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Charles Schwab Corporation

Charles Schwab Corporation
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Recent & upcoming events

Aug 7
Ex-dividend Time TBD
Ex-dividend (predicted) $0.32
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Jul 21
Earnings 16:16
Q2 earnings
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Apr 16
Earnings Time TBD
Q1 earnings
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Jan 21
Earnings Time TBD
Full-year earnings
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2025
Oct 16
Earnings Time TBD
Q3 earnings
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Jul 18
Earnings Time TBD
Q2 earnings
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Apr 17
Earnings Time TBD
Q1 earnings
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Jan 21
Earnings Time TBD
Full-year earnings
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2024
Oct 15
Earnings Time TBD
Q3 earnings
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Jul 16
Earnings Time TBD
Q2 earnings
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Oct 15
Est.
Earnings 16:15 approx.
Q3 earnings (predicted)
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Nov 6
Est.
Ex-dividend Time TBD
Ex-dividend (predicted) $0.32
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2027
May 24
Est.
Shareholder meeting Time TBD
Annual meeting (est.)
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KPI highlights

FY25
Revenue $23.92B YoY +22.0%
Operating income —
Net income $8.85B YoY +49.0%
EPS $4.67 YoY +55.7%
P/E 18.1× Fair Rough PER guide (a simplified band — fair value varies by industry and growth stage): <10 Cheap / 10–15 Slightly cheap / 15–22 Fair / 22–35 Slightly rich / ≥35 Rich
ROE 17.9% Equity ratio 10% Typical equity ratios vary a lot by industry. Banks, brokerages, and other financial companies tend to run lower ratios because leverage (using other people's capital) is core to their business model — a low ratio there isn't a sign of financial weakness.

Quarterly fundamentals

Income & cash flow Unit: $1M
Quarter FY24 Q4FY25 Q1FY25 Q2FY25 Q3FY25 Q4FY26 Q1
Revenue 5,3295,5995,8516,1356,3366,482
Operating income ——————
Net income 1,8401,9092,1262,3582,4592,479
Operating CF -9,0415,204422-3,691-5,4805,822

Ownership over time

Share of total shares outstanding (disclosed major holdings + undisclosed)（2013–2026）

機関投資家 7.6%未開示 92.4%20132015201720192021202320252026
機関投資家 7.6%未開示 92.4%13Q114Q215Q316Q418Q119Q220Q321Q423Q124Q225Q426Q1
機関投資家その他未開示・浮動株

「国内機関」は信託銀行の名義口座（年金・パッシブ・一部海外資本を含む）を集計し、実質保有者へは分解していません。分類は開示名称からの推定です。

Top shareholders — rank & share

Dodge & Cox 4.1%Dodge & CoxFLOSSBACH VON STOR 0.6%FLOSSBACH VON STORCH SEClearbridge Invest 0.2%Clearbridge Investments, LLCYACKTMAN ASSET MAN 0.2%YACKTMAN ASSET MANAGEMENT LPRPTC Inc. 0.2%RPTC Inc.FIDUCIARY MANAGEME 0.2%FIDUCIARY MANAGEMENT INC /WI/BNP PARIBAS FINANC 0.2%BNP PARIBAS FINANCIAL MARKETS20132015201720192021202320252026
Dodge & Cox 4.1%Dodge & CoxFLOSSBACH VON STOR 0.6%FLOSSBACH VON STORCH SEClearbridge Invest 0.2%Clearbridge Investments, LLCYACKTMAN ASSET MAN 0.2%YACKTMAN ASSET MANAGEMENT LPRPTC Inc. 0.2%RPTC Inc.FIDUCIARY MANAGEME 0.2%FIDUCIARY MANAGEMENT INC /WI/BNP PARIBAS FINANC 0.2%BNP PARIBAS FINANCIAL MARKETS13Q114Q215Q316Q418Q119Q220Q321Q423Q124Q225Q426Q1

Top shareholders — actual figures (as of 2026)

Holder Shares held Ratio Source
Dodge & Cox 75,002,881 4.1% 13F
その他機関投資家（13F 262社） 12,898,919 0.7% 13F
FLOSSBACH VON STORCH SE 10,669,791 0.6% 13F
Clearbridge Investments, LLC 3,957,222 0.2% 13F
YACKTMAN ASSET MANAGEMENT LP 3,904,856 0.2% 13F
RPTC Inc. 3,522,501 0.2% 13F
FIDUCIARY MANAGEMENT INC /WI/ 3,465,521 0.2% 13F
BNP PARIBAS FINANCIAL MARKETS 3,349,544 0.2% 13F
TIMUCUAN ASSET MANAGEMENT INC/FL 2,948,987 0.2% 13F
Russell Investments Group, Ltd. 1,947,503 0.1% 13F
VAN ECK ASSOCIATES CORP 1,856,245 0.1% 13F
Mondrian Investment Partners LTD 1,717,378 0.1% 13F
JONES FINANCIAL COMPANIES LLLP 1,691,766 0.1% 13F
DANSKE BANK A/S 1,686,348 0.1% 13F
CapitalatWork S.A. 1,556,820 0.1% 13F
Liontrust Investment Partners LLP 1,202,648 0.1% 13F
GLENMEDE TRUST CO NA 864,248 0.0% 13F
SNYDER CAPITAL MANAGEMENT L P 841,238 0.0% 13F
BOWEN HANES & CO INC 740,788 0.0% 13F
Madison Asset Management, LLC 721,830 0.0% 13F
LOS ANGELES CAPITAL MANAGEMENT LLC 717,266 0.0% 13F
COOKE & BIELER LP 695,909 0.0% 13F
KLP KAPITALFORVALTNING AS 640,972 0.0% 13F
CALEDONIA INVESTMENTS PLC 611,000 0.0% 13F
Aureus Asset Management, LLC 605,564 0.0% 13F
Ninety One UK Ltd 578,211 0.0% 13F

Source：SEC EDGAR（DEF 14A・13D/G・13F）　Classification inferred from disclosed names

F-Score (Piotroski)

Banks, insurers, and other financial institutions are excluded from this score, as their financial structure differs fundamentally from typical operating companies.

Fact checklist

FY25
Equity ratio 10.1%
Current ratio —
Years of positive operating CF 11 of last 12 yrs
Payout ratio 22%
Latest fiscal year result Profit (net income $8.85B)

Performance history

Last 10 years
$0.0B$6.0B$12.0B$17.9B$23.9B FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25

Income & assets

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
Revenue 7,4788,61810,13210,72111,69118,52020,76218,83719,60623,921
Operating income ——————————
Ordinary income ——————————
Net income 1,8892,3543,5073,7043,2995,8557,1835,0675,9428,852
Total assets 223,383243,274296,482294,000549,009667,270551,772493,178479,843490,995
Equity 16,42118,52520,67021,74556,06056,26136,60840,95848,37549,425

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Indicators & cash flow

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
EPS $1.32$1.63$2.47$2.69$2.13$2.84$3.52$2.55$3.00$4.67
ROE 11.5%12.7%17.0%17.0%5.9%10.4%19.6%12.4%12.3%17.9%
Operating CF 3,603-83912,4569,3256,8522,1182,05719,5872,6709,311
Investing CF -38,775-20,473-40,55511,964-125,851-75,66332,04857,41135,43124,538
Financing CF 34,96322,59947,166-13,939143,98296,323-68,723-61,245-47,060-29,702
FCF ————6,2211,2021,08618,8872,0508,763

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Source: SEC EDGAR (10-K, etc.) (fetched 2026-07-03) *Some metrics supplemented from additional sources

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Data provided by Twelve Data