Schwab Charles (SCHW-PD) Net Margin (2009 - 2026)

Schwab Charles (SCHW-PD) recorded quarterly Net Margin of 36.98% in Q1 2026, down 1.01% quarter-over-quarter from 37.36% in Q4 2025, and up 490.0% on a YoY basis from 6.27% in Q1 2025.

Schwab Charles (SCHW-PD) Net Margin (2009 - 2026) Analysis & Trends

Schwab Charles' Net Margin history runs 18 years deep, the most recent figure standing at 36.98% for Q1 2026.

  • In Q1 2026, Net Margin rose 490.0% year-over-year to 36.98%; the TTM figure through Mar 2026 stood at 36.36% (up 693.0% YoY), while the FY2025 annual figure was 35.19%, up 725.0% from the prior year.
  • Net Margin was 36.98% for Q1 2026 at Schwab Charles, down from 37.36% in the prior quarter.
  • In the past five years, Net Margin ranged from a high of 37.36% in Q4 2025 to a low of 20.77% in Q4 2023.
  • Historically, Net Margin has averaged 30.22% across 5 years, with a median of 32.08% in 2025.
  • The sharpest annual moves came in 2023 and 2024: Net Margin plunged 1236 bps in 2023, then surged 1145 bps in 2024.
  • A 5-year view of Net Margin shows it stood at 33.13% in 2022, then tumbled by 37 bps to 20.77% in 2023, then jumped by 55 bps to 32.22% in 2024, then advanced by 16 bps to 37.36% in 2025, then fell by 1 bps to 36.98% in 2026.
  • The last three Net Margin figures came in at 36.98% (Q1 2026), 37.36% (Q4 2025), and 37.11% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 26.29%
3 Goldman Sachs 333.85 Bn -603.70 Bn - 31.36%
4 Schwab Charles 160.31 Bn 115.33 Bn - 36.98%
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn 32.80%
6 Interactive Brokers 42.79 Bn 53.38 Bn - 16.00%
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - 7.22%
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 37.74%
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn -171.16%
10 Schwab Charles - - - 36.98%

Historic Data

Download Data
DateValue
Mar 31, 2026 36.98%
Dec 31, 2025 37.36%
Sep 30, 2025 37.11%
Jun 30, 2025 33.79%
Mar 31, 2025 32.08%
Dec 31, 2024 32.22%
Sep 30, 2024 26.80%
Jun 30, 2024 25.82%
Mar 31, 2024 26.39%
Dec 31, 2023 20.77%
Sep 30, 2023 22.08%
Jun 30, 2023 25.19%
Mar 31, 2023 29.96%
Dec 31, 2022 33.13%
Sep 30, 2022 34.25%
Jun 30, 2022 32.44%
Mar 31, 2022 27.35%
Dec 31, 2021 30.78%
Sep 30, 2021 30.77%
Jun 30, 2021 24.67%