SCHW Charles Schwab Corporation

XNYS Down Alert

Financials

· How we analyze

About the company

Charles Schwab is a major US financial services company. Private investors and independent advisors use it as an online broker and custodian; it also offers banking services, funds and advice. The group includes the former TD Ameritrade platform. It operates mainly in the US. As of Oct 11, 2026

Fact sheet (from the annual report) Securities dealers and brokers · Westlake, USA

Charles Schwab is organized as a savings and loan holding company and, through subsidiaries, offers wealth management, securities brokerage, banking, custody and financial advisory services. The Investor Services segment serves individual investors with brokerage, investment advice, banking and trust services as well as companies with retirement plans. Advisor Services offers independent registered investment advisors (RIAs) custody, trading, banking and support. Offerings include brokerage accounts with trading in bonds, options, futures and foreign exchange, plus mutual funds, ETFs, checking accounts and mortgage loans. According to the company, segment revenue depends on the level of client assets and client activity.

Automatically summarized from SEC annual report (10-K, filed Feb 25, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today −0.9%
  • 7 days +0.2%
  • 30 days −9.4%
  • 1 year −5.0%
Day range (last trading day)
−0.2%Price at 11% of the range+1.5%
52-week range
−6.4%Price at 19% of the range+27.6%
Distance from the all-time high
−21.7%

Our own calculation from the exchange’s daily candles, as of Oct 26, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Double bottom · Analysis method

The price of SCHW is currently in no zone of this method. The check runs daily after the market close.

Whether a price will soon reach a zone, you see from Watcher. Plans and pricing

How the zone is formed

What is this? The price has formed two similarly deep lows and broken above the neckline between them. This is seen as a sign that the downward move is ending.

Buy zone: retest of the neckline (up to 1 ATR above it). Stop: just below the second low. Targets: height of the pattern from the neckline (1.0× and 1.618×).

The pattern is valid for at most 15 trading days and expires if the price falls below the stop. This is a calculated analysis, not a forecast and not a call to buy. Risk notice and investment advice

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Symbol on TradingView: NYSE:SCHW

Save zone

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Fundamental analysis

Charles Schwab Corporation · Sector Financials · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 25, 2026.

In short

  • Light green: Revenue grew over 5 years (+15.4% per year), at least as fast as the sector median.
  • Light green: Net income (total) grew over 5 years (+21.8% per year), at least as fast as the sector median; per share +17.0% per year.
  • Light green: Net margin 37.0%, above the sector median (19.4%).
  • Light green: Profit in each of the last 10 fiscal years.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 7.5B USD · Net income 1.9B USD · Net margin 25.3%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 8.6B USD · Net income 2.4B USD · Net margin 27.3%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 10.1B USD · Net income 3.5B USD · Net margin 34.6%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 10.7B USD · Net income 3.7B USD · Net margin 34.5%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 11.7B USD · Net income 3.3B USD · Net margin 28.2%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 18.5B USD · Net income 5.9B USD · Net margin 31.6%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 20.8B USD · Net income 7.2B USD · Net margin 34.6%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 18.8B USD · Net income 5.1B USD · Net margin 26.9%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 19.6B USD · Net income 5.9B USD · Net margin 30.3%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 23.9B USD · Net income 8.9B USD · Net margin 37.0%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 23.9B USD · Net income 8.9B USD · Net margin 37.0%

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+15.4% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 15.4% per year on average – at least as fast as the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light green: above sector

+21.8% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +17.0% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 21.8% per year on average – at least as fast as the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

37.0% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 37.01 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 28.2%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light gray: not available

– latest balance sheet

Sector Financials: median 0.63 (47 symbols)

What does this mean? No usable figure: reported financial debt or positive equity for the same balance sheet date is missing.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light green: covered

23% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? Of every 1 USD of earnings per share, 0.23 USD went to shareholders as a dividend. The rest stays in the company. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
23.9B USD
Revenue vs. prior year
+22.0%
Net income (FY)
8.9B USD
Net income vs. prior year
+49.0%
EPS (FY)
4.65 USD
13F funds with a position
2 of 9
Funds vs. prior quarter
±0
Shares held vs. prior quarter
+101.6%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 25, 2026 · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 23.9B8.9B 37.0% 4.65 1.08 23%
2024Dec 31, 2024 19.6B5.9B 30.3% 2.99 1.00 33%
2023Dec 31, 2023 18.8B5.1B 26.9% 2.54 1.00 39%
2022Dec 31, 2022 20.8B7.2B 34.6% 3.50 0.84 24%
2021Dec 31, 2021 18.5B5.9B 31.6% 2.83 0.72 25%
2020Dec 31, 2020 11.7B3.3B 28.2% 2.12 0.72 34%
2019Dec 31, 2019 10.7B3.7B 34.5% 2.67 0.68 25%
2018Dec 31, 2018 10.1B3.5B 34.6% 2.45 0.46 19%
2017Dec 31, 2017 8.6B2.4B 27.3% 1.61 0.32 20%
2016Dec 31, 2016 7.5B1.9B 25.3% 1.31 0.27 21%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 7.1B2.8B 39.6% 1.54 0.32 21%
Q1/26Mar 31, 2026 6.5B2.5B 38.2% 1.37 0.32 23%
Q4/25*Dec 31, 2025 6.3B2.5B 38.8% – 0.27 –
Q3/25Sep 30, 2025 6.1B2.4B 38.4% 1.26 0.27 21%
Q2/25Jun 30, 2025 5.9B2.1B 36.3% 1.08 0.27 25%
Q1/25Mar 31, 2025 5.6B1.9B 34.1% 0.99 0.27 27%
Q4/24*Dec 31, 2024 5.3B1.8B 34.5% – 0.25 –
Q3/24Sep 30, 2024 4.8B1.4B 29.0% 0.71 0.25 35%
Q2/24Jun 30, 2024 4.7B1.3B 28.4% 0.66 0.25 38%
Q1/24Mar 31, 2024 4.7B1.4B 28.7% 0.68 0.25 37%
Q4/23*Dec 31, 2023 4.5B1.0B 23.4% – 0.25 –
Q3/23Sep 30, 2023 4.6B1.1B 24.4% 0.56 0.25 45%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $00 people $112.1M9 people −$112.1M
6 months $1.8M1 person $186.2M12 people −$184.3M
12 months $1.8M1 person $334.5M15 people −$332.7M

Latest transactions

  • Oct 1, 2026 Hathi Neesha Officer Open-market sale · 10b5-1 plan 5,000 shares · $489.0K · SEC
  • Sep 1, 2026 Hathi Neesha Officer Open-market sale · 10b5-1 plan 3,177 shares · $346.4K · SEC
  • Aug 28, 2026 Hathi Neesha Officer Open-market sale · 10b5-1 plan 3,177 shares · $343.5K · SEC
  • Aug 28, 2026 Bettinger Walter W Officer, Director Open-market sale 74,388 shares · $8.3M · SEC
  • Aug 26, 2026 Schwab-Pomerantz Carolyn Director Open-market sale 9,175 shares · $1.0M · SEC
  • Aug 24, 2026 Bettinger Walter W Officer, Director Open-market sale 176,210 shares · $20.0M · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -60

Price vs. EMA 50-15
Price vs. EMA 200-15
EMA 50 vs. EMA 200+20
ADX (trend strength)-15
Highs and lows-20
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)40.8
Rel. strength 60 d−16.8%

ATR and moving averages as price values only when logged in.

More stocks from Financials

All symbols in this sector

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