KPIs & Operating Metrics(New)

Schwab Charles (SCHW) EBITDA Margin (2016 - 2025)

Schwab Charles (SCHW) has 16 years of EBITDA Margin data on record, last reported at 63.32% in Q4 2025.

  • For Q4 2025, EBITDA Margin fell 470.0% year-over-year to 63.32%; the TTM value through Dec 2025 reached 63.6%, down 824.0%, while the annual FY2025 figure was 63.6%, 824.0% down from the prior year.
  • EBITDA Margin reached 63.32% in Q4 2025 per SCHW's latest filing, down from 64.01% in the prior quarter.
  • Across five years, EBITDA Margin topped out at 75.28% in Q2 2023 and bottomed at 40.65% in Q2 2021.
  • Average EBITDA Margin over 5 years is 60.27%, with a median of 63.67% recorded in 2025.
  • Peak YoY movement for EBITDA Margin: skyrocketed 2737bps in 2023, then crashed -1135bps in 2025.
  • A 5-year view of EBITDA Margin shows it stood at 45.69% in 2021, then surged by 36bps to 62.03% in 2022, then grew by 9bps to 67.89% in 2023, then grew by 0bps to 68.02% in 2024, then fell by -7bps to 63.32% in 2025.
  • Per Business Quant database, its latest 3 readings for EBITDA Margin were 63.32% in Q4 2025, 64.01% in Q3 2025, and 64.4% in Q2 2025.