The Charles Schwab Corporation (SCHW) Compounding Analysis

The Charles Schwab Corporation(SCHW)

Financial - Capital Markets · Westlake, TX

$111.06+0.17 (+0.16%)

Delayed quote: Aug 20, 2026, 10:15 AM EDT

About The Charles Schwab Corporation

The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

Westlake, TX

33,700 employees

www.aboutschwab.com

Financial Services / Financial - Capital Markets

Sector: Financial Services
Industry: Financial - Capital Markets
CEO: Richard Andrew Wurster

View full financials

Across metrics · 10Y

SCHW reported stats per metric over 10Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric	10Y CAGR	Median YoY	YoY σ	Qtrs ≥ 20%	Neg. qtrs
RevenueRevenue	15.6%	14.4%	22.6pp	13 of 40	7
EPSEPS	16.3%	26.3%	31.8pp	26 of 40	10
Op cash flowOperating cash flow	22.3%	—	—	—	—
EBITDAEBITDA	17.7%	25.6%	35.2pp	24 of 40	9
FCFFree cash flow	24.5%	—	—	—	—

Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.