SCHW - Charles Schwab Corp

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

52W High

$99.42

52W Low

$60.38

MA Status:

50D: Below 200D: Above

Beta (~1 neutral, <0.9 lower risk)

0.96

Valuation

Fair

As of 2025-06-30 (Overview)

Trailing P/E (<15 better)

24.74

Forward P/E (<15 better)

17.15

EV/EBITDA (<8 favorable)

N/A

EV/Revenue (<3 favorable)

9.78

P/S (TTM) (<3 favorable)

7.73

P/B (<3 favorable)

3.91

Ownership

Institution‑heavy

Source: Overview

Insiders (1–5% typical)

6.07%

Institutions (25–75% balanced)

84.66%

Shares Outstanding

1,815,220,000

Float

1,710,281,000

Dividend Yield (2–6% sweet spot)

0.01%

Ex‑Dividend Date

2025-08-08

Income & Growth

Profitability: Weak

As of 2025-06-30 (Overview)

Revenue (TTM)

21,625,999,000

Gross Profit (TTM)

21,019,001,000

EPS (TTM)

3.72

Profit Margin (>10% good)

0.34%

Operating Margin (TTM) (higher better)

0.48%

ROE (TTM) (>15% strong)

0.16%

EPS YoY (Quarterly) (>10% good)

0.64

Revenue YoY (Quarterly) (>8% good)

0.25

Momentum

Bearish momentum

Value

-0.7517

-0.7094

Trend

Falling

Signal Cross

No cross

As of

Sep. 12, 2025