The Charles Schwab Corporation (SCHW)
What changed in recent filings
- Revenue +21% YoYQuarter ended Jun 30, 2026
- Institutions — 7 added · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
The Charles Schwab Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 21, 2026Revenue +20.9% YoY · EPS $1.54Released after the close: Jul 21 close → Jul 22 close, the stock moved +0.8% · over the same window, market -0.1% · sector -0.1%
- 26Q1Released Apr 16, 2026Revenue +15.8% YoY · EPS $1.37Released after the close: Apr 16 close → Apr 17 close, the stock moved -0.4% · over the same window, market +1.2% · sector +1.4%
- 25Q4Released Jan 21, 2026Revenue +18.9% YoY · EPS $1.32Released after the close: Jan 21 close → Jan 22 close, the stock moved +2.2% · over the same window, market +0.5% · sector +1.0%
- 25Q3Released Oct 16, 2025Revenue +26.6% YoY · EPS $1.26Released after the close: Oct 16 close → Oct 17 close, the stock moved +0.8% · over the same window, market +0.6% · sector +0.3%
Institutions holding The Charles Schwab Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 12 → 2026 Q2: 10 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold The Charles Schwab Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Generation Investment Management1.45% of portfolio · held as of 2019 Q1 or earlier
- National Pension Service (Korea)0.27% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox3.72% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management1.37% of portfolio · held as of 2019 Q1 or earlier
- Harris Associates (Oakmark)2.96% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.28% of portfolio · held as of 2019 Q1 or earlier
- Viking Global Investors2.80% of portfolio · since 2024 Q3
- Point72 Asset Management0.05% of portfolio · since 2024 Q4
- Bridgewater Associates0.01% of portfolio · since 2025 Q3
- Tudor Investment Corp0.07% of portfolio · since 2026 Q1
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
The largest US online brokerage and bank. Its retail customer base expanded greatly via the TD Ameritrade acquisition.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
The Charles Schwab Corporation is classified under the Financials sector. See peers below.
The Charles Schwab Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
The Charles Schwab Corporation vs Financials sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
SCHW revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $7.1B, +20.9% YoY.
The largest segment is Investor Services, 78.2% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Investor Services segment (about 73% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
SCHW segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding The Charles Schwab Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
SCHW on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
SCHW FAQ
What is The Charles Schwab Corporation (SCHW)?
The largest US online brokerage and bank. Its retail customer base expanded greatly via the TD Ameritrade acquisition.
What sector is The Charles Schwab Corporation in?
The Charles Schwab Corporation is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
What are The Charles Schwab Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 20.3%, Net margin 38.8%, ROE 17.9%, Debt-to-equity 0.45x. Definitions and interpretation are available on Stocklore.
What are The Charles Schwab Corporation's main revenue segments?
The largest segment is Investor Services, about 78.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze The Charles Schwab Corporation (SCHW) stock?
On Stocklore you can see SCHW's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.