No recent briefing disclosures were included in the data provided for this report period. Accordingly, the news paragraph is omitted in compliance with the requirement to cite only verified context.
Charles Schwab's trailing twelve-month revenue as of 31 March 2026 stood at $24.80 billion, reflecting year-over-year growth of 15.77% [SEC 10-Q - SCHW - 2026-03-31]. Net income on a TTM basis was $578.85 million, with a net margin of 2.33% and an operating margin of 1.83% [SEC 10-Q - SCHW - 2026-03-31]. EPS grew 38.38% year-over-year, while the company reported cash of $44.98 billion against total debt of $35.96 billion [SEC 10-Q - SCHW - 2026-03-31]. The trailing P/E ratio was recorded at 20 as of the same date [SEC 10-Q - SCHW - 2026-03-31].
Insider activity over the past 30 days recorded four transactions with a net selling direction, amounting to a net disposal value of approximately $394,074 [SEC Form 4 - SCHW - 2026-07]. No institutional 13F filing changes were included in the provided data for this reporting cycle, so holdings commentary is limited to the Form 4 disclosures. The net insider selling activity across these four transactions was the primary trigger for this report.
The 10-year US Treasury yield stood at 4.49% and the 2-year yield at 4.14% as of the generation date, producing a normal yield curve with a spread of approximately 35 basis points [FRED DGS10; FRED DGS2]. As a financial services firm with significant interest-rate-sensitive assets and liabilities, Schwab's net interest income metrics are directly influenced by the prevailing rate environment. The current rate configuration is reflected in the company's reported financials for the period ending 31 March 2026 [SEC 10-Q - SCHW - 2026-03-31].