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Schwab Charles (SCHW) Tax Rate: 2009-2024

Historic Tax Rate for Schwab Charles (SCHW) over the last 16 years, with Dec 2024 value amounting to 22.75%.

  • 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.
  • Per Schwab Charles' latest filing, its Tax Rate stood at 22.75% for FY2024, which was up 10.68% from 20.56% recorded in FY2023.
  • In the past 5 years, Schwab Charles' Tax Rate registered a high of 24.09% during FY2021, and its lowest value of 20.56% during FY2023.
  • Moreover, its 3-year median value for Tax Rate was 22.75% (2024), whereas its average is 22.26%.
  • In the last 5 years, Schwab Charles' Tax Rate plummeted by 293bps in 2023 and then skyrocketed by 220bps in 2024.
  • Schwab Charles' Tax Rate (Yearly) stood at 23.28% in 2020, then soared by 81bps to 24.09% in 2021, then plummeted by 60bps to 23.49% in 2022, then tumbled by 293bps to 20.56% in 2023, then soared by 220bps to 22.75% in 2024.