRW	C.H. Robinson Worldwide	19.7%	52.6%
9	INSM	Insmed	16.3%	181.3%
10	CAH	Cardinal Health	15.4%	62.8%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FMC	FMC	-46.5%	-66.6%
2	APLS	Apellis Pharmaceuticals	-31.0%	-35.0%
3	THRY	Thryv	-30.2%	-44.8%
4	SFM	Sprouts Farmers Market	-26.1%	-39.2%
5	IART	Integra Lifesciences	-23.5%	-47.9%
6	ITRI	Itron	-21.1%	0.4%
7	WOLF	Wolfspeed	-18.2%
8	CMG	Chipotle Mexican Grill	-18.2%	-46.1%
9	CI	Cigna	-17.4%	-9.2%
10	EME	EMCOR	-16.6%	43.0%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	INBX	Inhibrx Biosciences	176.8%	409.8%
2	PUMP	ProPetro	71.2%	16.2%
3	RNA	Avidity Biosciences	43.5%	139.6%
4	DYN	Dyne Therapeutics	42.8%	-0.0%
5	GCI	Gannett	39.3%	3.8%
6	FORM	FormFactor	38.3%	34.7%
7	MBX	MBX Biosciences	35.1%	18.2%
8	BBNX	Beta Bionics	33.8%
9	GH	Guardant Health	33.3%	202.5%
10	LUMN	Lumen Technologies	32.7%	94.7%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-75.2%	5106.3%
2	LRN	Stride	-56.1%	-35.8%
3	NTLA	Intellia Therapeutics	-52.6%	5.2%
4	FMC	FMC	-48.7%	-66.6%
5	FI	Fiserv	-47.4%	-68.3%
6	VRNS	Varonis Systems	-43.8%	-21.2%
7	THRY	Thryv	-33.4%	-44.8%
8	NFE	New Fortress Energy	-30.5%	-91.9%
9	AKBA	Akebia Therapeutics	-29.5%	10.5%
10	UAMY	United States Antimony	-28.9%	371.2%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PRAX	Praxis Precision Medicines	279.1%	161.2%
2	INBX	Inhibrx Biosciences	131.0%	409.8%
3	PUMP	ProPetro	99.6%	16.2%
4	DYN	Dyne Therapeutics	88.4%	-0.0%
5	VICR	Vicor	85.4%	89.2%
6	CELC	Celcuity	74.6%	503.2%
7	GLUE	Monte Rosa Therapeutics	73.5%	87.5%
8	NVTS	Navitas Semiconductor	72.1%	251.8%
9	LUMN	Lumen Technologies	70.3%	94.7%
10	BALY	Ballys	63.4%	4.1%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	-62.9%	5106.3%
2	LRN	Stride	-53.8%	-35.8%
3	FMC	FMC	-51.0%	-66.6%
4	FI	Fiserv	-48.3%	-68.3%
5	NFE	New Fortress Energy	-43.6%	-91.9%
6	VG	Venture Global	-41.7%
7	OGN	Organon	-40.2%	-55.0%
8	VRNS	Varonis Systems	-39.5%	-21.2%
9	ITGR	Integer	-38.5%	-52.2%
10	LENZ	LENZ Therapeutics	-37.9%	5.5%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GH	Guardant Health	27.9%	202.5%
2	GCI	Gannett	27.7%	3.8%
3	FORM	FormFactor	24.2%	34.7%
4	VIAV	Viavi Solutions	22.3%	69.3%
5	GSAT	Globalstar	22.2%	63.5%
6	MTSR	Metsera	22.1%	63729900.0%
7	PRM	Perimeter Solutions	21.1%	102.3%
8	CHRW	C.H. Robinson Worldwide	19.7%	52.6%
9	INSM	Insmed	16.3%	181.3%
10	CAH	Cardinal Health	15.4%	62.8%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FMC	FMC	-46.5%	-66.6%
2	APLS	Apellis Pharmaceuticals	-31.0%	-35.0%
3	THRY	Thryv	-30.2%	-44.8%
4	SFM	Sprouts Farmers Market	-26.1%	-39.2%
5	IART	Integra Lifesciences	-23.5%	-47.9%
6	ITRI	Itron	-21.1%	0.4%
7	WOLF	Wolfspeed	-18.2%
8	CMG	Chipotle Mexican Grill	-18.2%	-46.1%
9	CI	Cigna	-17.4%	-9.2%
10	EME	EMCOR	-16.6%	43.0%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	INBX	Inhibrx Biosciences	176.8%	409.8%
2	PUMP	ProPetro	71.2%	16.2%
3	RNA	Avidity Biosciences	43.5%	139.6%
4	DYN	Dyne Therapeutics	42.8%	-0.0%
5	GCI	Gannett	39.3%	3.8%
6	FORM	FormFactor	38.3%	34.7%
7	MBX	MBX Biosciences	35.1%	18.2%
8	BBNX	Beta Bionics	33.8%
9	GH	Guardant Health	33.3%	202.5%
10	LUMN	Lumen Technologies	32.7%	94.7%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-75.2%	5106.3%
2	LRN	Stride	-56.1%	-35.8%
3	NTLA	Intellia Therapeutics	-52.6%	5.2%
4	FMC	FMC	-48.7%	-66.6%
5	FI	Fiserv	-47.4%	-68.3%
6	VRNS	Varonis Systems	-43.8%	-21.2%
7	THRY	Thryv	-33.4%	-44.8%
8	NFE	New Fortress Energy	-30.5%	-91.9%
9	AKBA	Akebia Therapeutics	-29.5%	10.5%
10	UAMY	United States Antimony	-28.9%	371.2%

