Financials • Charles Schwab

SCHW

Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

Complete and updated financials table with all primary indicators: Net Income, Revenue, EBITDA, Margin, ROE, Dividends

Year	Revenue	CLP	Net Inc	Net Mrg	CLP/Net Inc	Assets	Equity	ROE	Buyback	Dividend	Payout	DY	EPS
12/2015	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2016	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2017	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2018	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2019	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2020	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2021	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2022	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2023	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345	$1,345
12/2024	19,606	0	5,942	30%	0%	479,843	48,375	15%	0	-2,275	38%	1.4%	3

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