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

Schwab Charles has reported Tax Rate over the past 17 years, most recently at 22.67% for Q4 2025.

  • Quarterly results put Tax Rate at 22.67% for Q4 2025, up 250.0% from a year ago — trailing twelve months through Dec 2025 was 22.75% (changed 0.0% YoY), and the annual figure for FY2025 was 22.75%, changed 0.0%.
  • Tax Rate for Q4 2025 was 22.67% at Schwab Charles, up from 21.95% in the prior quarter.
  • Over the last five years, Tax Rate for SCHW hit a ceiling of 26.41% in Q2 2021 and a floor of 12.48% in Q4 2023.
  • Median Tax Rate over the past 5 years was 23.66% (2024), compared with a mean of 22.59%.
  • Biggest five-year swings in Tax Rate: crashed -1177bps in 2023 and later skyrocketed 769bps in 2024.
  • Schwab Charles' Tax Rate stood at 21.9% in 2021, then rose by 11bps to 24.25% in 2022, then tumbled by -49bps to 12.48% in 2023, then surged by 62bps to 20.17% in 2024, then grew by 12bps to 22.67% in 2025.
  • The last three reported values for Tax Rate were 22.67% (Q4 2025), 21.95% (Q3 2025), and 24.15% (Q2 2025) per Business Quant data.