Peer Comparisons for Charles Schwab

Financials

	SCHW	MS	BLK	BK	STT	IBKR	Median
Name	Charles .	Morgan S.	BlackRock	Bank of .	State St.	Interact.
Mkt Price	94.41	165.26	1,098.05	107.92	115.22	68.51	111.57
Mkt Cap	171.5	260.6	170.1	77.1	32.7	30.1	123.6
Rev LTM	21,626	61,503	21,573	18,930	13,710	9,595	20,252
Op Inc LTM	-	-	7,683	-	-	8,054	7,868
FCF LTM	17,180	-20,941	3,884	2,380	-6,611	15,087	3,132
FCF 3Y Avg	12,247	-25,282	4,018	4,005	-2,121	8,403	4,011
CFO LTM	17,807	-17,670	4,235	3,847	-5,574	15,143	4,041
CFO 3Y Avg	12,913	-21,957	4,363	5,286	-1,209	8,458	4,824

Growth & Margins

	SCHW	MS	BLK	BK	STT	IBKR	Median
Name	Charles .	Morgan S.	BlackRock	Bank of .	State St.	Interact.
Rev Chg LTM	16.9%	16.7%	15.5%	7.0%	9.2%	11.2%	13.3%
Rev Chg 3Y Avg	5.0%	5.0%	4.2%	6.0%	4.5%	53.4%	5.0%
Rev Chg Q	24.8%	11.3%	12.9%	9.2%	11.5%	7.3%	11.4%
QoQ Delta Rev Chg LTM	5.7%	2.6%	2.9%	2.2%	2.8%	1.8%	2.7%
Op Mgn LTM	-	-	35.6%	-	-	83.9%	59.8%
Op Mgn 3Y Avg	-	-	35.7%	-	-	83.3%	59.5%
QoQ Delta Op Mgn LTM	-	-	-0.8%	-	-	-0.0%	-0.4%
CFO/Rev LTM	82.3%	-28.7%	19.6%	20.3%	-40.7%	157.8%	20.0%
CFO/Rev 3Y Avg	62.9%	-41.3%	22.9%	30.3%	-8.0%	97.3%	26.6%
FCF/Rev LTM	79.4%	-34.0%	18.0%	12.6%	-48.2%	157.2%	15.3%
FCF/Rev 3Y Avg	59.6%	-47.4%	21.1%	23.1%	-15.1%	96.6%	22.1%

