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Schwab Charles (SCHW) Tax Rate: 2009-2025

Historic Tax Rate for Schwab Charles (SCHW) over the last 17 years, with Sep 2025 value amounting to 21.95%.

  • Schwab Charles' Tax Rate fell 161.00% 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 42.00%. This contributed to the annual value of 22.75% for FY2024, which is 220.00% up from last year.
  • Schwab Charles' Tax Rate amounted to 21.95% in Q3 2025, which was down 9.13% from 24.15% recorded in Q2 2025.
  • In the past 5 years, Schwab Charles' Tax Rate ranged from a high of 26.41% in Q2 2021 and a low of 12.48% during Q4 2023.
  • In the last 3 years, Schwab Charles' Tax Rate had a median value of 23.48% in 2023 and averaged 21.70%.
  • Per our database at Business Quant, Schwab Charles' Tax Rate plummeted by 1,177bps in 2023 and then soared by 769bps in 2024.
  • Over the past 5 years, Schwab Charles' Tax Rate (Quarterly) stood at 21.90% in 2021, then surged by 235bps to 24.25% in 2022, then tumbled by 1,177bps to 12.48% in 2023, then spiked by 769bps to 20.17% in 2024, then crashed by 161bps to 21.95% in 2025.
  • Its Tax Rate stands at 21.95% for Q3 2025, versus 24.15% for Q2 2025 and 22.24% for Q1 2025.