SCHW, SCHW-PD, SCHW-PJ · CIK 0000316709 · operating
# Charles Schwab Corporation
A savings and loan holding company, Schwab provides wealth management, securities brokerage, banking, asset management, and financial advisory services to individual investors and financial advisors. The company operates digital and branch-based platforms offering equity and fixed income trading, options and futures trading, margin lending, and cash management services. It distributes third-party mutual funds through dedicated marketplaces and provides exchange-traded fund access. Advisory services include managed portfolios, separately managed accounts, customized portfolio management, and specialized financial planning. Banking products encompass checking and savings accounts, residential mortgages, home equity lines of credit, and pledged asset lines.
The company operates through two primary segments: Investor Services and Advisor Services. Investor Services serves individual traders and investors through self-directed platforms with integrated web, mobile, and software-based trading tools, along with real-time market data and research capabilities. Advisor Services caters to financial advisors through recordkeeping for equity compensation plans, retirement plan administration, mutual fund clearing, and advisory support tools.
Headquartered in Westlake, Texas, Schwab operates approximately 33,000 full-time employees across branch offices in the United States and international locations. The company was incorporated in Delaware and founded in 1971.
Fiscal years are as reported by the company and may not align with the calendar year. For example, Apple's FY 2024 ends in September 2024.
| Fiscal Year | EPS Diluted | EPS Basic | YoY | |
|---|---|---|---|---|
| 2025 | $4.65 | $4.67 | +55.5% | |
| 2024 | $2.99 | $3.00 | +17.7% | |
| 2023 | $2.54 | $2.55 | -27.4% | |
| 2022 | $3.50 | $3.52 | +23.7% | |
| 2021 | $2.83 | $2.84 | +396.5% | |
| 2020 | $0.57 | $0.57 | -8.1% | |
| 2019 | $0.62 | $0.62 | -4.6% | |
| 2018 | $0.65 | $0.66 | +58.5% | |
| 2017 | $0.41 | $0.41 | +13.9% | |
| 2016 | $0.36 | $0.36 | +28.6% | |
| 2015 | $0.28 | $0.29 | +12.0% | |
| 2014 | $0.25 | $0.25 | +8.7% | |
| 2013 | $0.23 | $0.23 | +53.3% | |
| 2012 | $0.15 | $0.15 | +15.4% | |
| 2011 | $0.13 | $0.13 | +30.0% | |
| 2010 | $0.10 | $0.10 | -85.3% | |
| 2009 | $0.68 | $0.68 | — |
| Report Date | Filed | Accession Number | |
|---|---|---|---|
| 2025-12-31 | 2026-02-25 | 0000316709-26-000009 | SEC ↗ |
| 2024-12-31 | 2025-02-26 | 0000316709-25-000010 | SEC ↗ |
| 2023-12-31 | 2024-02-23 | 0000316709-24-000018 | SEC ↗ |
| 2022-12-31 | 2023-02-24 | 0000316709-23-000009 | SEC ↗ |
| 2021-12-31 | 2022-02-24 | 0000316709-22-000009 | SEC ↗ |
| 2020-12-31 | 2021-02-24 | 0000316709-21-000012 | SEC ↗ |