Valuation

	SCHW	MS	BLK	BK	STT	IBKR	Median
Name	Charles .	Morgan S.	BlackRock	Bank of .	State St.	Interact.
Mkt Cap	171.5	260.6	170.1	77.1	32.7	30.1	123.6
P/S	7.9	4.2	7.9	4.1	2.4	3.1	4.2
P/EBIT	-	-	18.8	-	-	3.7	11.2
P/E	23.6	17.7	26.6	15.5	11.0	35.9	20.6
P/CFO	9.6	-14.7	40.2	20.1	-5.9	2.0	5.8
Total Yield	4.2%	5.7%	5.6%	8.3%	9.1%	3.2%	5.7%
Dividend Yield	0.0%	0.0%	1.9%	1.8%	0.0%	0.4%	0.2%
FCF Yield 3Y Avg	9.1%	-16.0%	3.3%	10.1%	-5.5%	51.2%	6.2%
D/E	0.2	1.4	0.1	0.5	1.1	0.0	0.3
Net D/E	-0.4	0.9	0.0	-2.1	-3.3	-0.2	-0.3

Returns

	SCHW	MS	BLK	BK	STT	IBKR	Median
Name	Charles .	Morgan S.	BlackRock	Bank of .	State St.	Interact.
1M Rtn	-1.1%	4.0%	-5.8%	-0.5%	0.0%	-0.4%	-0.5%
3M Rtn	-3.1%	16.0%	-0.3%	6.9%	3.9%	4.6%	4.2%
6M Rtn	16.5%	42.5%	21.1%	34.8%	31.7%	57.6%	33.2%
12M Rtn	34.5%	44.3%	14.4%	45.3%	27.9%	78.6%	39.4%
3Y Rtn	24.1%	121.2%	83.1%	179.4%	72.4%	247.5%	102.2%
1M Excs Rtn	0.7%	3.7%	-5.4%	-0.1%	-0.0%	-2.0%	-0.1%
3M Excs Rtn	-10.5%	9.4%	-8.3%	-0.7%	-2.5%	-1.5%	-2.0%
6M Excs Rtn	-5.2%	20.8%	-0.7%	13.0%	10.0%	35.9%	11.5%
12M Excs Rtn	15.6%	25.7%	-3.5%	27.0%	10.6%	65.3%	20.6%
3Y Excs Rtn	-40.3%	51.2%	9.2%	108.6%	0.3%	176.9%	30.2%

FDIC Bank Data

Bank Capital

FDIC Data As Of	6302006
CAPITAL
Equity Total Capital ($ Bil)	1
Tier 1 (Core) Capital ($ Bil)	1
ASSETS
Total Assets ($ Bil)	9
Adjusted Average Assets ($ Bil)	9
Risk Weighted Assets Adjusted ($ Bil)	4
LEVERAGE RATIOS
Tier 1 Capital / Total Assets Ratio	6.8%
Tier 1 Capital / Adjusted Avg Assets Ratio	7.1%
Tier 1 Capital / Risk Wtd Assets Ratio	16.8%

Bank Deposits

FDIC Data As Of	6302006
DEPOSITS
Total Deposits ($ Bil)	9
Uninsured Deposits ($ Bil)	1
Uninsured Deposits Ratio %	8.8%

Bank Assets

FDIC Data As Of	6302006
ASSETS
Cash Balance ($ Bil)	0
Securities ($ Bil)	6
Net Loans ($ Bil)	2
Trading Assets ($ Bil)	0
Bank Premises Assets ($ Bil)	0
Other Real Estate Owned ($ Bil)	0
Goodwill & Intangibles ($ Bil)	0
Other Assets ($ Bil)	0
Total Assets (Sum) ($ Bil)	9
Total Assets (Reported) ($ Bil)	9
Risk Weighted Assets ($ Bil)	4
SECURITIES DETAILS
US Govt Securities ($ Bil)	2
Equity Securities Not Held for Trading ($ Bil)	0
Total Debt Securities ($ Bil)	6
Mortgage-Backed Securities ($ Bil)	5
SECURITIES VALUATION
Securities Held to Maturity (Book Value) ($ Bil)	0
Securities Available for Sale (Fair Market) ($ Bil)	6

Bank Loans

[valid:false, table:

FDIC Data As Of	6302006
LOAN DETAILS
All Real Estate Loans ($ Bil)	2
Farm Loans ($ Bil)	0
Commercial and Industrial Loans ($ Bil)	0
Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil)	0
Commercial Real Estate Loans not Secured by Real Estate ($ Bil)	0

