| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Tudor Pop
Rosalio Madrigal
Michael Rose
Rosalio Madrigal
Michael Rose
| Share Statistics | SCHW | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $191,748.7 | $3,045.4 | 99% |
|
| Shares Out (Mil) | 1,739.0 | 80.0 | 97% |
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| Institutional Ownership | 98.7% | 77.3% | 81% |
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| Float (Mil) | 1,625.6 | 74.0 | 94% |
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| Beta | 0.75 | 0.94 | 45% |
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| Avg Daily Volume (000s) | 6,080 | 437 | 94% |
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| Price Change (52-week) |
15.3% | 76.1% | 58% |
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| Growth | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 15.4% | 8.4% | 74% |
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| Net Income (5yr) | 21.8% | 8.9% | 76% |
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| EPS (5yr) | 17.0% | 9.3% | 62 |
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| Dividends (5yr) | 8.4% | 1.1% | 82% |
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| Cash Flow (5yr) | (33.3%) | 0.5% | 16% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 18 | 21 | 22 | |
| Current EPS | $1.670 | $6.488 | $7.805 | |
| Month Ago EPS | $1.618 | $6.291 | $7.504 | |
| # Rev Up | 1 | 0 | 1 | |
| # Rev Down | 0 | 1 | 0 | |
| Three Months Ago EPS | $1.569 | $6.145 | $7.208 | |
| Year/Year Chg | 8.4% | 39.5% | 91.3% | |
| Financials | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $26,025 | $873 | 93% |
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| Net Income (TTM) (Mil) | $10,096 | $102 | 99% |
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| EPS (TTM) | $5.510 | $1.000 | 88% |
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| Operating Cash Flow (TTM) (Mil) | $11,417 | $72 | 98% |
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| Net Cash Flow (TTM) (Mil) | $13,633 | $14 | 100% |
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| Long-Term Debt (Q1) (Mil) | $21,659 | $163 | 96% |
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| Enterprise Value (Q1) (Mil) | na | $1,406 | na |
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| Valuation | SCHW | Industry Median |
Percentile (All Stocks) |
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| P/B | 4.36 | 2.71 | 74% |
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| P/E | 20.2 | 19.5 | 51% |
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| Dividend Yield | 1.2% | 0.9% | 69% |
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| PEG (5yr hist) | 1.2 | 1.4 | 51% |
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| Ratios | SCHW | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 97.5% | 74.4% | 96% |
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| Net Margin | 38.8% | 15.5% | 94% |
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| ROA | 2.1% | 1.8% | 56% |
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| ROE | 23.3% | 13.0% | 83% |
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| Liabilities to Assets | 90.3% | 59.0% | 86% |
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| F-Score | 8 | 5 | 93% |
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Passing Stock Screens
As of 8/19/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 7.4% |
| +/- S&P 500: | -0.1 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
