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Schwab Charles (SCHW) Tax Rate (2016 - 2026)

Schwab Charles has reported Tax Rate over the past 17 years, most recently at 22.67% for 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 for Q4 2025 was 22.67% at Schwab Charles, up from 21.95% in the prior quarter.
  • Over five years, Tax Rate peaked at 26.41% in Q2 2021 and troughed at 12.48% in Q4 2023.
  • A 5-year average of 22.59% and a median of 23.66% in 2024 define the central range for Tax Rate.
  • Biggest five-year swings in Tax Rate: plummeted -1177bps in 2023 and later surged 769bps in 2024.
  • Year by year, 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 soared by 62bps to 20.17% in 2024, then increased by 12bps to 22.67% in 2025.
  • Business Quant data shows Tax Rate for SCHW at 22.67% in Q4 2025, 21.95% in Q3 2025, and 24.15% in Q2 2025.