, map:[FDIC Data As Of:6302006, LOAN DETAILS:null, All Real Estate Loans ($ Bil):2.156149, Farm Loans ($ Bil):0.000000, Commercial and Industrial Loans ($ Bil):0.000000, Loans to Individuals (CC, revolving credit, auto, other) (non-mortgage) ($ Bil):0.007227, Commercial Real Estate Loans not Secured by Real Estate ($ Bil):0.000000]]

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2024	2023	2022	2021	2020	2019
Period End	6/30/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Filing Date	8/8/2025	2/26/2025	2/23/2024	2/24/2023	2/24/2022	2/24/2021	2/26/2020
Key Financials
Total Revenue	21,626	19,606	18,837	20,762	18,520	11,691	10,721
Net Income	7,283	5,942	5,067	7,183	5,855	3,299	3,704
EPS	3.73	3.00	2.55	3.52	2.84	2.13	2.69
Growth Rates
Total Revenue Growth	16.9%	4.1%	-9.3%	12.1%	58.4%	9.0%	5.8%
Net Income Growth	49.7%	17.3%	-29.5%	22.7%	77.5%	-10.9%	5.6%
Margins
Net Income Margin	33.7%	30.3%	26.9%	34.6%	31.6%	28.2%	34.5%
Cash & Debt
Total Cash	99,582	124,699	149,250	188,025	453,029	377,748	90,767
Total Debt	37,671	45,134	59,081	37,878	23,769	13,632	7,430
Net Debt / (Cash)	-61,911	-79,565	-90,169	-150,147	-429,260	-364,116	-83,337
Cash Flows
Net Cash from Operations	17,807	2,670	19,587	2,057	2,118	6,852	9,325
Free Cash from Operations	17,180	2,050	18,887	1,086	1,202	6,221	8,617
Returns to Shareholders
Dividends	2,341	2,275	2,276	2,110	1,822	1,280	1,060
Share Repurchases	4,291	-0	3,309	4,395	600	-0	2,220

$ Mil \| FY: 12/31	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3
Period End	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023	12/31/2022	9/30/2022
Filing Date	8/8/2025	5/9/2025	2/26/2025	11/8/2024	8/8/2024	5/9/2024	2/23/2024	11/8/2023	8/8/2023	5/8/2023	2/24/2023	11/8/2022
Key Financials Quarterly
Total Revenue	5,851	5,599	5,329	4,847	4,690	4,744	4,459	4,606	4,656	5,116	5,497	5,500
Net Income	2,126	1,909	1,840	1,408	1,332	1,362	1,045	1,125	1,294	1,603	1,968	2,020
EPS	1.09	0.99	0.94	0.71	0.66	0.69	0.51	0.56	0.64	0.84	0.98	1.00
Key Financials TTM
Total Revenue TTM	21,626	20,465	19,610	18,740	18,499	18,465	18,837	19,875	20,769	21,206	20,762	19,973
Net Income TTM	7,283	6,489	5,942	5,147	4,864	4,826	5,067	5,990	6,885	7,384	7,183	6,795
Growth Rates Quarterly
Total Revenue Growth	24.8%	18.0%	19.5%	5.2%	0.7%	-7.3%	-18.9%	-16.3%	-8.6%	9.5%	16.8%	20.4%
Net Income Growth	59.6%	40.2%	76.1%	25.2%	2.9%	-15.0%	-46.9%	-44.3%	-27.8%	14.3%	24.6%	32.4%
Margins Quarterly
Net Income Margin	36.3%	34.1%	34.5%	29.0%	28.4%	28.7%	23.4%	24.4%	27.8%	31.3%	35.8%	36.7%
Cash & Debt
Total Cash	99,582	109,466	124,699	124,680	117,300	131,150	149,250	141,750	173,420	190,496	188,025	283,003
Total Debt	37,671	39,880	45,134	55,635	56,845	55,270	59,081	64,153	71,313	72,687	37,878	21,344
Net Debt / (Cash)	-61,911	-69,586	-79,565	-69,045	-60,455	-75,880	-90,169	-77,597	-102,107	-117,809	-150,147	-261,659
Cash Flows Quarterly
FCF from Operations	3,177	6,359	-10,827	19,098	-4,252	-1,349	20,037	-5,011	-5,216	9,777	-2,107	9,054
Cash Flows TTM
FCF from Operations TTM	17,807	10,378	2,670	33,534	9,425	8,461	19,587	-2,557	11,508	8,781	2,057	9,803
Returns to Shareholders Quarterly
Dividends	608	595	575	563	575	562	573	561	574	568	551	539
Share Repurchases	2,791	1,500	-0	-0	-0	-0	-0	-0	-0	3,309	2,940	1,455
Return on Invested Capital (ROIC) Quarterly
ROIC	-	-	-	-	-	-	-	-	-	-	-	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	-	-	-	-	-	-	-	-	-	-	-	-

