The rush to attract the global investor at all hours of the day is on.
Charles Schwab delivered strong Q2 results, beating estimates on both revenue and earnings, driven by high interest rates and market volatility. The brokerage saw impressive asset growth, with core net new assets up 31% year-over-year, supporting platform expansion and earnings growth. Despite reaching all-time highs, Schwab trades at a reasonable valuation and is expected to deliver industry-leading EPS growth of 25% annually.
The Charles Schwab Corporation (NYSE:SCHW ) 2025 Summer Business Update Conference Call July 18, 2025 8:30 AM ET Company Participants Jeff Edwards - MD & Head of Investor Relations Michael Verdeschi - MD & Chief Financial Officer Richard Andrew Wurster - CEO, President & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Benjamin Elliot Budish - Barclays Bank PLC, Research Division William Raymond Katz - TD Cowen, Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Devin Patrick Ryan - Citizens JMP Securities, LLC, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael J. Cyprys - Morgan Stanley, Research Division Jeff Edwards Good morning, everyone, and welcome to Schwab's 2025 Summer Business Update, broadcasting live from our very warm and toasty Westlake headquarters.
![]() SWG 2 months ago | Other | €0.23 Per Share |
![]() SWG 5 months ago | Other | €0.23 Per Share |
![]() SWG 8 months ago | Other | €0.21 Per Share |
![]() SWG 11 months ago | Other | €0.21 Per Share |
![]() SWG 9 May 2024 | Other | €0.21 Per Share |
13 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
18 Jul 2025 Date | | 1.1 Cons. EPS | - EPS |
14 Jul 2025 Date | | - Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
15 Apr 2025 Date | | - Cons. EPS | - EPS |
![]() SWG 2 months ago | Other | €0.23 Per Share |
![]() SWG 5 months ago | Other | €0.23 Per Share |
![]() SWG 8 months ago | Other | €0.21 Per Share |
![]() SWG 11 months ago | Other | €0.21 Per Share |
![]() SWG 9 May 2024 | Other | €0.21 Per Share |
13 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
18 Jul 2025 Date | | 1.1 Cons. EPS | - EPS |
14 Jul 2025 Date | | - Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
15 Apr 2025 Date | | - Cons. EPS | - EPS |
Financial - Capital Markets Industry | Financial Services Sector | Richard Andrew Wurster CMT CEO | XBER Exchange | US8085131055 ISIN |
US Country | 32,100 Employees | 9 May 2025 Last Dividend | 31 May 2000 Last Split | 22 Sep 1987 IPO Date |
The Charles Schwab Corporation, established in 1971 and headquartered in Westlake, Texas, operates as a vital player in the financial services sector both within the United States and globally. As a savings and loan holding company, it primarily delivers a wide range of financial services including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company caters to its diverse clientele through two main segments: Investor Services and Advisor Services, providing comprehensive financial solutions through both digital platforms and a network of branch offices.
These accounts offer access to trading in equity and fixed income, margin lending, options trading, futures and forex trading, coupled with cash management features like certificates of deposit.
The Charles Schwab Corporation provides access to third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, including mutual fund trading and clearing services to broker-dealers.
ETFs are available for trading, offering investors a flexible option to invest in diversified asset classes.
This service includes managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management.
The company offers banking products such as checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines.
These services include trust custody, personal trust reporting, and administrative trustee services, catering to the needs of individuals requiring professional management and safekeeping of assets.
Schwab provides integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access, along with self-service education and support tools, and online research and analysis tools.
They offer full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights, tailored to equity compensation plan sponsors.
This encompasses services designed to support the administration and management of retirement plans.
These services facilitate mutual fund clearing and provide advisor services, which include interactive tools and educational content, to help advisors better serve their clients.