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

Schwab Charles (SCHW) has 16 years of Tax Rate data on record, last reported at 22.67% in Q4 2025.

  • For Q4 2025, Tax Rate rose 250.0% year-over-year to 22.67%; the TTM value through Dec 2025 reached 22.75%, changed 0.0%, while the annual FY2025 figure was 22.75%, 0.0% changed from the prior year.
  • Tax Rate reached 22.67% in Q4 2025 per SCHW's latest filing, up from 21.95% in the prior quarter.
  • Across five years, Tax Rate topped out at 26.41% in Q2 2021 and bottomed at 12.48% in Q4 2023.
  • Average Tax Rate over 5 years is 22.63%, with a median of 23.76% recorded in 2024.
  • Peak YoY movement for Tax Rate: plummeted -1177bps in 2023, then surged 769bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 24.12% in 2021, then grew by 1bps to 24.25% in 2022, then plummeted by -49bps to 12.48% in 2023, then skyrocketed by 62bps to 20.17% in 2024, then rose by 12bps to 22.67% in 2025.
  • Per Business Quant database, its latest 3 readings for Tax Rate were 22.67% in Q4 2025, 21.95% in Q3 2025, and 24.15% in Q2 2025.