Schwab Charles SCHW
NYSE SCHW
$107.28 -0.05 (-0.05%)
At close: Sep 11, 2026 · 4:00 PM EDT

Schwab Charles (SCHW) EBITDA Margin (2009 - 2026)

Schwab Charles (SCHW) posted EBITDA Margin of 63.04% for Q2 2026, up 2.0% on a QoQ basis from 61.8% in Q1 2026, and down 136.0% year-over-year from 175.1% in Q2 2025.

Analysis

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

Schwab Charles has reported EBITDA Margin for 18 years, with the latest figure at 63.04% in Q2 2026.

  • On a quarterly basis, EBITDA Margin fell 136.0% year-over-year to 63.04% in Q2 2026; TTM through Jun 2026 was 63.03%, a 378.0% decrease from a year earlier, with the FY2025 full-year figure at 63.6%, down 824.0% from the prior year.
  • EBITDA Margin was 63.04% for Q2 2026 at Schwab Charles, up from 61.8% in the prior quarter.
  • The five-year high for EBITDA Margin was 75.28% in Q2 2023, with the low at 61.36% in Q4 2023.
  • Average EBITDA Margin over 5 years is 56.1%, with a median of 63.67% recorded in 2025.
  • The sharpest annual moves came in 2023 and 2024: EBITDA Margin sank 10828 bps in 2023, then jumped 12938 bps in 2024.
  • Over 5 years, EBITDA Margin stood at 46.92% in 2022, then sank by 231 bps to 61.36% in 2023, then jumped by 211 bps to 68.02% in 2024, then dropped by 7 bps to 63.32% in 2025, then fell by 0 bps to 63.04% in 2026.
  • The last three EBITDA Margin figures came in at 63.04% (Q2 2026), 61.8% (Q1 2026), and 63.32% (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBITDA Margin (Qtr)
1 Bank Of America 439.96 Bn -148.54 Bn 30.39 Bn 37.28%
2 Morgan Stanley 336.99 Bn 176.86 Bn - 95.89%
3 Goldman Sachs 299.92 Bn -676.43 Bn - 131.07%
4 Royal Bank Of Canada 288.24 Bn 61.39 Bn - 138.04%
5 Mitsubishi Ufj Financial 283.40 Bn -100.92 Bn 10.89 Bn -
6 Wells Fargo & Company 273.32 Bn 71.49 Bn - 84.05%
7 Banco Santander 219.61 Bn 227.22 Bn 28.01 Bn 29.14%
8 American Express 219.16 Bn 169.84 Bn 17.99 Bn 17.85%
9 Toronto Dominion Bank 204.38 Bn 43.05 Bn - 10.97%
10 Schwab Charles 185.52 Bn 111.93 Bn - 63.04%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 63.04%
Mar 31, 2026 61.80%
Dec 31, 2025 63.32%
Sep 30, 2025 64.01%
Jun 30, 2025 64.40%
Mar 31, 2025 62.62%
Dec 31, 2024 68.02%
Sep 30, 2024 73.20%
Jun 30, 2024 72.62%
Mar 31, 2024 73.97%
Dec 31, 2023 -61.36%
Sep 30, 2023 68.91%
Jun 30, 2023 75.28%
Mar 31, 2023 65.60%
Dec 31, 2022 46.92%
Sep 30, 2022 56.51%
Jun 30, 2022 48.32%
Mar 31, 2022 42.70%
Dec 31, 2021 46.01%
Sep 30, 2021 47.07%