Schwab Charles (SCHW-PD) Tax Rate (2016 - 2025)

Historic Tax Rate for Schwab Charles (SCHW-PD) over the last 17 years, with Q3 2025 value amounting to 21.95%.

  • Schwab Charles' Tax Rate fell 16100.0% to 21.95% in Q3 2025 from the same period last year, while for Sep 2025 it was 22.21%, marking a year-over-year increase of 4200.0%. This contributed to the annual value of 22.75% for FY2024, which is 22000.0% up from last year.
  • As of Q3 2025, Schwab Charles' Tax Rate stood at 21.95%, which was down 16100.0% from 24.15% recorded in Q2 2025.
  • Over the past 5 years, Schwab Charles' Tax Rate peaked at 26.41% during Q2 2021, and registered a low of 12.48% during Q4 2023.
  • For the 5-year period, Schwab Charles' Tax Rate averaged around 22.59%, with its median value being 23.76% (2024).
  • As far as peak fluctuations go, Schwab Charles' Tax Rate crashed by -117700bps in 2023, and later surged by 76900bps in 2024.
  • Quarter analysis of 5 years shows Schwab Charles' Tax Rate stood at 21.9% in 2021, then grew by 11bps to 24.25% in 2022, then crashed by -49bps to 12.48% in 2023, then surged by 62bps to 20.17% in 2024, then increased by 9bps to 21.95% in 2025.
  • Its Tax Rate stands at 21.95% for Q3 2025, versus 24.15% for Q2 2025 and 22.24% for Q1 2025.