Charles Schwab Corp Pref Share SCHWpJ

$15.93 +0.05 (0.31%)
View Full Chart
Find similar stocks with Morningstar Investor.
Morningstar analysts do not currently cover SCHWpJ, but with our powerful screener, you can find stocks in the same sector, industry, or style and filter on our unbiased ratings and valuation metrics.

Trading Information

Previous Close Price
$15.88
Day Range
$15.85–16.16
52-Week Range
$15.66–20.42
Bid/Ask
$15.70 / $17.32
Shares Outstanding
—
Market Cap
$382.32M
Volume/Avg
101,557 / 89,986

Key Statistics

Price/Earnings (Normalized)
—
Price/Sales
—
Dividend Yield (Trailing)
6.99%
Dividend Yield (Forward)
6.99%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
6.99%

Company Profile

Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Large Value
Total Number of Employees
33,700

Competitors

Valuation

Metric
SCHWpJ
MS
IBKR
Price/Earnings (Normalized)
—15.2034.19
Price/Book Value
—2.776.55
Price/Sales
—4.073.46
Price/Cash Flow
—10.577.42
Price/Earnings
SCHWpJ
MS
IBKR

Financial Strength

Metric
SCHWpJ
MS
IBKR
Quick Ratio
——0.68
Current Ratio
——1.22
Interest Coverage
——2.20
Quick Ratio
SCHWpJ
MS
IBKR

Profitability

Metric
SCHWpJ
MS
IBKR
Return on Assets (Normalized)
2.09%1.50%2.37%
Return on Equity (Normalized)
23.69%21.71%93.04%
Return on Invested Capital (Normalized)
——44.02%
Return on Assets
SCHWpJ
MS
IBKR

Capital Markets Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Morgan Stanley
MS
LOCK|#>G#j&^LOCK|$$x$299B
The Goldman Sachs Group Inc
GS
LOCK|k^<S?&>LOCK|%T$263B
Charles Schwab Corp
SCHW
LOCK|pQ^%vw?#LOCK|JJM$167B
Robinhood Markets Inc Class A
HOOD
LOCK|$&nQ^nMLOCK|sdR!D$101B
Interactive Brokers Group Inc Class A
IBKR
LOCK|WL@J>XLOCK|#V$40B
LPL Financial Holdings Inc
LPLA
LOCK|dF^XWgrLOCK|lY$25B
Tradeweb Markets Inc
TW
LOCK|sV@CF@$XLOCK|^n$22B
IREN Ltd
IREN
LOCK|z@R!r%>LOCK|cD$16B
Stifel Financial Corp
SF
LOCK|?#>bB<<LOCK|Jq>cc$11B
Jefferies Financial Group Inc
JEF
LOCK|^Qfb?pLOCK|ZJV$11B

Sponsor Center