About The Charles Schwab Corporation
https://www.schwab.comThe 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.
CEO
Richard Andrew Wurster CMT
Compensation Summary
(Year 2020)
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2000-05-31 | Forward | 3:2 |
| 1999-07-02 | Forward | 2:1 |
ETFs Holding This Stock
Summary
Showing Top 3 of 758
Ratings Snapshot
Rating : B
Most Recent Analyst Grades
Truist Securities
Buy
TD Cowen
Buy
Deutsche Bank
Buy
Citigroup
Buy
TD Securities
Buy
Goldman Sachs
Buy
Grade Summary
Showing Top 6 of 18
Price Target
Institutional Ownership
VANGUARD GROUP INC
Shares:151.59M
Value:$15.45B
BLACKROCK, INC.
Shares:132.28M
Value:$13.48B
BLACKROCK INC.
Shares:101.02M
Value:$10.3B
Summary
Showing Top 3 of 2,747
About The Charles Schwab Corporation
https://www.schwab.comThe 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.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $7.04B ▲ | $3.11B ▲ | $2.36B ▲ | 33.49% ▲ | $1.26 ▲ | $3.36B ▲ |
| Q2-2025 | $6.82B ▲ | $3.05B ▼ | $2.13B ▲ | 31.19% ▲ | $1.09 ▲ | $3.15B ▲ |
| Q1-2025 | $6.65B ▼ | $3.14B ▲ | $1.91B ▲ | 28.71% ▲ | $0.99 ▲ | $2.8B ▲ |
| Q4-2024 | $6.65B ▲ | $3.02B ▲ | $1.84B ▲ | 27.67% ▲ | $0.94 ▲ | $2.66B ▲ |
| Q3-2024 | $6.55B | $3B | $1.41B | 21.49% | $0.71 | $2.2B |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $92.57B ▼ | $465.25B ▲ | $415.87B ▲ | $49.38B ▼ |
| Q2-2025 | $99.58B ▼ | $458.94B ▼ | $409.49B ▼ | $49.45B ▼ |
| Q1-2025 | $109.47B ▼ | $462.9B ▼ | $413.39B ▼ | $49.51B ▲ |
| Q4-2024 | $124.7B ▲ | $479.84B ▲ | $431.47B ▲ | $48.38B ▲ |
| Q3-2024 | $124.68B | $466.06B | $418.84B | $47.22B |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $2.36B ▲ | $538M ▼ | $6.14B ▼ | $-7.38B ▲ | $-704M ▲ | $393M ▼ |
| Q2-2025 | $2.13B ▲ | $3.18B ▼ | $9.08B ▼ | $-18.66B ▲ | $-6.41B ▼ | $3.05B ▼ |
| Q1-2025 | $1.91B ▲ | $6.36B ▲ | $10.47B ▲ | $-20.36B ▼ | $-3.53B ▼ | $6.24B ▲ |
| Q4-2024 | $1.84B ▲ | $-10.83B ▼ | $7.73B ▼ | $1.6B ▲ | $-1.49B ▼ | $-11.08B ▼ |
| Q3-2024 | $1.41B | $19.1B | $8.52B | $-7.73B | $19.89B | $18.97B |
Revenue by Products
| Product | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 |
|---|---|---|---|---|
 Advisor Services | $1.06Bn ▲ | $880.00M ▼ | $1.15Bn ▲ | $1.22Bn ▲ |
 Investor Services | $3.79Bn ▲ | $4.45Bn ▲ | $4.45Bn ▲ | $4.63Bn ▲ |
CEO
Richard Andrew Wurster CMT
Compensation Summary
(Year 2020)
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2000-05-31 | Forward | 3:2 |
| 1999-07-02 | Forward | 2:1 |
ETFs Holding This Stock
Summary
Showing Top 3 of 758
Ratings Snapshot
Rating : B
Most Recent Analyst Grades
Truist Securities
Buy
TD Cowen
Buy
Deutsche Bank
Buy
Citigroup
Buy
TD Securities
Buy
Goldman Sachs
Buy
Grade Summary
Showing Top 6 of 18
Price Target
Institutional Ownership
VANGUARD GROUP INC
Shares:151.59M
Value:$15.45B
BLACKROCK, INC.
Shares:132.28M
Value:$13.48B
BLACKROCK INC.
Shares:101.02M
Value:$10.3B
Summary
Showing Top 3 of 2,747