# The Charles Schwab (SCHW) — Overview

SCHW · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/schw

## Price

Last close $97.06 on Oct 12, 2026. 52-week range $85.35 – $113.65.

## Company profile

Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

## Financials

| Metric | Value |
| --- | --- |
| Revenue (trailing twelve months) | $26.0B |
| Revenue (quarter) | $7.1B |
| Revenue growth (year over year) | 20.87% |
| Gross profit (trailing twelve months) | $0.00 |
| Gross margin | 0.00% |
| Net income (trailing twelve months) | $10.1B |
| Net income (quarter) | $2.8B |
| Net income growth (year over year) | 31.70% |
| Net margin | 38.79% |
| Return on equity | 19.52% |
| EPS (trailing twelve months) | $5.52 |
| Book value per share | $25.42 |
| P/E (trailing twelve months) | 17.3 |
| Price to book | 3.3 |
| Debt to assets | 90.31% |
| Payout ratio | 23.17% |
| Dividend yield | 1.28% |

## Frequently Asked Questions

### Is The Charles Schwab (SCHW) profitable?

Yes. The Charles Schwab earned $10.1B in net income over the trailing twelve months, a net margin of 38.79%.

### How much revenue does The Charles Schwab (SCHW) make?

The Charles Schwab generated $26.0B in revenue over the trailing twelve months, up 20.87% year over year.

### What is SCHW's P/E ratio?

The Charles Schwab trades at 17.3 times trailing twelve-month earnings, on an EPS of $5.52.

### How do I buy stock in The Charles Schwab (SCHW)?

SCHW trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).