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SCHW Earnings: Charles Schwab Stock Climbs as Tariff Turmoil Sparks Q2 Surge

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American financial services company Charles Schwab reported its second-quarter earnings for 2025.

SCHW Earnings: Charles Schwab Stock Climbs as Tariff Turmoil Sparks Q2 Surge

Shares of Charles Schwab (SCHW) climbed over 2% in pre-market trading after the company reported solid Q2 earnings and revenue that topped Wall Street estimates. The company capitalized on volatile markets, which reacted to President Trump’s trade war.

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Tariff Turmoil Boosts Schwab Earnings

In April’s market selloff, individual investors jumped into stocks in record numbers, boosting Schwab’s daily trading volumes. By the end of the quarter, markets had fully rebounded, hitting new highs and driving up Schwab’s trading revenue.

Consequently, the surge in trading activity drove the company’s net income up 60% to $2.13 billion. At the same time, client trading revenue rose 23% to $952 million, while net interest income jumped 31% to $2.8 billion. Moreover, total client assets at Charles Schwab rose 14% year-over-year to $10.76 trillion, reflecting strong client engagement and market recovery.

On the flip side, bank deposits declined 8% year-over-year to $233 billion, reflecting continued shifts in client cash management.

Charles Schwab Tops Q2 Estimates

Charles Schwab’s second-quarter revenue reached $5.85 billion, marking a 25% year-over-year increase and surpassing the consensus estimate of $5.7 billion.

Meanwhile, EPS (earnings per share) came in at $1.14, beating analyst expectations of $1.09, further boosting investor confidence in the company’s performance.

Is Charles Schwab a Good Stock to Buy Now?

Turning to Wall Street, analysts have a Strong Buy consensus rating on SCHW stock based on 17 Buys, two Holds, and one Sell rating assigned in the past three months. At $98.53, the average Charles Schwab stock price target implies an 6% upside potential.

See more SCHW analyst ratings

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