StockData
Schwab Charles Corp logo

Schwab Charles Corp (SCHW) operating KPIs

SCHWNYSESecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31Also trades as SCHW.PD, SCHW.PJ
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 12/307% below fair value
$88.05−1.42 (-1.59%)

Close on Oct 30, 2026Market cap $152.27BP/E 16.0Yield 1.23%

Schwab Charles advisor Services ongoing advisory assets

Monthly figures from Schwab Charles's filings and investor materials

Latest, Sep 2026
5,845.90
Period ended Sep 30, 2026
Change on a year earlier
+16.5%
5,016.70 in Sep 2025
History
127 months
Since Mar 2016
Sources
39
Documents cited below

Monthly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedAdvisor Services ongoing advisory assetsYear on yearSource
Sep 2026Sep 30, 20265,845.90+16.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2026Aug 31, 20265,903.00+20.8%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jul 2026Jul 31, 20265,763.10+20.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jun 2026Jun 30, 20265,741.90+22.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
May 2026May 31, 20265,716.00+26.3%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Apr 2026Apr 30, 20265,525.70+26.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Mar 2026Mar 31, 20265,201.50+19.0%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Feb 2026Feb 28, 20265,394.30+20.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Jan 2026Jan 31, 20265,311.70+18.1%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Dec 2025Dec 31, 20255,195.50+18.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Nov 2025Nov 30, 20255,155.90+14.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Oct 2025Oct 31, 20255,106.10+18.7%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Sep 2025Sep 30, 20255,016.70+15.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-10-15 ↗
Aug 2025Aug 31, 20254,888.20+14.5%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jul 2025Jul 31, 20254,765.10+13.9%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗
Jun 2025Jun 30, 20254,687.40+14.6%Charles Schwab Earnings Release & Monthly Activity Report (Form 8-K EX-99.1), filed 2026-07-21 ↗

Cite this data

StockData. (2026). Schwab Charles Advisor Services ongoing advisory assets, monthly Mar 2016–Sep 2026 [Data set]. Compiled from Schwab Charles SEC filings and investor materials. https://stockdatahq.com/stocks/schw/kpis/adv-as

See every metric in the Schwab Charles KPI table. Data updated Oct 26, 2026.