Charles Schwab Corporation

When researching Charles Schwab Corporation, analysts typically begin with its Financials sector positioning and Investment Banking & Brokerage industry dynamics. Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. 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(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

The company reports trailing twelve-month revenue of $6.48B and net income of $2.48B. Key metrics include a return on equity of 5.0%, a debt-to-equity ratio of 9.02.

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