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

Historic Tax Rate for Schwab Charles (SCHW) 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.
  • Latest data reveals that Schwab Charles reported Tax Rate of 21.95% as of Q3 2025, which was down 16100.0% from 24.15% recorded in Q2 2025.
  • Schwab Charles' Tax Rate's 5-year high stood at 26.41% during Q2 2021, with a 5-year trough of 12.48% in Q4 2023.
  • Moreover, its 5-year median value for Tax Rate was 23.76% (2024), whereas its average is 22.59%.
  • In the last 5 years, Schwab Charles' Tax Rate plummeted by -117700bps in 2023 and then soared by 76900bps in 2024.
  • Quarter analysis of 5 years shows Schwab Charles' Tax Rate stood at 21.9% in 2021, then increased by 11bps to 24.25% in 2022, then plummeted by -49bps to 12.48% in 2023, then soared by 62bps to 20.17% in 2024, then rose by 9bps to 21.95% in 2025.
  • Its last three reported values are 21.95% in Q3 2025, 24.15% for Q2 2025, and 22.24% during Q1 2025.