Company / Income Tax
Charles Schwab Corporation Income Tax History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Income Tax
$2.6B
FY2025
5-year range
$1.3B / $2.6B
FY2021-FY2025
Trend
+49.0%
vs FY2024
Sector context
#13 of 399
Financials
What the data says
Among 399 Financials companies, Charles Schwab Corporation is in the bottom 3% for income tax. Income Tax has fluctuated over the past 10 years, ranging from $1.0B in FY2020 to $2.6B in FY2025.
Based on SEC 10-K filings.
$2.6B in FY2025 with a 5-year CAGR of +21.1%. Top quartile in the Financials sector.
Increased from $1.3B to $2.6B over the past 2 years.
Financials sector context is included.
Income Tax over time
Growth rates
- 3-Year CAGR
- +5.7%
- 5-Year CAGR
- +21.1%
- 10-Year CAGR
- -
Sector benchmark
Bottom 3% in FinancialsTop 97% of 399This company $2.6B Sector average $355.4M
▼
+633.6% above sector average
Key checks
Key Insights
- 5-year CAGR of +21.1%, indicating consistent growth.
- In FY2025, income tax increased 49.0% year-over-year.
- Ranks #13 out of 399 companies in the Financials sector.
- Lowest income tax in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.17 (distress zone, below 1.8 threshold)
- Strong profit margin: 35.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Income TaxValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $2.6B | +49.0% |
| FY2024 | $1.8B | +33.5% |
| FY2023 | $1.3B | -40.5% |
| FY2022 | $2.2B | +18.7% |
| FY2021 | $1.9B | +85.6% |
| FY2020 | $1.0B | -22.8% |
| FY2019 | $1.3B | +22.8% |
| FY2018 | $1.1B | -18.6% |
| FY2017 | $1.3B | +17.4% |
| FY2016 | $1.1B | +32.7% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026