The Charles Schwab Corporation

SCHW Financial Capital Markets

The Charles Schwab Corporation’s revenue for fiscal 2025 (year ended December 2025) was $23.9 billion, up 22.0% from fiscal 2024. In the quarter to September 2026, revenue grew 16.9%, EPS grew 33.5%, free cash flow grew 35.0% and total debt rose 12.2%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for ten consecutive years; insiders bought in the last twelve months.

91.96 2.20 −2.34%
Market cap
$162.8B
P/E
15.5×
Fwd P/E
15.1×
Dividend yield
1.34%
F-score
8/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

The Charles Schwab Corporation 10-Q filed Aug 7, 2026

Fiscal Q2 2026 · Period ended Jun 30, 2026 · Filed · accepted 4:31 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed May 8, 2026: 24 added · 16 removed · 75 modified; 17 with only figures updated

  1. Modified · INTRODUCTION

    Management estimates that investable wealth in the United States (U.S.) (consisting of assets in defined contribution, retail wealth management and brokerage, and registered investment advisor RIA channels, along with bank deposits) currently exceeds $8590 trillion, which means the Company’s $11.7713.08 trillion in client assets leaves substantial opportunity for growth. Our strategy is based on the principle that developing trusted relationships will translate into more assets from both new and existing clients, ultimately driving more revenue, and along with expense discipline and thoughtful capital management, will generate earnings growth and build long-term stockholder value.

114 more changes in this Item, word by word, in Powerpack.

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