Segment Financials

Revenue by Segment

$ Mil	2024	2023	2022	2021	2020
Investor Services	14,650	15,846	14,461	8,608	7,623
Advisor Services	4,187	4,916	4,059	3,083	3,098
Total	18,837	20,762	18,520	11,691	10,721

Price Behavior

Price Behavior

Market Price	$94.41
Market Cap ($ Bil)	171.5
First Trading Date	06/30/1989
Distance from 52W High	-4.3%
	50 Days	200 Days
DMA Price	$94.33	$86.99
DMA Trend	up	indeterminate
Distance from DMA	0.1%	8.5%
	3M	1YR
Volatility	22.4%	26.5%
Downside Capture	103.56	72.08
Upside Capture	51.79	89.11
Correlation (SPY)	38.6%	63.3%

SCHW Betas & Captures as of 9/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	1.07	0.87	0.77	0.81	0.85	0.88
Up Beta	1.36	0.56	0.42	0.70	0.79	0.75
Down Beta	-1.77	0.56	0.85	0.99	0.97	1.03
Up Capture	89%	72%	82%	83%	96%	63%
Bmk +ve Days	13	23	35	74	144	420
Stock +ve Days	13	25	38	76	145	395
Down Capture	210%	148%	98%	78%	76%	99%
Bmk -ve Days	8	19	29	52	107	330
Stock -ve Days	8	17	25	49	105	354

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	10152025
Short Interest: Shares Quantity	16,870,640
Short Interest: % Change Since 9302025	-21.8%
Average Daily Volume	8,661,814
Days-to-Cover Short Interest	1.95
Basic Shares Quantity	1,817,000,000
Short % of Basic Shares	0.9%

Returns Analyses

	Title
0	How Low Can Charles Schwab Stock Really Go?
1	SCHW YTD Stock Return Of -2.6% Outperforms STT by 3.8% and Underperforms GS by -2.9%
2	SCHW YTD Stock Return Of 1.7% Underperforms GS by -2.9% and Underperforms BLK by -5.9%
3	Charles Schwab Stock Return Comparison
4	Charles Schwab Total Shareholder Return (TSR): 0.2% in 2022 and 22.1% 3-yr returns (above peer average)

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
10/16/2025	0.8%	1.3%
7/18/2025	0.5%	1.3%	0.7%
4/17/2025	-1.6%	5.0%	17.6%
1/21/2025	-0.4%	1.0%	1.4%
10/15/2024	0.2%	-1.5%	9.1%
7/16/2024	-5.4%	-3.4%	-2.7%
4/15/2024	2.6%	4.3%	8.6%
1/17/2024	-1.2%	0.0%	2.3%
...
SUMMARY STATS
# Positive	10	13	15
# Negative	14	11	9
Median Positive	1.3%	2.8%	6.6%
Median Negative	-1.2%	-3.4%	-3.7%
Max Positive	3.2%	5.0%	26.4%
Max Negative	-6.2%	-8.2%	-12.7%

