Company / Capital Returned to Shareholders
Charles Schwab Corporation Capital Returned to Shareholders History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Capital Returned to Shareholders
$9.7B
FY2025
5-year range
$1.8B / $9.7B
FY2021-FY2025
Trend
+325.3%
vs FY2024
Sector context
#8 of 365
Financials
What the data says
Capital Returned to Shareholders changed +325% YoY in FY2025, a notable deviation from the 9-year average annual change of +87%.
Based on SEC 10-K filings.
$9.7B in FY2025 with a 5-year CAGR of +49.9%. Top quartile in the Financials sector.
Improved from $5.1B to $9.7B over the past 2 years.
Financials sector context is included.
Capital Returned to Shareholders over time
Growth rates
- 3-Year CAGR
- +20.7%
- 5-Year CAGR
- +49.9%
- 10-Year CAGR
- -
Sector benchmark
Top 2% in FinancialsTop 2% of 365This company $9.7B Sector average $1.1B
▼
+764.4% above sector average
Key checks
Key Insights
- 5-year CAGR of +49.9%, indicating consistent growth.
- In FY2025, capital returned to shareholders increased 325.3% year-over-year.
- Ranks #8 out of 365 companies in the Financials sector.
- Lowest capital returned to shareholders in the period was in FY2016.
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 | Capital Returned to ShareholdersValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $9.7B | +325.3% |
| FY2024 | $2.3B | -55.5% |
| FY2023 | $5.1B | -7.0% |
| FY2022 | $5.5B | +202.1% |
| FY2021 | $1.8B | +42.3% |
| FY2020 | $1.3B | +116.2% |
| FY2019 | $592.0M | -66.9% |
| FY2018 | $1.8B | +201.9% |
| FY2017 | $592.0M | +21.8% |
| FY2016 | $486.0M | +25.6% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026