The Charles Schwab Corporation (SCHW)
Company Info
Highlights
$160.51B
$3.30
26.77
1.11
$26.20B
$20.41B
$9.77B
$60.17 - $89.85
$91.32
1.03%
1.94
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
The Charles Schwab Corporation (SCHW) returned 20.14% year-to-date (YTD) and 22.24% over the past 12 months. Over the past 10 years, SCHW delivered an annualized return of 12.19%, outperforming the S&P 500 benchmark at 10.85%.
SCHW
20.14%
6.63%
7.44%
22.24%
9.61%
21.38%
12.19%
^GSPC (Benchmark)
0.51%
3.96%
-2.00%
12.02%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of SCHW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 11.77% | -3.54% | -1.57% | 3.99% | 8.87% | 20.14% | |||||||
| 2024 | -8.55% | 6.56% | 8.33% | 2.23% | -0.58% | 0.56% | -11.53% | 0.26% | -0.45% | 9.29% | 17.24% | -10.57% | 9.17% |
| 2023 | -7.01% | 0.96% | -32.78% | -0.27% | 1.39% | 7.57% | 16.62% | -10.17% | -7.19% | -5.21% | 18.37% | 12.20% | -15.97% |
| 2022 | 4.28% | -3.49% | -0.18% | -21.33% | 6.01% | -9.87% | 9.29% | 3.08% | 1.30% | 10.85% | 3.89% | 0.87% | 0.11% |
| 2021 | -2.83% | 20.14% | 5.61% | 8.01% | 5.17% | -1.41% | -6.67% | 7.47% | -0.01% | 12.62% | -5.45% | 8.67% | 60.23% |
| 2020 | -4.23% | -10.20% | -17.50% | 12.20% | -4.30% | -6.04% | -1.75% | 7.75% | 1.97% | 13.47% | 19.12% | 8.73% | 13.57% |
| 2019 | 12.62% | -1.26% | -7.06% | 7.06% | -8.75% | -3.41% | 7.54% | -11.05% | 9.30% | -2.68% | 22.07% | -3.92% | 16.38% |
| 2018 | 3.83% | -0.41% | -1.51% | 6.63% | 0.06% | -8.13% | -0.08% | -0.27% | -3.23% | -5.92% | -2.85% | -7.30% | -18.43% |
| 2017 | 4.48% | -1.81% | 0.99% | -4.80% | -0.06% | 10.86% | -0.14% | -6.82% | 9.62% | 2.51% | 9.01% | 5.29% | 31.15% |
| 2016 | -22.47% | -1.63% | 11.86% | 1.39% | 7.91% | -17.23% | 12.29% | 10.95% | 0.35% | 0.41% | 22.22% | 2.10% | 21.01% |
| 2015 | -13.94% | 13.18% | 3.75% | 0.20% | 3.97% | 3.16% | 6.83% | -12.75% | -5.99% | 6.86% | 10.66% | -2.31% | 9.92% |
| 2014 | -4.54% | 7.08% | 3.09% | -2.85% | -4.83% | 6.82% | 3.05% | 2.96% | 3.09% | -2.45% | -1.01% | 6.60% | 17.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, SCHW is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
The Charles Schwab Corporation provided a 1.18% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.04 | $1.00 | $1.00 | $0.84 | $0.72 | $0.72 | $0.68 | $0.46 | $0.32 | $0.27 | $0.24 | $0.24 |
Dividend yield | 1.18% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Monthly Dividends
The table displays the monthly dividend distributions for The Charles Schwab Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.54 | |||||||
| 2024 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2023 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2022 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.84 |
| 2021 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.72 |
| 2020 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.72 |
| 2019 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.68 |
| 2018 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.46 |
| 2017 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.32 |
| 2016 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.27 |
| 2015 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.24 |
| 2014 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.24 |
Dividend Yield & Payout
Dividend Yield
The Charles Schwab Corporation has a dividend yield of 1.18%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
The Charles Schwab Corporation has a payout ratio of 29.30%, which is quite average when compared to the overall market. This suggests that The Charles Schwab Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The Charles Schwab Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Charles Schwab Corporation was 86.79%, occurring on Mar 11, 2003. Recovery took 3480 trading sessions.
The current The Charles Schwab Corporation drawdown is 2.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.79% | Apr 14, 1999 | 982 | Mar 11, 2003 | 3480 | Jan 4, 2017 | 4462 |
| -65.44% | Sep 28, 1987 | 66 | Dec 30, 1987 | 551 | Mar 6, 1990 | 617 |
| -53.8% | Mar 26, 1992 | 130 | Sep 29, 1992 | 135 | Apr 13, 1993 | 265 |
| -51.08% | May 23, 2018 | 453 | Mar 12, 2020 | 207 | Jan 6, 2021 | 660 |
| -49.7% | Jan 18, 2022 | 325 | May 4, 2023 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Charles Schwab Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of The Charles Schwab Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.0% positive surprise.
Valuation
The Valuation section provides an overview of how The Charles Schwab Corporation is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SCHW, comparing it with other companies in the Capital Markets industry. Currently, SCHW has a P/E ratio of 26.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SCHW compared to other companies in the Capital Markets industry. SCHW currently has a PEG ratio of 1.1. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SCHW relative to other companies in the Capital Markets industry. Currently, SCHW has a P/S ratio of 7.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SCHW in comparison with other companies in the Capital Markets industry. Currently, SCHW has a P/B value of 4.0. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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