	Forward Returns
10/16/2025	0.8%	1.3%
7/18/2025	0.5%	1.3%	0.7%
4/17/2025	-1.6%	5.0%	17.6%
1/21/2025	-0.4%	1.0%	1.4%
10/15/2024	0.2%	-1.5%	9.1%
7/16/2024	-5.4%	-3.4%	-2.7%
4/15/2024	2.6%	4.3%	8.6%
1/17/2024	-1.2%	0.0%	2.3%
10/16/2023	-0.1%	-8.2%	2.5%
7/18/2023	0.0%	-0.9%	-8.1%
4/17/2023	2.3%	0.7%	-4.6%
1/18/2023	-6.2%	-2.7%	-1.0%
10/17/2022	1.7%	4.8%	16.8%
7/18/2022	3.2%	4.0%	26.4%
4/18/2022	2.6%	-6.2%	-12.7%
1/18/2022	-0.7%	-3.9%	-2.9%
10/15/2021	-0.4%	3.3%	1.5%
7/16/2021	-3.2%	-1.4%	6.6%
4/15/2021	-1.2%	-1.1%	12.1%
1/19/2021	-1.0%	-5.1%	4.9%
10/15/2020	0.7%	2.8%	18.3%
7/16/2020	-4.2%	0.8%	0.9%
4/15/2020	-0.2%	3.5%	-3.2%
1/16/2020	-1.3%	-3.8%	-4.3%
SUMMARY STATS
# Positive	10	13	15
# Negative	14	11	9
Median Positive	1.3%	2.8%	6.6%
Median Negative	-1.2%	-3.4%	-3.7%
Max Positive	3.2%	5.0%	26.4%
Max Negative	-6.2%	-8.2%	-12.7%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
6302025	8082025	10-Q 6/30/2025
3312025	5092025	10-Q 3/31/2025
12312024	2262025	10-K 12/31/2024
9302024	11082024	10-Q 9/30/2024
6302024	8082024	10-Q 6/30/2024
3312024	5092024	10-Q 3/31/2024
12312023	2232024	10-K 12/31/2023
9302023	11082023	10-Q 9/30/2023
6302023	8082023	10-Q 6/30/2023
3312023	5082023	10-Q 3/31/2023
12312022	2242023	10-K 12/31/2022
9302022	11082022	10-Q 9/30/2022
6302022	8082022	10-Q 6/30/2022
3312022	5092022	10-Q 3/31/2022
12312021	2242022	10-K 12/31/2021
9302021	11082021	10-Q 9/30/2021

Insider Activity

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	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Woolway Paul V	MD, Chief Banking Officer	9032025	Sell	95.20	3,205	305,127	3,616,117	Form
1	Beatty Jonathan S	MD, Head of Advisor Services	8292025	Sell	97.18	3,296	320,305	1,158,677	Form
2	Schwab Charles R.	Co-Chairman	8282025	Sell	96.67	136,500	13,194,909	5,458,530,758	Form
3	Schwab-Pomerantz Carolyn		8272025	Sell	96.06	13,542	1,300,803	140,594,321	Form
4	Schwab Charles R.	Co-Chairman	8112025	Sell	96.02	22,721	2,181,611	5,447,797,026	Form

