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| Date | Value |
|---|---|
| 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% |