Charles SchwabFRA:SWG -1.47%73 Forward Dividend Yield % is 1.35% as of Jun. 26, 2026. GuruFocus rates FRA:SWG with a GF Score™ of 73/100 and a GF Value™ of €88.99 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 358 Capital Markets companies, Charles Schwab ranks worse than 72.35% on this metric.
As of today (2026-06-26), the Forward Annual Dividend Yield of Charles Schwab is 1.35%.
As of today (2026-06-26), the Trailing Annual Dividend Yield of Charles Schwab is 1.24%.
FRA:SWG's Forward Dividend Yield % is ranked worse than 72.35% of 358
companies
in the Capital Markets industry
Industry Median: 2.565
vs FRA:SWG: 1.35
During the past 12 months, Charles Schwab's average Dividends Per Share Growth Rate was 10.80% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 8.70% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 9.50% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 17.20% per year.
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Charles Schwab was 61.30% per year. The lowest was 0.00% per year. And the median was 13.85% per year.
The growth rate is calculated with least square regression.
For more information regarding to dividend, please check our Dividend Page.
Charles Schwab (FRA:SWG) Forward Dividend Yield % Explanation
Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.
Dividends may also qualify a lower tax rate for investors.
In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.
Charles Schwab Forward Dividend Yield % Related Terms
FRA:SWG vs HOOD, IBKR, CRCL: Forward Dividend Yield % Comparison
For the Capital Markets subindustry, Charles Schwab's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Charles Schwab Forward Dividend Yield % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Charles Schwab's Forward Dividend Yield % distribution charts can be found below:
* The bar in red indicates where Charles Schwab's Forward Dividend Yield % falls into.
Charles Schwab Forward Dividend Yield % Calculation
Dividend Yield measures how much a company pays out in dividends each year relative to its share price.
Charles Schwab Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
USD 0.320000
2026-05-08
2026-05-08
2026-05-22
Cash Dividend
quarterly
USD:EUR 0.855000
USD 0.320000
2026-02-13
2026-02-13
2026-02-27
Cash Dividend
quarterly
USD:EUR 0.846000
USD 0.270000
2025-11-14
2025-11-14
2025-11-28
Cash Dividend
quarterly
USD:EUR 0.865000
USD 0.270000
2025-08-08
2025-08-08
2025-08-22
Cash Dividend
quarterly
USD:EUR 0.859000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
Charles Schwab's Forward Annual Dividend Yield (%) for Today is calculated as
Forward Annual Dividend Yield
=
Forward Full Year Dividend
/
Current Share Price
=
1.0944
/
80.30
=
1.36 %
Current Share Price is €80.30. Charles Schwab's Dividends per Share for the forward twelve months is calculated as €0.2736 * 4 = €1.0944.
Charles Schwab's Trailing Annual Dividend Yield (%) for Today is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a Forward Dividend Yield % of 1.35% mean?
Charles Schwab (FRA:SWG) has a Forward Dividend Yield % of 1.35% as of Jun. 26, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Charles Schwab and its competitors. According to the industry distribution chart, Charles Schwab ranks #259 out of 358 companies in the Capital Markets industry, placing it in the top 72.3%.
Is Charles Schwab's Forward Dividend Yield % too high?
Charles Schwab's current Forward Dividend Yield % is 1.35%. The Capital Markets industry median Forward Dividend Yield % is 2.57. Charles Schwab's value of 1.35% is 47.4% below this industry median. Based on the distribution chart, Charles Schwab ranks #259 out of 358 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Charles Schwab has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's Forward Dividend Yield % compare to HOOD and IBKR?
According to the Capital Markets industry distribution chart, Charles Schwab ranks #259 out of 358 companies for Forward Dividend Yield %. This places Charles Schwab in the lower half of its industry. The industry median Forward Dividend Yield % is 2.57. Charles Schwab's value of 1.35% is 47.4% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for a Capital Markets company?
The median Forward Dividend Yield % among Capital Markets companies is 2.57, based on 358 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Charles Schwab's current Forward Dividend Yield % of 1.35% is 47.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Charles Schwab and its competitors. For the Capital Markets industry, the median Forward Dividend Yield % is 2.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charles Schwab's current Forward Dividend Yield % is 1.35%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charles Schwab stock overvalued right now?
Based on GuruFocus' analysis, Charles Schwab (FRA:SWG) is currently considered Modestly Undervalued. The stock's GF Value™ is €88.99, compared to a current price of €80.30 — trading 9.8% below its estimated fair value. The current Forward Dividend Yield % is 1.35% and 47.4% below the Capital Markets industry median of 2.57. Charles Schwab's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For Charles Schwab (FRA:SWG), the current Forward Dividend Yield % is 1.35% as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Charles Schwab (FRA:SWG) Overvalued in 2026?
Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued.
The current stock price of €80.30 is trading 9.8% below its estimated GF Value™ of €88.99.
GuruFocus considers Charles Schwab to be Modestly Undervalued.
Key valuation signals for FRA:SWG:
Forward Dividend Yield %: 1.35%
GF Value™: €88.99 vs. price of €80.30 (9.8% below fair value)
Industry Position: 47.4% below the Capital Markets median (#259 of 358)
No single metric tells the full story. See the FRA:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
73GF Score
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Forward Dividend Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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