Collapse to Preview

	Owner	Title	Filing Date	Action	Price	Shares	Transacted Value	Value of Held Shares	Form
0	Woolway Paul V	MD, Chief Banking Officer	9032025	Sell	95.20	3,205	305,127	3,616,117	Form
1	Beatty Jonathan S	MD, Head of Advisor Services	8292025	Sell	97.18	3,296	320,305	1,158,677	Form
2	Schwab Charles R.	Co-Chairman	8282025	Sell	96.67	136,500	13,194,909	5,458,530,758	Form
3	Schwab-Pomerantz Carolyn		8272025	Sell	96.06	13,542	1,300,803	140,594,321	Form
4	Schwab Charles R.	Co-Chairman	8112025	Sell	96.02	22,721	2,181,611	5,447,797,026	Form
5	Schwab-Pomerantz Carolyn		8082025	Sell	96.68	14,000	1,353,519	142,854,091	Form
6	Woolway Paul V	MD, Chief Banking Officer	8052025	Sell	96.06	3,290	316,043	3,956,604	Form
7	Schwab-Pomerantz Carolyn		7072025	Sell	91.59	14,400	1,318,905	136,616,416	Form
8	Woolway Paul V	MD, Chief Banking Officer	7022025	Sell	90.95	3,290	299,220	3,261,783	Form
9	Schwab-Pomerantz Carolyn		6062025	Sell	87.25	14,400	1,256,364	131,394,618	Form
10	Woolway Paul V	MD, Chief Banking Officer	6032025	Sell	87.68	3,290	288,452	3,432,848	Form
11	Beatty Jonathan S	MD, Head of Advisor Services	6022025	Sell	87.57	2,850	249,572	1,332,716	Form
12	SNEED PAULA A		5292025	Sell	88.06	8,647	761,479	9,304,201	Form
13	Schwab Charles R.	Co-Chairman	5272025	Sell	87.50	34,585	3,026,343	5,037,564,324	Form
14	Morgan Peter J. III	General Counsel	5232025	Sell	87.39	10,176	889,295		Form
15	Ruffel Charles A.		5222025	Sell	87.65	5,556	486,986	1,454,459	Form
16	Bettinger Walter W	Co-Chairman	5202025	Sell	89.00	191,523	17,045,432	68,049,833	Form
17	Schwab-Pomerantz Carolyn		5192025	Sell	88.74	10,795	957,975	134,923,978	Form
18	Schwab Charles R.	Co-Chairman	5142025	Sell	85.39	120,000	10,247,244	5,038,429,231	Form
19	Wurster Richard A	President & CEO	5122025	Sell	84.08	15,345	1,290,188	14,939,860	Form
20	Schwab-Pomerantz Carolyn		5022025	Sell	81.14	14,400	1,168,428	124,242,279	Form
21	Schwab Charles R.	Co-Chairman	4292025	Sell	79.55	37,585	2,989,800	4,770,543,423	Form
22	Schwab-Pomerantz Carolyn		4072025	Sell	74.89	12,253	917,608	115,907,822	Form
23	Woolway Paul V	MD, Chief Banking Officer	4022025	Sell	77.36	2,980	230,540	3,576,008	Form
24	Schwab-Pomerantz Carolyn		3102025	Sell	75.58	14,400	1,088,385	117,907,909	Form
25	Craig Jonathan M.	MD, Head of Investor Services	3102025	Sell	75.59	23,258	1,757,986		Form
26	Woolway Paul V	MD, Chief Banking Officer	3072025	Sell	75.38	9,887	745,253	3,612,908	Form
27	Murtagh Nigel J	Chief Risk Officer	3072025	Sell	75.38	15,229	1,147,936	4,454,218	Form
28	Schwab Charles R.	Co-Chairman	3032025	Sell	79.14	55,598	4,399,953	4,745,809,346	Form
29	Schwab Charles R.	Co-Chairman	2252025	Sell	81.90	123,900	10,147,844	4,927,433,975	Form
30	Schwab Charles R.	Co-Chairman	2192025	Sell	81.40	5,865	477,420	4,917,418,396	Form
31	Schwab-Pomerantz Carolyn		2072025	Sell	82.70	14,400	1,190,909	130,205,504	Form
32	Schwab-Pomerantz Carolyn		1032025	Sell	74.14	14,400	1,067,603	117,791,732	Form
33	Schwab-Pomerantz Carolyn		12172024	Sell	79.28	5,400	428,100	127,097,666	Form
34	Murtagh Nigel J	Chief Risk Officer	11262024	Sell	81.17	12,739	1,033,972	4,796,216	Form
35	Schwab-Pomerantz Carolyn		11192024	Sell	80.04	5,400	432,208	128,775,197	Form
36	Ruffel Charles A.		11142024	Sell	78.65	2,998	235,779	1,061,592	Form
37	Schwab Charles R.	Co-Chairman	10222024	Sell	70.90	17,225	1,221,333	4,296,976,981	Form
38	Schwab-Pomerantz Carolyn		10182024	Sell	72.22	5,400	389,973	118,083,330	Form

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Charles Schwab (SCHW)

Market Price (10/31/2025): $93.78 | Market Cap: $170.4 BilSector: Financials | Industry: Investment Banking & Brokerage

Charles Schwab (SCHW)

Market Price (10/31/2025): $93.78Market Cap: $170.4 BilSector: FinancialsIndustry: Investment Banking & Brokerage

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Market Price (10/31/2025): $93.78 | Market Cap: $170.4 Bil
Sector: Financials | Industry: Investment Banking & Brokerage

Market Price (10/31/2025): $93.78
Market Cap: $170.4 Bil
Sector: Financials
Industry: Investment Banking & Brokerage