SCHW
Charles Schwab CorpNYSE
Financial Services • Capital Markets
Factor tilt: Large-Cap Blend
$91.49-1.18%
Close Nov 6, 2026
- Market cap
- $159.11B
- 1 month
- -5.6%
- 3 months
- -15.3%
- 1 year
- -2.3%
- 52-week range
- $85.35$113.65
- Dividend, last 12 mo
- $1.23 · 1.34% yield
- Last ex-date
- Aug 14, 2026 · $0.32
- Dividend growth
- 1 year in a row
- Short interest
- 1.0% of float17M shares · settled Oct 15, 2026 · -11.3% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $31.15B
- Net income
- $10.64B
- Free cash flow
- —
- Book value
- $51.4B
- Total debt
- —
- P/E
- 14.9×
- Price / sales
- 5.1×
- Price / book
- 3.1×
- FCF yield
- —
- Net margin
- +34.2%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Charles Schwab Corp
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.
Read more
It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
- Website
- aboutschwab.com
- Headquarters
- Westlake, TX, United States
- Employees
- 33,900
- Listed
- Sep 22, 1987
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 23, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 15, 2026 | $8.2B | +16.0% | $2.9B |
| Jun 2026filed Aug 7, 2026 | $8.5B | +25.0% | $2.8B |
| Mar 2026filed May 8, 2026 | $7.3B | +9.8% | $2.5B |
| Dec 2025filed Feb 25, 2026 | $7.2B | +7.8% | $2.5B |
| Sep 2025filed Nov 7, 2025 | $7.0B | +7.4% | $2.4B |
| Jun 2025filed Aug 8, 2025 | $6.8B | +7.4% | $2.1B |
| Mar 2025filed May 9, 2025 | $6.7B | +3.1% | $1.9B |
| Dec 2024filed Feb 26, 2025 | $6.7B | +49.2% | $1.8B |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 25, 2026 | $27.7B | +6.4% | $8.9B |
| Dec 2024filed Feb 26, 2025 | $26.0B | +1.9% | $5.9B |
| Dec 2023filed Feb 23, 2024 | $25.5B | +14.4% | $5.1B |
| Dec 2022filed Feb 24, 2023 | $22.3B | +17.4% | $7.2B |
| Dec 2021filed Feb 24, 2022 | $19.0B | +56.9% | $5.9B |
| Dec 2020filed Feb 24, 2021 | $12.1B | +2.7% | $3.3B |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched SCHW. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
16,982,231 shares short
-2,168,176 shares (-11.3%) vs Sep 30, 2026
1% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
19,150,407 shares short
-157,026 shares (-0.8%) vs Sep 15, 2026
1.2% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
19,307,433 shares short
-1,983,442 shares (-9.3%) vs Aug 31, 2026
1.2% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
21,290,875 shares short
+4,439,511 shares (+26.3%) vs Aug 14, 2026
1.3% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
16,851,364 shares short
-3,626,511 shares (-17.7%) vs Jul 31, 2026
1% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
20,477,875 shares short
-2,191,318 shares (-9.7%) vs Jul 15, 2026
1.3% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind SCHW’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.32 per share
Ex-dividend date: Nov 13, 2026 (future recorded date)
Recorded pay date: Nov 27, 2026 (pending)
Cash dividend · Polygon event record
USD 0.32 per share
Ex-dividend date: Aug 14, 2026
Recorded pay date: Aug 28, 2026 (past date)
Cash dividend · Polygon event record
USD 0.32 per share
Ex-dividend date: May 8, 2026
Recorded pay date: May 22, 2026 (past date)
Cash dividend · Polygon event record
USD 0.32 per share
Ex-dividend date: Feb 13, 2026
Recorded pay date: Feb 27, 2026 (past date)
Cash dividend · Polygon event record
USD 0.27 per share
Ex-dividend date: Nov 14, 2025
Recorded pay date: Nov 28, 2025 (past date)
Cash dividend · Polygon event record
USD 0.27 per share
Ex-dividend date: Aug 8, 2025
Recorded pay date: Aug 22, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
3 for 2 · forward split
Effective May 31, 2000
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
2 for 1 · forward split
Effective Jul 2, 1999
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Dec 14, 1998
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Sep 16, 1997
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
2 for 1 · forward split
Effective Sep 5, 1995
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Mar 2, 1995
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
249 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Nov 5, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 2 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
2,332 filers reported a long position in SCHW for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
43.7%
of the 1.4B shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
-2.4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.4B · 134.4M shares | 134.4M | +0.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $9.9B · 107.3M shares | 107.3M | -0.9% |
| 3 | DODGE & COX | $7.1B · 77M shares | 77M | +2.6% |
| 4 | STATE STREET CORP | $6.8B · 73.2M shares | 73.2M | +0.6% |
| 5 | JPMORGAN CHASE & CO | $4.5B · 49.2M shares | 49.2M | -33.4% |
| 6 | FMR LLC | $4.1B · 44.3M shares | 44.3M | +24% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $4B · 43.3M shares | 43.3M | -11% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $3.4B · 37.3M shares | 37.3M | -3.6% |
| 9 | FRANKLIN RESOURCES INC | $3.4B · 36.5M shares | 36.5M | +14.6% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B · 26.9M shares | 26.9M | +1.2% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of SCHW file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Apr 29, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 7.18% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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